Andrew Yang Portfolio
Invests via Sophron Capital Management L.P. | Managed by Andrew Yang
Invests via Sophron Capital Management L.P.
Managed by Andrew Yang
Automatically Tracked
Andrew Yang Profile
Serial entrepreneur, policy advocate and investor Andrew Yang is known for scaling startups and elevating tech-forward policy discourse into mainstream politics. He founded a fintech-focused firm and a nonprofit emphasizing universal basic income while later launching investment initiatives targeting early-stage tech and consumer companies. Background combines business-building, product and digital marketing experience with public-market engagement; frequently cited by investors for founder-market fit, platform-driven distribution strategies and consumer data monetization insights.
Serial entrepreneur, policy advocate and investor Andrew Yang is known for scaling startups and elevating tech-forward policy discourse into mainstream politics. He founded a fintech-focused firm and a nonprofit emphasizing universal basic income while later launching investment initiatives targeting early-stage tech and consumer companies. Background combines business-building, product and digital marketing experience with public-market engagement; frequently cited by investors for founder-market fit, platform-driven distribution strategies and consumer data monetization insights.
Investment Philosophy & Strategy
Combines founder-first, product-centric investing with a preference for early-stage tech and consumer companies—especially fintech, platform businesses and data-driven consumer models. Emphasizes founder-market fit, scalable distribution and unit-economics discipline, making concentrated, conviction-driven bets with reserved follow-on capital for winners. Favors long horizons to build network effects and policy-aware macro views to assess regulatory risk. Underwriting prioritizes measurable KPIs, rapid user growth paired with path to monetization and operational partnership from board or advisory roles.
Combines founder-first, product-centric investing with a preference for early-stage tech and consumer companies—especially fintech, platform businesses and data-driven consumer models. Emphasizes founder-market fit, scalable distribution and unit-economics discipline, making concentrated, conviction-driven bets with reserved follow-on capital for winners. Favors long horizons to build network effects and policy-aware macro views to assess regulatory risk. Underwriting prioritizes measurable KPIs, rapid user growth paired with path to monetization and operational partnership from board or advisory roles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.53%
Gain -2.22%
Monthly
-0.03%
Yearly
-0.32%
Drawdown
15.28%
$297.28M
Equity
Holdings
$297.28M
Investment
$299.26M
-$674,859.76
Profit -$7.09M
Realized
$1.31M
Unrealized
-$1.98M
Dividends
$18.53M
Goals
Avg. 35.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.22%
Profit
-$7.09M
Win %
54%
This Week
Compared To Last Week
Gain
-2.33%
Profit
-$7.09M
Win %
54%
This Month
Compared to last month
Gain
-6.98%
Profit
-$22.3M
Win %
54%
This Year
Compared to last year
Gain
-5.75%
Profit
-$18.15M
Win %
58%
EQIX Equinix, Inc.
+2.64%
+$14,641.41 
SUI Sun Communities Inc.
+2.58%
+$137,578 
NHI National Health Investors, Inc.
+2.36%
+$118,707.12 
DLR Digital Realty Trust, Inc.
+1.3%
+$116,289.48 
MAR Marriott International Inc. - Class A
+1.19%
+$17,300.51 
ELS Equity Lifestyle Properties Inc.
+0.92%
+$120,050 
AMT American Tower Corporation
+0.8%
+$34,307.98 
HST Host Hotels & Resorts Inc.
+0.66%
+$129,436.05 
RHP Ryman Hospitality Properties, Inc.
+0.66%
+$36,091.48 
CURB Curbline Properties Corp.
+0.63%
+$1,369.53 
DRH DiamondRock Hospitality Company
+0.57%
+$56,957.32 
SHO Sunstone Hotel Investors Inc.
+0.46%
+$27,293.6 
CCI Crown Castle Inc.
+0.33%
+$15,615.75 
FCPT Four Corners Property Trust Inc.
+0.2%
+$26,793.95 
IRT Independence Realty Trust Inc.
+0.18%
+$12,838.72 
PECO Phillips Edison & Company, Inc.
+0.17%
+$17,630.13 
AVB AvalonBay Communities, Inc.
+0.08%
+$11,247.9 
VICI Vici Properties Inc.
+0.08%
+$7,752.82 
EPRT Essential Properties Realty Trust, Inc.
+0.06%
+$1,914.71 
ESS Essex Property Trust, Inc.
+0.04%
+$4,694.1 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EQR Equity Residential
0%
$0 
JAN JanOne Inc
0%
$0 
UDR UDR Inc.
0%
$0 
EXR Extra Space Storage Inc.
-1%
-$23,488.5 
EGP EastGroup Properties Inc.
-0.97%
-$32,168 
WH Wyndham Hotels & Resorts, Inc.
-0.92%
-$73,197.92 
PSA Public Storage Common Stock
-0.85%
-$26,293.05 
LEN Lennar Corporation
-0.81%
-$120,795.85 
STAG Stag Industrial Inc.
-0.54%
-$20,770.4 
SBAC SBA Communications Corporation
-0.53%
-$21,978.99 
REXR Rexford Industrial Realty, Inc.
-0.52%
-$73,104.97 
NNN NNN REIT, Inc.
-0.52%
-$8,187.84 
AMH American Homes 4 Rent
-0.5%
-$48,170.63 
ADC Agree Realty Corporation
-0.49%
-$122,502.19 
LXP LXP Industrial Trust
-0.3%
-$3,089.34 
PHM PulteGroup Inc.
-0.28%
-$26,453.86 
REG Regency Centers Corporation
-0.2%
-$15,994.05 
GLPI Gaming and Leisure Properties, Inc.
-0.18%
-$21,212.88 
PLD Prologis Inc.
-0.13%
-$7,552.18 
CHH Choice Hotels International Inc.
-0.12%
-$10,994.88 
DOC Healthpeak Properties, Inc.
-0.1%
-$1,742.94 
INVH Invitation Homes Inc.
-0.03%
-$1,257.41 Events
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Dividends
Dividend Analysis
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| Trades 278 | Longs Won 139/278 50% | Profit Factor 0.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $599,003.69 |
| Average Win $277,828.23 | Best Trade (Aug 31) $3.46M | Sharpe Ratio -84.1 |
| Average Loss -$282,683.33 | Worst Trade (Aug 28) -$5.79M | Z-Score -2.58 (100%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy -$2,427.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,052 | 946 | 841 | 736 | 631 | 526 | 421 | 315 | 210 | 105 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADC Agree Realty Corporation | 331,087 | $24.2M | $24.75M | - | $540,782.51 | 2.23% | -0.493% |
| AMH American Homes 4 Rent | 283,360 | $7.91M | $9.66M | - | $1.75M | 22.06% | -0.496% |
| AMT American Tower Corporation | 24,682 | $4.29M | $4.33M | - | $41,886.73 | 0.98% | +0.798% |
| AVB AvalonBay Communities, Inc. | 74,987 | $12.96M | $13.8M | - | $844,495.45 | 6.52% | +0.082% |
| CBSTF Cannabist Company Holdings Inc. | 182,764 | $10,170.63 | $5,318.43 | - | -$4,852.2 | -47.71% | 0.0 |
| CCI Crown Castle Inc. | 62,463 | $5.51M | $4.75M | - | -$765,503.75 | -13.89% | +0.33% |
| CHH Choice Hotels International Inc. | 84,576 | $8.65M | $8.83M | - | $182,385.89 | 2.11% | -0.124% |
| CURB Curbline Properties Corp. | 7,208 | $219,123 | $217,969.92 | - | -$1,153.08 | -0.53% | +0.632% |
| DLR Digital Realty Trust, Inc. | 45,249 | $7.41M | $9.06M | - | $1.65M | 22.29% | +1.301% |
| DOC Healthpeak Properties, Inc. | 87,147 | $1.58M | $1.81M | - | $232,268.36 | 14.71% | -0.096% |
| DRH DiamondRock Hospitality Company | 813,676 | $6.34M | $10.06M | - | $3.72M | 58.59% | +0.57% |
| EGP EastGroup Properties Inc. | 16,084 | $2.89M | $3.27M | - | $372,895.27 | 12.89% | -0.975% |
| ELS Equity Lifestyle Properties Inc. | 200,084 | $12.5M | $13.13M | - | $622,657.75 | 4.98% | +0.923% |
| EPRT Essential Properties Realty Trust, Inc. | 95,745 | $2.86M | $2.97M | - | $115,851.6 | 4.05% | +0.064% |
| EQIX Equinix, Inc. | 517 | $538,916 | $569,785.69 | - | $30,869.69 | 5.73% | +2.637% |
| EQR Equity Residential | 134,534 | $8.48M | $8.88M | - | $394,184.62 | 4.65% | 0.0 |
| ESS Essex Property Trust, Inc. | 36,114 | $10.09M | $10.38M | - | $293,285.19 | 2.91% | +0.045% |
| EXR Extra Space Storage Inc. | 15,659 | $2.05M | $2.32M | - | $270,022.46 | 13.2% | -1.004% |
| FCPT Four Corners Property Trust Inc. | 535,879 | $13.46M | $13.51M | - | $45,322.28 | 0.34% | +0.199% |
| GLPI Gaming and Leisure Properties, Inc. | 265,161 | $12.15M | $11.55M | - | -$594,468.42 | -4.89% | -0.183% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Andrew Yang?
The largest contributions to the portfolio's profits come from the following stocks: Digital Realty Trust, Inc - $2.63M, Ryman Hospitality Properties, Inc - $2.37M, Broadstone Net Lease Inc - $2.08M, Vici Properties Inc - $2M, and First Industrial Realty Trust Inc - $1.64M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: AvalonBay Communities, Inc - $1.88M, Choice Hotels International Inc - $1.51M, Host Hotels & Resorts Inc - $1.29M, Meritage Homes Corporation - $961,615.99, and Tri Pointe Homes Inc - $932,964.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Yang's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.53M earned over time. The largest contributors to dividend income include Equity Residential - $1.23M, Essex Property Trust, Inc - $1.18M, Agree Realty Corporation - $1.14M, Four Corners Property Trust Inc - $1.01M, and Gaming and Leisure Properties, Inc - $991,088.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Yang's monthly returns?
Andrew Yang's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew Yang's strategy be considered aggressive or moderate?
Andrew Yang's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Andrew Yang's strategy?
Andrew Yang's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
