United States Real Estate Investment Trusts
USA-REIT invests in real estate companies in the United States, with the percentage of each company set by their market cap. So large companies take up a proportionally larger percentage of the index than small companies. Because global REITs have historically been very heavily weighted to the US (50-60% today, and even higher the longer back you look), the data can also stand in reasonably well for a global REIT fund. /// More Info ///
Individual asset behavior on normal rebalancing timeframes
[office src=”https://onedrive.live.com/embed?resid=946D7A60E39BA321%21549&authkey=%21AFbq89UX3h6ay_c&em=2&wdAllowInteractivity=False&AllowTyping=True&ActiveCell=’My%20Portfolio’!AE9&Item=’My%20Portfolio’!A7%3AAR72&wdHideGridlines=True&wdInConfigurator=True” width=”850″ height=”1220″]
Tickers are sorted by financial market and fund provider. (*) Denotes a global REIT fund.
Good data for USA-REIT is not available prior to 1972. When data is not available the charts substitute USA-TSM, automatically check the calculations for tracking error, and display any estimated returns on each chart. See Verified vs. Estimated Returns for more info.