← 19 Aug 2026 · Long-term Top 10 — Real Estate
Long-term Top 10 — Real Estate — what changed on 20 Aug 2026
A dated record of one session: what entered or left, what moved inside the ten and by how much, who is closest to the boundary, and how the list did against its benchmark. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
The long-term score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 2.
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Who entered, who left, and the reason — with the score moves behind it.
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Membership
No company entered or left on 20 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 19 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| TERRENO REALTY REIT CORP (TRNO) | 1 | 72.6 +0.3 | Long-term trend 57th → 58th |
| CARETRUST REIT INC (CTRE) | 2 | 71.0 +0.4 | Long-term trend 52th → 53th |
| ST JOE (JOE) | 3 +1 | 68.5 +0.7 | Valuation 34th → 37th |
| Omega Healthcare Investors (OHI) | 4 −1 | 67.8 0.0 | no pillar moved materially |
| LTC PROPERTIES REIT INC (LTC) | 5 +1 | 67.0 +0.6 | Long-term trend 62th → 66th |
| Simon Property Group (SPG) | 6 −1 | 66.7 −0.2 | Valuation 53th → 52th |
| Vici Properties (VICI) | 7 | 62.5 +0.6 | Long-term trend 19th → 22th |
| GETTY REALTY REIT CORP (GTY) | 8 | 61.6 +0.1 | Valuation 80th → 76th |
| First Industrial Realty Trust (FR) | 9 | 60.3 +0.6 | Long-term trend 54th → 56th |
| Agree Realty (ADC) | 12 −2 | 59.1 +0.4 | Long-term trend 36th → 38th |
At the edge
Knocking
- EPR Properties (EPR) scores 0.4 above the lowest member — the sector cap, not the score, is what is keeping it out
- CURBLINE PROPERTIES (CURB) scores 0.2 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- GETTY REALTY REIT CORP (GTY) 3.7 above the score at rank 15, where the hold band ends
- First Industrial Realty Trust (FR) 2.4 above the score at rank 15, where the hold band ends
- Agree Realty (ADC) 1.2 above the score at rank 15, where the hold band ends
Ranked against 84 eligible Real Estate companies on this session. A company at the edge is a company near a boundary, not a prediction that it will cross one.
Against the benchmark
0.0% since the previous session (2026-08-19), against −0.8% for SPY — 0.9 points ahead of the benchmark. Tracked since 2026-08-18.
+1.2% since 2026-08-18, against −0.6% for SPY — 1.8 points ahead of the benchmark. Tracked since 2026-08-18.
More
Informational only — NOT financial advice.