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Morningstar

TIAA-CREF Real Estate Sec Instl TIREX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 15.58  /  −1.14 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 2.84%
  • Turnover 25%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:29 PM GMT+0

Morningstar’s Analysis TIREX

Will TIREX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TIREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TIREX 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 TIREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin TIAA-CREF Real Estate Sec Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TIREX

More TIREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

13.23 386.5 Mil
Real Estate

Equinix Inc

6.81 199.1 Mil
Real Estate

American Tower Corp

6.64 193.9 Mil
Real Estate

Simon Property Group Inc

6.08 177.7 Mil
Real Estate

Digital Realty Trust Inc

4.64 135.7 Mil
Real Estate

Welltower Inc

4.49 131.3 Mil
Real Estate

VICI Properties Inc Ordinary Shares

3.84 112.2 Mil
Real Estate

Rexford Industrial Realty Inc

3.31 96.6 Mil
Real Estate

Public Storage

2.91 85.1 Mil
Real Estate

AvalonBay Communities Inc

2.73 79.6 Mil
Real Estate