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SPDR® Dow Jones REIT ETF RWR

Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis RWR

Will RWR outperform in future?

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

SPDR ® Dow Jones REIT ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings RWR

  • Current Portfolio Date
  • Equity Holdings 107
  • Bond Holdings 1
  • Other Holdings 2
  • % Assets in Top 10 Holdings 50.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.69
157,147,535
Real Estate

Equinix Inc

8.19
110,178,541
Real Estate

Welltower Inc

4.98
66,916,649
Real Estate

Simon Property Group Inc

4.56
61,343,405
Real Estate

Public Storage

4.53
60,970,913
Real Estate

Digital Realty Trust Inc

4.48
60,186,704
Real Estate

Realty Income Corp

4.15
55,803,937
Real Estate

Extra Space Storage Inc

3.07
41,246,302
Real Estate

AvalonBay Communities Inc

2.66
35,788,427
Real Estate

Equity Residential

2.14
28,799,965
Real Estate