Invesco KBW Premium Yield Eq REIT 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.
Invesco KBW Premium Yield Equity REIT ETF KBWY
Morningstar’s Analysis KBWY
Will KBWY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the KBWY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of KBWY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Innovative Industrial Properties Inc | 6.46 | 20M | Real Estate |
SL Green Realty Corp | 4.61 | 14M | Real Estate |
Highwoods Properties Inc | 4.59 | 14M | Real Estate |
Community Healthcare Trust Inc | 4.53 | 14M | Real Estate |
Park Hotels & Resorts Inc | 4.43 | 13M | Real Estate |
RLJ Lodging Trust Registered Shs of Benef Interest | 4.07 | 12M | Real Estate |
Apple Hospitality REIT Inc | 4.06 | 12M | Real Estate |
AH Realty Trust Inc | 3.83 | 12M | Real Estate |
Douglas Emmett Inc | 3.74 | 11M | Real Estate |
Gladstone Commercial Corp | 3.73 | 11M | Real Estate |
United States