Model Overview
The iQ Total Real Estate Model attempts to capture profits by selecting securities from the Construction and Real Estate Investment Trust industries with strong fundamentals, valuations and price momentum versus their peers.
current portfolio
The following stocks represent the most current iQ Total Real Estate Model holdings:
| %Alloc | Ticker | Name |
|---|---|---|
| 10 | RLJ | RLJ LODGING TRUS |
| 10 | HPT | HOSPITALITY PROP |
| 10 | UDR | UDR |
| 10 | TCO | TAUBMAN CENTERS |
| 10 | TPL | TEXAS PACIFIC |
| 10 | SLG | S L GREEN |
| 10 | SHO | SUNSTONE HOTEL |
| 10 | DHI | D R HORTON |
| 10 | BXMT | BLACKSTONE MTG |
| 10 | JEC | JACOBS ENGINEER |
changes in model holdings
Rebalanced on 8/1/2018. Next rebalance is 11/1/2018.
| Ticker | Name | Action |
|---|---|---|
| RLJ | RLJ LODGING TRUS | BUY |
| HPT | HOSPITALITY PROP | BUY |
| UDR | UDR | BUY |
| TPL | TEXAS PACIFIC | BUY |
| SLG | S L GREEN | BUY |
| SHO | SUNSTONE HOTEL | BUY |
| BXMT | BLACKSTONE MTG | BUY |
| JEC | JACOBS ENGINEER | BUY |
| AGNC | AGNC INVESTMENT | SELL |
| NVR | NVR INC | SELL |
| LCII | LCI INDUSTRIES | SELL |
| WRI | WEINGARTEN RLTY | SELL |
| PLD | PROLOGIS | SELL |
| DRE | DUKE REALTY | SELL |
| ESS | ESSEX PROPERTY | SELL |
| KRC | KILROY REALTY | SELL |