Morningstar

Columbia Real Estate Equity Fund Institutional 2 Class CRRVX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.78  /  −1.30 %
  • Total Assets 134.1M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.13%
  • Turnover 43%

USD | NAV as of Aug 10, 2026 | 1-Day Return as of Aug 10, 2026, 10:06 PM GMT+0

Morningstar’s Analysis CRRVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Real Estate Equity Inst2 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.

by Morningstar Automated Analysis
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Portfolio Holdings CRRVX

More CRRVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

12.59 17M
Real Estate

Equinix Inc

9.28 12M
Real Estate

Prologis Inc

9.18 12M
Real Estate

Simon Property Group Inc

5.29 7M
Real Estate

Essex Property Trust Inc

3.56 5M
Real Estate

Ventas Inc

3.08 4M
Real Estate

Equity Residential

2.95 4M
Real Estate

Digital Realty Trust Inc

2.83 4M
Real Estate

Iron Mountain Inc

2.75 4M
Real Estate

Public Storage

2.69 4M
Real Estate

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