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RealEstateTrusts
🇬🇧 Financial Services Smart Portfolio.
294 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
July 1, 2022
Lowest Cash
January 12, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
40 instruments
July 2, 2022
Least Diversified
0 instruments
July 1, 2022
Average
39.8 instruments

Most Consistent Holdings

Top 5

avatarHST
99.67%
avatarAMT
99.67%
avatarGLPI
99.67%
avatarMAA
99.67%
avatarCCI
99.67%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
January 12, 2023
Lowest Exposure
July 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
97.58%
Other
0.31%

Top Countries

Top 5

🇺🇸United States
97.88%

Holdings over time

(Since July 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
American TowerAmerican Tower (AMT)
5.36%2.98%99.67%-
PrologisPrologis (PLD)
5.24%3.51%99.67%-
EquinixEquinix (EQIX)
3.86%2.48%99.59%-
WelltowerWelltower (WELL)
3.86%4.01%99.59%-
Host HotelsHost Hotels (HST)
3.25%4.51%99.67%-
Digital RealtyDigital Realty (DLR)
3.23%2.65%99.59%-
SBASBA (SBAC)
3.13%3.85%99.59%-
Public StoragePublic Storage (PSA)
3.06%2.11%99.67%-
VentasVentas (VTR)
3.05%4.24%99.59%-
SimonSimon (SPG)
3%2.18%99.59%-
Realty IncomeRealty Income (O)
2.99%2.76%99.59%-
VICI PropertiesVICI Properties (VICI)
2.97%2.68%99.59%-
Crown CastleCrown Castle (CCI)
2.88%2.49%99.67%-
Equity ResidentialEquity Residential (EQR)
2.48%1.95%99.59%-
Invitation HomesInvitation Homes (INVH)
2.39%2.02%99.59%-
AvalonBayAvalonBay (AVB)
2.38%1.99%99.59%-
Boston PropertiesBoston Properties (BXP)
2.35%2.47%99.59%-
KimcoKimco (KIM)
2.28%2.01%99.67%-
HealthpeakHealthpeak (DOC)
2.16%2.59%99.67%-
Extra SpaceExtra Space (EXR)
2.12%1.74%99.67%-
UDRUDR (UDR)
2.04%2.06%99.67%-
MAAMAA (MAA)
2.03%1.95%99.67%-
GLPIGLPI (GLPI)
2.03%1.78%99.67%-
CamdenCamden (CPT)
2%2.37%99.67%-
Essex Property TrustEssex Property Trust (ESS)
1.92%1.95%99.67%-
AlexandriaAlexandria (ARE)
1.91%1.13%99.67%-
Sun CommunitiesSun Communities (SUI.US)
1.9%2.24%99.67%-
BrixmorBrixmor (BRX)
1.89%2.08%99.59%-
American Homes 4 RentAmerican Homes 4 Rent (AMH)
1.8%1.78%99.67%-
Regency CentersRegency Centers (REG)
1.79%2.11%99.59%-
Federal RealtyFederal Realty (FRT)
1.74%2.22%99.67%-
Medical Properties TrustMedical Properties Trust (MPW)
1.65%3.1%99.67%-
Agree RealtyAgree Realty (ADC)
1.51%2.52%85.59%-
Rexford IndustrialRexford Industrial (REXR)
1.47%2.24%99.59%-
Iron MountainIron Mountain (IRM)
1.22%1.67%70.02%-
Kilroy RealtyKilroy Realty (KRC)
1.22%2.08%71.42%-
ELSELS (ELS)
1.13%0%71.83%12/26/2024
Park HotelsPark Hotels (PK)
1.09%1.6%57.33%-
WP CareyWP Carey (WPC)
1.01%0%67.16%12/26/2024
NNNNNN (NNN)
0.88%0%57.74%12/26/2024
Cousins PropertiesCousins Properties (CUZ)
0.66%0%26.7%12/26/2024
Omega HealthcareOmega Healthcare (OHI)
0.59%2.52%27.76%-
RymanRyman (RHP)
0.57%2.03%27.85%-
CubeSmartCubeSmart (CUBE)
0.56%0%42.26%12/28/2023
SL GreenSL Green (SLG)
0.46%1.3%27.76%-
LamarLamar (LAMR)
0.31%0%28.17%12/28/2023
Life Storage IncLife Storage Inc (LSI)
0.16%0%14.09%1/11/2023
NRZNRZ (RITM)
0.15%0%6.22%1/11/2023
Duke Realty CorpDuke Realty Corp (DRE)
0.11%0%6.72%10/3/2022
Spirit Realty Capital IncSpirit Realty Capital Inc (SRC)
0.04%0%2.21%1/24/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Host HotelsHost Hotels (HST)
4.42%4.49%
SBASBA (SBAC)
5.18%4.14%
EquinixEquinix (EQIX)
2.3%3.16%
VentasVentas (VTR)
2.67%3.12%
American TowerAmerican Tower (AMT)
3.51%3.09%
HealthpeakHealthpeak (DOC)
3.28%2.99%
Digital RealtyDigital Realty (DLR)
2.08%2.93%
PrologisPrologis (PLD)
3.03%2.85%
VICI PropertiesVICI Properties (VICI)
2.68%2.73%
CamdenCamden (CPT)
2.63%2.6%
Boston PropertiesBoston Properties (BXP)
2.82%2.56%
Crown CastleCrown Castle (CCI)
4.11%2.54%
Federal RealtyFederal Realty (FRT)
2.22%2.52%
Realty IncomeRealty Income (O)
3%2.51%
UDRUDR (UDR)
2.43%2.49%
WelltowerWelltower (WELL)
1.56%2.48%
AvalonBayAvalonBay (AVB)
2.04%2.39%
Agree RealtyAgree Realty (ADC)
2.18%2.35%
Invitation HomesInvitation Homes (INVH)
2.45%2.32%
KimcoKimco (KIM)
1.86%2.29%
AlexandriaAlexandria (ARE)
2.88%2.26%
BrixmorBrixmor (BRX)
1.61%2.25%
Equity ResidentialEquity Residential (EQR)
2.18%2.24%
Public StoragePublic Storage (PSA)
2.27%2.24%
MAAMAA (MAA)
2.3%2.22%
RymanRyman (RHP)
2.17%2.21%
Regency CentersRegency Centers (REG)
1.78%2.21%
Medical Properties TrustMedical Properties Trust (MPW)
3.29%2.15%
Sun CommunitiesSun Communities (SUI.US)
2.51%2.14%
Essex Property TrustEssex Property Trust (ESS)
1.89%2.13%
American Homes 4 RentAmerican Homes 4 Rent (AMH)
1.93%2.09%
Iron MountainIron Mountain (IRM)
2.01%2.09%
Park HotelsPark Hotels (PK)
2.2%2.08%
Rexford IndustrialRexford Industrial (REXR)
2.55%2.06%
Omega HealthcareOmega Healthcare (OHI)
2.01%2.06%
SimonSimon (SPG)
1.08%2.04%
Kilroy RealtyKilroy Realty (KRC)
1.97%2.02%
Extra SpaceExtra Space (EXR)
2.13%1.95%
GLPIGLPI (GLPI)
1.79%1.94%
SL GreenSL Green (SLG)
1.87%1.92%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments