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 · 3 months
S&P 500: 1,045.36
| Date | Portfolio | S&P 500 |
|---|---|---|
| May 11, 2026 | $1,000.00 | Not available |
| May 11, 2026 | $1,000.00 | $1,000.00 |
| May 12, 2026 | $992.42 | $995.13 |
| May 13, 2026 | $983.64 | $998.15 |
| May 14, 2026 | $978.84 | $1,012.03 |
| May 15, 2026 | $971.46 | $1,003.03 |
| May 18, 2026 | $972.09 | $999.12 |
| May 19, 2026 | $963.46 | $990.51 |
| May 20, 2026 | $972.84 | $998.27 |
| May 21, 2026 | $976.26 | $998.91 |
| May 22, 2026 | $975.84 | $1,010.70 |
| May 26, 2026 | $976.00 | $1,015.27 |
| May 27, 2026 | $979.56 | $1,014.76 |
| May 28, 2026 | $976.04 | $1,020.17 |
| May 29, 2026 | $971.03 | $1,025.16 |
| Jun 1, 2026 | $976.16 | $1,026.02 |
| Jun 2, 2026 | $974.21 | $1,024.57 |
| Jun 3, 2026 | $971.37 | $1,026.19 |
| Jun 4, 2026 | $978.13 | $1,016.91 |
| Jun 5, 2026 | $976.22 | $1,018.00 |
| Jun 8, 2026 | $967.11 | $999.89 |
| Jun 9, 2026 | $977.01 | $997.86 |
| Jun 10, 2026 | $964.01 | $991.54 |
| Jun 11, 2026 | $958.64 | $981.47 |
| Jun 12, 2026 | $963.24 | $998.64 |
| Jun 15, 2026 | $959.32 | $1,021.01 |
| Jun 16, 2026 | $967.18 | $1,014.92 |
| Jun 17, 2026 | $951.54 | $1,002.25 |
| Jun 18, 2026 | $954.08 | $1,010.06 |
| Jun 22, 2026 | $951.95 | $1,006.88 |
| Jun 23, 2026 | $957.64 | $992.26 |
| Jun 24, 2026 | $955.69 | $991.80 |
| Jun 25, 2026 | $946.57 | $990.91 |
| Jun 26, 2026 | $962.21 | $986.05 |
| Jun 29, 2026 | $958.69 | $1,002.30 |
| Jun 30, 2026 | $942.50 | $1,010.10 |
| Jul 1, 2026 | $940.04 | $1,008.74 |
| Jul 2, 2026 | $946.94 | $1,007.41 |
| Jul 6, 2026 | $938.80 | $1,016.20 |
| Jul 7, 2026 | $945.85 | $1,011.38 |
| Jul 8, 2026 | $938.03 | $1,008.25 |
| Jul 9, 2026 | $947.14 | $1,016.79 |
| Jul 10, 2026 | $949.84 | $1,021.17 |
| Jul 13, 2026 | $947.88 | $1,013.35 |
| Jul 14, 2026 | $937.30 | $1,016.95 |
| Jul 15, 2026 | $940.77 | $1,020.65 |
| Jul 16, 2026 | $950.33 | $1,015.45 |
| Jul 17, 2026 | $949.98 | $1,005.40 |
| Jul 20, 2026 | $946.47 | $1,003.77 |
| Jul 21, 2026 | $942.51 | $1,012.15 |
| Jul 22, 2026 | $938.66 | $1,011.24 |
| Jul 23, 2026 | $935.92 | $998.49 |
| Jul 24, 2026 | $958.40 | $999.50 |
| Jul 27, 2026 | $957.75 | $999.72 |
| Jul 28, 2026 | $964.61 | $1,002.11 |
| Jul 29, 2026 | $959.09 | $986.69 |
| Jul 30, 2026 | $969.78 | $1,003.27 |
| Jul 31, 2026 | $958.57 | $1,010.46 |
| Aug 3, 2026 | $961.92 | $1,024.85 |
| Aug 4, 2026 | $966.31 | $1,043.32 |
| Aug 5, 2026 | $965.99 | $1,041.24 |
| Aug 6, 2026 | $955.38 | $1,039.58 |
| Aug 7, 2026 | $952.11 | $1,045.94 |
| Aug 10, 2026 | $944.19 | $1,045.36 |
- Time-weighted return
- -5.58%
- Modified Dietz return
- -5.58%
- Normalized wealth
- 944.19
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 EQIXEquinix, Inc. Common Stock REIT | +33.54% | 1.61 | $1,675.29 | $175.28 |
 LVSLas Vegas Sands Corp. | +20.47% | 22.45 | $1,022.65 | $22.67 |
 ORealty Income Corporation | +17.32% | 14.05 | $865.13 | $65.06 |
 INVHInvitation Homes Inc. Common Stock | +15.65% | 26.24 | $781.93 | -$118.08 |
 ZZillow Group, Inc. Class C Capital Stock | +13.03% | 19.58 | $650.91 | -$849.02 |
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