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 66.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Welltower Inc | 13.30 | 79.1 Mil | Real Estate |
Public Storage | 10.73 | 63.8 Mil | Real Estate |
Extra Space Storage Inc | 7.27 | 43.2 Mil | Real Estate |
AvalonBay Communities Inc | 6.94 | 41.2 Mil | Real Estate |
Equity Residential | 6.11 | 36.3 Mil | Real Estate |
Essex Property Trust Inc | 4.53 | 26.9 Mil | Real Estate |
Ventas Inc | 4.46 | 26.5 Mil | Real Estate |
Invitation Homes Inc | 4.45 | 26.4 Mil | Real Estate |
Mid-America Apartment Communities Inc | 4.38 | 26.0 Mil | Real Estate |
Sun Communities Inc | 4.05 | 24.1 Mil | Real Estate |