REETiShares Global REIT ETF

Grow my money Get income11y track recordRanked #71 of 1,622 in this goal

Seeks to track the investment results of an index composed of global real estate equities.

By iShares · Launched 2014

Annual Cost

0.14%

#654 of 5,562 · low cost

Fund Size

$4.8B

#449 of 5,562 · large

Return (1Y)Goal

+13.6%

Track Record

11 years

#1,205 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,926+9.3%

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

Classification

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

What it actually holds

By weight

Concentration

Top 10 holdings = 38.9% of fund✓ well diversified

WELLTOWER INC.

7.7%

PROLOGIS, INC.

7.2%

EQUINIX, INC.

4.7%

SIMON PROPERTY GROUP, INC.

3.7%

DIGITAL REALTY TRUST, INC.

3.4%

REALTY INCOME CORPORATION

3.3%

PUBLIC STORAGE.

2.6%

GOODMAN GROUP

2.5%

VENTAS, INC.

2.1%

VICI PROPERTIES INC.

1.8%

Asset allocation

Stocks

99.1%

Cash

0.5%

Other

0.4%

By sector

Real Estate

99.8%

Financial Services

0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.5%Moderate

Year-on-year price swings

Max drawdown

-44.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.43Below average

Sortino (3Y)

0.61Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

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