Skip to Content
Morningstar

iShares Residential & Multisector RE ETF REZ

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable REZ’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

A strong management team and sound investment process underpin iShares Residential& Multisector RE ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings REZ

More REZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

13.23 77.4 Mil
Real Estate

Public Storage

10.92 63.9 Mil
Real Estate

Extra Space Storage Inc

7.57 44.3 Mil
Real Estate

AvalonBay Communities Inc

6.82 39.9 Mil
Real Estate

Equity Residential

6.00 35.1 Mil
Real Estate

Essex Property Trust Inc

4.46 26.1 Mil
Real Estate

Ventas Inc

4.44 26.0 Mil
Real Estate

Invitation Homes Inc

4.42 25.9 Mil
Real Estate

Mid-America Apartment Communities Inc

4.36 25.5 Mil
Real Estate

Sun Communities Inc

4.12 24.1 Mil
Real Estate