The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Principal Real Estate Active Opp ETF BYRE
Morningstar’s Analysis BYRE
Will BYRE 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 60.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ventas Inc | 7.90 | 800,090 | Real Estate |
American Tower Corp | 7.72 | 781,413 | Real Estate |
Equinix Inc | 6.91 | 699,139 | Real Estate |
Invitation Homes Inc | 6.87 | 695,521 | Real Estate |
Extra Space Storage Inc | 6.32 | 639,827 | Real Estate |
Americold Realty Trust Inc | 5.93 | 600,033 | Real Estate |
Rexford Industrial Realty Inc | 4.86 | 492,067 | Real Estate |
Welltower Inc | 4.69 | 474,998 | Real Estate |
Sun Communities Inc | 4.61 | 466,835 | Real Estate |
SBA Communications Corp Class A | 4.60 | 465,535 | Real Estate |