USRT
iShares Core U.S. REIT ETF
📎 Investment Objective
The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate investment trusts (REITs).
Overview
ETF tracking iShares Core U.S. REIT ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate investment trusts (REITs).
🎯 Investment Strategy
The ETF uses a representative sampling strategy to track the FTSE Nareit Equity REITs Index, which measures the performance of publicly traded equity REITs. The fund invests in a representative sample of securities included in the index to seek to achieve its investment objective.
✨ Key Features
- Provides exposure to a diversified portfolio of U.S. REITs
- Low expense ratio of 0.00%
- Tracks the FTSE Nareit Equity REITs Index, a leading benchmark for the U.S. REIT market
- Suitable for investors seeking real estate exposure as part of a broader investment portfolio
⚠️ Primary Risks
- Real estate market risk: The value of REITs may be adversely affected by changes in the real estate market, economic conditions, and government regulations
- Concentration risk: The fund's investments are concentrated in the real estate sector, which may be more volatile than a more diversified portfolio
- Liquidity risk: REITs may have lower liquidity compared to other asset classes, which could impact the fund's ability to sell positions at favorable prices
- Dividend risk: REITs are required to distribute a high percentage of their taxable income, which may reduce their ability to retain earnings for growth
👤 Best For
The iShares Core U.S. REIT ETF may be suitable for investors seeking exposure to the U.S. real estate market as part of a diversified investment portfolio. It may be particularly attractive for investors with a long-term investment horizon who are comfortable with the risks associated with real estate investments.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | 9.11% | Real Estate |
| 2 | PLD | PROLOGIS REIT INC | 8.21% | Real Estate |
| 3 | EQIX | EQUINIX REIT INC | 5.86% | Real Estate |
| 4 | SPG | SIMON PROPERTY GROUP REIT INC | 4.67% | Real Estate |
| 5 | O | REALTY INCOME REIT CORP | 4.15% | Real Estate |
| 6 | DLR | DIGITAL REALTY TRUST REIT INC | 4.08% | Real Estate |
| 7 | PSA | PUBLIC STORAGE REIT | 3.79% | Real Estate |
| 8 | VTR | VENTAS REIT INC | 3.19% | Real Estate |
| 9 | VICI | VICI PPTYS INC | 2.93% | Real Estate |
| 10 | EXR | EXTRA SPACE STORAGE REIT INC | 2.53% | Real Estate |
| 11 | IRM | IRON MOUNTAIN INC | 2.44% | Real Estate |
| 12 | AVB | AVALONBAY COMMUNITIES REIT INC | 2.29% | Real Estate |
| 13 | EQR | EQUITY RESIDENTIAL REIT | 2.04% | Real Estate |
| 14 | INVH | INVITATION HOMES INC | 1.57% | Real Estate |
| 15 | ESS | ESSEX PROPERTY TRUST REIT INC | 1.47% | Real Estate |
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