AIRE
Index Performance
+3.34%
AIRE
-0.76%
DJUSDT
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 holdings112
What's inside?
Holdings
All holdings as of December 8, 2023
CSV download
| Extra Space Storage, Inc. (EXR) | 2.32% | $29.300B | 49.94% | 52.32% | 15.76x |
| Sabra Health Care REIT, Inc. (SBRA) | 2.32% | $3.269B | 3.98% | 43.51% | 8.75x |
| Prologis, Inc. (PLD) | 2.15% | $110.738B | 9.35% | 40.35% | 17.95x |
| American Tower Corp. (AMT) | 2.13% | $96.240B | 5.51% | 43.99% | 11.58x |
| Realty Income Corp. (O) | 2.08% | $38.991B | 24.30% | 45.48% | 14.80x |
| Simon Property Group, Inc. (SPG) | 2.05% | $43.351B | 7.23% | 58.19% | 10.97x |
| Equinix, Inc. (EQIX) | 1.99% | $75.273B | 11.97% | 42.38% | 10.50x |
| SBA Communications Corp. (SBAC) | 1.97% | $26.344B | 1.03% | 51.03% | 12.53x |
| AvalonBay Communities, Inc. (AVB) | 1.92% | $24.959B | 5.30% | 36.03% | 11.42x |
| Park Hotels & Resorts, Inc. (PK) | 1.91% | $3.188B | 2.57% | 17.97% | 2.40x |
| Host Hotels & Resorts, Inc. (HST) | 1.86% | $12.691B | 2.10% | 10.87% | 2.94x |
| VICI Properties, Inc. (VICI) | 1.78% | $31.564B | 20.33% | 99.19% | 13.59x |
| Welltower OP LLC (WELL) | 1.72% | $46.691B | 12.82% | 19.71% | 8.97x |
| DiamondRock Hospitality Co. (DRH) | 1.69% | $1.803B | 3.10% | 17.99% | 2.68x |
| Gaming & Leisure Properties, Inc. (GLPI) | 1.56% | $12.304B | 7.71% | 79.27% | 13.36x |
| Boston Properties, Inc. (BXP) | 1.55% | $10.057B | 4.27% | 36.85% | 8.10x |
| Cousins Properties, Inc. (CUZ) | 1.43% | $3.409B | 1.88% | 27.34% | 7.03x |
| Pebblebrook Hotel Trust (PEB) | 1.40% | $1.617B | -5.01% | 12.60% | 3.04x |
| EPR Properties (EPR) | 1.39% | $3.410B | 17.33% | 71.43% | 8.45x |
| Easterly Government Properties, Inc. (DEA) | 1.39% | $1.204B | -4.03% | 32.23% | 8.46x |
| Essex Property Trust, Inc. (ESS) | 1.39% | $14.513B | 2.30% | 34.93% | 11.84x |
| Crown Castle, Inc. (CCI) | 1.33% | $50.338B | -4.52% | 44.93% | 9.67x |
| Retail Opportunity Investments Corp. (ROIC) | 1.31% | $1.691B | 4.75% | 39.85% | 9.97x |
| Mid-America Apartment Communities, Inc. (MAA) | 1.31% | $14.834B | 4.08% | 33.17% | 9.11x |
| CoStar Group, Inc. (CSGP) | 1.29% | $33.645B | 12.16% | 78.56% | 11.38x |
| Four Corners Property Trust, Inc. (FCPT) | 1.29% | $2.193B | 15.77% | 63.66% | 12.02x |
| American Homes 4 Rent (AMH) | 1.27% | $12.679B | 7.92% | 26.97% | 10.56x |
| Global Net Lease, Inc. (GNL) | 1.26% | $2.095B | 27.61% | 39.67% | 14.67x |
| SITE Centers Corp. (SITC) | 1.25% | $2.832B | 4.56% | 35.14% | 7.98x |
| Spirit Realty Capital, Inc. (SRC) | 1.17% | $5.838B | 9.93% | 56.05% | 11.31x |
| Highwoods Properties, Inc. (HIW) | 1.17% | $2.275B | 0.24% | 30.81% | 6.43x |
| Weyerhaeuser Co. (WY) | 1.17% | $22.535B | -11.16% | 30.86% | 3.40x |
| Ventas, Inc. (VTR) | 1.14% | $18.799B | 10.85% | 16.89% | 6.95x |
| Agree Realty Corp. (ADC) | 1.13% | $5.920B | 24.30% | 55.52% | 15.38x |
| Forestar Group Inc. (FOR) | 1.13% | $1.568B | 44.15% | 21.12% | 1.01x |
| Equity Residential (EQR) | 1.12% | $22.335B | 3.87% | 32.19% | 10.79x |
| Innovative Industrial Properties, Inc. (IIPR) | 1.12% | $2.464B | 9.80% | 70.45% | 7.63x |
| eXp World Holdings, Inc. (EXPI) | 1.12% | $2.259B | -1.97% | 6.89% | 0.57x |
| Zillow Group, Inc. (ZG) | 1.11% | $10.455B | 2.69% | 77.82% | 4.76x |
| Public Storage (PSA) | 1.11% | $48.146B | 4.60% | 54.15% | 13.33x |
| Cushman & Wakefield Plc (CWK) | 1.10% | $2.020B | -9.11% | 16.08% | 0.48x |
| Zillow Group, Inc. (Z) | 1.10% | $10.455B | 2.69% | 77.82% | 4.93x |
| Lamar Advertising Co. (LAMR) | 1.09% | $9.197B | 2.89% | 53.96% | 6.30x |
| Sunstone Hotel Investors, Inc. (SHO) | 1.07% | $2.085B | 1.39% | 20.59% | 2.82x |
| CBRE Group, Inc. (CBRE) | 1.07% | $25.203B | 4.50% | 16.80% | 0.91x |
| Urban Edge Properties (UE) | 1.05% | $2.048B | 3.61% | 70.46% | 9.17x |
| Xenia Hotels & Resorts, Inc. (XHR) | 1.03% | $1.329B | -3.59% | 7.59% | 2.34x |
| Vornado Realty Trust (VNO) | 1.02% | $5.323B | -1.41% | 23.71% | 7.74x |
| Sun Communities, Inc. (SUI) | 1.00% | $15.884B | 5.91% | 34.53% | 7.16x |
| Kilroy Realty Corp. (KRC) | 0.99% | $4.524B | 2.77% | 37.58% | 7.33x |
| Apartment Income REIT Corp. (AIRC) | 0.98% | $4.818B | -2.96% | 26.51% | 9.48x |
| The St. Joe Co. (JOE) | 0.98% | $3.147B | 76.10% | 26.10% | 9.74x |
| SL Green Realty Corp. (SLG) | 0.97% | $2.692B | -13.90% | 25.56% | 8.07x |
| RLJ Lodging Trust (RLJ) | 0.97% | $1.682B | 5.14% | 14.71% | 2.83x |
| NNN REIT, Inc. (NNN) | 0.97% | $7.433B | 6.03% | 67.83% | 13.03x |
| Rexford Industrial Realty, Inc. (REXR) | 0.96% | $11.066B | 26.91% | 47.42% | 16.89x |
| W.P. Carey, Inc. (WPC) | 0.95% | $13.680B | 16.93% | 54.31% | 11.53x |
| Rayonier, Inc. (RYN) | 0.94% | $4.659B | 3.22% | 46.10% | 7.03x |
| Equity LifeStyle Properties, Inc. (ELS) | 0.92% | $13.198B | 2.97% | 35.00% | 10.77x |
| CareTrust REIT, Inc. (CTRE) | 0.91% | $2.690B | 11.10% | 70.58% | 13.02x |
| Macerich Co. (MAC) | 0.86% | $2.885B | 3.78% | 20.89% | 7.70x |
| Veris Residential, Inc. (VRE) | 0.86% | $1.381B | -21.75% | 22.01% | 12.71x |
| Invitation Homes, Inc. (INVH) | 0.83% | $20.244B | 15.46% | 34.67% | 11.04x |
| Douglas Emmett, Inc. (DEI) | 0.82% | $2.386B | 0.69% | 16.25% | 8.71x |
| Essential Properties Realty Trust, Inc. (EPRT) | 0.79% | $3.793B | 29.80% | 69.96% | 14.77x |
| Equity Commonwealth (EQC) | 0.78% | $2.044B | 0.57% | 26.65% | 0.39x |
| UDR, Inc. (UDR) | 0.76% | $11.634B | 4.81% | 22.26% | 11.53x |
| American Assets Trust, Inc. (AAT) | 0.74% | $1.306B | 0.16% | 35.99% | 7.10x |
| Medical Properties Trust, Inc. (MPW) | 0.71% | $2.809B | -12.99% | 72.51% | 9.52x |
| Carindale Property Trust (CDP) | 0.70% | $202.656M | 4.13% | 71.89% | 9.85x |
| Empire State Realty Trust, Inc. (ESRT) | 0.68% | $1.507B | 4.25% | 30.42% | 6.50x |
| Service Properties Trust (SVC) | 0.67% | $1.273B | -0.29% | 15.36% | 3.48x |
| Acadia Realty Trust (AKR) | 0.56% | $1.507B | 1.81% | 25.42% | 11.35x |
| LXP Industrial Trust (LXP) | 0.51% | $2.689B | 6.66% | 29.45% | 12.10x |
| OUTFRONT Media, Inc. (OUT) | 0.50% | $2.098B | 0.24% | 38.70% | 3.41x |
| CoreCivic, Inc. (CXW) | 0.50% | $1.569B | 4.20% | 15.27% | 1.19x |
| Tanger, Inc. (SKT) | 0.49% | $2.802B | 5.29% | 47.05% | 8.24x |
| National Health Investors, Inc. (NHI) | 0.45% | $2.388B | 5.86% | 61.41% | 10.79x |
| Physicians Realty Trust (DOC) | 0.42% | $2.998B | 5.35% | 31.03% | 9.39x |
| Broadstone Net Lease, Inc. (BNL) | 0.41% | $3.067B | 5.90% | 59.65% | 10.83x |
| Healthcare Realty Trust, Inc. (HTA) | 0.40% | $6.048B | 11.72% | 8.07% | 8.47x |
| Omega Healthcare Investors, Inc. (OHI) | 0.37% | $7.477B | 4.08% | 66.17% | 15.47x |
| JBG SMITH Properties (JBGS) | 0.35% | $1.480B | 2.67% | 32.53% | 7.23x |
| Alexandria Real Estate Equities, Inc. (ARE) | 0.30% | $20.756B | 8.17% | 31.76% | 11.63x |
| CubeSmart (CUBE) | 0.30% | $9.485B | 2.47% | 52.39% | 11.15x |
| First Industrial Realty Trust, Inc. (FR) | 0.29% | $6.542B | 10.99% | 45.67% | 14.20x |
| Iron Mountain, Inc. (IRM) | 0.28% | $19.111B | 7.87% | 43.02% | 5.97x |
| Federal Realty Investment Trust (FRT) | 0.27% | $8.090B | 4.81% | 39.51% | 10.96x |
| EastGroup Properties, Inc. (EGP) | 0.27% | $8.022B | 357.73% | 43.37% | 16.87x |
| Opendoor Technologies, Inc. (OPEN) | 0.26% | $2.452B | -70.84% | 9.80% | 0.24x |
| Kennedy-Wilson Holdings, Inc. (KW) | 0.21% | $1.652B | 1.22% | 38.43% | 13.97x |
| InvenTrust Properties Corp. (IVT) | 0.17% | $1.702B | 9.63% | 22.37% | 9.36x |
| Apple Hospitality REIT, Inc. (APLE) | 0.16% | $3.867B | 5.02% | 24.39% | 3.70x |
| Marcus & Millichap, Inc. (MMI) | 0.14% | $1.421B | -49.97% | 33.18% | 1.19x |
| Ryman Hospitality Properties, Inc. (RHP) | 0.14% | $6.254B | 12.99% | 21.23% | 4.05x |
| Healthpeak Properties, Inc. (PEAK) | 0.13% | $10.258B | 6.89% | 24.98% | 8.14x |
| Jones Lang LaSalle, Inc. (JLL) | 0.13% | $7.925B | -1.81% | 98.84% | 0.49x |
| Kimco Realty Corp. (KIM) | 0.13% | $12.546B | 3.40% | 40.67% | 10.05x |
| Americold Realty Trust, Inc. (COLD) | 0.13% | $8.046B | -11.86% | 14.88% | 4.35x |
| Uniti Group, Inc. (UNIT) | 0.13% | $1.310B | 2.67% | 60.53% | 4.84x |
| Terreno Realty Corp. (TRNO) | 0.13% | $5.030B | 17.12% | 53.31% | 17.71x |
| Brixmor Property Group, Inc. (BRX) | 0.13% | $6.827B | 0.84% | 43.55% | 9.09x |
| Alexander & Baldwin, Inc. (ALEX) | 0.13% | $1.257B | -45.99% | 46.86% | 7.61x |
| Camden Property Trust (CPT) | 0.13% | $9.999B | 4.49% | 25.23% | 9.13x |
| LTC Properties, Inc. (LTC) | 0.13% | $1.371B | 12.90% | 93.04% | 11.77x |
| STAG Industrial, Inc. (STAG) | 0.12% | $6.576B | 7.80% | 41.88% | 12.85x |
| Getty Realty Corp. (GTY) | 0.12% | $1.525B | 20.30% | 60.39% | 11.94x |
| Regency Centers Corp. (REG) | 0.12% | $11.806B | 9.38% | 43.58% | 12.25x |
| DigitalBridge Group, Inc. (DBRG) | 0.12% | $2.694B | 60.84% | 53.37% | 5.42x |
| Phillips Edison & Co., Inc. (PECO) | 0.12% | $4.260B | 5.29% | 33.47% | 11.21x |
| Elme Communities (WRE) | 0.12% | $1.199B | 3.75% | 22.97% | 8.27x |
| Kite Realty Group Trust (KRG) | 0.12% | $4.827B | 2.76% | 22.99% | 9.41x |
Market data by FactSet