S&P500 지수에 편입된 리츠

 

 

 

S&P500 지수에 편입되려면 시가 총액 요건, 미국 회계기준(GAPP) 순이익 요건 등 여러 요건이 충족되어야 하는데, 미국에서 리츠는 2001년 10월부터 S&P 500에 포함되기 시작했습니다. 

2001년 이후 S&P 500를 구성하는 리츠의 비중은 0.2%에서 2019년 12월 31일 기준 2.8%로 확대되었고 시가총액는 200억 달러에서 7,730억 달러로 증가하였습니다.

 

 

 

 

* 붉게 표시한 종목은 S&P에서 앞으로 몇 달간 '예외적인 위험'을 맞이하게 될 가능성이 높다고 언급한 종목입니다.

올해 파산을 선언한 임차인이 많거나, 방문고객 급감, 현금 유동성이 부족하거나 대출 부실 가능성을 고려하였습니다.

 

 

Company Name	티커	편입일
S&P 500
AIMCO	AIV	3/13/2003
Alexandria Real Estate Equities	ARE	3/20/2017
American Tower Corp.	AMT	11/16/2007
AvalonBay Communities	AVB	1/9/2007
Boston Properties	BXP	3/31/2006
Crown Castle International	CCI	3/14/2012
Digital Realty Trust	DLR	5/17/2016
Duke Realty Corporation	DRE	7/26/2017
Equinix, Inc.	EQIX	(기업 > 리츠로 전환)
Equity Residential	EQR	11/1/2001
Essex Property Trust	ESS	4/1/2014
Extra Space Storage	EXR	1/15/2016
Federal Realty Investment Trust	FRT	1/29/2016
Healthpeak Properties, Inc.	PEAK	3/31/2008
Host Hotels & Resorts	HST	3/19/2007
Iron Mountain	IRM	1/5/2009
Kimco Realty Corporation	KIM	4/3/2006
Macerich	MAC	5/8/2013
Mid-America Apartment Communities, Inc.	MAA	12/1/2016
Prologis	PLD	7/16/2003
Public Storage, Inc.	PSA	8/18/2005
Realty Income Corporation	O	4/6/2015
Regency Centers	REG	3/2/2017
SBA Communications Corp.	SBAC	9/1/2017
Simon Property Group	SPG	6/25/2002
SL Green Realty Corp.	SLG	12/23/2008
UDR	UDR	3/4/2016
Ventas, Inc.	VTR	3/4/2009
Vornado Realty Trust	VNO	8/11/2005
Welltower, Inc.	HCN	1/30/2009
Weyerhaeuser	WY	3/31/1964
S&P 400
Alexander & Baldwin, Inc.	ALEX	6/29/2012
American Campus Communities Inc.	ACC	9/16/2011
Camden Property Trust	CPT	11/19/2007
CoreCivic, Inc.	CXW	1/28/2008
CoreSite Realty Corp.	COR	8/10/2017
Corporate Office Properties Trust	OFC	4/1/2009
Cousins Properties, Inc.	CUZ	3/5/2017
CyrusOne, Inc.	CONE	3/1/2017
Douglas Emmett	DEI	4/6/2015
EPR Properties	EPR	1/15/2016
First Industrial Realty Trust, Inc.	FR
GEO Group, Inc.	GEO	3/16/2017
Healthcare Realty Trust, Inc.	HR	3/4/2016
Highwoods Properties, Inc.	HIW	10/7/2003
Hospitality Properties Trust	HPT	10/1/2001
JBG Smith Properties	JBGS	7/19/2017
Kilroy Realty Corp.	KRC	2/28/2013
Lamar Advertising Company Class A	LAMR
LaSalle Hotel Properties	LHO	7/15/2008
Liberty Property Trust	LRY	12/11/2002
Life Storage, Inc.	LSI
Mack-Cali Realty Corporation	CLI	3/19/2003
Medical Properties Trust, Inc.	MPW	3/20/2016
National Retail Properties Inc.	NNN	12/7/2011
Omega Healthcare Investors	OHI	1/2/2009
Pebblebrook Hotel Trust	PEB	12/3/2018
PotlatchDeltic Corporation	PCH	7/6/2001
Quality Care Properties, Inc.	QCP
Rayonier	RYN	9/2/1994
Sabra Healthcare REIT Inc.	SBRA	8/17/2017
Senior Housing Properties Trust	SNH	12/18/2009
Tanger Factory Outlet Centers, Inc.	SKT	10/10/2014
Taubman Centers, Inc.	TCO	1/13/2011
Uniti Group, Inc.	UNIT
Urban Edge Properties	UE
Weingarten Realty Investors	WRI	11/10/2004