AIRE
Index Performance
+3.99%
AIRE
Overview
Description
The Intelligent Real Estate Select strategy (AIRE) uses OpenAI's GPT, Google's Gemini, and Anthropic's Claude to build a custom weighted portfolio of real estate focused US-listed stocks. The strategy aims to create superior quality-focused returns compared to the VNQ.
- TickerAIRE
- Inception Date11/03/2023
- WeightingCustom
- # of holdings89
What's inside?
Holdings
All holdings as of May 17, 2024
CSV download
| Global Net Lease, Inc. (GNL) | 3.42% | $1.79B | 118.43% | 37.15% | 10.98 |
| Medical Properties Trust, Inc. (MPW) | 3.41% | $3.00B | -22.53% | 70.37% | 16.01 |
| Realty Income Corp. (O) | 3.39% | $48.01B | 34.42% | 47.19% | 16.39 |
| VICI Properties, Inc. (VICI) | 3.32% | $31.69B | 8.41% | 99.20% | 13.18 |
| Prologis, Inc. (PLD) | 2.79% | $103.23B | 10.63% | 40.17% | 19.67 |
| Extra Space Storage, Inc. (EXR) | 2.68% | $32.16B | 58.94% | 47.47% | 15.64 |
| CBRE Group, Inc. (CBRE) | 2.31% | $28.00B | 7.07% | 16.41% | 1.11 |
| Forestar Group, Inc. (FOR) | 2.16% | $1.77B | 10.71% | 24.96% | 1.49 |
| Healthpeak Properties, Inc. (Old) (PEAK) | 2.15% | $14.00B | 15.39% | 23.68% | 9.34 |
| Gaming & Leisure Properties, Inc. (GLPI) | 2.14% | $12.50B | 5.84% | 80.34% | 13.16 |
| Essential Properties Realty Trust, Inc. (EPRT) | 2.09% | $4.83B | 23.99% | 71.53% | 16.11 |
| Welltower OP LLC (WELL) | 1.97% | $59.86B | 19.27% | 21.36% | 9.68 |
| Iron Mountain, Inc. (IRM) | 1.97% | $23.98B | 12.36% | 41.17% | 6.95 |
| American Tower Corp. (AMT) | 1.95% | $90.83B | 2.42% | 52.80% | 12.88 |
| Host Hotels & Resorts, Inc. (HST) | 1.95% | $12.99B | 6.52% | 19.51% | 3.43 |
| Equinix, Inc. (EQIX) | 1.86% | $75.91B | 6.45% | 41.75% | 11.34 |
| Agree Realty Corp. (ADC) | 1.78% | $6.09B | 18.03% | 55.76% | 15.11 |
| Omega Healthcare Investors, Inc. (OHI) | 1.77% | $7.57B | 10.53% | 68.14% | 13.17 |
| Alexandria Real Estate Equities, Inc. (ARE) | 1.71% | $21.72B | 9.75% | 34.23% | 13.09 |
| Lamar Advertising Co. (LAMR) | 1.68% | $10.51B | 5.69% | 49.64% | 7.88 |
| NNN REIT, Inc. (NNN) | 1.66% | $7.80B | 5.54% | 68.54% | 14.47 |
| Crown Castle, Inc. (CCI) | 1.61% | $44.71B | -7.45% | 45.40% | 10.93 |
| Rexford Industrial Realty, Inc. (REXR) | 1.55% | $10.10B | 15.69% | 47.29% | 17.63 |
| Invitation Homes, Inc. (INVH) | 1.53% | $21.71B | 10.74% | 34.79% | 11.54 |
| Jones Lang LaSalle, Inc. (JLL) | 1.49% | $9.81B | 8.67% | 98.81% | 0.60 |
| Apple Hospitality REIT, Inc. (APLE) | 1.46% | $3.54B | 5.80% | 19.55% | 4.07 |
| The Howard Hughes Corp. (HHC) | 1.45% | $3.39B | -14.08% | 7.68% | 8.22 |
| Terreno Realty Corp. (TRNO) | 1.37% | $5.62B | 13.90% | 50.81% | 18.36 |
| American Homes 4 Rent (AMH) | 1.32% | $13.45B | 6.04% | 29.43% | 11.05 |
| Rayonier, Inc. (RYN) | 1.31% | $4.52B | -6.13% | 42.83% | 6.12 |
| AvalonBay Communities, Inc. (AVB) | 1.25% | $28.28B | 1.45% | 33.28% | 12.03 |
| Getty Realty Corp. (GTY) | 1.20% | $1.54B | 13.83% | 66.60% | 11.86 |
| Brixmor Property Group, Inc. (BRX) | 1.19% | $6.79B | 2.82% | 46.98% | 9.65 |
| Zillow Group, Inc. (Z) | 1.18% | $10.10B | 12.79% | 76.75% | 5.18 |
| Ryman Hospitality Properties, Inc. (RHP) | 1.17% | $6.31B | 7.45% | 20.73% | 4.85 |
| Zillow Group, Inc. (ZG) | 1.15% | $10.10B | 12.79% | 76.75% | 5.07 |
| First Industrial Realty Trust, Inc. (FR) | 1.15% | $6.36B | 8.60% | 44.99% | 14.74 |
| W.P. Carey, Inc. (WPC) | 1.12% | $13.15B | -8.88% | 58.47% | 11.54 |
| STAG Industrial, Inc. (STAG) | 1.11% | $6.62B | 8.06% | 41.08% | 13.54 |
| Kimco Realty Corp. (KIM) | 1.06% | $12.96B | 13.63% | 39.19% | 11.28 |
| Equity LifeStyle Properties, Inc. (ELS) | 1.04% | $12.06B | 4.82% | 36.63% | 10.57 |
| Sun Communities, Inc. (SUI) | 1.03% | $15.25B | 3.47% | 22.49% | 7.52 |
| Americold Realty Trust, Inc. (COLD) | 1.01% | $7.21B | -1.70% | 17.86% | 3.97 |
| Sunstone Hotel Investors, Inc. (SHO) | 1.00% | $2.12B | -10.79% | 18.93% | 3.02 |
| Newmark Group, Inc. (NMRK) | 0.90% | $1.70B | 6.10% | N/A | 1.55 |
| EastGroup Properties, Inc. (EGP) | 0.89% | $7.99B | 14.48% | 43.11% | 17.42 |
| Four Corners Property Trust, Inc. (FCPT) | 0.89% | $2.30B | 10.87% | 59.09% | 13.08 |
| Digital Realty Trust, Inc. (DLR) | 0.88% | $46.45B | -0.57% | 23.08% | 12.06 |
| Regency Centers Corp. (REG) | 0.86% | $11.25B | 15.52% | 43.80% | 11.95 |
| CareTrust REIT, Inc. (CTRE) | 0.81% | $3.56B | 24.63% | 74.78% | 14.74 |
| Tanger, Inc. (SKT) | 0.79% | $3.03B | 13.24% | 43.81% | 10.06 |
| Xenia Hotels & Resorts, Inc. (XHR) | 0.79% | $1.50B | -0.55% | 14.29% | 2.72 |
| Cushman & Wakefield Plc (CWK) | 0.78% | $2.68B | -2.87% | 14.64% | 0.56 |
| CubeSmart (CUBE) | 0.77% | $9.98B | 1.90% | 51.13% | 12.61 |
| Phillips Edison & Co., Inc. (PECO) | 0.76% | $3.99B | 7.32% | 35.26% | 11.76 |
| SBA Communications Corp. (SBAC) | 0.74% | $21.42B | -2.61% | 66.60% | 13.24 |
| EPR Properties (EPR) | 0.72% | $3.22B | -2.43% | 66.88% | 8.83 |
| Park Hotels & Resorts, Inc. (PK) | 0.72% | $3.44B | -1.39% | 19.09% | 2.95 |
| Innovative Industrial Properties, Inc. (IIPR) | 0.68% | $3.23B | -0.81% | 68.38% | 9.99 |
| Federal Realty Investment Trust (FRT) | 0.68% | $8.49B | 6.69% | 38.51% | 11.59 |
| DiamondRock Hospitality Co. (DRH) | 0.64% | $1.77B | 5.28% | 12.23% | 2.91 |
| Ventas, Inc. (VTR) | 0.64% | $19.80B | 11.39% | 17.99% | 6.72 |
| Essex Property Trust, Inc. (ESS) | 0.63% | $17.10B | 3.52% | 35.04% | 13.09 |
| Mid-America Apartment Communities, Inc. (MAA) | 0.63% | $16.09B | 2.76% | 33.63% | 9.31 |
| Equity Residential (EQR) | 0.62% | $25.44B | 3.93% | 30.06% | 11.33 |
| Sabra Health Care REIT, Inc. (SBRA) | 0.56% | $3.32B | 5.39% | 43.72% | 8.87 |
| UDR, Inc. (UDR) | 0.51% | $13.02B | 3.53% | 21.03% | 11.70 |
| SL Green Realty Corp. (SLG) | 0.51% | $3.38B | -13.10% | 35.67% | 10.67 |
| Weyerhaeuser Co. (WY) | 0.49% | $22.72B | -4.52% | 26.73% | 4.01 |
| Carindale Property Trust (CDP) | 0.49% | $229.47M | 4.13% | 71.89% | 9.85 |
| Boston Properties, Inc. (BXP) | 0.46% | $9.93B | 4.51% | 35.29% | 8.48 |
| National Health Investors, Inc. (NHI) | 0.40% | $2.89B | -0.55% | 61.97% | 12.04 |
| The St. Joe Co. (JOE) | 0.38% | $3.40B | 20.27% | 26.26% | 9.32 |
| Cousins Properties, Inc. (CUZ) | 0.37% | $3.62B | 3.21% | 24.75% | 7.83 |
| PotlatchDeltic Corp. (PCH) | 0.37% | $3.48B | -11.57% | 20.32% | 4.65 |
| Macerich Co. (MAC) | 0.32% | $3.35B | -0.99% | 18.63% | 9.13 |
| OUTFRONT Media, Inc. (OUT) | 0.29% | $2.47B | 3.21% | 32.73% | 3.95 |
| RLJ Lodging Trust (RLJ) | 0.27% | $1.62B | 3.15% | 11.84% | 3.10 |
| Retail Opportunity Investments Corp. (ROIC) | 0.25% | $1.63B | 7.61% | 42.68% | 9.93 |
| Simon Property Group, Inc. (SPG) | 0.25% | $48.50B | 6.79% | 60.60% | 13.08 |
| Kite Realty Group Trust (KRG) | 0.25% | $4.66B | -0.17% | 25.58% | 9.52 |
| Kilroy Realty Corp. (KRC) | 0.25% | $4.04B | -4.86% | 35.62% | 8.00 |
| Public Storage (PSA) | 0.20% | $50.73B | 5.76% | 47.31% | 14.06 |
| Vornado Realty Trust (VNO) | 0.13% | $4.71B | -2.14% | 23.26% | 8.53 |
| Apartment Income REIT Corp. (AIRC) | 0.13% | $5.62B | -6.29% | 25.76% | 10.16 |
| CoStar Group, Inc. (CSGP) | 0.13% | $35.73B | 12.33% | 76.26% | 14.04 |
| Douglas Emmett, Inc. (DEI) | 0.13% | $2.37B | -2.94% | 27.00% | 8.84 |
| eXp World Holdings, Inc. (EXPI) | 0.13% | $1.90B | 10.87% | 8.30% | 0.32 |
| Service Properties Trust (SVC) | 0.02% | $949.80M | 1.64% | 6.95% | 3.49 |
Market data by FactSet