Morningstar

iShares Developed Real Estate Index Fund Institutional Shares BIRDX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.16  /  −0.43 %
  • Total Assets 317.8M
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 4.49%
  • Turnover 24%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BIRDX

Will BIRDX outperform in the 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 BIRDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Developed Real Estate Idx Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BIRDX

More BIRDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

6.94 21M
Real Estate

Prologis Inc

6.55 20M
Real Estate

Equinix Inc

5.13 16M
Real Estate

Simon Property Group Inc

3.27 10M
Real Estate

Digital Realty Trust Inc

3.22 10M
Real Estate

Realty Income Corp

2.76 8M
Real Estate

Public Storage

2.36 7M
Real Estate

Goodman Group

2.22 7M
Real Estate

Ventas Inc

1.94 6M
Real Estate

Iron Mountain Inc

1.85 6M
Real Estate

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