← 27 Aug 2026 · Long-term Top 10 — Real Estate
Long-term Top 10 — Real Estate — what changed on 28 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 28 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 27 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| CARETRUST REIT INC (CTRE) | 1 | 71.8 0.0 | Long-term trend 53rd → 53rd |
| TERRENO REALTY REIT CORP (TRNO) | 2 | 71.8 0.0 | no pillar moved materially |
| ST JOE (JOE) | 3 | 68.1 −0.1 | Long-term trend 59th → 59th |
| Omega Healthcare Investors (OHI) | 4 | 67.8 −0.1 | no pillar moved materially |
| LTC PROPERTIES REIT INC (LTC) | 5 | 67.0 +0.2 | Long-term trend 64th → 65th |
| Simon Property Group (SPG) | 6 | 64.8 +0.1 | no pillar moved materially |
| Vici Properties (VICI) | 7 | 62.9 +0.1 | Long-term trend 22nd → 23rd |
| GETTY REALTY REIT CORP (GTY) | 9 | 61.4 +0.2 | Long-term trend 51st → 51st |
| First Industrial Realty Trust (FR) | 10 | 60.3 +0.1 | no pillar moved materially |
| Agree Realty (ADC) | 11 | 60.0 +0.2 | Long-term trend 39th → 40th |
At the edge
Knocking
- CURBLINE PROPERTIES (CURB) scores 2.8 above the lowest member — the sector cap, not the score, is what is keeping it out
- ESSENTIAL PROPERTIES REALTY TRUST (EPRT) 0.2 below the lowest member
Closest to the exit
- GETTY REALTY REIT CORP (GTY) 3.1 above the score at rank 15, where the hold band ends
- First Industrial Realty Trust (FR) 2.0 above the score at rank 15, where the hold band ends
- Agree Realty (ADC) 1.7 above the score at rank 15, where the hold band ends
Ranked against 92 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.
−0.4% since the previous session (2026-08-27), against −0.2% for SPY — 0.2 points behind the benchmark. Tracked since 2026-08-18.
−0.7% since 2026-08-18, against +0.2% for SPY — 1.0 points behind the benchmark. Tracked since 2026-08-18.
Both curves are total return through 28 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.