Intelligent Alpha
Intelligent Real Estate Select

AIRE

Index Performance

-4.61%
AIRE
-6.07%
RWR

Overview

Description

The Intelligent Quality Select strategy (AIQAL) uses OpenAI's ChatGPT, Google's Bard, and Inflection AI'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 holdings110
What's inside?

Holdings

All holdings as of April 15, 2024
CSV download
Sabra Health Care REIT, Inc. (SBRA)2.42%$3.17B6.10%42.31%8.72
Realty Income Corp. (O)2.18%$44.48B22.48%45.98%15.42
AvalonBay Communities, Inc. (AVB)2.09%$25.67B7.04%36.09%12.08
Extra Space Storage, Inc. (EXR)2.01%$29.14B33.06%54.03%15.41
American Tower Corp. (AMT)1.99%$83.07B4.04%43.05%13.69
Simon Property Group, Inc. (SPG)1.95%$46.40B6.94%59.52%12.67
Prologis, Inc. (PLD)1.94%$107.11B34.31%43.97%20.69
Park Hotels & Resorts, Inc. (PK)1.94%$3.53B7.88%17.01%2.67
SBA Communications Corp. (SBAC)1.91%$21.61B2.97%50.52%15.44
Welltower OP LLC (WELL)1.89%$50.27B13.30%19.44%9.32
Equinix, Inc. (EQIX)1.89%$70.41B12.71%42.44%11.12
Host Hotels & Resorts, Inc. (HST)1.88%$13.77B8.23%16.44%3.33
DiamondRock Hospitality Co. (DRH)1.86%$1.95B7.33%20.24%2.91
VICI Properties, Inc. (VICI)1.84%$28.76B38.89%99.13%13.81
Gaming & Leisure Properties, Inc. (GLPI)1.70%$11.43B9.81%79.35%13.62
EPR Properties (EPR)1.58%$3.06B7.36%68.04%9.41
Boston Properties, Inc. (BXP)1.50%$9.21B5.26%36.93%8.66
Essex Property Trust, Inc. (ESS)1.49%$15.13B3.89%35.32%13.18
Pebblebrook Hotel Trust (PEB)1.46%$1.80B2.02%8.00%3.19
Easterly Government Properties, Inc. (DEA)1.42%$1.15B-2.17%32.56%9.21
American Homes 4 Rent (AMH)1.40%$12.82B9.07%28.47%10.94
Mid-America Apartment Communities, Inc. (MAA)1.39%$14.78B6.37%34.79%9.49
Retail Opportunity Investments Corp. (ROIC)1.39%$1.56B4.73%40.55%10.65
Cousins Properties, Inc. (CUZ)1.37%$3.35B5.32%27.52%7.81
SITE Centers Corp. (SITC)1.29%$2.86B-0.59%30.95%7.62
Four Corners Property Trust, Inc. (FCPT)1.28%$2.14B12.28%52.24%13.37
Weyerhaeuser Co. (WY)1.26%$23.85B-24.65%28.43%3.84
CoStar Group, Inc. (CSGP)1.25%$35.75B12.49%78.26%12.81
Agree Realty Corp. (ADC)1.25%$5.60B25.05%55.41%16.07
Apartment Income REIT Corp. (AIRC)1.22%$5.56B5.99%24.59%10.64
Global Net Lease, Inc. (GNL)1.21%$1.55B36.63%38.77%12.63
Highwoods Properties, Inc. (HIW)1.21%$2.55B0.04%31.64%6.79
Ventas, Inc. (VTR)1.20%$17.00B8.93%17.14%7.47
eXp World Holdings, Inc. (EXPI)1.18%$1.50B-6.90%7.57%0.52
Innovative Industrial Properties, Inc. (IIPR)1.17%$2.73B11.99%70.25%9.70
Crown Castle, Inc. (CCI)1.16%$41.56B-0.07%46.93%11.25
Equity Residential (EQR)1.16%$23.02B4.70%32.21%11.32
Urban Edge Properties (UE)1.14%$1.91B4.77%38.82%9.61
Cushman & Wakefield Plc (CWK)1.13%$2.18B-6.06%15.87%0.55
Xenia Hotels & Resorts, Inc. (XHR)1.13%$1.49B2.79%13.28%2.63
Sunstone Hotel Investors, Inc. (SHO)1.12%$2.15B8.11%22.15%2.87
Public Storage (PSA)1.12%$46.69B8.02%52.86%14.81
Forestar Group, Inc. (FOR)1.09%$1.84B41.16%23.90%1.26
Lamar Advertising Co. (LAMR)1.08%$9.75B3.88%53.43%7.32
The St. Joe Co. (JOE)1.08%$3.29B54.28%29.42%10.00
RLJ Lodging Trust (RLJ)1.03%$1.79B11.05%15.96%3.02
CBRE Group, Inc. (CBRE)1.03%$26.59B3.64%17.77%1.05
Medical Properties Trust, Inc. (MPW)1.00%$2.84B-43.49%26.02%14.75
CareTrust REIT, Inc. (CTRE)1.00%$3.18B11.03%72.08%12.30
NNN REIT, Inc. (NNN)0.99%$7.30B7.12%67.76%14.73
Sun Communities, Inc. (SUI)0.97%$14.98B9.09%27.51%7.66
Vornado Realty Trust (VNO)0.97%$4.98B0.62%26.05%8.39
Rayonier, Inc. (RYN)0.95%$4.63B16.27%51.54%6.05
Zillow Group, Inc. (ZG)0.94%$9.75B-0.66%77.28%6.31
Equity LifeStyle Properties, Inc. (ELS)0.93%$11.44B3.87%36.48%11.52
W.P. Carey, Inc. (WPC)0.92%$11.81B17.73%54.28%12.51
Zillow Group, Inc. (Z)0.91%$9.75B-0.66%77.28%6.44
Veris Residential, Inc. (VRE)0.90%$1.30B-21.17%22.66%12.22
Kilroy Realty Corp. (KRC)0.88%$3.87B2.98%37.57%8.40
SL Green Realty Corp. (SLG)0.87%$3.17B15.17%35.81%8.00
Equity Commonwealth (EQC)0.87%$1.99B-4.14%25.80%1.31
Invitation Homes, Inc. (INVH)0.85%$20.54B15.01%34.42%11.42
Essential Properties Realty Trust, Inc. (EPRT)0.85%$4.41B25.62%70.39%15.48
Rexford Industrial Realty, Inc. (REXR)0.83%$10.47B25.75%46.00%17.98
Douglas Emmett, Inc. (DEI)0.81%$2.16B2.70%19.49%8.95
Macerich Co. (MAC)0.79%$3.44B2.66%23.16%8.66
UDR, Inc. (UDR)0.78%$11.80B7.26%21.93%12.02
American Assets Trust, Inc. (AAT)0.76%$1.25B4.38%35.75%6.70
Carindale Property Trust (CDP)0.74%$223.03M4.13%71.89%9.85
Service Properties Trust (SVC)0.74%$1.07B0.58%12.41%3.68
Empire State Realty Trust, Inc. (ESRT)0.69%$1.49B1.72%28.48%7.01
Acadia Realty Trust (AKR)0.65%$1.77B5.80%29.27%11.86
CoreCivic, Inc. (CXW)0.56%$1.71B2.78%16.18%1.45
LXP Industrial Trust (LXP)0.53%$2.63B5.99%28.95%12.87
OUTFRONT Media, Inc. (OUT)0.52%$2.53B2.74%38.17%3.70
Tanger, Inc. (SKT)0.46%$2.90B4.92%41.42%9.69
National Health Investors, Inc. (NHI)0.46%$2.56B12.81%61.66%11.03
Healthcare Realty Trust, Inc. (HTA)0.43%$5.29B44.08%8.38%8.86
Broadstone Net Lease, Inc. (BNL)0.41%$2.71B9.57%59.56%12.23
Omega Healthcare Investors, Inc. (OHI)0.41%$7.44B9.30%65.30%12.99
JBG SMITH Properties (JBGS)0.32%$1.37B-0.27%31.82%7.76
CubeSmart (CUBE)0.30%$9.59B4.03%52.78%12.95
Federal Realty Investment Trust (FRT)0.29%$8.14B5.39%39.51%11.85
First Industrial Realty Trust, Inc. (FR)0.29%$6.69B13.72%45.89%15.08
Alexandria Real Estate Equities, Inc. (ARE)0.29%$20.85B11.46%32.33%12.88
EastGroup Properties, Inc. (EGP)0.28%$8.08B17.44%43.17%17.45
Iron Mountain, Inc. (IRM)0.28%$21.94B7.38%42.81%6.44
Kennedy-Wilson Holdings, Inc. (KW)0.25%$1.14B4.19%38.09%13.41
InvenTrust Properties Corp. (IVT)0.18%$1.63B10.44%26.46%9.49
Apple Hospitality REIT, Inc. (APLE)0.17%$3.79B8.51%22.36%3.91
Elme Communities (WRE)0.15%$1.29B8.85%22.39%8.56
Healthpeak Properties, Inc. (Old) (PEAK)0.14%$10.01B5.81%24.26%8.46
Alexander & Baldwin, Inc. (ALEX)0.14%$1.16B-9.37%66.35%8.79
Opendoor Technologies, Inc. (OPEN)0.14%$1.49B-55.38%7.01%0.56
Getty Realty Corp. (GTY)0.14%$1.44B12.23%62.83%12.02
Regency Centers Corp. (REG)0.13%$10.70B8.79%45.04%13.22
LTC Properties, Inc. (LTC)0.13%$1.36B12.34%74.02%11.28
Marcus & Millichap, Inc. (MMI)0.13%$1.24B-50.37%34.94%2.22
DigitalBridge Group, Inc. (DBRG)0.13%$2.97B-28.24%95.54%5.53
Camden Property Trust (CPT)0.13%$10.34B8.06%24.97%9.31
STAG Industrial, Inc. (STAG)0.13%$6.58B7.68%40.94%13.88
Kite Realty Group Trust (KRG)0.13%$4.39B2.38%23.08%9.80
Brixmor Property Group, Inc. (BRX)0.13%$6.40B2.21%45.20%9.69
Kimco Realty Corp. (KIM)0.13%$12.16B4.03%41.63%11.50
Jones Lang LaSalle, Inc. (JLL)0.13%$8.36B-0.49%98.85%0.56
Ryman Hospitality Properties, Inc. (RHP)0.13%$6.53B19.50%23.07%4.42
Terreno Realty Corp. (TRNO)0.13%$5.69B17.15%52.93%18.28
Americold Realty Trust, Inc. (COLD)0.13%$6.65B-8.28%15.59%4.41
Phillips Edison & Co., Inc. (PECO)0.13%$3.98B6.31%32.95%11.84
Uniti Group, Inc. (UNIT)0.12%$1.31B1.86%60.45%6.17
Market data by FactSet