Current Holdings 25 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| CIM | Chimera Investment Corp | Real Estate | 3.4% | 270 | $12.59 | $12.59 | +0.0% |
| EGP | Eastgroup Properties Inc | Real Estate | 3.4% | 18 | $184.53 | $184.53 | +0.0% |
| GOOD | Gladstone Commercial Corp | Real Estate | 3.4% | 304 | $11.17 | $11.17 | +0.0% |
| NLY | Annaly Capital Management Inc | Real Estate | 3.4% | 160 | $21.13 | $21.13 | +0.0% |
| NNN | NNN REIT Inc | Real Estate | 3.4% | 80 | $42.22 | $42.22 | +0.0% |
| SACH | Sachem Capital Corp | Real Estate | 3.4% | 3,474 | $0.98 | $0.98 | +0.0% |
| SAFE | Safehold Inc | Real Estate | 3.4% | 252 | $13.44 | $13.44 | +0.0% |
| SBAC | SBA Communications Corp | Real Estate | 3.4% | 20 | $167.06 | $167.06 | +0.0% |
| SBRA | Sabra Health Care REIT Inc | Real Estate | 3.4% | 173 | $19.64 | $19.64 | +0.0% |
| SUNS | Sunrise Realty Trust Inc | Real Estate | 3.4% | 426 | $7.98 | $7.98 | +0.0% |
| WPC | W.p. Carey Inc | Real Estate | 3.4% | 49 | $68.26 | $68.26 | +0.0% |
| ARL | American Realty Investors Inc | Real Estate | 3.4% | 222 | $15.29 | $15.29 | +0.0% |
| DLR | Digital Realty Trust Inc | Real Estate | 3.4% | 19 | $177.64 | $177.64 | +0.0% |
| AAT | American Assets Trust Inc | Real Estate | 3.4% | 185 | $18.31 | $18.31 | +0.0% |
| ABR | Arbor Realty Trust Inc | Real Estate | 3.4% | 462 | $7.35 | $7.35 | +0.0% |
| ARI | Apollo Commercial Real Estate Finance Inc | Real Estate | 3.4% | 324 | $10.49 | $10.49 | +0.0% |
| ELS | Equity LifeStyle Properties Inc | Real Estate | 3.4% | 54 | $62.78 | $62.78 | +0.0% |
| FBRT | Franklin BSP Realty Trust Inc | Real Estate | 3.4% | 403 | $8.43 | $8.43 | +0.0% |
| NMRK | Newmark Group Inc | Real Estate | 3.4% | 230 | $14.75 | $14.75 | +0.0% |
| PSA | Public Storage | Real Estate | 3.4% | 12 | $268.75 | $268.75 | +0.0% |
| RHP | Ryman Hospitality Properties Inc | Real Estate | 3.4% | 37 | $90.91 | $90.91 | +0.0% |
| RITM | Rithm Capital Corp | Real Estate | 3.4% | 368 | $9.23 | $9.23 | +0.0% |
| SUI | Sun Communities Inc | Real Estate | 3.4% | 26 | $126.23 | $126.23 | +0.0% |
| WSR | Whitestone REIT | Real Estate | 3.4% | 212 | $15.99 | $15.99 | +0.0% |
| AIV | Apartment Investment and Management Co | Real Estate | 3.4% | 852 | $3.99 | $3.99 | +0.0% |
About This Portfolio
Investment Thesis
REIT Yield focuses on REITs across residential, commercial, data centers, and tower companies.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 25 holdings that best align with the conservative income mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Real Estate theme.
Position sizing reflects an equal-weight approach with a 15% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Conservative Income
Inception Date
2026-03-30
AI Engine
REIT Yield Bot
Followers
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