The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Principal Real Estate Active Opp ETF BYRE
Morningstar’s Analysis BYRE
Will BYRE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ventas Inc | 8.14 | 828,550 | Real Estate |
American Tower Corp | 7.60 | 773,511 | Real Estate |
Invitation Homes Inc | 7.03 | 714,979 | Real Estate |
Equinix Inc | 6.71 | 683,088 | Real Estate |
Extra Space Storage Inc | 6.12 | 622,351 | Real Estate |
Americold Realty Trust Inc | 6.04 | 614,765 | Real Estate |
SBA Communications Corp Class A | 4.88 | 496,785 | Real Estate |
Rexford Industrial Realty Inc | 4.85 | 493,377 | Real Estate |
Welltower Inc | 4.73 | 481,766 | Real Estate |
Sun Communities Inc | 4.66 | 474,452 | Real Estate |