The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares Core US REIT ETF USRT
Morningstar’s Analysis USRT
Will USRT 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 48.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 9.42 | 266.0 Mil | Real Estate |
Equinix Inc | 6.79 | 191.8 Mil | Real Estate |
Welltower Inc | 6.23 | 175.8 Mil | Real Estate |
Public Storage | 4.58 | 129.2 Mil | Real Estate |
Realty Income Corp | 4.44 | 125.3 Mil | Real Estate |
Simon Property Group Inc | 4.40 | 124.3 Mil | Real Estate |
Digital Realty Trust Inc | 4.22 | 119.3 Mil | Real Estate |
Extra Space Storage Inc | 3.01 | 84.9 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 2.80 | 79.1 Mil | Real Estate |
Iron Mountain Inc | 2.76 | 77.9 Mil | Real Estate |