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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

11.56
72,048,394
Real Estate

Public Storage

10.56
65,797,261
Real Estate

Extra Space Storage Inc

7.17
44,690,577
Real Estate

AvalonBay Communities Inc

6.30
39,271,831
Real Estate

Equity Residential

5.48
34,129,409
Real Estate

Invitation Homes Inc

5.17
32,194,977
Real Estate

Ventas Inc

4.98
31,023,303
Real Estate

Sun Communities Inc

4.94
30,798,275
Real Estate

Essex Property Trust Inc

4.26
26,567,996
Real Estate

Equity Lifestyle Properties Inc

4.00
24,958,426
Real Estate