
Real estate
- Real estate
This portfolio is focused on investments in real estate-related equities, including REITs, real estate technology firms, and hospitality-based companies. It includes holdings in data center and communications infrastructure REITs such as **Equinix (EQIX)** and **American Tower (AMT)**, traditional real estate investment trusts like **Realty Income Corporation (O)** and **Invitation Homes (INVH)**, as well as companies with indirect real estate exposure like **Las Vegas Sands (LVS)** and **Zillow Group (Z)**. The goal of this portfolio is to achieve a balance between income generation through dividends and capital appreciation by investing in a diverse mix of real estate sectors. 
- Real estate
- #2 / 2
Performance
Growth of $1,000 · This week
S&P 500: 1,006.24
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 17, 2026 | $1,000.00 | Not available |
| Sep 18, 2026 | $1,000.00 | $997.36 |
| Sep 18, 2026 | $1,001.05 | $997.36 |
| Sep 18, 2026 | $997.04 | $997.77 |
| Sep 18, 2026 | $997.18 | $997.77 |
| Sep 18, 2026 | $1,000.55 | $996.86 |
| Sep 18, 2026 | $1,001.78 | $996.86 |
| Sep 18, 2026 | $999.29 | $997.09 |
| Sep 18, 2026 | $999.17 | $997.09 |
| Sep 18, 2026 | $998.27 | $996.60 |
| Sep 18, 2026 | $997.99 | $996.60 |
| Sep 18, 2026 | $997.70 | $995.93 |
| Sep 18, 2026 | $998.92 | $996.89 |
| Sep 18, 2026 | $998.10 | $996.89 |
| Sep 18, 2026 | $998.40 | $997.05 |
| Sep 18, 2026 | $998.60 | $997.05 |
| Sep 18, 2026 | $997.67 | $997.46 |
| Sep 18, 2026 | $997.56 | $997.46 |
| Sep 18, 2026 | $998.38 | $998.11 |
| Sep 18, 2026 | $998.36 | $998.11 |
| Sep 18, 2026 | $997.19 | $999.44 |
| Sep 18, 2026 | $997.07 | $999.12 |
| Sep 18, 2026 | $993.88 | $999.68 |
| Sep 21, 2026 | $1,002.07 | $1,006.18 |
| Sep 21, 2026 | $1,003.31 | $1,006.96 |
| Sep 21, 2026 | $1,005.17 | $1,009.69 |
| Sep 21, 2026 | $1,003.63 | $1,009.69 |
| Sep 21, 2026 | $1,006.60 | $1,010.07 |
| Sep 21, 2026 | $1,007.86 | $1,010.07 |
| Sep 21, 2026 | $1,007.24 | $1,010.66 |
| Sep 21, 2026 | $1,009.18 | $1,011.68 |
| Sep 21, 2026 | $1,012.94 | $1,013.42 |
| Sep 21, 2026 | $1,012.14 | $1,013.42 |
| Sep 21, 2026 | $1,011.78 | $1,013.77 |
| Sep 21, 2026 | $1,011.45 | $1,014.32 |
| Sep 21, 2026 | $1,011.89 | $1,014.71 |
| Sep 21, 2026 | $1,011.16 | $1,015.66 |
| Sep 21, 2026 | $1,010.01 | $1,015.66 |
| Sep 21, 2026 | $1,011.66 | $1,015.66 |
| Sep 21, 2026 | $1,012.40 | $1,016.45 |
| Sep 21, 2026 | $1,011.46 | $1,015.91 |
| Sep 22, 2026 | $1,018.68 | $1,016.31 |
| Sep 22, 2026 | $1,013.11 | $1,016.37 |
| Sep 22, 2026 | $1,013.57 | $1,015.96 |
| Sep 22, 2026 | $1,013.82 | $1,015.96 |
| Sep 22, 2026 | $1,010.14 | $1,015.55 |
| Sep 22, 2026 | $1,009.32 | $1,015.55 |
| Sep 22, 2026 | $1,011.22 | $1,015.43 |
| Sep 22, 2026 | $1,011.84 | $1,015.59 |
| Sep 22, 2026 | $1,011.58 | $1,015.57 |
| Sep 22, 2026 | $1,011.90 | $1,014.42 |
| Sep 22, 2026 | $1,011.96 | $1,014.50 |
| Sep 22, 2026 | $1,012.51 | $1,015.50 |
| Sep 22, 2026 | $1,010.84 | $1,015.50 |
| Sep 22, 2026 | $1,008.32 | $1,014.99 |
| Sep 22, 2026 | $1,007.72 | $1,014.99 |
| Sep 22, 2026 | $1,008.99 | $1,016.23 |
| Sep 22, 2026 | $1,009.77 | $1,016.23 |
| Sep 22, 2026 | $1,010.10 | $1,016.48 |
| Sep 22, 2026 | $1,011.00 | $1,016.29 |
| Sep 22, 2026 | $1,012.13 | $1,016.30 |
| Sep 22, 2026 | $1,011.95 | $1,016.30 |
| Sep 22, 2026 | $1,010.68 | $1,016.82 |
| Sep 23, 2026 | $1,010.43 | $1,014.33 |
| Sep 23, 2026 | $1,002.24 | $1,014.33 |
| Sep 23, 2026 | $998.63 | $1,011.40 |
| Sep 23, 2026 | $998.66 | $1,011.40 |
| Sep 23, 2026 | $994.90 | $1,010.30 |
| Sep 23, 2026 | $995.37 | $1,010.49 |
| Sep 23, 2026 | $995.67 | $1,009.61 |
| Sep 23, 2026 | $995.21 | $1,008.75 |
| Sep 23, 2026 | $995.31 | $1,008.79 |
| Sep 23, 2026 | $992.44 | $1,006.80 |
| Sep 23, 2026 | $990.60 | $1,006.80 |
| Sep 23, 2026 | $992.06 | $1,007.33 |
| Sep 23, 2026 | $991.97 | $1,007.33 |
| Sep 23, 2026 | $991.24 | $1,008.47 |
| Sep 23, 2026 | $990.86 | $1,008.47 |
| Sep 23, 2026 | $990.39 | $1,008.40 |
| Sep 23, 2026 | $990.73 | $1,008.45 |
| Sep 23, 2026 | $990.66 | $1,007.74 |
| Sep 23, 2026 | $988.38 | $1,007.64 |
| Sep 24, 2026 | $989.54 | $1,003.57 |
| Sep 24, 2026 | $987.55 | $1,003.57 |
| Sep 24, 2026 | $980.58 | $1,004.48 |
| Sep 24, 2026 | $981.76 | $1,005.53 |
| Sep 24, 2026 | $979.88 | $1,004.36 |
| Sep 24, 2026 | $979.88 | $1,004.36 |
| Sep 24, 2026 | $979.65 | $1,002.51 |
| Sep 24, 2026 | $980.55 | $1,002.51 |
| Sep 24, 2026 | $984.81 | $1,006.89 |
| Sep 24, 2026 | $986.99 | $1,008.14 |
| Sep 24, 2026 | $985.03 | $1,008.14 |
| Sep 24, 2026 | $985.37 | $1,006.47 |
| Sep 24, 2026 | $985.07 | $1,006.47 |
| Sep 24, 2026 | $982.66 | $1,005.66 |
| Sep 24, 2026 | $982.64 | $1,005.66 |
| Sep 24, 2026 | $984.51 | $1,007.09 |
| Sep 24, 2026 | $984.78 | $1,007.09 |
| Sep 24, 2026 | $984.89 | $1,007.11 |
| Sep 24, 2026 | $985.82 | $1,007.11 |
| Sep 24, 2026 | $982.53 | $1,006.24 |
- Time-weighted return
- -1.75%
- Modified Dietz return
- -1.75%
- Normalized wealth
- 982.53
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
EQIXEquinix, Inc. Common Stock REIT | +36.55% | 1.61 | $1,667.12 | $167.11 |
LVSLas Vegas Sands Corp. | +19.02% | 22.45 | $867.77 | -$132.21 |
ORealty Income Corporation | +17.12% | 14.05 | $780.82 | -$19.25 |
INVHInvitation Homes Inc. Common Stock | +15.23% | 26.24 | $694.81 | -$205.19 |
ZZillow Group, Inc. Class C Capital Stock | +12.08% | 19.58 | $551.07 | -$948.85 |
Version history
- Merged#79 Remove AMT@dev · Created Mar 11, 2025, 2:06 PMVerification: Unverified
- Merged#58 Increase AMT@dev · Created Mar 1, 2025, 2:34 AMVerification: Unverified
- Merged#56 Add more real estate holdings@dev · Created Feb 28, 2025, 4:15 PMDiversifying more into real estate stocks since we are too dependent on 2 right now. Verification: Unverified
- Merged#45 Dd test@dev · Created Feb 23, 2025, 3:41 AMVerification: Verified
- Merged#43 Dd@dev · Created Feb 23, 2025, 12:31 AMVerification: Verified
- Merged#4 Initial change@dev · Created Feb 17, 2025, 9:17 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified




