The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
ALPS Active REIT ETF REIT
Morningstar’s Analysis REIT
Will REIT 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 53.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Equinix Inc | 8.59 | 2.2 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 6.31 | 1.6 Mil | Real Estate |
AvalonBay Communities Inc | 6.24 | 1.6 Mil | Real Estate |
Public Storage | 5.96 | 1.5 Mil | Real Estate |
Invitation Homes Inc | 5.01 | 1.3 Mil | Real Estate |
Simon Property Group Inc | 4.99 | 1.3 Mil | Real Estate |
Welltower Inc | 4.91 | 1.3 Mil | Real Estate |
LXP Industrial Trust | 4.02 | 1.0 Mil | Real Estate |
Prologis Inc | 4.00 | 1.0 Mil | Real Estate |
Equity Residential | 3.64 | 942,677 | Real Estate |