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ICF

iShares Select U.S. REIT ETF
1W: -3.7% 1M: -7.2% 3M: +2.7% YTD: +2.2% 1Y: +1.6% 3Y: +22.6% 5Y: +21.2%
$61.41
+0.43 (+0.71%)
 
ETF CBOE · AUM $1.9B
ETF-Level Metrics
AUM$1.9B
Holdings30
Top 10 Wt60.3%
Beta1.11
% Profitable91%
Coverage99%
Portfolio Valuation
P/E38.4
P/B3.5
P/S9.4
EV/EBITDA21.5
P/FCF25.5
PEG2.71
Profitability & Returns
Gross Margin39.6%
Net Margin24.6%
ROE9.3%
ROA3.8%
ROIC5.0%
Div Yield3.84%
Leverage & Liquidity
Debt/Equity1.21
Debt/Assets0.49
Net Debt/EBITDA5.3x
Interest Cov3.6x
Current Ratio0.89
Quick Ratio0.89
Growth (YoY)
Revenue+7.0%
Net Income+44.1%
EPS+41.2%
FCF+36.2%
EBITDA+16.2%
Rev CAGR 3Y+8.4%
Quality Scores
Piotroski F6.2
Altman Z1.68
IS Quality67.3
IS Overall54.4
IS Value49.1
Median P/E27.3

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 30 99.4% 43.6
Other 3 0.6%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 8.38% 4 Bullish 6 1 -5.0%
Showing 33 of 33 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 EQUINIX REIT INC EQIX 8.91% $178.3M 183,186 70.3 $94.9B Real Estate
2 WELLTOWER INC WELL 8.38% $167.8M 801,883 144.8 $137.3B Real Estate
3 AMERICAN TOWER REIT CORP AMT 7.89% $157.8M 873,426 31.0 $78.3B Real Estate
4 PROLOGIS REIT INC PLD 7.52% $150.5M 1,147,171 36.8 $121.2B Real Estate
5 SIMON PROPERTY GROUP REIT INC SPG 5.78% $115.7M 609,083 12.8 $59.0B Real Estate
6 DIGITAL REALTY TRUST REIT INC DLR 4.61% $92.1M 514,925 46.3 $60.6B Real Estate
7 PUBLIC STORAGE REIT PSA 4.53% $90.6M 326,314 26.3 $47.0B Real Estate
8 REALTY INCOME REIT CORP O 4.40% $88.1M 1,397,622 51.3 $56.0B Real Estate
9 VENTAS REIT INC VTR 4.31% $86.2M 986,548 155.0 $39.3B Real Estate
10 CROWN CASTLE INC CCI 3.93% $78.5M 924,916 75.4 $33.6B Real Estate
11 IRON MOUNTAIN INC IRM 3.42% $68.4M 646,429 207.2 $29.7B Real Estate
12 VICI PPTYS INC VICI 3.24% $64.9M 2,310,292 10.4 $28.9B Real Estate
13 EXTRA SPACE STORAGE REIT INC EXR 3.14% $62.9M 460,946 28.2 $27.4B Real Estate
14 AVALONBAY COMMUNITIES REIT INC AVB 2.62% $52.5M 316,172 21.9 $23.2B Real Estate
15 EQUITY RESIDENTIAL REIT EQR 2.36% $47.2M 788,307 19.8 $22.1B Real Estate
16 SBA COMMUNICATIONS REIT CORP CLASS SBAC 2.28% $45.6M 249,101 16.7 $17.5B Real Estate
17 ESSEX PROPERTY TRUST REIT INC ESS 1.92% $38.3M 155,399 23.2 $15.6B Real Estate
18 KIMCO REALTY REIT CORP KIM 1.92% $38.4M 1,680,030 25.9 $15.2B Real Estate
19 SUN COMMUNITIES REIT INC SUI 1.91% $38.2M 289,237 11.5 $15.7B Real Estate
20 MID AMERICA APARTMENT COMMUNITIES MAA 1.81% $36.1M 287,266 31.8 $14.2B Real Estate
21 INVITATION HOMES INC INVH 1.74% $34.9M 1,397,476 25.9 $15.3B Real Estate
22 EQUITY LIFESTYLE PROPERTIES REIT I ELS 1.66% $33.2M 500,508 32.6 $12.2B Real Estate
23 REGENCY CENTERS REIT CORP REG 1.63% $32.7M 428,015 22.4 $13.6B Real Estate
24 HOST HOTELS & RESORTS REIT INC HST 1.59% $31.7M 1,663,188 17.6 $13.4B Real Estate
25 LAMAR ADVERTISING COMPANY CLAS LAMR 1.50% $30.1M 230,320 21.8 $12.8B Real Estate
26 UDR REIT INC UDR 1.42% $28.4M 803,281 29.6 $11.1B Real Estate
27 EASTGROUP PROPERTIES REIT INC EGP 1.38% $27.7M 147,252 38.0 $9.8B Real Estate
28 AMERICAN HOMES RENT REIT CLASS A AMH 1.28% $25.5M 903,125 22.5 $10.0B Real Estate
29 FEDERAL REALTY INVESTMENT TRUST RE FRT 1.23% $24.5M 232,455 21.6 $8.9B Real Estate
30 BXP INC BXP 1.10% $22.0M 415,475 30.4 $8.4B Real Estate
31 USD CASH Cash 0.41% $8.3M 8,288,777
32 BLK CSH FND TREASURY SL AGENCY Bond 0.14% $2.8M 2,816,825
33 CASH COLLATERAL USD MLPFT Cash 0.05% $902,000 902,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms