Intelligent Alpha
Intelligent Real Estate Select

AIRE

Index Performance

+18.44%
AIRE

Overview

Description

The Intelligent Real Estate Select strategy is an AI-powered version of a REIT-focused portfolio. The strategy relies on Intelligent Alpha's Investment Committee to vote on the inclusion of REITs in the portfolio. Our AI investment committee also weights the stocks chosen for the strategy based on their confidence in the pick.

  • TickerAIRE
  • Inception Date11/03/2023
  • WeightingCustom
  • # of holdings80
What's inside?

Holdings

All holdings as of September 13, 2024
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Digital Realty Trust, Inc. (DLR)5.70%$52.04B-0.70%23.89%12.43
Equinix, Inc. (EQIX)4.82%$82.75B6.97%44.14%10.41
Rayonier, Inc. (RYN)4.56%$4.77B-16.88%40.91%5.72
Americold Realty Trust, Inc. (COLD)4.55%$8.25B1.75%19.04%4.06
PotlatchDeltic Corp. (PCH)4.46%$3.58B30.30%21.04%3.74
SBA Communications Corp. (SBAC)4.23%$26.11B-2.66%68.03%12.39
Prologis, Inc. (PLD)3.89%$120.35B-18.08%42.57%18.23
Weyerhaeuser Co. (WY)3.21%$23.60B-2.90%27.33%3.29
Realty Income Corp. (O)3.17%$54.61B32.26%47.67%15.49
Alexandria Real Estate Equities, Inc. (ARE)2.99%$21.76B7.40%33.75%12.32
Invitation Homes, Inc. (INVH)2.65%$22.68B9.15%34.55%11.36
American Homes 4 Rent (AMH)2.43%$15.04B6.71%30.17%10.90
First Industrial Realty Trust, Inc. (FR)2.33%$7.46B7.83%47.32%13.41
STAG Industrial, Inc. (STAG)2.27%$7.29B10.53%40.58%12.80
Rexford Industrial Realty, Inc. (REXR)2.09%$11.11B21.03%49.75%15.77
Welltower OP LLC (WELL)1.97%$78.91B9.59%18.57%10.60
Medical Properties Trust, Inc. (MPW)1.93%$3.82B-20.99%58.77%15.72
Terreno Realty Corp. (TRNO)1.92%$6.74B18.50%50.36%18.33
Healthcare Realty Trust, Inc. (HTA)1.41%$6.82B-6.45%7.94%8.84
VICI Properties, Inc. (VICI)1.37%$35.56B6.55%99.18%12.70
Brixmor Property Group, Inc. (BRX)1.32%$8.44B1.90%47.64%9.53
LXP Industrial Trust (LXP)1.31%$2.99B-1.45%25.60%12.41
Broadstone Net Lease, Inc. (BNL)1.22%$3.51B-2.42%60.06%11.94
Starwood Property Trust, Inc. (STWD)1.22%$6.75B-5.87%89.18%11.43
Iron Mountain, Inc. (IRM)1.22%$34.34B13.00%41.31%7.26
COPT Defense Properties (CDP)1.21%$3.39B10.73%35.31%7.15
Four Corners Property Trust, Inc. (FCPT)1.19%$2.82B9.54%64.63%13.00
EPR Properties (EPR)1.19%$3.69B0.11%67.71%8.83
Elme Communities (WRE)1.07%$1.61B6.19%20.05%8.81
EastGroup Properties, Inc. (EGP)1.02%$9.14B13.88%43.96%16.17
SL Green Realty Corp. (SLG)0.97%$4.42B2.01%42.23%10.16
Getty Realty Corp. (GTY)0.96%$1.75B11.72%65.25%11.61
Simon Property Group, Inc. (SPG)0.94%$53.48B6.47%61.43%12.58
Essential Properties Realty Trust, Inc. (EPRT)0.86%$5.75B24.74%71.41%17.01
Vornado Realty Trust (VNO)0.84%$6.93B-4.68%24.68%8.41
Douglas Emmett, Inc. (DEI)0.82%$2.81B-3.01%27.33%8.79
Macerich Co. (MAC)0.81%$3.56B2.49%21.13%8.89
W.P. Carey, Inc. (WPC)0.81%$13.85B-13.90%52.79%11.75
Retail Opportunity Investments Corp. (ROIC)0.80%$2.04B1.56%40.84%9.98
Crown Castle, Inc. (CCI)0.78%$51.65B-12.91%45.76%10.83
Agree Realty Corp. (ADC)0.71%$7.72B17.46%55.38%15.61
NNN REIT, Inc. (NNN)0.70%$8.95B6.99%68.05%14.25
Gaming & Leisure Properties, Inc. (GLPI)0.68%$14.16B6.74%80.60%12.87
Cushman & Wakefield Plc (CWK)0.67%$3.07B-4.90%16.70%0.56
Jones Lang LaSalle, Inc. (JLL)0.66%$12.07B11.40%98.89%0.61
BXP, Inc. (BXP)0.65%$12.64B4.08%34.75%8.25
CubeSmart (CUBE)0.64%$12.16B2.07%49.61%12.50
CBRE Group, Inc. (CBRE)0.62%$36.36B8.69%17.13%1.02
Extra Space Storage, Inc. (EXR)0.61%$37.70B58.52%49.26%14.41
Regency Centers Corp. (REG)0.60%$13.55B14.15%42.65%11.82
American Tower Corp. (AMT)0.57%$111.40B4.64%52.29%12.55
Equity Residential (EQR)0.57%$29.60B2.54%32.53%12.09
Ventas, Inc. (VTR)0.53%$26.88B8.55%18.67%7.28
Phillips Edison & Co., Inc. (PECO)0.53%$4.77B6.27%33.35%10.94
Kilroy Realty Corp. (KRC)0.53%$4.30B-1.25%35.78%7.47
Essex Property Trust, Inc. (ESS)0.53%$20.17B6.32%35.85%14.01
CareTrust REIT, Inc. (CTRE)0.53%$4.79B33.63%76.64%15.45
Kite Realty Group Trust (KRG)0.52%$5.89B2.24%27.59%9.55
Innovative Industrial Properties, Inc. (IIPR)0.50%$3.66B4.36%69.50%10.48
National Storage Affiliates Trust (NSA)0.48%$3.62B-11.63%48.06%9.00
The Howard Hughes Corp. (HHC)0.46%$3.80B41.10%31.51%7.27
Cousins Properties, Inc. (CUZ)0.43%$4.48B4.24%21.96%7.61
Apple Hospitality REIT, Inc. (APLE)0.43%$3.44B7.87%26.69%3.69
Tanger, Inc. (SKT)0.39%$3.48B16.62%44.38%9.14
Camden Property Trust (CPT)0.38%$13.39B1.22%24.54%9.86
SITE Centers Corp. (SITC)0.35%$3.16B-16.34%34.64%7.61
Park Hotels & Resorts, Inc. (PK)0.35%$2.93B-3.92%22.01%2.79
OUTFRONT Media, Inc. (OUT)0.35%$2.84B1.81%42.28%3.61
Urban Edge Properties (UE)0.31%$2.60B7.55%26.30%9.35
InvenTrust Properties Corp. (IVT)0.30%$2.02B4.39%28.98%9.43
Sunstone Hotel Investors, Inc. (SHO)0.30%$2.06B-10.37%13.12%3.22
Forestar Group, Inc. (FOR)0.25%$1.61B-13.69%22.68%1.32
LTC Properties, Inc. (LTC)0.24%$1.64B4.47%93.18%12.11
American Assets Trust, Inc. (AAT)0.23%$1.63B1.07%35.65%6.55
iStar, Inc. (STAR)0.22%$1.90B4.35%96.21%15.12
Marcus & Millichap, Inc. (MMI)0.21%$1.55B-2.76%35.97%1.67
Opendoor Technologies, Inc. (OPEN)0.19%$1.60B-23.53%8.54%0.62
eXp World Holdings, Inc. (EXPI)0.17%$2.20B5.05%7.53%0.35
Equity LifeStyle Properties, Inc. (ELS)0.10%$14.22B2.00%33.99%10.61
The St. Joe Co. (JOE)<0.01%$3.44B-12.92%34.47%9.22
Market data by FactSet