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HAUSResidential REIT ETF

Get income4y track recordRanked #1,301 of 1,650 in this goal

Seeks total return.

By Armada ETF · Launched 2022

Annual Cost

0.60%

#3,230 of 5,854 · average

Fund Size

$9M

#4,947 of 5,854 · small

Dividend YieldGoal

4.05%

Track Record

4 years

#2,568 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,330+13.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 47.2% of fundmoderately concentrated

Diversified Healthcare Trust
5.8%
Veris Residential Inc
5.3%
Ventas Inc
4.8%
Welltower Inc
4.8%
Invitation Homes Inc
4.5%
Equity Residential
4.5%
Public Storage
4.5%
Essex Property Trust Inc
4.4%
Equity LifeStyle Properties In
4.3%
Centerspace
4.3%

Asset allocation

Stocks
99.5%
Other
0.4%
Cash
0.1%

By sector

Real Estate
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.7%Moderate

Year-on-year price swings

Max drawdown
-35.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.31Below average
Sortino (3Y)
0.45Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a portfolio of publicly-traded REITs that derive revenue from residential properties located in the U.S. Concentrates investments in the real estate industry, holding approximately 25 Residential REITs under normal market conditions.
Inception date
February 28, 2022
Fund family
Armada ETF

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Data updated on 2026-08-03