Columbia Real Estate Equity Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Columbia Real Estate Equity Fund Institutional Class CREEX
- NAV / 1-Day Return 10.86 / +1.12 %
- Total Assets 133.1M
-
Adj. Expense Ratio
0.940%
- Expense Ratio 0.990%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.52%
- Turnover 43%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CREEX
Will CREEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CREEX 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 CREEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 12.13 | 16M | Real Estate |
Prologis Inc | 9.95 | 13M | Real Estate |
Equinix Inc | 9.55 | 13M | Real Estate |
Simon Property Group Inc | 4.28 | 6M | Real Estate |
Digital Realty Trust Inc | 3.76 | 5M | Real Estate |
Equity Residential | 3.40 | 5M | Real Estate |
Ventas Inc | 3.02 | 4M | Real Estate |
Iron Mountain Inc | 2.83 | 4M | Real Estate |
Realty Income Corp | 2.72 | 4M | Real Estate |
Public Storage | 2.64 | 4M | Real Estate |
United States