Real estate

real-estate@devPublic
  • 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. ![Gif](https://media.tenor.com/B9G3PV_TOBYAAAAC/happy-birthday.gif)

Real estate
#2 / 2

Performance

Growth of $1,000 · 6 months

$922.14-$77.86 (-7.79%)

S&P 500: 1,188.18

Portfolio performance over 6 months
DatePortfolioS&P 500
Mar 26, 2026$1,000.00Not available
Mar 26, 2026$1,000.00$1,000.00
Mar 27, 2026$991.03$982.95
Mar 30, 2026$995.02$979.66
Mar 31, 2026$1,012.75$1,008.14
Apr 1, 2026$1,017.92$1,015.73
Apr 2, 2026$1,024.04$1,014.45
Apr 6, 2026$1,031.40$1,021.45
Apr 7, 2026$1,025.87$1,021.90
Apr 8, 2026$1,036.19$1,046.80
Apr 9, 2026$1,038.96$1,053.98
Apr 10, 2026$1,032.99$1,053.28
Apr 13, 2026$1,047.70$1,063.57
Apr 14, 2026$1,055.98$1,076.53
Apr 15, 2026$1,066.79$1,085.03
Apr 16, 2026$1,077.95$1,086.71
Apr 17, 2026$1,102.31$1,103.99
Apr 20, 2026$1,108.33$1,098.64
Apr 21, 2026$1,097.78$1,099.69
Apr 22, 2026$1,093.78$1,098.37
Apr 23, 2026$1,076.47$1,099.82
Apr 24, 2026$1,078.64$1,105.00
Apr 27, 2026$1,079.53$1,108.64
Apr 28, 2026$1,078.13$1,102.76
Apr 29, 2026$1,073.70$1,100.58
Apr 30, 2026$1,085.84$1,103.53
May 1, 2026$1,083.97$1,117.95
May 4, 2026$1,069.88$1,113.04
May 5, 2026$1,070.40$1,121.02
May 6, 2026$1,082.53$1,134.04
May 7, 2026$1,070.66$1,138.46
May 8, 2026$1,060.37$1,141.84
May 11, 2026$1,058.73$1,146.04
May 12, 2026$1,050.71$1,140.46
May 13, 2026$1,041.41$1,143.92
May 14, 2026$1,036.32$1,159.83
May 15, 2026$1,028.51$1,149.52
May 18, 2026$1,029.18$1,145.03
May 19, 2026$1,020.04$1,135.17
May 20, 2026$1,029.97$1,144.06
May 21, 2026$1,033.60$1,144.79
May 22, 2026$1,033.15$1,158.31
May 26, 2026$1,033.32$1,163.54
May 27, 2026$1,037.09$1,162.95
May 28, 2026$1,033.36$1,169.15
May 29, 2026$1,028.05$1,174.88
Jun 1, 2026$1,033.48$1,175.87
Jun 2, 2026$1,031.43$1,174.20
Jun 3, 2026$1,028.41$1,176.05
Jun 4, 2026$1,035.57$1,165.42
Jun 5, 2026$1,033.55$1,166.67
Jun 8, 2026$1,023.91$1,145.92
Jun 9, 2026$1,034.39$1,143.58
Jun 10, 2026$1,020.62$1,136.34
Jun 11, 2026$1,014.93$1,124.81
Jun 12, 2026$1,019.81$1,144.48
Jun 15, 2026$1,015.66$1,170.12
Jun 16, 2026$1,023.98$1,163.14
Jun 17, 2026$1,007.42$1,148.61
Jun 18, 2026$1,010.11$1,157.57
Jun 22, 2026$1,007.86$1,153.93
Jun 23, 2026$1,013.88$1,137.17
Jun 24, 2026$1,011.82$1,136.65
Jun 25, 2026$1,002.16$1,135.63
Jun 26, 2026$1,018.72$1,130.06
Jun 29, 2026$1,014.99$1,148.68
Jun 30, 2026$997.85$1,157.62
Jul 1, 2026$995.24$1,156.06
Jul 2, 2026$1,002.55$1,154.54
Jul 6, 2026$993.93$1,164.61
Jul 7, 2026$1,001.40$1,159.08
Jul 8, 2026$993.12$1,155.50
Jul 9, 2026$1,002.77$1,165.28
Jul 10, 2026$1,005.62$1,170.30
Jul 13, 2026$1,003.55$1,161.34
Jul 14, 2026$992.35$1,165.47
Jul 15, 2026$996.02$1,169.70
Jul 16, 2026$1,006.15$1,163.74
Jul 17, 2026$1,005.77$1,152.23
Jul 20, 2026$1,002.05$1,150.37
Jul 21, 2026$997.86$1,159.96
Jul 22, 2026$993.79$1,158.92
Jul 23, 2026$990.88$1,144.31
Jul 24, 2026$1,014.69$1,145.47
Jul 27, 2026$1,014.00$1,145.72
Jul 28, 2026$1,021.26$1,148.46
Jul 29, 2026$1,015.41$1,130.79
Jul 30, 2026$1,026.73$1,149.79
Jul 31, 2026$1,014.86$1,158.02
Aug 3, 2026$1,018.41$1,174.52
Aug 4, 2026$1,023.06$1,195.69
Aug 5, 2026$1,022.72$1,193.31
Aug 6, 2026$1,011.48$1,191.40
Aug 7, 2026$1,008.02$1,198.69
Aug 10, 2026$1,003.47$1,198.33
Aug 11, 2026$1,002.19$1,194.50
Aug 12, 2026$1,011.68$1,197.49
Aug 13, 2026$1,026.70$1,205.85
Aug 14, 2026$1,032.39$1,203.46
Aug 17, 2026$1,019.95$1,197.77
Aug 18, 2026$1,019.11$1,189.68
Aug 19, 2026$1,034.58$1,192.17
Aug 20, 2026$1,031.46$1,181.74
Aug 21, 2026$1,029.02$1,187.00
Aug 24, 2026$1,033.20$1,183.51
Aug 25, 2026$1,034.32$1,187.29
Aug 26, 2026$1,024.56$1,187.56
Aug 27, 2026$1,012.55$1,195.34
Aug 28, 2026$1,007.62$1,192.62
Aug 31, 2026$998.96$1,189.06
Sep 1, 2026$987.94$1,180.89
Sep 2, 2026$991.45$1,186.13
Sep 3, 2026$999.34$1,198.55
Sep 4, 2026$992.96$1,193.93
Sep 8, 2026$983.28$1,187.37
Sep 9, 2026$977.71$1,181.85
Sep 10, 2026$961.11$1,174.86
Sep 11, 2026$970.57$1,184.89
Sep 14, 2026$959.13$1,179.49
Sep 15, 2026$953.23$1,174.08
Sep 16, 2026$944.47$1,168.91
Sep 17, 2026$941.50$1,182.16
Sep 18, 2026$933.23$1,180.75
Sep 21, 2026$949.13$1,199.06
Sep 22, 2026$948.48$1,199.01
Sep 23, 2026$927.92$1,190.24
Sep 24, 2026$922.14$1,188.18
PortfolioS&P 500
Time-weighted return
-7.79%
Modified Dietz return
-7.79%
Normalized wealth
922.14
Holdings
5

Holdings

InstrumentWeightQuantityValueUnrealized 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

6 merged · 0 open
  1. Merged#79 Remove AMT@dev · Created Mar 11, 2025, 2:06 PMVerification: Unverified
  2. Merged#58 Increase AMT@dev · Created Mar 1, 2025, 2:34 AMVerification: Unverified
  3. 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
  4. Merged#45 Dd test@dev · Created Feb 23, 2025, 3:41 AMVerification: Verified
  5. Merged#43 Dd@dev · Created Feb 23, 2025, 12:31 AMVerification: Verified
  6. 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