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REAIIntelligent Real Estate ETF

Get income3y track recordRanked #1,442 of 1,650 in this goal

Seeks total return.

By Armada ETF · Launched 2023

Annual Cost

0.59%

#3,117 of 5,853 · average

Fund Size

$1M

#5,630 of 5,853 · small

Dividend YieldGoal

3.28%

Track Record

3 years

#2,951 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,610+16.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Focus

Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 60.8% of fundconcentrated

Digital Realty Trust Inc
10.0%
Equinix Inc
10.0%
Digital Core REIT Management P
7.9%
Iron Mountain Inc
5.6%
SBA Communications Corp
4.9%
American Tower Corp
4.7%
Keppel DC REIT
4.5%
Prologis Inc
4.4%
Crown Castle Inc
4.4%
First Industrial Realty Trust
4.3%

Asset allocation

Stocks
94.7%
Other
3.7%
Cash
1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.1%Moderate

Year-on-year price swings

Max drawdown
-22.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.13Below average
Sortino (3Y)
0.18Moderate downside risk

Bond profile

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a diversified portfolio of publicly-traded REITs and mortgage-backed securities primarily listed on U.S. stock exchanges. Concentrates investments in the real estate industry, aiming for total return through strategic asset allocation across various property sectors and geographies.
Inception date
June 12, 2023
Fund family
Armada ETF

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Data updated on 2026-08-02