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.
iShares U.S. Real Estate ETF IYR
Morningstar’s Analysis IYR
Will IYR 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 9.84 | 481M | Real Estate |
Prologis Inc | 9.41 | 461M | Real Estate |
Simon Property Group Inc | 4.90 | 240M | Real Estate |
Equinix Inc | 4.60 | 225M | Real Estate |
American Tower Corp | 4.34 | 213M | Real Estate |
Digital Realty Trust Inc | 4.28 | 210M | Real Estate |
Realty Income Corp | 4.11 | 201M | Real Estate |
Public Storage | 3.70 | 181M | Real Estate |
Ventas Inc | 2.91 | 143M | Real Estate |
Crown Castle Inc | 2.88 | 141M | Real Estate |
United States