Technically: yes about 23% of my portfolio is REITs but as @Vedran would put it nicely Iโm more on the โbunkered upโ side of the spectrum rather than shopping centre lets.
These are companies that provide data centre and/or communication towers (with a 5G emphasis) that are structured as REITs.
W | % | SIPP | |
---|---|---|---|
Digital Realty Trust, Inc. | 28 | 15.56% | 5.21% |
Equinix, Inc. (REIT) | 28 | 15.56% | 5.21% |
Crown Castle International Corp. (REIT) | 22 | 12.22% | 4.09% |
American Tower Corporation (REIT) | 22 | 12.22% | 4.09% |
SBA Communications Corporation | 20 | 11.11% | 3.72% |
CyrusOne Inc. | 19 | 10.56% | 3.53% |
Alexandria Real Estate Equities, Inc. | 17 | 9.44% | 3.16% |
Prologis, Inc. | 13 | 7.22% | 2.42% |
Duke Realty Corporation | 11 | 6.11% | 2.04% |
I also got dog-housed positions like BXP, STAG, PSA from US and DLN, BBOX from London. But planning to sell all 5 before end of 2021/22FY
edit: I also loved VNQ one of the best Vanguard ETFs imo. Used to buy that when it was available on T212, it might be a good idea to may be create a pie replicating it.
edit 2: out of boredom I created a VNQ pie - with only top 50 holdings, might be useful to someone. Pies & AutoInvest - Trading 212