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iShares Residential & Multisector RE ETF REZ

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis REZ

Will REZ outperform in future?

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

Increased confidence in iShares Residential& Multisector RE ETF's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings REZ

  • Current Portfolio Date
  • Equity Holdings 38
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 64.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

11.36
70,195,446
Real Estate

Public Storage

10.80
66,723,260
Real Estate

Extra Space Storage Inc

7.24
44,703,619
Real Estate

AvalonBay Communities Inc

6.27
38,750,386
Real Estate

Equity Residential

5.53
34,135,224
Real Estate

Invitation Homes Inc

5.05
31,204,069
Real Estate

Ventas Inc

4.92
30,392,053
Real Estate

Sun Communities Inc

4.86
30,050,439
Real Estate

Essex Property Trust Inc

4.34
26,816,061
Real Estate

Mid-America Apartment Communities Inc

4.04
24,971,920
Real Estate