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
- #1 / 2
Performance
Growth of $1,000 · 3 months
S&P 500: 1,046.28
| Date | Portfolio | S&P 500 |
|---|---|---|
| Jun 25, 2026 | $1,000.00 | Not available |
| Jun 25, 2026 | $1,000.00 | $1,000.00 |
| Jun 26, 2026 | $1,016.53 | $995.10 |
| Jun 29, 2026 | $1,012.80 | $1,011.49 |
| Jun 30, 2026 | $995.70 | $1,019.37 |
| Jul 1, 2026 | $993.10 | $1,017.99 |
| Jul 2, 2026 | $1,000.39 | $1,016.65 |
| Jul 6, 2026 | $991.79 | $1,025.52 |
| Jul 7, 2026 | $999.24 | $1,020.65 |
| Jul 8, 2026 | $990.98 | $1,017.50 |
| Jul 9, 2026 | $1,000.61 | $1,026.11 |
| Jul 10, 2026 | $1,003.45 | $1,030.53 |
| Jul 13, 2026 | $1,001.38 | $1,022.64 |
| Jul 14, 2026 | $990.21 | $1,026.27 |
| Jul 15, 2026 | $993.88 | $1,030.01 |
| Jul 16, 2026 | $1,003.98 | $1,024.76 |
| Jul 17, 2026 | $1,003.60 | $1,014.62 |
| Jul 20, 2026 | $999.89 | $1,012.98 |
| Jul 21, 2026 | $995.71 | $1,021.43 |
| Jul 22, 2026 | $991.64 | $1,020.51 |
| Jul 23, 2026 | $988.74 | $1,007.64 |
| Jul 24, 2026 | $1,012.50 | $1,008.67 |
| Jul 27, 2026 | $1,011.81 | $1,008.88 |
| Jul 28, 2026 | $1,019.06 | $1,011.30 |
| Jul 29, 2026 | $1,013.23 | $995.74 |
| Jul 30, 2026 | $1,024.52 | $1,012.47 |
| Jul 31, 2026 | $1,012.68 | $1,019.72 |
| Aug 3, 2026 | $1,016.21 | $1,034.25 |
| Aug 4, 2026 | $1,020.86 | $1,052.89 |
| Aug 5, 2026 | $1,020.51 | $1,050.79 |
| Aug 6, 2026 | $1,009.30 | $1,049.11 |
| Aug 7, 2026 | $1,005.85 | $1,055.53 |
| Aug 10, 2026 | $1,001.31 | $1,055.21 |
| Aug 11, 2026 | $1,000.03 | $1,051.84 |
| Aug 12, 2026 | $1,009.50 | $1,054.48 |
| Aug 13, 2026 | $1,024.49 | $1,061.83 |
| Aug 14, 2026 | $1,030.17 | $1,059.73 |
| Aug 17, 2026 | $1,017.75 | $1,054.72 |
| Aug 18, 2026 | $1,016.91 | $1,047.60 |
| Aug 19, 2026 | $1,032.35 | $1,049.79 |
| Aug 20, 2026 | $1,029.23 | $1,040.60 |
| Aug 21, 2026 | $1,026.80 | $1,045.23 |
| Aug 24, 2026 | $1,030.97 | $1,042.16 |
| Aug 25, 2026 | $1,032.09 | $1,045.49 |
| Aug 26, 2026 | $1,022.35 | $1,045.73 |
| Aug 27, 2026 | $1,010.37 | $1,052.58 |
| Aug 28, 2026 | $1,005.45 | $1,050.19 |
| Aug 31, 2026 | $996.81 | $1,047.05 |
| Sep 1, 2026 | $985.82 | $1,039.86 |
| Sep 2, 2026 | $989.32 | $1,044.47 |
| Sep 3, 2026 | $997.19 | $1,055.40 |
| Sep 4, 2026 | $990.82 | $1,051.34 |
| Sep 8, 2026 | $981.16 | $1,045.56 |
| Sep 9, 2026 | $975.61 | $1,040.70 |
| Sep 10, 2026 | $959.04 | $1,034.55 |
| Sep 11, 2026 | $968.48 | $1,043.38 |
| Sep 14, 2026 | $957.07 | $1,038.63 |
| Sep 15, 2026 | $951.18 | $1,033.86 |
| Sep 16, 2026 | $942.43 | $1,029.30 |
| Sep 17, 2026 | $939.47 | $1,040.98 |
| Sep 18, 2026 | $931.22 | $1,039.73 |
| Sep 21, 2026 | $947.09 | $1,055.85 |
| Sep 22, 2026 | $946.44 | $1,055.81 |
| Sep 23, 2026 | $925.92 | $1,048.09 |
| Sep 24, 2026 | $920.15 | $1,046.28 |
- Time-weighted return
- -7.98%
- Modified Dietz return
- -7.98%
- Normalized wealth
- 920.15
- 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