Morningstar

iShares U.S. Real Estate ETF IYR

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYR

Will IYR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IYR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IYR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IYR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Real Estate ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IYR

More IYR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

10.00 405M
Real Estate

Prologis Inc

9.25 375M
Real Estate

Equinix Inc

4.78 194M
Real Estate

American Tower Corp

4.64 188M
Real Estate

Digital Realty Trust Inc

4.61 187M
Real Estate

Simon Property Group Inc

4.57 185M
Real Estate

Realty Income Corp

4.13 167M
Real Estate

Public Storage

3.87 157M
Real Estate

Vivmark Residential

3.48 141M
Real Estate

Ventas Inc

3.38 137M
Real Estate

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