The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares Residential & Multisector RE ETF REZ
Morningstar’s Analysis REZ
Will REZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 67.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Welltower Inc | 14.63 | 95.9 Mil | Real Estate |
Public Storage | 10.66 | 69.9 Mil | Real Estate |
Extra Space Storage Inc | 7.57 | 49.6 Mil | Real Estate |
AvalonBay Communities Inc | 6.69 | 43.8 Mil | Real Estate |
Equity Residential | 5.98 | 39.2 Mil | Real Estate |
Ventas Inc | 4.61 | 30.2 Mil | Real Estate |
Invitation Homes Inc | 4.54 | 29.8 Mil | Real Estate |
Alexandria Real Estate Equities Inc | 4.52 | 29.6 Mil | Real Estate |
Essex Property Trust Inc | 4.16 | 27.3 Mil | Real Estate |
Mid-America Apartment Communities Inc | 3.92 | 25.7 Mil | Real Estate |