Soros buys REITs

• In addition to picking up stakes in mortgage REITs American Capital Agency and Annaly Capital in Q3, Soros Fund Management discloses new stakes in equity REITs AvalonBay (NYSE:AVB), Boston Properties (NYSE:BXP), Brookdale Senior Living (NYSE:BKD), Equity Residential (NYSE:EQR), Essex Property Trust (NYSE:ESS), Federal Realty Investment Trust (NYSE:FRT), Ventas (NYSE:VTR), and Welltower (HCN).
• Together the equity REIT stakes add up to about $80M vs. the office's $10B+ in AUM.
• ETFs: IYR, VNQ, DRN, URE, RQI, SCHH, ICF, SRS, RWR, RNP, JRS, KBWY, RFI, NRO, DRV, RIT, REK, RIF, FRI, FTY, PSR, DRA, FREL, WREI, IARAX, LRET, XLRE