Tuesday, January 17, 2017

Equity REIT Common And Preferred Stock Basket Strategy-Links to Seeking Alpha Post Discussions

Stocks, Bonds & Politics: Gateway Post: Equity REIT Common and Preferred Stock Basket Strategy (Snapshots of round-trip trades for this basket can be found in that post)

I started to use a basket strategy for this sector in September 2013 

The purpose of this post is to provide links to posts published at SeekingAlpha that are relevant to this topic. 

I am not providing links to discussions in my SA Comment Blogs given the difficulty. A number of comments discussing dispositions can be found there. 

I do not currently have a position in Agellan, BDN, CSH.UN:CA, EPRPRC, EQCPRD, GPT (U.S. symbol), HCP, HR, HT, HTA Inland Real Estate, IRET, NVU.UN:CA, Realty Income, RNP, SRC, WIR.UN:CA and XHR. I do have a position in GPT:AU. 

Stocks: 









CCP Stock Quote - Care Capital Properties Inc. (CCP) 

2. Bought 30 CCP at $25.6-ROTH IRA:Update For Equity REIT Basket Strategy As Of 5/19/16 - South Gent | Seeking Alpha


CSH.UN Stock Quote - Chartwell Retirement Residences (CSH.UN:TOR) 

4. Sold 100 Chartwell at C$12.92: Update For Equity REIT Basket Strategy As Of 11/16/15 - South Gent | Seeking Alpha

CIO Stock Quote - City Office REIT Inc (CIO) 

8. Eliminated CIO: Sold 100 at $13.5Update For Equity REIT Basket Strategy As Of 7/28/16 - South Gent | Seeking Alpha

Item # 5. Bought 100 CIO at $11.4: Update For Equity REIT Basket Strategy As Of 4/6/16 - South Gent | Seeking Alpha

1. Sold 50 CIO at $12.38: Update For Equity REIT Basket Strategy As Of 3/7/16 - South Gent | Seeking Alpha

2. BOUGHT CIO at $11.12: Update For REIT Basket Strategy As Of 11/24/15 - South Gent | Seeking Alpha

CUF.UN Stock Quote - Cominar Real Estate Investment Trust  (CUF.UN:TOR) 

1. Averaged Down: Bought 200 Cominar REIT at C$14.79-Update For Equity REIT Basket Strategy As Of 12/16/15 - South Gent | Seeking Alpha



Item # 1. Bought 50 EQCPRD at $24.71-UPDATE For Equity REIT Basket Strategy As Of 2/12/16 - South Gent | Seeking Alpha

FREL Fund Quote - Fidelity MSCI Real Estate Index ETF (FREL) 

Item #1. Sold FREL at $23.84 (a Commission Free ETF at Fidelity):Update For Equity REIT Basket Strategy As Of 6/7/16 - South Gent | Seeking Alpha

GPT Stock Quote - Gramercy Property Trust Stock (GPT)(CSG & GPT merged/GPT Underwent a 1 for 4 reverse split after I sold out of my position) 






Item # 1. Sold 204+ IRC at $10.64-Satellite Taxable Account: Update For Equity REIT Basket Strategy As Of 1/11/16 - South Gent | Seeking Alpha

Item # 2. Added 50 IRC at $9.56-Satellite Taxable-Update For REIT Basket Strategy As Of 8/24/15 - South Gent | Seeking Alpha


Item # 1. Averaged Down: Bought 50 IRC at $8.24-Satellite Taxable:Update For REIT Basket Strategy As Of 9/8/15 - South Gent | Seeking Alpha
3. Bought 70 IRET at $6.6-Elevation Out of Lotto Ticket Basket Strategy: Update For REIT Basket Strategy As Of 9/17/15 - South Gent | Seeking Alpha




Item # 1. Sold 200 IRT at $8.69 (highest cost shares in Schwab Taxable Account); Item # 2. Sold Highest Cost IRT Lot Roth IRA Accounts 200 Shares at $9.05; Item #  3. Sold Highest Cost IRT Lot Fidelity Roth IRA at $9.1: Update For Equity REIT Basket Strategy As Of 7/28/16 - South Gent | Seeking Alpha



Item # 4. SOLD 200 LXP at $10.85: Highest Cost Shares-Update For Equity REIT Basket Strategy As Of 8/27/16 - South Gent | Seeking Alpha

Item # 1 Sold 100 LXP at 150 in Vanguard Roth IRA Account at $9.86Update For Equity REIT Basket Strategy As Of 6/24/16 - South Gent | Seeking Alpha

Item # 4 Added 150 to LXP (50 in IB account at $6.95):Update For Equity REIT Basket Strategy As Of 1/21/16 - South Gent | Seeking Alpha


2. Sold 250 LXP on Ex-Dividend Date-Taxable Accounts: Update For Equity REIT Basket Strategy As Of 4/6/16 - South Gent | Seeking Alpha

4. Averaged Down: Bought 50 LXP at $7.89-A Roth IRA AccountUpdate For REIT Basket Strategy As Of 9/8/15 - South Gent | Seeking Alpha


Item # 3. Sold 52 MPW-Highest Remaining Cost Lot in a Satellite Taxable Account at $15.4: Update For Equity REIT Basket Strategy As Of 6/24/16 - South Gent | Seeking Alpha

Item # 1. Sold 250 of Remaining 550 MPW at $14.32: Update For Equity REIT Basket Strategy As Of 5/19/16 - South Gent | Seeking Alpha

2. Sold 100 of 650 MPW at $14 (highest cost lot) Roth IRA-Update For Equity REIT Basket Strategy As Of 5/5/16 - South Gent | Seeking Alpha

Item # 4. Added 50 MPW at $9.84-Satellite Taxable Account: UPDATE For Equity REIT Basket Strategy As Of 2/12/16 - South Gent | Seeking Alpha






SNR Stock Quote - New Senior Investment Group Inc. (SNR) 

Item # 6. Sold 108+ SNR at $11.76 & Item # 7. SOLD Highest Cost Lot SNR Lot in Another Taxable Account-Sold 50 at $11.85: Update For Equity REIT Basket Strategy As Of 7/28/16 - South Gent | Seeking Alpha

Item # 2. Added 100 SNR at $10.2Update For Equity REIT Basket Strategy As Of 6/1/2016 - South Gent | Seeking Alpha



Item # 2. Pared STAG Again: Sold 54 Shares at $23.81:Update For Equity REIT Basket Strategy As Of 7/1/16 - South Gent | Seeking Alpha






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