Index Definitions & Disclosures
An investor cannot invest directly in an index and index performance does not reflect the deduction of any fees, expenses or taxes. Data is believed to be accurate, but we cannot guarantee it's accuracy. Data quoted represents past performance, which is no guarantee of future results. The views and opinions in the preceding commentary are as of the date of publication and are subject to change without notice. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital, and there is no guarantee that investors will experience the type of performance reflected.
Hoya Capital Indexes Used In Research
Hoya Capital REIT Index: An unmanaged market-cap weighted index of approximately 150 of the largest US-based REITs. Price returns only. Rebalanced continuously.
Hoya Capital US Housing Index: An unmanaged modified equal weight index of approximately 100 companies involved in the US Housing Industry. Price returns only. Rebalanced continuously.
Hoya Capital Housing 100 Index: An unmanaged modified equal weight index of approximately 100 companies involved in the US Housing Industry. Total returns. Rebalanced semiannually.
International Real Estate: An unmanaged equal weight average of the three largest ex-US real estate ETFs. Price returns only. Rebalanced continuously.
Real Estate Sector Indexes: An unmanaged market-cap weighted index of all listed REITs within each sector with a minimum market cap of $500 million. Price returns only. Rebalanced continuously.
Hoya Capital Housing Industry Sectors: An unmanaged equal-weight index of each of the eight Housing Industry Sector Classifications in the Hoya Capital Housing Index. Price returns only. Rebalanced continuously.
Index ETFs Cited
S&P 500: SPY, IVV
NASDAQ 100: QQQ
Dow Jones: DIA
Real Estate: VNQ, IYR
International Real Estate: VNQI, IFGL, RWX
Short-Term Treasury: SHY
Mid-Term Treasury: IEF
Long-Term Treasury: TLT
IG Corporate: LQD
HY Corporate: JNK
Global Bonds: BNDX
Crude Oil: USO
Natural Gas: UNG
US Dollar: USDU
Hoya Capital List of Current Holdings By Ticker Symbol
Hoya Capital Real Estate and/or our Affiliates are Long:
HD, LOW, PSA, EXR, AMH, CUBE, ELS, MAA, UDR, SUI, CPT, NVR, EQR, INVH, ESS, AVB, PEAK, LEN, DHI, HST, AIV, MDC, ACC, PHM, TPH, MTH, WELL, AMZN, KBH, TFC, TOL, TREX, TMHC, WMT, COST, VTR, PGR, IRBT, RP, AWI, WSO, TJX, SHW, AOS, Z, CVCO, TGT, SSD, LII, MAS, ALL, PK, CLGX, PCH, FRC, RDFN, FBHS, TRV, LZB, PPG, WSM, JPM, W, FAF, WHR, RH, ORI, PNC, EXP, LPX, AGNC, OC, BAC, WY, MHK, MTB, TPX, NLY, LEG, RMAX, MIDD, RF, HBAN, WFC, MLHR, FNF, RDN, BECN, AMWD, CIM, MTG, SNBR, AAN, BBBY, NRZ, TWO, RLGY, HOME, MFA, HOMZ, AMT, ARE, AVB, BXMT, DRE, DLR, EFG, EQIX, FB, FR, MAR, MGP, NLY, NHI, NNN, PLD, REG, ROIC, SBRA, SPG, SRC, STOR, STWD, WH, VBK, VOT, VUG