iShares US Real Estate ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares U.S. Real Estate ETF IYR
Morningstar’s Analysis IYR
Will IYR outperform in the 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 52.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 10.36 | 412M | Real Estate |
Prologis Inc | 8.68 | 345M | Real Estate |
American Tower Corp | 5.03 | 200M | Real Estate |
Simon Property Group Inc | 4.68 | 186M | Real Estate |
Digital Realty Trust Inc | 4.39 | 175M | Real Estate |
Equinix Inc | 4.39 | 174M | Real Estate |
Realty Income Corp | 4.18 | 166M | Real Estate |
Public Storage | 3.99 | 159M | Real Estate |
Vivmark Residential | 3.49 | 139M | Real Estate |
Ventas Inc | 3.47 | 138M | Real Estate |