Invesco KBW Premium Yield Equity REIT ETF KBWY

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWY

Will KBWY outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco KBW Premium Yield Eq REIT 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.

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Portfolio Holdings KBWY

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Innovative Industrial Properties Inc

6.74 20M
Real Estate

Gladstone Commercial Corp

5.12 15M
Real Estate

Community Healthcare Trust Inc

4.85 14M
Real Estate

Millrose Properties Inc Class A

4.73 14M
Real Estate

AH Realty Trust Inc

4.12 12M
Real Estate

NexPoint Residential Trust Inc

4.01 12M
Real Estate

Easterly Government Properties Inc

3.97 12M
Real Estate

Global Net Lease Inc

3.91 11M
Real Estate

Gaming and Leisure Properties Inc

3.89 11M
Real Estate

CTO Realty Growth Inc Ordinary Shares- New

3.88 11M
Real Estate

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