Founded: 2019 (2 years)
HQ: United States
Type of REIT: ETF REIT
Listing Status: Public
Market Capitalization: Micro-Cap
REIT Sector: Residential
Below is a simulation of how much money you would have made in dividends, and how much the shares would be worth had you purchased them 1 year ago for the amounts below.
|With $1,000 USD||With $500 USD||With $250 USD||With $100 USD||With $50 USD|
|Initial investment||@ $32.26 per share you would have been able to buy 30 shares of HOMZ on 2020-08-04 costing $967.80||@ $32.26 per share you would have been able to buy 15 shares of HOMZ on 2020-08-04 costing $483.90||@ $32.26 per share you would have been able to buy 7 shares of HOMZ on 2020-08-04 costing $225.82||@ $32.26 per share you would have been able to buy 3 shares of HOMZ on 2020-08-04 costing $96.78||@ $32.26 per share you would have been able to buy 1 shares of HOMZ on 2020-08-04 costing $32.26|
|Current worth||On 2021-08-03 these 30 shares would be worth $1,241.06 @ $41.37||On 2021-08-03 these 15 shares would be worth $620.53 @ $41.37||On 2021-08-03 these 7 shares would be worth $289.58 @ $41.37||On 2021-08-03 these 3 shares would be worth $124.11 @ $41.37||On 2021-08-03 these 1 shares would be worth $41.37 @ $41.37|
|Dividends earned||$32.47 in dividends would have been earned since 2020-08-04 with 30 shares.||$16 in dividends would have been earned since 2020-08-04 with 15 shares.||$7.58 in dividends would have been earned since 2020-08-04 with 7 shares.||$3.25 in dividends would have been earned since 2020-08-04 with 3 shares.||$1.08 in dividends would have been earned since 2020-08-04 with 15 shares.|
|Net (gain / loss)*||305.74 USD||152.87 USD||71.34 USD||30.57 USD||10.19 USD|
*Net (Gains/Loss): Includes the stock price (appreciate or depreciate ) + dividends earned during period held. Stock prices based on closing price for the date. **ROI: Is based on the Net (gain/loss) divided by the initial investment value. Note: Past performance is no guarantee of future results. This is a high-level simulation and does not account for many factors such as inflation and taxes so we cannot guarantee the accuracy of this simulation.
HOMZ is a passively-managed, diversified ETF that offers efficient and cost-effective exposure to residential real estate, one of the largest asset classes in the world. HOMZ invests in 100 domestic companies involved in the housing industry including residential REITs, homebuilders, home improvement companies, and real estate services and technology firms. HOMZ seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Hoya Capital Housing 100 Index, a rules-based Index designed to track the 100 companies that collectively represent the performance of the US Housing Industry. The Index is designed to track the companies with the potential to benefit from rising rents, appreciating home values, and a persistent housing shortage.
|REIT||REITRating™ Score||Exchange||Market Capitalization||Sector||Country|
|BSR REIT (HOM.U)||5.7||TSX||Micro-Cap||Residential||United States|
|CIM Commercial Trust Corp (CMCT)||4.0||NASDAQ||Micro-Cap||Office Hotel Residential||United States|
|Clipper Realty, Inc. (CLPR)||4.6||NYSE||Micro-Cap||Residential||United States|
|First REIT of New Jersey (FREVS)||3.1||Over-the-Counter (OTC)||Micro-Cap||Diversified Residential Retail||United States|
|Income Opportunity Realty Trust (IOR)||2.8||NYSE||Micro-Cap||Office Residential||United States|
Last updated: 2021-08-04 - v1.7