i had posted the info at the bottom of this post a few months back, called it my real estate basket. yesterday i sold my entire position in RWR. both RWR and IYR seem to be at the top of their range. i'm hoping to get back in at lower prices and plan to buy IYR so i can write calls. i also wrote calls on my entire HD position. still adding to RWX and i'm adding AHT per recommendation i got from this board (thanks for the tip !!). no changes with the other holdings.
i own RWR, RWX, PCL, CBG, HD, and BX in what i call my real estate basket. i know HD and BX are hybrids. i'd rather have HD as a play on homebuilders than own the homebuilder ETF (ITB). BX owns alot of real estate and i think they'll make some money on it in the future.
RWR, PCL, and HD are my largest holdings at approx 10%, 5%, and 5% respectively