iShares U.S. Real Estate ETF IYR

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.

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.

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Portfolio Holdings IYR

  • 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

10.36 412M
Real Estate

Prologis Inc

8.68 345M
Real Estate

American Tower Corp

5.03 200M
Real Estate

Simon Property Group Inc

4.68 186M
Real Estate

Digital Realty Trust Inc

4.39 175M
Real Estate

Equinix Inc

4.39 174M
Real Estate

Realty Income Corp

4.18 166M
Real Estate

Public Storage

3.99 159M
Real Estate

Vivmark Residential

3.49 139M
Real Estate

Ventas Inc

3.47 138M
Real Estate

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