The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares Residential & Multisector RE ETF REZ
Morningstar’s Analysis REZ
Will REZ 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 67.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Welltower Inc | 13.88 | 88.1 Mil | Real Estate |
Public Storage | 10.52 | 66.7 Mil | Real Estate |
Extra Space Storage Inc | 7.88 | 50.0 Mil | Real Estate |
AvalonBay Communities Inc | 6.86 | 43.5 Mil | Real Estate |
Equity Residential | 5.97 | 37.9 Mil | Real Estate |
Essex Property Trust Inc | 4.76 | 30.2 Mil | Real Estate |
Ventas Inc | 4.76 | 30.2 Mil | Real Estate |
Mid-America Apartment Communities Inc | 4.38 | 27.8 Mil | Real Estate |
Invitation Homes Inc | 4.29 | 27.2 Mil | Real Estate |
Healthpeak Properties Inc | 3.77 | 23.9 Mil | Real Estate |