SPDR Dow Jones REIT ETF (RWR)
| Assets | $1.88B |
| Expense Ratio | 0.25% |
| PE Ratio | 33.26 |
| Shares Out | 18.96M |
| Dividend (ttm) | $3.55 |
| Dividend Yield | 3.57% |
| Ex-Dividend Date | Sep 23, 2024 |
| Payout Ratio | 118.61% |
| 1-Year Return | +4.86% |
| Volume | 243,331 |
| Open | 97.72 |
| Previous Close | 97.84 |
| Day's Range | 97.72 - 100.47 |
| 52-Week Low | 85.94 |
| 52-Week High | 109.48 |
| Beta | 1.09 |
| Holdings | 106 |
| Inception Date | Apr 23, 2001 |
About RWR
Fund Home PageThe SPDR Dow Jones REIT ETF (RWR) is an exchange-traded fund that is based on the Dow Jones U.S. Select REIT Capped index. The fund tracks a market cap-weighted index of firms involved in the ownership and operation of commercial, residential, healthcare, and other real estate. RWR was launched on Apr 23, 2001 and is issued by State Street.
Top 10 Holdings
48.76% of assets| Name | Symbol | Weight |
|---|---|---|
| Prologis, Inc. | PLD | 9.16% |
| Equinix, Inc. | EQIX | 8.57% |
| Simon Property Group, Inc. | SPG | 4.74% |
| Digital Realty Trust, Inc. | DLR | 4.67% |
| Welltower Inc. | WELL | 4.54% |
| Public Storage | PSA | 4.11% |
| Realty Income Corporation | O | 4.03% |
| AvalonBay Communities, Inc. | AVB | 3.25% |
| Extra Space Storage Inc. | EXR | 3.18% |
| Ventas, Inc. | VTR | 2.51% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Sep 23, 2024 | $0.843 | Sep 25, 2024 |
| Jun 24, 2024 | $0.900 | Jun 26, 2024 |
| Mar 18, 2024 | $0.546 | Mar 21, 2024 |
| Dec 18, 2023 | $1.259 | Dec 21, 2023 |
| Sep 18, 2023 | $0.820 | Sep 21, 2023 |
| Jun 20, 2023 | $0.884 | Jun 23, 2023 |
News
At-The-Market Issuance By U.S. REITs Hits All-Time Quarterly High In Q3 2024
Total proceeds raised by US equity real estate investment trusts through at-the-market offering programs rocketed to an all-time high in the third quarter. US REITs raised an aggregate of $7.21 billio...
REITs: Key Demographic Trends Driving Opportunity
Understanding long-term demographic trends is crucial for real estate investments, with population growth and density significantly impacting property values. The aging U.S. population will drive dema...
Firming Inflation Fizzles Optimism
U.S. equity markets posted their worst week in two months as benchmark interest rates jumped to four-month highs after a critical slate of inflation data showed modestly firming price pressures. Fueli...
An Inflection Point In Residential Real Estate
Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues unt...
How To Crush S&P 500, Double Your Dividend Payouts
I have to laugh when I hear a pundit say that individual investors can't beat the S&P 500 (and you and I both know this is something we hear quite regularly!).
Perspectives: Listed REITs - Fall Edition
Public REITs have benefited from a great rotation within equity markets since the end of June, with U.S. REITs returning 13.2% vs. S&P 500 3.7%. Clear evidence of a growth slowdown and moderating infl...
RWR: Long-Term Growth Trend Is Positive
RWR offers a diversified portfolio of U.S. REITs, with a 3.4% yield, though its 0.25% expense ratio is higher than some peers. The fund benefits from growth in e-commerce, data computing, and low hous...
The REIT Comeback: Earnings Recap
Over 200 U.S. REITs and homebuilders have reported second-quarter earnings results over the past six weeks, providing critical information on the state of the commercial and residential real estate in...
REIT Earnings Halftime Report
We're at the halfway point of another consequential real estate earnings season, with 75 of the roughly 150 equity REITs and 19 of 38 mortgage REITs now having reported results. Amid an otherwise unde...
The State Of REITs: June 2024 Edition
After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small-cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps...
Why REIT's Didn't Grow In 2023
REIT FFO/share growth in 2023 was stalled due to increased insurance premiums and property taxes. Property taxes jumped from $170B to almost $200B in 2023, while insurance costs doubled as a percentag...
2 Years Of Gloom Have Done Interesting Things To REIT Valuation
REITs experienced a 26% drop in prices due to rising interest rates, creating opportunities for investors. Despite the overall decline, many REIT sectors, such as industrial, multifamily, and manufact...
Why Lower Rates Could Lead To Opportunities In REITs This Year
How REITs have fared through high interest rate environment. Takeaways from REITs earnings season so far. When rate cuts do come, some REIT sectors may stand to benefit.
An Opportunity For REITs To Shine In 2024
The yield on 10-year Treasury Inflation-Protected Securities TIPS fell significantly from ~2.5% to ~1.7% in the last two months of 2023. How does this affect real estate? As long-lived, fixed assets w...
Storage REITs: Victims Of Own Success
Self-Storage REITs delivered incredible growth early in the pandemic driven by surging housing market activity, but have been victims to their own success of late amid a supply-driven cooldown. Robust...
Canadian REITs Are Getting Interesting
Canadian REITs have not participated in the recent REIT rally, potentially leading to potential opportunistic cheapness. Canadian REITs are significantly cheaper than U.S. REITs, with lower cashflow m...
