IYR

iShares U.S. Real Estate ETF

$94.88
+0.00%
Market closed. Last update: 12:36 PM ET

📎 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

Category Real Estate
Issuer BlackRock
Inception Date 2007-12-06
Market Cap $3.7B
Average Volume N/A
Dividend Yield 2.39%
52-Week Range $84.48 - $102.87
VWAP $94.81

Performance

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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