iShares Core U.S. REIT ETF (USRT)
| Assets | $2.73B |
| Expense Ratio | 0.08% |
| PE Ratio | 31.36 |
| Shares Out | 48.80M |
| Dividend (ttm) | $1.63 |
| Dividend Yield | 2.87% |
| Ex-Dividend Date | Dec 17, 2024 |
| Payout Ratio | 88.95% |
| 1-Year Return | +4.14% |
| Volume | 719,412 |
| Open | 55.95 |
| Previous Close | 55.97 |
| Day's Range | 55.95 - 57.45 |
| 52-Week Low | 49.12 |
| 52-Week High | 63.22 |
| Beta | 1.08 |
| Holdings | 138 |
| Inception Date | May 1, 2007 |
About USRT
Fund Home PageThe iShares Core U.S. REIT ETF (USRT) is an exchange-traded fund that is based on the FTSE Nareit / Equity REITs - INV index, a market-cap-weighted index of US-listed REITs USRT was launched on May 1, 2007 and is issued by BlackRock.
Top 10 Holdings
48.38% of assets| Name | Symbol | Weight |
|---|---|---|
| Prologis, Inc. | PLD | 8.41% |
| Equinix, Inc. | EQIX | 7.62% |
| Welltower Inc. | WELL | 6.52% |
| Simon Property Group, Inc. | SPG | 4.87% |
| Digital Realty Trust, Inc. | DLR | 4.77% |
| Public Storage | PSA | 4.14% |
| Realty Income Corporation | O | 3.97% |
| Extra Space Storage Inc. | EXR | 2.70% |
| AvalonBay Communities, Inc. | AVB | 2.69% |
| Iron Mountain Incorporated | IRM | 2.68% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 17, 2024 | $0.508 | n/a |
| Sep 25, 2024 | $0.559 | Sep 30, 2024 |
| Jun 11, 2024 | $0.292 | Jun 17, 2024 |
| Mar 21, 2024 | $0.273 | Mar 27, 2024 |
| Dec 20, 2023 | $0.555 | Dec 27, 2023 |
| Sep 26, 2023 | $0.593 | Oct 2, 2023 |
News
USRT: Large Cap U.S. REITs Likely To Trail Small Peers In 2025
The iShares Core U.S. REIT ETF tracks 134 U.S. REITs with a focus on large capitalization REITs. Wall Street estimates suggest USRT's top 10 holdings offer a modest upside in 2025. For 2025, I believe...
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...
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...
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...
USRT: Do Not Ignore The Risk Of Recession
USRT invests in U.S. REITs, historically underperforming in economic recessions and sensitive to rate changes. USRT's fund price has stagnated in the past 3 years, negatively impacted by elevated rate...
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 now may be good time to invest in commercial real estate
The commercial real estate market continues to experience volatility as US office values are 25% below their 2022 peak. However, SteelWave Co-Founder, Chairman and CEO Barry DiRaimondo believes this b...
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...
USRT: REIT Fans Claim 3 Reasons To Buy - I'm Not Convinced
iShares Core U.S. REIT ETF (USRT) warrants a hold rating due to lack of convincing reasons to buy. REITs have underperformed the market and face challenges in the post-COVID environment including work...
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...
USRT: A Closer Look At This Top Performer
The iShares Core U.S. REIT ETF has been the best-performing REIT ETF over the last three years. This period does not include the sharp sell off in 2020. USRT's exposure and diversification meant it pe...
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...
How To Build A Portfolio With Four ETFs
Retirement planning is overwhelming, leading to inaction and a poor investment selection.
USRT: A Good Time For REITs To Outperform
Federal Reserve's decision to stop hiking rates could benefit Real Estate Investment Trusts. iShares Core U.S. REIT ETF is a recommended fund for investing in the REIT sector. USRT offers diversified ...
3 REIT ETFs: A Call On A Rate Cut Next Year
Entry point alone, with VNQ down 30% could beat the market in the next decade with the current massive, growing dividend yield. REITs are the most interest rate sensitive sector of the economy, and th...
USRT: Wait For Better Momentum And Relative Strength
The Real Estate sector, including REITs, is currently undervalued compared to other sectors. The iShares Core U.S. REIT ETF offers a cost-effective way to access a diversified portfolio of domestic RE...