Skip to Content

Columbia Real Estate Equity Inst3 CREYX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.31  /  +0.32 %
  • Total Assets 153.9 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.93%
  • Turnover 58%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CREYX

Will CREYX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Real Estate Equity Inst3 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CREYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

11.36 18.9 Mil
Real Estate

Equinix Inc

9.66 16.1 Mil
Real Estate

Simon Property Group Inc

5.89 9.8 Mil
Real Estate

Welltower Inc

5.00 8.3 Mil
Real Estate

AvalonBay Communities Inc

4.65 7.7 Mil
Real Estate

Equity Residential

4.42 7.4 Mil
Real Estate

Public Storage

4.33 7.2 Mil
Real Estate

Realty Income Corp

4.29 7.1 Mil
Real Estate

Extra Space Storage Inc

3.56 5.9 Mil
Real Estate

Invitation Homes Inc

3.28 5.5 Mil
Real Estate