USRTiShares Core U.S. REIT ETF
Tracks the investment results of an index composed of U.S. real estate equities.
By iShares · Launched 2007
Annual Cost
0.08%
#278 of 6,035 · low cost
Fund Size
$4.6B
#477 of 6,035 · large
Return (1Y)
+11.4%
Track Record
19 years
#469 of 6,035 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,397+14.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Index tracking
Sector
Real estateFocus
Real Assets
Index tracked
FTSE Nareit Equity REITs 40 Act Capped Index
Holdings
By weightConcentration
Top 10 holdings = 48.7% of fundmoderately concentrated
WELLTOWER INC
8.3%
PROLOGIS INC
7.5%
EQUINIX INC
6.4%
DIGITAL REALTY TRUST INC
4.5%
SIMON PROPERTY GROUP INC
4.4%
REALTY INCOME CORP
4.2%
PUBLIC STORAGE
4.0%
VENTAS INC
3.5%
IRON MOUNTAIN INC (REIT)
3.2%
VICI PROPERTIES INC
2.7%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Real Estate
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.4%Moderate
Year-on-year price swings
Max drawdown
-44.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.49Below average
Sortino (3Y)
0.70Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of an index composed of U.S. real estate equities.
- Strategy
- Seeks to track the investment results of the FTSE Nareit Equity REITs 40 Act Capped Index, which measures U.S.-listed equity real estate investment trusts. Invests primarily in U.S. real estate markets, using a representative sampling indexing strategy.
- Inception date
- May 1, 2007
- Fund family
- iShares
Similar funds
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Data updated on 2026-09-17