BMO Equal Weight REITs ETF exclusively targets Canadian REITs, leaving it with fewer opportunities than most Morningstar Category peers and its Morningstar Developed Markets REIT Index category benchmark. Equal weighting introduces a small-value tilt and eases firm-specific risk, but the compact Canadian REIT market makes this a concentrated portfolio anyway.
BMO Equal Weight REITs ETF ZRE
Morningstar’s Analysis ZRE
Will ZRE outperform in 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 52.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Minto Apartment REIT | 6.23 | 34.0 Mil | Real Estate |
Chartwell Retirement Residences | 5.87 | 32.1 Mil | Real Estate |
First Capital REIT | 5.45 | 29.8 Mil | Real Estate |
Boardwalk Real Estate Investment Trust | 5.30 | 28.9 Mil | Real Estate |
InterRent Real Estate Investment Trust | 5.23 | 28.6 Mil | Real Estate |
Killam Apartment Real Estate Investment Trust | 5.07 | 27.7 Mil | Real Estate |
Crombie Real Estate Investment Trust | 5.02 | 27.4 Mil | Real Estate |
Choice Properties Real Estate Investment Trust | 5.00 | 27.3 Mil | Real Estate |
Primaris REIT Unit - Series A | 4.85 | 26.5 Mil | Real Estate |
SmartCentres Real Estate Investment Trust Trust Units Variable Voting | 4.72 | 25.8 Mil | Real Estate |