Invesco KBW Premium Yield Eq REIT 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.
Invesco KBW Premium Yield Equity REIT ETF KBWY
Morningstar’s Analysis KBWY
Will KBWY 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 45.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Innovative Industrial Properties Inc | 7.07 | 20M | Real Estate |
Gladstone Commercial Corp | 4.84 | 14M | Real Estate |
Millrose Properties Inc Class A | 4.61 | 13M | Real Estate |
Community Healthcare Trust Inc | 4.44 | 13M | Real Estate |
AH Realty Trust Inc | 4.13 | 12M | Real Estate |
Park Hotels & Resorts Inc | 4.13 | 12M | Real Estate |
Gaming and Leisure Properties Inc | 4.06 | 11M | Real Estate |
Apple Hospitality REIT Inc | 4.05 | 11M | Real Estate |
NexPoint Residential Trust Inc | 3.94 | 11M | Real Estate |
Easterly Government Properties Inc | 3.91 | 11M | Real Estate |