Morningstar

iShares Residential and Multisector Real Estate ETF REZ

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis REZ

Will REZ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable REZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the REZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of REZ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Residential & Multisector RE ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings REZ

More REZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

22.85 178M
Real Estate

Public Storage

7.74 60M
Real Estate

Vivmark Residential

7.42 58M
Real Estate

Ventas Inc

6.94 54M
Real Estate

Extra Space Storage Inc

4.54 35M
Real Estate

Essex Property Trust Inc

4.43 35M
Real Estate

Invitation Homes Inc

4.02 31M
Real Estate

Omega Healthcare Investors Inc

3.52 27M
Real Estate

Healthpeak Properties Inc

3.46 27M
Real Estate

Mid-America Apartment Communities Inc

3.46 27M
Real Estate

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