USRT
Real EstateiShares Core U.S. REIT ETF
iShares · Tracks FTSE Nareit Equity REITs Index · Inception May 1, 2007
Composite score
Based on a 0.080% expense ratio.
Based on $4.36B in net assets.
Top-10 holdings represent 48.7% of net assets.
Real Estate base · ETF wrapper · 2.54% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use USRT in our tools
Tool · Cost
Compare USRT's fee against another fund
Compounds the 0.080% expense ratio against a peer over decades.
Tool · Overlap
Compare USRT's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Real Estate funds.
Tool · TLH
Find a tax-loss harvesting partner for USRT
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | WELLTOWER INC | 8.31% |
| 2 | PROLOGIS INC | 7.52% |
| 3 | EQUINIX INC | 6.44% |
| 4 | DIGITAL REALTY TRUST INC | 4.46% |
| 5 | SIMON PROPERTY GROUP INC | 4.40% |
| 6 | REALTY INCOME CORP | 4.18% |
| 7 | PUBLIC STORAGE | 3.96% |
| 8 | VENTAS INC | 3.55% |
| 9 | IRON MOUNTAIN INC (REIT) | 3.19% |
| 10 | VICI PROPERTIES INC | 2.73% |
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