— Know what they know.
Not Investment Advice

IYR

iShares U.S. Real Estate ETF
1W: +0.4% 1M: +1.0% 3M: +2.6% YTD: +9.0% 1Y: +9.3% 3Y: +31.2% 5Y: +20.6%
$102.41
+1.15 (+1.14%)
 
Weekly Expected Move ±2.0%
$96 $98 $100 $102 $104
ETF AMEX · AUM $4.1B
Key Statistics
AUM$4.1B
Holdings61
Top 10 Wt51.5%
Volume3,605,233
Avg Volume7,048,342
Beta1.07
Portfolio Fundamentals
P/E39.3
P/B3.4
Div Yield3.68%
ROE8.8%
% Profitable83%
Inception2000-06-19
Sector Allocation
Real Estate 98.0%
Basic Materials 1.2%
Communication Services 0.6%
Other 0.2%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 WELLTOWER INC WELL 10.08% $465.1M 2,187,353
2 PROLOGIS REIT INC PLD 9.30% $429.1M 3,015,294
3 EQUINIX REIT INC EQIX 4.78% $220.6M 207,603
4 SIMON PROPERTY GROUP REIT INC SPG 4.63% $213.7M 1,066,272
5 DIGITAL REALTY TRUST REIT INC DLR 4.56% $210.3M 1,115,673
6 AMERICAN TOWER REIT CORP AMT 4.25% $195.9M 1,105,299
7 REALTY INCOME REIT CORP O 4.18% $192.7M 3,123,303
8 PUBLIC STORAGE REIT PSA 3.50% $161.6M 545,659
9 VENTAS REIT INC VTR 3.14% $144.6M 1,640,757
10 CROWN CASTLE INC CCI 2.93% $135.3M 1,504,380

Recent Holding Changes

Date Holding Change Details
2026-05-20 NLY Changed 2470808 → 2481668
2026-05-20 EXR Changed 729979 → 733187
2026-05-20 CUZ Changed 578542 → 581086
2026-05-20 BXP Changed 507112 → 509340
2026-05-20 AVB Changed 486988 → 489128

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