← 20 Aug 2026 · Long-term Top 10 — Real Estate
Long-term Top 10 — Real Estate — what changed on 21 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 21 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 20 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| TERRENO REALTY REIT CORP (TRNO) | 1 | 71.5 −1.1 | Long-term trend 58th → 53th |
| CARETRUST REIT INC (CTRE) | 2 | 70.5 −0.5 | Long-term trend 53th → 52th |
| Omega Healthcare Investors (OHI) | 3 +1 | 67.6 −0.2 | Long-term trend 46th → 45th |
| ST JOE (JOE) | 4 −1 | 67.5 −1.0 | Long-term trend 66th → 63th |
| LTC PROPERTIES REIT INC (LTC) | 5 | 67.1 +0.1 | Valuation 83th → 86th |
| Simon Property Group (SPG) | 6 | 66.3 −0.4 | Long-term trend 63th → 60th |
| Vici Properties (VICI) | 7 | 62.4 −0.1 | no pillar moved materially |
| GETTY REALTY REIT CORP (GTY) | 8 | 62.2 +0.6 | Valuation 76th → 81th |
| First Industrial Realty Trust (FR) | 10 −1 | 60.3 0.0 | Long-term trend 56th → 57th |
| Agree Realty (ADC) | 11 +1 | 58.8 −0.3 | Long-term trend 38th → 37th |
At the edge
Knocking
- FOUR CORNERS PROPERTY INC TRUST (FCPT) scores 1.8 above the lowest member — the sector cap, not the score, is what is keeping it out
- ESSENTIAL PROPERTIES REALTY TRUST (EPRT) 0.7 below the lowest member
Closest to the exit
- GETTY REALTY REIT CORP (GTY) 4.8 above the score at rank 15, where the hold band ends
- First Industrial Realty Trust (FR) 2.9 above the score at rank 15, where the hold band ends
- Agree Realty (ADC) 1.4 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
−0.2% since the previous session (2026-08-20), against +0.4% for SPY — 0.6 points behind the benchmark. Tracked since 2026-08-18.
+0.8% since 2026-08-18, against −0.2% for SPY — 1.0 points ahead of the benchmark. Tracked since 2026-08-18.
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Informational only — NOT financial advice.