REZiShares Residential and Multisector Real Estate ETF
Tracks the investment results of the FTSE Nareit All Residential Capped Index.
By iShares · Launched 2007
Annual Cost
0.48%
#2,496 of 6,040 · average
Fund Size
$849M
#1,281 of 6,040 · large
Return (1Y)
+12.2%
Track Record
19 years
#469 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,290+12.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
Real estateFocus
Real Assets
Index tracked
FTSE Nareit All Residential Capped Index
Holdings
By weightConcentration
Top 10 holdings = 68.0% of fundconcentrated
Welltower Inc.
23.2%
Public Storage
8.6%
Ventas Inc.
7.7%
EXTRA SPACE STORAGE INC
5.5%
Equity Residential
4.5%
AvalonBay Communities, Inc.
4.4%
Sun Communities, Inc.
3.6%
Essex Property Trust, Inc.
3.6%
INVITATION HOMES INC
3.6%
Mid-America Apartment Communities, Inc.
3.3%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Real Estate
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.5%Moderate
Year-on-year price swings
Max drawdown
-44.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.76Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the FTSE Nareit All Residential Capped Index.
- Strategy
- Invests primarily in U.S. residential, healthcare, and self-storage real estate equities, using a representative sampling indexing strategy to track the FTSE Nareit All Residential Capped Index. Concentrates investments in sectors like residential apartments and healthcare, with a focus on companies with market capitalizations over $100 million.
- Inception date
- May 1, 2007
- Fund family
- iShares
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Data updated on 2026-09-18