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Residential REIT Income ETF HAUS

Quantitative rating as of | See Armada Investment Hub

Morningstar’s Analysis HAUS

Will HAUS outperform in future?

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

Summary

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Weakness in Residential REIT Income ETF's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings HAUS

  • Current Portfolio Date Mar 17, 2023
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 68.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AvalonBay Communities Inc

9.28
407,005
Real Estate

Equity Residential

9.16
402,139
Real Estate

Mid-America Apartment Communities Inc

9.08
398,530
Real Estate

American Homes 4 Rent Class A

7.94
348,356
Real Estate

UDR Inc

7.14
313,342
Real Estate

Essex Property Trust Inc

5.70
250,286
Real Estate

Sun Communities Inc

5.58
244,806
Real Estate

Welltower Inc

4.89
214,706
Real Estate

Equity Lifestyle Properties Inc

4.85
212,775
Real Estate

Ventas Inc

4.65
203,991
Real Estate