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ALPS Active REIT ETF REIT

Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis REIT

Will REIT outperform in future?

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

Increased confidence in ALPS Active REIT ETF's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings REIT

  • Current Portfolio Date
  • Equity Holdings 29
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Simon Property Group Inc

6.82
1,217,902
Real Estate

Equinix Inc

6.24
1,113,851
Real Estate

Digital Realty Trust Inc

6.15
1,098,828
Real Estate

Realty Income Corp

5.92
1,056,548
Real Estate

Public Storage

5.76
1,028,763
Real Estate

Prologis Inc

5.01
894,825
Real Estate

Invitation Homes Inc

4.77
852,280
Real Estate

AvalonBay Communities Inc

4.74
845,438
Real Estate

Ventas Inc

4.73
845,307
Real Estate

VICI Properties Inc Ordinary Shares

4.71
840,082
Real Estate