AIRE
Index Performance
+13.66%
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 holdings91
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Global Net Lease, Inc. (GNL) | 3.77% | $2.01B | 118.43% | 37.15% | 10.98 |
| Medical Properties Trust, Inc. (MPW) | 3.47% | $3.12B | -22.53% | 70.37% | 16.01 |
| Realty Income Corp. (O) | 3.34% | $49.95B | 34.42% | 47.19% | 16.39 |
| VICI Properties, Inc. (VICI) | 3.17% | $31.80B | 8.41% | 99.20% | 13.18 |
| Prologis, Inc. (PLD) | 2.87% | $111.50B | -18.08% | 42.57% | 18.14 |
| Extra Space Storage, Inc. (EXR) | 2.72% | $34.02B | 58.94% | 47.47% | 15.64 |
| CBRE Group, Inc. (CBRE) | 2.59% | $32.96B | 7.07% | 16.41% | 1.11 |
| Iron Mountain, Inc. (IRM) | 2.21% | $28.40B | 12.36% | 41.17% | 6.95 |
| Healthpeak Properties, Inc. (Old) (PEAK) | 2.19% | $15.34B | 27.51% | 19.87% | N/A |
| Gaming & Leisure Properties, Inc. (GLPI) | 2.17% | $13.30B | 6.74% | 79.74% | N/A |
| Essential Properties Realty Trust, Inc. (EPRT) | 2.15% | $5.25B | 25.36% | 71.58% | 17.01 |
| American Tower Corp. (AMT) | 2.00% | $98.03B | 2.42% | 52.80% | 12.88 |
| Welltower OP LLC (WELL) | 1.99% | $64.87B | 19.27% | 21.36% | 9.68 |
| Omega Healthcare Investors, Inc. (OHI) | 1.95% | $8.83B | 10.53% | 68.14% | 13.17 |
| Agree Realty Corp. (ADC) | 1.89% | $6.83B | 17.46% | 55.38% | 15.61 |
| Forestar Group, Inc. (FOR) | 1.83% | $1.57B | -13.69% | 22.68% | 1.32 |
| Host Hotels & Resorts, Inc. (HST) | 1.73% | $12.12B | 6.52% | 19.51% | 3.43 |
| Jones Lang LaSalle, Inc. (JLL) | 1.68% | $11.66B | 8.67% | 98.81% | 0.60 |
| Equinix, Inc. (EQIX) | 1.68% | $73.01B | 6.45% | 41.75% | 11.34 |
| NNN REIT, Inc. (NNN) | 1.64% | $8.28B | 5.54% | 68.54% | 14.47 |
| Lamar Advertising Co. (LAMR) | 1.58% | $10.35B | 5.69% | 49.64% | 7.88 |
| Crown Castle, Inc. (CCI) | 1.58% | $45.91B | -12.91% | 45.76% | 10.83 |
| Rexford Industrial Realty, Inc. (REXR) | 1.54% | $10.57B | 21.03% | 49.75% | 15.77 |
| Alexandria Real Estate Equities, Inc. (ARE) | 1.53% | $20.29B | 7.40% | 33.75% | 12.32 |
| Terreno Realty Corp. (TRNO) | 1.51% | $6.47B | 13.90% | 50.81% | 18.36 |
| The Howard Hughes Corp. (HHC) | 1.48% | $3.74B | -14.08% | 7.68% | 8.22 |
| Apple Hospitality REIT, Inc. (APLE) | 1.40% | $3.55B | 5.80% | 19.55% | 4.07 |
| Invitation Homes, Inc. (INVH) | 1.38% | $20.34B | 5.68% | 32.14% | 11.44 |
| Getty Realty Corp. (GTY) | 1.26% | $1.71B | 11.72% | 65.25% | 11.61 |
| Zillow Group, Inc. (Z) | 1.23% | $11.09B | 12.79% | 76.75% | 5.18 |
| Brixmor Property Group, Inc. (BRX) | 1.22% | $7.29B | 2.82% | 46.98% | 9.65 |
| AvalonBay Communities, Inc. (AVB) | 1.21% | $28.84B | 1.45% | 33.28% | 12.03 |
| Rayonier, Inc. (RYN) | 1.21% | $4.38B | -6.13% | 42.83% | 6.12 |
| First Industrial Realty Trust, Inc. (FR) | 1.19% | $6.97B | 7.83% | 47.32% | 13.41 |
| American Homes 4 Rent (AMH) | 1.18% | $12.75B | 6.04% | 29.43% | 11.05 |
| Zillow Group, Inc. (ZG) | 1.18% | $11.09B | 12.79% | 76.75% | 5.07 |
| STAG Industrial, Inc. (STAG) | 1.15% | $7.18B | 8.06% | 41.08% | 13.54 |
| Americold Realty Trust, Inc. (COLD) | 1.10% | $8.19B | -1.70% | 17.86% | 3.97 |
| Kimco Realty Corp. (KIM) | 1.09% | $13.98B | 13.63% | 39.19% | 11.28 |
| Ryman Hospitality Properties, Inc. (RHP) | 1.06% | $5.99B | 7.45% | 20.73% | 4.85 |
| W.P. Carey, Inc. (WPC) | 1.06% | $12.96B | -8.88% | 58.47% | 11.54 |
| Equity LifeStyle Properties, Inc. (ELS) | 1.00% | $12.33B | 1.49% | 33.66% | 10.60 |
| Sun Communities, Inc. (SUI) | 0.98% | $15.23B | 3.47% | 22.49% | 7.52 |
| Newmark Group, Inc. (NMRK) | 0.95% | $1.87B | 6.10% | N/A | 1.55 |
| EastGroup Properties, Inc. (EGP) | 0.94% | $8.99B | 13.88% | 43.96% | 16.18 |
| Sunstone Hotel Investors, Inc. (SHO) | 0.93% | $2.08B | -10.79% | 18.93% | 3.02 |
| Four Corners Property Trust, Inc. (FCPT) | 0.92% | $2.48B | 10.87% | 59.09% | 13.08 |
| Regency Centers Corp. (REG) | 0.87% | $11.86B | 15.52% | 43.80% | 11.95 |
| Cushman & Wakefield Plc (CWK) | 0.84% | $3.02B | -2.87% | 14.64% | 0.56 |
| Digital Realty Trust, Inc. (DLR) | 0.83% | $47.59B | -0.70% | 23.89% | N/A |
| CareTrust REIT, Inc. (CTRE) | 0.80% | $3.73B | 24.63% | 74.78% | 14.74 |
| CubeSmart (CUBE) | 0.78% | $10.58B | 1.90% | 51.13% | 12.61 |
| Tanger, Inc. (SKT) | 0.75% | $3.03B | 13.24% | 43.81% | 10.06 |
| SBA Communications Corp. (SBAC) | 0.74% | $22.68B | -2.61% | 66.60% | 13.24 |
| Phillips Edison & Co., Inc. (PECO) | 0.74% | $4.14B | 5.89% | 33.11% | N/A |
| EPR Properties (EPR) | 0.72% | $3.38B | -2.43% | 66.88% | 8.83 |
| Xenia Hotels & Resorts, Inc. (XHR) | 0.72% | $1.42B | -0.55% | 14.29% | 2.72 |
| Innovative Industrial Properties, Inc. (IIPR) | 0.69% | $3.42B | -0.81% | 68.38% | 9.99 |
| Federal Realty Investment Trust (FRT) | 0.68% | $8.88B | 6.69% | 38.51% | 11.59 |
| Ventas, Inc. (VTR) | 0.65% | $21.53B | 11.39% | 17.99% | 6.72 |
| Essex Property Trust, Inc. (ESS) | 0.64% | $18.15B | 3.52% | 35.04% | 13.09 |
| Park Hotels & Resorts, Inc. (PK) | 0.62% | $3.06B | -1.39% | 19.09% | 2.95 |
| Sabra Health Care REIT, Inc. (SBRA) | 0.62% | $3.78B | 5.39% | 43.72% | 8.87 |
| Equity Residential (EQR) | 0.61% | $26.35B | 3.93% | 30.06% | 11.33 |
| Mid-America Apartment Communities, Inc. (MAA) | 0.60% | $16.37B | 2.76% | 33.63% | 9.31 |
| DiamondRock Hospitality Co. (DRH) | 0.58% | $1.72B | 5.28% | 12.23% | 2.91 |
| SL Green Realty Corp. (SLG) | 0.58% | $4.03B | -4.15% | 38.51% | 10.30 |
| UDR, Inc. (UDR) | 0.49% | $13.39B | 3.53% | 21.03% | 11.70 |
| BXP, Inc. (BXP) | 0.47% | $10.67B | 4.51% | 35.29% | 8.48 |
| Weyerhaeuser Co. (WY) | 0.46% | $22.10B | -2.90% | 33.83% | N/A |
| Carindale Property Trust (CDP) | 0.44% | $219.66M | 4.13% | N/A | 9.85 |
| National Health Investors, Inc. (NHI) | 0.42% | $3.21B | -0.55% | 61.97% | 12.04 |
| Cousins Properties, Inc. (CUZ) | 0.40% | $3.83B | 3.21% | 24.75% | 7.83 |
| The St. Joe Co. (JOE) | 0.38% | $3.71B | -12.92% | 34.47% | 9.22 |
| PotlatchDeltic Corp. (PCH) | 0.34% | $3.34B | -11.57% | 20.32% | 4.65 |
| Macerich Co. (MAC) | 0.32% | $3.37B | -0.99% | 18.63% | 9.13 |
| OUTFRONT Media, Inc. (OUT) | 0.29% | $2.53B | 3.21% | 32.73% | 3.95 |
| Kite Realty Group Trust (KRG) | 0.26% | $5.20B | -0.17% | 25.58% | 9.52 |
| Kilroy Realty Corp. (KRC) | 0.24% | $4.13B | -4.86% | 35.62% | 8.00 |
| Simon Property Group, Inc. (SPG) | 0.24% | $48.67B | 6.79% | 60.60% | 13.08 |
| Retail Opportunity Investments Corp. (ROIC) | 0.24% | $1.61B | 1.56% | 40.84% | 9.98 |
| RLJ Lodging Trust (RLJ) | 0.23% | $1.46B | 3.15% | 11.84% | 3.10 |
| Public Storage (PSA) | 0.20% | $51.82B | 5.76% | 47.31% | 14.06 |
| eXp World Holdings, Inc. (EXPI) | 0.14% | $2.18B | 10.87% | 8.30% | 0.32 |
| Vornado Realty Trust (VNO) | 0.14% | $5.42B | -2.14% | 23.26% | 8.53 |
| Douglas Emmett, Inc. (DEI) | 0.13% | $2.53B | -2.94% | 27.00% | 8.84 |
| CoStar Group, Inc. (CSGP) | 0.10% | $31.80B | 11.87% | 77.68% | 10.15 |
| Easterly Government Properties, Inc. (DEA) | 0.03% | $1.41B | 2.22% | 33.21% | 8.88 |
| Service Properties Trust (SVC) | 0.02% | $924.94M | 1.64% | 6.95% | 3.49 |
| Healthcare Realty Trust, Inc. (HTA) | 0.01% | $6.63B | -1.84% | 8.45% | 8.11 |
| JBG SMITH Properties (JBGS) | <0.01% | $1.45B | -5.08% | 27.04% | 7.19 |
Market data by FactSet