— Know what they know.
Not Investment Advice

XLRE

State Street Real Estate Select Sector SPDR ETF
1W: -3.9% 1M: -6.0% 3M: -0.3% YTD: +0.5% 1Y: -1.0% 3Y: +20.1% 5Y: +20.4%
$40.59
-1.33 (-3.17%)
After Hours: $41.51 (+0.91, +2.25%)
ETF AMEX · AUM $7.4B
ETF-Level Metrics
AUM$7.4B
Holdings32
Top 10 Wt60.8%
Beta1.14
% Profitable75%
Coverage100%
Portfolio Valuation
P/E41.8
P/B3.2
P/S7.9
EV/EBITDA22.4
P/FCF26.2
PEG4.66
Profitability & Returns
Gross Margin33.4%
Net Margin18.8%
ROE7.9%
ROA3.5%
ROIC4.5%
Div Yield3.58%
Leverage & Liquidity
Debt/Equity1.07
Debt/Assets0.46
Net Debt/EBITDA5.3x
Interest Cov3.5x
Current Ratio1.00
Quick Ratio1.00
Growth (YoY)
Revenue+8.6%
Net Income+33.1%
EPS+30.2%
FCF+36.5%
EBITDA+15.4%
Rev CAGR 3Y+9.3%
Quality Scores
Piotroski F6.1
Altman Z1.89
IS Quality66.7
IS Overall50.0
IS Value48.0
Median P/E29.8

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 31 99.3% 124.0
Other 3 0.3%

Smart Money Overlap

2 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 10.73% 4 Bullish 6 1 -5.5%
ARE Alexandria Real Estate Equities, Inc. 0.81% 4 Bullish 3 2 -6.0%
Showing 34 of 34 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WELLTOWER INC WELL 10.73% $803.0M 3,891,974 144.2 $136.6B Real Estate
2 PROLOGIS INC PLD 9.23% $691.3M 5,267,421 36.1 $119.0B Real Estate
3 EQUINIX INC EQIX 7.26% $543.3M 556,780 69.8 $94.2B Real Estate
4 AMERICAN TOWER CORP AMT 6.49% $485.7M 2,654,900 32.8 $82.8B Real Estate
5 DIGITAL REALTY TRUST INC DLR 4.88% $365.6M 2,030,273 45.5 $59.5B Real Estate
6 REALTY INCOME CORP O 4.79% $358.4M 5,714,613 52.1 $56.8B Real Estate
7 SIMON PROPERTY GROUP INC SPG 4.74% $354.6M 1,851,381 13.0 $60.0B Real Estate
8 PUBLIC STORAGE PSA 4.49% $336.0M 1,210,135 26.1 $46.6B Real Estate
9 VENTAS INC VTR 4.25% $318.0M 3,713,481 154.6 $39.2B Real Estate
10 CROWN CASTLE INC CCI 3.92% $293.2M 3,442,747 80.7 $35.9B Real Estate
11 CBRE GROUP INC A CBRE 3.68% $275.7M 2,067,437 33.9 $39.3B Real Estate
12 IRON MOUNTAIN INC IRM 3.28% $245.5M 2,336,842 205.3 $29.5B Real Estate
13 VICI PROPERTIES INC VICI 3.16% $236.7M 8,449,785 10.3 $28.7B Real Estate
14 EXTRA SPACE STORAGE INC EXR 3.05% $228.4M 1,678,009 28.3 $27.5B Real Estate
15 AVALONBAY COMMUNITIES INC AVB 2.47% $185.0M 1,118,132 21.6 $22.8B Real Estate
16 EQUITY RESIDENTIAL EQR 2.17% $162.4M 2,735,863 19.6 $21.9B Real Estate
17 SBA COMMUNICATIONS CORP SBAC 2.05% $153.7M 842,470 17.6 $18.4B Real Estate
18 COSTAR GROUP INC CSGP 1.92% $143.6M 3,348,980 2386.4 $18.2B Real Estate
19 WEYERHAEUSER CO WY 1.75% $130.9M 5,696,095 50.0 $16.2B Real Estate
20 ESSEX PROPERTY TRUST INC ESS 1.68% $125.5M 508,939 23.0 $15.5B Real Estate
21 KIMCO REALTY CORP KIM 1.65% $123.7M 5,351,040 25.8 $15.1B Real Estate
22 MID AMERICA APARTMENT COMM MAA 1.54% $115.3M 925,164 31.9 $14.2B Real Estate
23 INVITATION HOMES INC INVH 1.49% $111.5M 4,456,480 25.4 $15.0B Real Estate
24 REGENCY CENTERS CORP REG 1.33% $99.9M 1,300,707 22.5 $13.7B Real Estate
25 HEALTHPEAK PROPERTIES INC DOC 1.30% $97.5M 5,491,340 166.3 $11.9B Real Estate
26 HOST HOTELS + RESORTS INC HST 1.29% $96.6M 5,053,636 16.8 $12.8B Real Estate
27 CAMDEN PROPERTY TRUST CPT 1.12% $83.9M 840,679 27.3 $10.4B Real Estate
28 UDR INC UDR 1.12% $83.8M 2,376,398 29.7 $11.2B Real Estate
29 FEDERAL REALTY INVS TRUST FRT 0.88% $66.0M 620,272 21.6 $8.9B Real Estate
30 BXP INC BXP 0.83% $62.3M 1,164,583 30.0 $8.3B Real Estate
31 ALEXANDRIA REAL ESTATE EQUIT ARE 0.81% $60.9M 1,229,020 -5.6 $8.2B Real Estate
32 SSI US GOV MONEY MARKET CLASS Cash 0.21% $15.6M 15,539,487
33 US DOLLAR Private 0.05% $3.9M 3,894,695
34 EMINI S+P REESTATEJUN26 Private -0.00% $-355,034 175,000

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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