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Morningstar

Columbia Real Estate Equity Inst CREEX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.15  /  1.93 %
  • Total Assets 158.2 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.61%
  • Turnover 28%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:16 PM GMT+0

Morningstar’s Analysis CREEX

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

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.

Columbia Real Estate Equity Inst's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CREEX

More CREEX Holdings
  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 54.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.73
19,712,900
Real Estate

Equinix Inc

9.26
15,556,494
Real Estate

AvalonBay Communities Inc

5.02
8,428,698
Real Estate

Simon Property Group Inc

4.99
8,380,556
Real Estate

Essex Property Trust Inc

4.61
7,747,675
Real Estate

Welltower Inc

4.16
6,982,474
Real Estate

Extra Space Storage Inc

3.94
6,622,516
Real Estate

Realty Income Corp

3.74
6,289,986
Real Estate

Gaming and Leisure Properties Inc

3.46
5,819,819
Real Estate

Invitation Homes Inc

3.43
5,770,857
Real Estate