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RNTY

YieldMax Target 12 Real Estate Option Income ETF
1W: -3.1% 1M: -4.8% 3M: -0.9% YTD: +1.8%
$48.62
-0.96 (-1.94%)
After Hours: $45.38 (-3.24, -6.66%)
ETF AMEX · AUM $2.5M
ETF-Level Metrics
AUM$2M
Holdings73
Top 10 Wt50.5%
Beta-0.28
% Profitable35%
Coverage99%
Portfolio Valuation
P/E38.7
P/B3.4
P/S8.0
EV/EBITDA21.7
P/FCF25.6
PEG4.28
Profitability & Returns
Gross Margin37.8%
Net Margin20.6%
ROE9.1%
ROA3.9%
ROIC4.5%
Div Yield3.34%
Leverage & Liquidity
Debt/Equity1.16
Debt/Assets0.49
Net Debt/EBITDA5.2x
Interest Cov3.8x
Current Ratio0.91
Quick Ratio0.91
Growth (YoY)
Revenue+6.7%
Net Income+38.6%
EPS+32.5%
FCF+37.3%
EBITDA+15.4%
Rev CAGR 3Y+8.1%
Quality Scores
Piotroski F6.3
Altman Z6.28
IS Quality70.0
IS Overall50.3
IS Value47.5
Median P/E31.7

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 25 92.9% 45.4
Energy 1 6.1% 74.4
Other 48 1.1%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 6.72% 4 Bullish 6 1 -5.5%
Showing 50 of 74 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Welltower Inc WELL 6.72% $1.2M 5,600 144.2 $136.6B Real Estate
2 Prologis Inc PLD 6.32% $1.1M 8,392 36.1 $119.0B Real Estate
3 Texas Pacific Land Corp TPL 6.10% $1.1M 2,006 74.4 $35.8B Energy
4 Digital Realty Trust Inc DLR 5.71% $994,906 5,560 45.5 $59.5B Real Estate
5 Simon Property Group Inc SPG 4.76% $830,053 4,371 13.0 $60.0B Real Estate
6 St Joe Co/The JOE 4.65% $809,566 11,704 31.7 $3.7B Real Estate
7 Equinix Inc EQIX 4.50% $783,716 805 69.8 $94.2B Real Estate
8 Realty Income Corp O 4.17% $726,977 11,532 52.1 $56.8B Real Estate
9 AMERICAN TOWER CORP AMT 3.83% $666,746 3,690 32.8 $82.8B Real Estate
10 Extra Space Storage Inc EXR 3.74% $651,030 4,774 28.3 $27.5B Real Estate
11 Iron Mountain Inc IRM 3.65% $635,920 6,014 205.3 $29.5B Real Estate
12 Public Storage PSA 3.53% $615,695 2,218 26.1 $46.6B Real Estate
13 Camden Property Trust CPT 3.45% $600,996 5,989 27.3 $10.4B Real Estate
14 Equity Residential EQR 3.36% $585,453 9,782 19.6 $21.9B Real Estate
15 Essex Property Trust Inc ESS 3.31% $577,031 2,339 23.0 $15.5B Real Estate
16 CBRE Group Inc CBRE 3.25% $565,904 4,226 33.9 $39.3B Real Estate
17 AvalonBay Communities Inc AVB 3.16% $550,489 3,314 21.6 $22.8B Real Estate
18 Crown Castle Inc CCI 3.12% $544,528 6,413 80.7 $35.9B Real Estate
19 Sun Communities Inc SUI 3.09% $538,878 4,075 11.7 $16.1B Real Estate
20 Mid-America Apartment Communities Inc MAA 3.06% $533,266 4,239 31.9 $14.2B Real Estate
21 Equity LifeStyle Properties Inc ELS 2.88% $502,677 7,575 33.2 $12.5B Real Estate
22 Invitation Homes Inc INVH 2.87% $499,949 20,030 25.4 $15.0B Real Estate
23 Howard Hughes Holdings Inc HHH 2.72% $474,226 7,561 29.3 $3.7B Real Estate
24 UDR Inc UDR 2.46% $428,780 12,133 29.7 $11.2B Real Estate
25 Independence Realty Trust Inc IRT 2.37% $413,500 26,254 65.2 $3.6B Real Estate
26 SBA Communications Corp SBAC 2.26% $393,698 2,151 17.6 $18.4B Real Estate
27 Cash & Other Cash 1.02% $177,865 177,865
28 First American Government Obligations Fund 12/01/2031 Swap FGXXX 0.46% $80,782 80,782
29 SPG US 04/17/26 C195 Private SPG 260417C00195000 0.08% $13,438 43
30 CBRE US 04/17/26 C145 Private CBRE 260417C00145000 0.04% $6,825 42
31 TPL US 03/20/26 C550 Private TPL 260320C00550000 0.03% $5,650 20
32 PLD US 04/17/26 C145 Private PLD 260417C00145000 0.03% $5,602 83
33 EQR US 04/17/26 C65 Private EQR 260417C00065000 0.02% $2,668 97
34 EXR US 04/17/26 C150 Private EXR 260417C00150000 0.02% $2,820 47
35 AVB US 04/17/26 C180 Private AVB 260417C00180000 0.02% $2,722 33
36 SBAC US 04/17/26 C210 Private SBAC 260417C00210000 0.02% $2,625 21
37 IRM US 03/20/26 C114 Private IRM 260320C00114000 0.01% $1,050 60
38 WELL US 03/20/26 C230 Private WELL 260320C00230000 0.01% $1,120 56
39 XLRE US 03/20/26 C46 Private XLRE 260320C00046000 0.01% $2,595 519
40 CPT US 04/17/26 C110 Private CPT 260417C00110000 0.01% $1,770 59
41 DLR US 03/20/26 C187.5 Private DLR 260320C00187500 0.01% $1,650 55
42 MAA US 04/17/26 C135 Private MAA 260417C00135000 0.01% $2,310 42
43 SUI US 03/20/26 C145 Private SUI 260320C00145000 0.01% $900 40
44 PSA US 03/20/26 C330 Private PSA 260320C00330000 0.01% $900 18
45 AMT US 03/20/26 C195 Private AMT 260320C00195000 0.01% $990 36
46 ESS US 03/20/26 C270 Private ESS 260320C00270000 —% $172 23
47 PSA US 04/17/26 C310 Private PSA 260417C00310000 —% $-540 -4
48 PSA US 04/17/26 C320 Private PSA 260417C00320000 —% $100 4
49 AMT US 03/20/26 C190 Private AMT 260320C00190000 —% $-810 -36
50 CCI US 03/20/26 C97.5 Private CCI 260320C00097500 —% $480 64

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