Columbia Research Enhanced Rl Estt 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.
Columbia Research Enhanced Real Estate ETF CRED
Morningstar’s Analysis CRED
Will CRED outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CRED 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 CRED’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 61.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Simon Property Group Inc | 9.44 | 270,113 | Real Estate |
American Tower Corp | 9.03 | 258,310 | Real Estate |
Equinix Inc | 8.74 | 250,171 | Real Estate |
Public Storage | 7.63 | 218,321 | Real Estate |
Crown Castle Inc | 6.49 | 185,786 | Real Estate |
Digital Realty Trust Inc | 6.07 | 173,824 | Real Estate |
VICI Properties Inc Ordinary Shares | 4.44 | 126,926 | Real Estate |
Ventas Inc | 3.74 | 107,135 | Real Estate |
AvalonBay Communities Inc | 2.86 | 81,742 | Real Estate |
Iron Mountain Inc | 2.75 | 78,774 | Real Estate |
United States