The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
SPDR® Dow Jones REIT ETF RWR
Morningstar’s Analysis RWR
Will RWR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 10.09 | 139.5 Mil | Real Estate |
Equinix Inc | 7.43 | 102.8 Mil | Real Estate |
Welltower Inc | 5.19 | 71.8 Mil | Real Estate |
Simon Property Group Inc | 4.86 | 67.3 Mil | Real Estate |
Realty Income Corp | 4.85 | 67.1 Mil | Real Estate |
Digital Realty Trust Inc | 4.59 | 63.5 Mil | Real Estate |
Public Storage | 4.50 | 62.2 Mil | Real Estate |
Extra Space Storage Inc | 3.07 | 42.4 Mil | Real Estate |
AvalonBay Communities Inc | 2.99 | 41.4 Mil | Real Estate |
Equity Residential | 2.46 | 34.0 Mil | Real Estate |