REETiShares Global REIT ETF

Grow my money Get income12y track recordRanked #71 of 1,706 in this goal

Tracks the investment results of an index composed of global real estate equities in developed and emerging markets.

By iShares · Launched 2014

Annual Cost

0.14%

#557 of 6,040 · low cost

Fund Size

$4.9B

#463 of 6,040 · large

Return (1Y)

+7.6%

Track Record

12 years

#1,197 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,932+9.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets

Index tracked

FTSE EPRA Nareit Global REITs Index

Holdings

By weight

Concentration

Top 10 holdings = 41.7% of fundmoderately concentrated

WELLTOWER INC.

8.3%

PROLOGIS, INC.

7.3%

EQUINIX, INC.

5.9%

DIGITAL REALTY TRUST, INC.

3.8%

SIMON PROPERTY GROUP, INC.

3.7%

REALTY INCOME CORPORATION

3.3%

PUBLIC STORAGE.

2.7%

GOODMAN GROUP

2.4%

VENTAS, INC.

2.3%

IRON MOUNTAIN INCORPORATED

2.1%

Asset allocation

Stocks

99.0%

Cash

0.6%

Other

0.5%

By sector

Real Estate

99.7%

Financial Services

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.1%Moderate

Year-on-year price swings

Max drawdown

-44.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.41Below average

Sortino (3Y)

0.59Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of an index composed of global real estate equities in developed and emerging markets.
Strategy: Seeks to track the investment results of the FTSE EPRA Nareit Global REITs Index, which includes publicly listed REITs in developed and emerging markets. The Fund invests primarily in global real estate equities and aims to keep portfolio turnover low.
Inception date: July 8, 2014
Fund family: iShares