AUGUST
+3.5%
YEAR TO DATE
+1.76%
1 YEAR
-5.29%
5 YEARS
+6.84%
ANNUALIZED RETURN
+2.23%
TRACK RECORD
3.3 years
About RealEstateTrusts
A Real Estate Investment Trust (REIT) allows people to invest in real estate without having to purchase or manage the properties themselves. In order to qualify as a REIT, the company needs to meet certain criteria including distributing 90% of annual taxable income in dividends, derive at least 75% of its gross income from real estate and have at least 100 shareholders.
REITs are appealing investment instruments due to the unique manner in which they are taxed. REITs are taxed less than traditional companies which allows their investors to benefit from the relatively higher revenues they receive through dividends.
eToro’s RealEstateTrusts Smart Portfolio allocates capital to U.S. based companies that are involved in the ownership, operation and financing of income-generating real estate such as shopping malls, office blocks, health care, cell towers, data centres among others.
The minimum investment amount for this portfolio is $500.
REITs are appealing investment instruments due to the unique manner in which they are taxed. REITs are taxed less than traditional companies which allows their investors to benefit from the relatively higher revenues they receive through dividends.
eToro’s RealEstateTrusts Smart Portfolio allocates capital to U.S. based companies that are involved in the ownership, operation and financing of income-generating real estate such as shopping malls, office blocks, health care, cell towers, data centres among others.
The minimum investment amount for this portfolio is $500.
Smart Portfolio Stats
Type
Smart Portfolio
Copiers
328
Assets Under Copy
$300K-$1M
Risk Score
5
Type
Smart Portfolio
Copiers
328
Assets Under Copy
$300K-$1M
Risk Score
5
Trades
No trades during this period.
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.8% | Aug 2022 | Aug 2024 | 24 |
-8.97% | Dec 2024 | - | 9 |
-3.12% | Oct 2024 | Nov 2024 | 1 |
Performance Metrics
Score 2.3/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-9.81
-9.81
-10
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.08
-0.08
-1
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.04
-0.04
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-9.81
-9.81
-10
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.08
-0.08
-1
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance96.79%
- 💵 Cash3.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE81.75%
- 🇺🇸 Nasdaq15.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States96.79%
Dividends
Dividend Yield
4.2%
40 out of 40 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $PK (8.41%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HST | 0.2% | 4.66% | $0.78 |
 DOC | 0.18% | 6.85% | $1.2 |
 MPW | 0.18% | 7.28% | $0.6 |
 VICI | 0.16% | 5.18% | $1.66 |
 O | 0.15% | 5.51% | $3.09 |
 CCI | 0.15% | 5.4% | $6.26 |
 PK | 0.14% | 8.41% | $0.8 |
 OHI | 0.14% | 6.3% | $2.68 |
 BXP | 0.13% | 5.36% | $3.92 |
 GLPI | 0.12% | 6.45% | $2.98 |
 ARE | 0.12% | 6.47% | $5.02 |
 AMT | 0.11% | 3.37% | $6.56 |
 PLD | 0.11% | 3.59% | $3.66 |
 KRC | 0.11% | 5.23% | $2.16 |
 ADC | 0.1% | 4.22% | $2.96 |
 UDR | 0.1% | 4.48% | $1.69 |
 SPG | 0.1% | 4.72% | $7.75 |
 FRT | 0.1% | 4.43% | $4.36 |
 VTR | 0.1% | 2.75% | $1.8 |
 KIM | 0.1% | 4.46% | $0.95 |
 RHP | 0.09% | 4.6% | $4.3 |
 CPT | 0.09% | 3.81% | $4.06 |
 BRX | 0.09% | 4.11% | $1.08 |
 REXR | 0.09% | 4.17% | $1.6 |
 PSA | 0.09% | 4.12% | $12 |
 SBAC | 0.09% | 2.16% | $3.66 |
 MAA | 0.09% | 4.21% | $5.81 |
 EQR | 0.09% | 4.25% | $2.66 |
 INVH | 0.08% | 3.8% | $1.36 |
 SLG | 0.08% | 5.3% | $3.17 |
 EXR | 0.08% | 4.54% | $6.48 |
 REG | 0.08% | 3.9% | $2.66 |
 DLR | 0.08% | 3.04% | $4.88 |
 ESS | 0.08% | 3.85% | $9.52 |
 AVB | 0.08% | 3.62% | $6.7 |
 SUI.US | 0.07% | 3.07% | $3.74 |
 AMH | 0.07% | 3.35% | $0.96 |
 EQIX | 0.06% | 2.42% | $16.19 |
 IRM | 0.06% | 3.46% | $2.6 |
 WELL | 0.05% | 1.64% | $2.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KIM | Ex-Dividend | Sep 5, 2025 | $0.25 |
SPG | Ex-Dividend | Sep 9, 2025 | $2.15 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
REG | Ex-Dividend | Sep 11, 2025 | $0.70 |
GLPI | Ex-Dividend | Sep 12, 2025 | $0.78 |
CCI | Ex-Dividend | Sep 15, 2025 | $1.06 |
PSA | Ex-Dividend | Sep 15, 2025 | $3.00 |
DLR | Ex-Dividend | Sep 15, 2025 | $1.22 |
O | Pay Day | Sep 15, 2025 | $0.27 |
EXR | Ex-Dividend | Sep 15, 2025 | $1.62 |
IRM | Ex-Dividend | Sep 15, 2025 | $0.78 |
ADC | Pay Day | Sep 15, 2025 | $0.26 |
AMH | Ex-Dividend | Sep 15, 2025 | $0.30 |
SLG | Pay Day | Sep 15, 2025 | $0.26 |
PLD | Ex-Dividend | Sep 16, 2025 | $1.01 |
EQIX | Pay Day | Sep 17, 2025 | $4.69 |
SBAC | Pay Day | Sep 18, 2025 | $1.11 |
KIM | Pay Day | Sep 19, 2025 | $0.25 |
DOC | Ex-Dividend | Sep 19, 2025 | $0.10 |
GLPI | Pay Day | Sep 26, 2025 | $0.78 |
SPG | Pay Day | Sep 30, 2025 | $2.15 |
CCI | Pay Day | Sep 30, 2025 | $1.06 |
PLD | Pay Day | Sep 30, 2025 | $1.01 |
PSA | Pay Day | Sep 30, 2025 | $3.00 |
DLR | Pay Day | Sep 30, 2025 | $1.22 |
ARE | Ex-Dividend | Sep 30, 2025 | $1.32 |
EXR | Pay Day | Sep 30, 2025 | $1.62 |
REXR | Ex-Dividend | Sep 30, 2025 | $0.43 |
AMH | Pay Day | Sep 30, 2025 | $0.30 |
DOC | Pay Day | Sep 30, 2025 | $0.10 |
PK | Ex-Dividend | Sep 30, 2025 | $0.25 |
FRT | Ex-Dividend | Oct 1, 2025 | $1.13 |
REG | Pay Day | Oct 2, 2025 | $0.70 |
BRX | Ex-Dividend | Oct 2, 2025 | $0.29 |
IRM | Pay Day | Oct 3, 2025 | $0.78 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
ARE | Pay Day | Oct 15, 2025 | $1.32 |
FRT | Pay Day | Oct 15, 2025 | $1.13 |
REXR | Pay Day | Oct 15, 2025 | $0.43 |
BRX | Pay Day | Oct 15, 2025 | $0.29 |
PK | Pay Day | Oct 15, 2025 | $0.25 |
Monthly Returns
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results