Morningstar

BlackRock Real Estate Securities Fund Institutional Shares BIREX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 17.03  /  +0.41 %
  • Total Assets 440.3M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 2.66%
  • Turnover 129%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis BIREX

Will BIREX 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 BIREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Real Estate Securities Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BIREX

More BIREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.47 42M
Real Estate

Equinix Inc

8.72 39M
Real Estate

Welltower Inc

8.58 38M
Real Estate

Equity Residential

4.21 19M
Real Estate

Public Storage

4.12 18M
Real Estate

Simon Property Group Inc

3.95 18M
Real Estate

American Tower Corp

3.82 17M
Real Estate

W.P. Carey Inc

3.78 17M
Real Estate

Iron Mountain Inc

3.75 17M
Real Estate

Crown Castle Inc

3.63 16M
Real Estate

Sponsor Center