Vident U.S. Diversified Real Estate ETF focuses on location, property type, leverage, and governance in its rules-based approach. PPTY passively tracks the U.S. Diversified Real Estate Index™, offering exposure to a broad range of US REITs and real estate operating companies. PPTY has outperformed the Vanguard Real Estate ETF and offers diversified exposure to the US real estate market with potential for strong returns.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 153,441 | $4.31M | $5.38M | $1.07M | 24.86% |
Allison Brooke Blake WorthPointe LLC | 9,047 | $272,405.17 | $316,554.53 | $44,149.36 | 16.21% |
Mark Fiskio Empirical Asset Management LLC | 13,359 | $434,038.57 | $467,898.97 | $33,860.4 | 7.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 75 | $2,267 | $2,627.62 | $360.62 | 15.91% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,812 | $314,238.33 | $309,389.32 | -$4,849.01 | -1.54% |
| ARCA Exchange | US Country |
The company described appears to be a real estate investment fund that focuses on investing primarily in real estate companies listed on U.S. exchanges. It adheres to a strategy where at least 80% of its net assets, in addition to borrowed funds for investment purposes, are allocated to the real estate sector. This investment approach is governed by a rules-based methodology aimed at ensuring diversified exposure to the liquid U.S. real estate market. Through this methodology, the company seeks to provide its investors with a balanced and potentially lucrative investment in real estate, capitalizing on the liquidity and growth opportunities available within the U.S. market.
The company specializes in offering investment opportunities within the real estate sector. By focusing on real estate companies that are principally traded on U.S. exchanges, the fund provides investors with direct access to the U.S. real estate market. This approach allows investors to potentially benefit from the growth and income generated by these entities, thereby leveraging the dynamics of the U.S. real estate industry to enhance their investment portfolios.
Investments are managed using a rules-based methodology that’s designed to ensure diversified exposure across the liquid U.S. real estate market. This strategy mitigates risk by spreading investments across various real estate entities, rather than concentrating funds in a few assets. The use of such a methodology is instrumental in optimizing the balance between risk and return, aiming to safeguard investors' capital while seeking growth opportunities.
Part of the fund's strategy involves the use of borrowings for investment purposes. This leverages the fund’s capacity to invest in more assets than the net assets would otherwise allow. By employing leverage judiciously, the fund aims to enhance its investment potential and generate higher returns for its investors. However, it is crucial to understand that while borrowing can amplify gains, it also increases the risk of losses, making it important for investors to consider their risk tolerance.