Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.55 | 3.55 | 0.00 |
Stocks | 96.45 | 96.52 | 0.07 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.97 | 24.17 |
Price to Book | 1.49 | 1.38 |
Price to Sales | 5.63 | 5.43 |
Price to Cash Flow | 15.24 | 14.18 |
Dividend Yield | 3.99 | 3.94 |
5 Years Earnings Growth | 5.90 | 6.65 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 99.30 | 97.66 |
Consumer Cyclical | 0.66 | 1.95 |
Energy | 0.04 | 0.04 |
Number of long holdings: 130
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 5.92 | 125.59 | +0.29% | |
Welltower | US95040Q1040 | 5.49 | 127.20 | +0.51% | |
Digital | US2538681030 | 4.75 | 161.16 | -0.56% | |
Simon Property | US8288061091 | 3.62 | 167.71 | +0.78% | |
Equinix | US29444U7000 | 2.92 | 882.69 | +0.42% | |
Essex Property | US2971781057 | 2.55 | 294.60 | +0.15% | |
Goodman Group | AU000000GMG2 | 2.48 | 35.930 | -1.13% | |
AvalonBay | US0534841012 | 2.44 | 225.23 | -0.57% | |
VICI Properties | US9256521090 | 2.27 | 33.12 | +0.70% | |
Invitation Homes | US46187W1071 | 1.96 | 35.00 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.43B | 17.53 | 7.29 | 11.14 | ||
Russell Tax Exempt Bond S | 3.89B | 1.89 | -0.00 | 2.31 | ||
Russell Tax-Managed International E | 2.79B | 8.94 | 0.61 | - | ||
Russell US Strategic Equity S | 2.47B | 16.52 | 6.29 | 10.99 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.23B | 8.38 | 0.92 | 7.40 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review