Skip to Content

Residential REIT ETF HAUS

Medalist 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.

Weakness in Residential REIT ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HAUS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tricon Residential Inc

5.04 108,268
Real Estate

Centerspace

4.66 100,272
Real Estate

Apartment Income REIT Corp Class A

4.59 98,765
Real Estate

CareTrust REIT Inc

4.35 93,629
Real Estate

Independence Realty Trust Inc

4.26 91,497
Real Estate

Elme Communities

4.25 91,308
Real Estate

Welltower Inc

4.23 90,877
Real Estate

Apartment Investment & Management Co Ordinary Shares - Class A

4.21 90,535
Real Estate

Equity Residential

4.20 90,370
Real Estate

UMH Properties Inc

4.19 90,132
Real Estate