The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
IQ CBRE NextGen Real Estate ETF ROOF
Morningstar’s Analysis ROOF
Will ROOF 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 41.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Welltower Inc | 5.07 | 7.1 Mil | Real Estate |
Keppel DC REIT | 4.82 | 6.8 Mil | Real Estate |
American Tower Corp | 4.64 | 6.5 Mil | Real Estate |
Digital Realty Trust Inc | 4.63 | 6.5 Mil | Real Estate |
Prologis Inc | 4.23 | 5.9 Mil | Real Estate |
SBA Communications Corp Class A | 4.20 | 5.9 Mil | Real Estate |
Crown Castle Inc | 4.08 | 5.7 Mil | Real Estate |
Equinix Inc | 3.96 | 5.6 Mil | Real Estate |
Segro PLC | 3.45 | 4.8 Mil | Real Estate |
AvalonBay Communities Inc | 2.85 | 4.0 Mil | Real Estate |