REET
iShares Global REIT ETF
📎 Investment Objective
The iShares Global REIT ETF (REET) seeks to track the investment results of an index composed of real estate investment trusts (REITs) from developed markets globally.
Overview
ETF tracking iShares Global REIT ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Global REIT ETF (REET) seeks to track the investment results of an index composed of real estate investment trusts (REITs) from developed markets globally.
🎯 Investment Strategy
The fund invests in a representative sample of securities included in the FTSE EPRA Nareit Global REIT Index, which measures the performance of publicly traded equity REITs and REIT-like securities. The fund aims to provide exposure to the global REIT market.
✨ Key Features
- Diversified exposure to publicly traded equity REITs and REIT-like securities globally
- Tracks the FTSE EPRA Nareit Global REIT Index, a leading benchmark for the global REIT market
- Low expense ratio of 0.00%
- Suitable for investors seeking broad real estate market exposure
⚠️ Primary Risks
- Risks associated with investing in REITs, including sensitivity to interest rates, economic conditions, and real estate market fluctuations
- Exposure to global markets, which may involve additional risks such as currency fluctuations and political/economic instability
- Potential lack of liquidity for the fund due to low assets under management
- Tracking error risk, as the fund may not perfectly replicate the performance of the underlying index
👤 Best For
The iShares Global REIT ETF may be suitable for long-term investors seeking diversified exposure to the global real estate market as part of a broader investment portfolio. It may be particularly appealing to investors with a moderate risk tolerance who are looking for income and potential capital appreciation from real estate investments.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | 7.80% | Real Estate |
| 2 | PLD | PROLOGIS REIT INC | 7.02% | Real Estate |
| 3 | EQIX | EQUINIX REIT INC | 4.69% | Real Estate |
| 4 | SPG | SIMON PROPERTY GROUP REIT INC | 3.63% | Real Estate |
| 5 | DLR | DIGITAL REALTY TRUST REIT INC | 3.25% | Real Estate |
| 6 | O | REALTY INCOME REIT CORP | 3.12% | Real Estate |
| 7 | PSA | PUBLIC STORAGE REIT | 2.64% | Real Estate |
| 8 | GMG | GOODMAN GROUP UNITS | 2.37% | Real Estate |
| 9 | VTR | VENTAS REIT INC | 2.13% | Real Estate |
| 10 | VICI | VICI PPTYS INC | 1.96% | Real Estate |
| 11 | EXR | EXTRA SPACE STORAGE REIT INC | 1.70% | Real Estate |
| 12 | IRM | IRON MOUNTAIN INC | 1.64% | Real Estate |
| 13 | AVB | AVALONBAY COMMUNITIES REIT INC | 1.54% | Real Estate |
| 14 | EQR | EQUITY RESIDENTIAL REIT | 1.37% | Real Estate |
| 15 | INVH | INVITATION HOMES INC | 1.06% | Real Estate |