MFFAIS - Mutual Fund Facts About Individual Stocks       

 
Click here for Free Industry Resources!

Page Feed:

 
 
Home | About | News | Terms | Contact | Help | FAQ | Funds | Institutions | Stocks | Rankings
 0  1  2  3  4  5  6  7  8  9  A  B  C  D  E  F  G  H  I  J  K  L  M  N  O  P  Q  R  S  T  U  V  W  X  Y  Z

The Dfa Real Estate Securities Portfolio

 
Page Created: 2008-12-02 09:05:00-08
Fund Type: REAL ESTATE Report Date: 2008-10-30 Current Value: $241,106,595 Total Performance: -21.01 %
Family of: Dfa Investment Dimensions Group Inc
 
   
 

The Dfa Real Estate Securities Portfolio
Highlights

Worst Move: The Dfa Real Estate Securities Portfolio potentially lost $-15,281,123 on changes made with Ventas Inc (VTR) buying shares when price went down.
Best Move: The Dfa Real Estate Securities Portfolio potentially made $63,594 on changes made with Dct Industrial Trust Inc (DCT) buying shares when price went up.
Good Save: The Dfa Real Estate Securities Portfolio potentially saved $18,003,188 on changes made with Marriott International Incde (MAR) selling shares when price went down.
Missed Move: The Dfa Real Estate Securities Portfolio potentially missed $-1,074,814 on changes made with Ps Business Parks Inc(PSB) selling shares when price went up.
 

The Dfa Real Estate Securities Portfolio
Contact Information

1299 Ocean Ave Ste 650 11th Fl, Santa Monica Ca 90401,,
Phone: 2133958005, Fax: , Website:

The Dfa Real Estate Securities Portfolio
Symbols

DFREX

The Dfa Real Estate Securities Portfolio
Recent Source SEC Filings

2008-10-30 http://www.sec.gov/Archives/edgar/data/355437/0001104659-08-066870.txt
2008-08-08 http://www.sec.gov/Archives/edgar/data/355437/0001104659-08-051425.txt
 

The Dfa Real Estate Securities Portfolio
Holding and Details

Click on column headings to sort!
Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
Acadia Realty Trust (AKR) US AKR Reits-Shopping Cen ... 315,500 $4,410,690 $-867,625 -16.43 % Sold Some -700 -0.22 $1,925
Biomed Realty Trust Inc (BMR) US BMR Reits-Office Prope ... 662,452 $6,174,053 $-3,398,379 -35.50 % Added More 19,200 2.98 $-98,496
Boston Properties Inc (BXP) US BXP Reits-Office Prope ... 1,136,764 $60,703,198 $-15,084,858 -19.90 % New Holding 1,136,764 100.00 $-15,084,858
Brandywine Realty Trust (BDN) US BDN Reits-Office Prope ... None - - - % Sold All -855,320 -100.00 $2,754,130
Cbl And Associates Properties Inc (CBL) US CBL Reits-Regional Mal ... 636,646 $2,591,149 $-2,686,646 -50.90 % Sold Some -9,000 -1.39 $37,980
Cogdell Spencer Inc (CSA) US CSA Reits-Health Care 142,492 $1,139,936 $-343,406 -23.15 % Added More 29,700 26.33 $-71,577
Corporate Office Properties Trust ... (OFC) US OFC Reits-Office Prope ... None - - - % Sold All -465,400 -100.00 $-502,632
Dct Industrial Trust Inc (DCT) US DCT Reits-Warehouse/In ... 1,587,678 $7,112,797 $285,782 4.18 % Added More 353,300 28.62 $63,594
Diamondrock Hospitality Co (DRH) US DRH Reits-Hotels None - - - % Sold All -930,768 -100.00 $753,922
Dupont Fabros Technology Inc (DFT) US DFT Reits-Diversified None - - - % Sold All -245,645 -100.00 $975,211
Equity Lifestyle Properties Inc (ELS) US ELS Reits-Manufactured ... 239,657 $8,292,132 $-1,200,682 -12.64 % New Holding 239,657 100.00 $-1,200,682
Extra Space Storage Inc (EXR) US EXR Reits-Storage 729,394 $6,455,137 $-1,269,146 -16.43 % Added More 87,800 13.68 $-152,772
Felcor Lodging Trust Inc (FCH) US FCH Reits-Hotels 603,801 $1,020,424 $-754,751 -42.51 % Sold Some -9,700 -1.58 $12,125
First Potomac Realty Trust (FPO) US FPO Reits-Warehouse/In ... 238,269 $1,913,300 $-800,584 -29.49 % No Change - - -
Hcp Inc (HC5.BE) BE HC5.BE Reits-Health Care 1,926,851 $46,629,794 $-7,726,673 -14.21 % Added More 484,748 33.61 $-1,943,839
Healthcare Realty Trust Inc (HR) US HR Reits-Health Care 472,160 $9,056,029 $-2,743,250 -23.24 % New Holding 472,160 100.00 $-2,743,250
Hrpt Properties Trust (HRP) US HRP Reits-Office Prope ... None - - - % Sold All -2,214,959 -100.00 $996,732
Kite Realty Group Trust (KRG) US KRG Reits-Shopping Cen ... 284,720 $1,113,255 $-392,914 -26.08 % No Change - - -
Lasalle Hotel Properties (LHO) US LHO Reits-Hotels None - - - % Sold All -394,100 -100.00 $1,410,878
Mack-Cali Realty Corp (CLI) US CLI Reits-Office Prope ... 630,631 $11,963,070 $-964,865 -7.46 % Sold Some -14,500 -2.24 $22,185
Marriott International Incde (MAR) US MAR Hotels And Motels None - - - % Sold All -5,143,768 -100.00 $18,003,188
Mhi Hospitality Corp (MDH) US MDH Reits-Hotels 62,158 $136,748 $-65,887 -32.51 % Added More 14,200 29.60 $-15,052
Mid-America Apartment Communities ... (MAA) US MAA Reits-Apartments None - - - % Sold All -251,100 -100.00 $-1,019,466
Omega Healthcare Investors Inc (OHI) US OHI Reits-Health Care None - - - % Sold All -503,700 -100.00 $443,256
Post Properties Inc (PPS) US PPS Reits-Apartments 429,266 $6,730,891 $-1,983,209 -22.75 % New Holding 429,266 100.00 $-1,983,209
Ps Business Parks Inc (PSB) US PSB Reits-Diversified None - - - % Sold All -200,525 -100.00 $-1,074,814
Senior Housing Properties Trust (SNH) US SNH Reits-Health Care 1,030,130 $14,349,711 $-4,058,712 -22.04 % Added More 134,400 15.00 $-529,536
Sunstone Hotel Investors Inc (SHO) US SHO Reits-Hotels 565,299 $2,696,476 $-503,116 -15.72 % New Holding 565,299 100.00 $-503,116
Supertel Hospitality Inc (SPPR) US SPPR Reits-Hotels 202,673 $387,105 $-48,642 -11.16 % No Change - - -
Taubman Centers Inc (TCO) US TCO Reits-Regional Mal ... None - - - % Sold All -517,061 -100.00 $3,950,346
Udr Inc (UDR) US UDR Reits-Apartments 1,237,372 $18,721,438 $-4,244,186 -18.48 % New Holding 1,237,372 100.00 $-4,244,186
Ventas Inc (VTR) DE VTR Reits-Health Care 1,284,128 $29,509,261 $-15,281,123 -34.11 % New Holding 1,284,128 100.00 $-15,281,123
 0  1  2  3  4  5  6  7  8  9  A  B  C  D  E  F  G  H  I  J  K  L  M  N  O  P  Q  R  S  T  U  V  W  X  Y  Z
Listed 32 holdings.
 

Interested in linking to the page? You can with proper credit, just use the code below:
or for RSS updates:
   
 
Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
Note: For security reasons, only (A-Z,a-z,0-9,space,period,colon,comma,forward slash,at) can be inputted - all others are stripped automatically!
Copyright © 2007 All rights reserved. Please see our Terms of Use.