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