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Morningstar

iShares Core US REIT ETF USRT

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis USRT

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares Core US REIT ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USRT

More USRT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.67 209.4 Mil
Real Estate

Equinix Inc

7.07 153.2 Mil
Real Estate

Welltower Inc

5.12 111.0 Mil
Real Estate

Simon Property Group Inc

4.61 99.9 Mil
Real Estate

Realty Income Corp

4.47 96.7 Mil
Real Estate

Digital Realty Trust Inc

4.18 90.6 Mil
Real Estate

Public Storage

4.13 89.5 Mil
Real Estate

VICI Properties Inc Ordinary Shares

2.92 63.2 Mil
Real Estate

Extra Space Storage Inc

2.80 60.7 Mil
Real Estate

AvalonBay Communities Inc

2.64 57.2 Mil
Real Estate