The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
SRH REIT Covered Call ETF SRHR
Morningstar’s Analysis SRHR
Will SRHR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Equinix Inc | 12.85 | 6.3 Mil | Real Estate |
Lamar Advertising Co Class A | 8.87 | 4.3 Mil | Real Estate |
American Tower Corp | 7.79 | 3.8 Mil | Real Estate |
Highwoods Properties Inc | 6.09 | 3.0 Mil | Real Estate |
Diamondrock Hospitality Co | 4.30 | 2.1 Mil | Real Estate |
Stag Industrial Inc | 4.25 | 2.1 Mil | Real Estate |
Crown Castle Inc | 4.20 | 2.1 Mil | Real Estate |
First Industrial Realty Trust Inc | 3.93 | 1.9 Mil | Real Estate |
Vail Resorts Inc | 3.90 | 1.9 Mil | Consumer Cyclical |
Sunstone Hotel Investors Inc | 3.86 | 1.9 Mil | Real Estate |