IYR
iShares U.S. Real Estate ETF
📎 Investment Objective
The iShares U.S. Real Estate ETF (IYR) seeks to track the investment results of an index composed of U.S. real estate investment trusts (REITs) and other real estate-related securities.
Overview
ETF tracking iShares U.S. Real Estate ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares U.S. Real Estate ETF (IYR) seeks to track the investment results of an index composed of U.S. real estate investment trusts (REITs) and other real estate-related securities.
🎯 Investment Strategy
The ETF invests in a representative sample of securities included in the Dow Jones U.S. Real Estate Index, which measures the performance of publicly traded real estate investment trusts (REITs) and other companies that invest directly or indirectly in real estate through development, management, or ownership of real estate or real estate-related products.
✨ Key Features
- Provides exposure to a diversified portfolio of U.S. real estate securities
- Tracks the Dow Jones U.S. Real Estate Index, a benchmark for the U.S. REIT market
- Low expense ratio of 0.00%
- Suitable for investors seeking real estate exposure as part of a broader portfolio
⚠️ Primary Risks
- Real estate market risk: The value of REITs and other real estate securities can be affected by changes in the real estate market, economic conditions, and government regulations
- Concentration risk: The fund is concentrated in the real estate sector, which may be more volatile than a more diversified portfolio
- Interest rate risk: Rising interest rates may negatively impact the performance of REITs and other real estate securities
- Liquidity risk: The fund may experience lower trading volumes, making it more difficult to buy or sell positions at desired prices
👤 Best For
The iShares U.S. Real Estate ETF may be suitable for investors seeking exposure to the U.S. real estate market as part of a diversified portfolio. It may be particularly appealing to investors with a long-term investment horizon who are comfortable with the risks associated with the real estate sector.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | 9.61% | Real Estate |
| 2 | PLD | PROLOGIS REIT INC | 8.65% | Real Estate |
| 3 | AMT | AMERICAN TOWER REIT CORP | 6.35% | Real Estate |
| 4 | SPG | SIMON PROPERTY GROUP REIT INC | 4.58% | Real Estate |
| 5 | EQIX | EQUINIX REIT INC | 4.54% | Real Estate |
| 6 | O | REALTY INCOME REIT CORP | 3.95% | Real Estate |
| 7 | DLR | DIGITAL REALTY TRUST REIT INC | 3.87% | Real Estate |
| 8 | CBRE | CBRE GROUP INC CLASS A | 3.43% | Real Estate |
| 9 | PSA | PUBLIC STORAGE REIT | 3.31% | Real Estate |
| 10 | CCI | CROWN CASTLE INC | 3.01% | Real Estate |
| 11 | VTR | VENTAS REIT INC | 2.68% | Real Estate |
| 12 | VICI | VICI PPTYS INC | 2.48% | Real Estate |
| 13 | CSGP | COSTAR GROUP INC | 2.22% | Real Estate |
| 14 | EXR | EXTRA SPACE STORAGE REIT INC | 2.14% | Real Estate |
| 15 | IRM | IRON MOUNTAIN INC | 2.06% | Real Estate |
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