iShares Residential & Multisector RE 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 Residential and Multisector Real Estate ETF REZ
Morningstar’s Analysis REZ
Will REZ 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 REZ 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 REZ’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 68.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 22.50 | 194M | Real Estate |
Public Storage | 9.32 | 81M | Real Estate |
Ventas Inc | 7.20 | 62M | Real Estate |
Extra Space Storage Inc | 5.74 | 50M | Real Estate |
Equity Residential | 4.69 | 41M | Real Estate |
AvalonBay Communities Inc | 4.56 | 39M | Real Estate |
Invitation Homes Inc | 3.86 | 33M | Real Estate |
Essex Property Trust Inc | 3.85 | 33M | Real Estate |
Mid-America Apartment Communities Inc | 3.45 | 30M | Real Estate |
Sun Communities Inc | 3.29 | 28M | Real Estate |
United States