← 25 Aug 2026 · Long-term Top 10 — Real Estate
Long-term Top 10 — Real Estate — what changed on 26 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 3.
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Membership
No company entered or left on 26 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 25 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| CARETRUST REIT INC (CTRE) | 1 +1 | 72.0 0.0 | Long-term trend 55th → 55th |
| TERRENO REALTY REIT CORP (TRNO) | 2 −1 | 71.9 −0.5 | Long-term trend 56th → 52nd |
| ST JOE (JOE) | 3 | 68.5 −0.9 | Valuation 43rd → 40th |
| Omega Healthcare Investors (OHI) | 4 | 68.1 0.0 | no pillar moved materially |
| LTC PROPERTIES REIT INC (LTC) | 5 | 66.6 +0.1 | Long-term trend 62nd → 63rd |
| Simon Property Group (SPG) | 6 | 64.9 −0.7 | Long-term trend 59th → 57th |
| Vici Properties (VICI) | 7 | 62.7 −0.2 | Long-term trend 23rd → 22nd |
| GETTY REALTY REIT CORP (GTY) | 9 | 61.4 −0.5 | Valuation 82nd → 79th |
| First Industrial Realty Trust (FR) | 10 | 60.7 −0.3 | Long-term trend 60th → 58th |
| Agree Realty (ADC) | 11 +1 | 60.0 −0.3 | Long-term trend 41st → 40th |
At the edge
Knocking
- CURBLINE PROPERTIES (CURB) scores 1.9 above the lowest member — the sector cap, not the score, is what is keeping it out
- ESSENTIAL PROPERTIES REALTY TRUST (EPRT) 0.1 below the lowest member
Closest to the exit
- GETTY REALTY REIT CORP (GTY) 2.9 above the score at rank 15, where the hold band ends
- First Industrial Realty Trust (FR) 2.2 above the score at rank 15, where the hold band ends
- Agree Realty (ADC) 1.5 above the score at rank 15, where the hold band ends
Ranked against 95 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
SPY is the S&P 500 ETF — the US large-cap market average.
−0.7% since the previous session (2026-08-25), against 0.0% for SPY — 0.7 points behind the benchmark. Tracked since 2026-08-18.
+0.6% since 2026-08-18, against −0.2% for SPY — 0.8 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 26 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
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Informational only — NOT financial advice.