SRH REIT Covered Call ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
SRH REIT Covered Call ETF SRHR
Morningstar’s Analysis SRHR
Will SRHR outperform in the 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 56.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lamar Advertising Co Class A | 9.93 | 5M | Real Estate |
Realty Income Corp | 6.75 | 4M | Real Estate |
Omega Healthcare Investors Inc | 6.00 | 3M | Real Estate |
Healthpeak Properties Inc | 5.81 | 3M | Real Estate |
W.P. Carey Inc | 5.73 | 3M | Real Estate |
Global Net Lease Inc | 5.18 | 3M | Real Estate |
First Industrial Realty Trust Inc | 4.38 | 2M | Real Estate |
Host Hotels & Resorts Inc | 4.37 | 2M | Real Estate |
Smartstop Self Storage REIT Inc Ordinary Shares | 4.13 | 2M | Real Estate |
Cousins Properties Inc | 4.07 | 2M | Real Estate |