Columbia Real Estate Equity S (CREHX)

Fund Assets	124.04M
Expense Ratio	0.946%
Min. Investment	$2,000
Turnover	43.00%
Dividend (ttm)	0.12
Dividend Yield	1.17%
Dividend Growth	-53.31%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jun 22, 2026

Previous Close	10.05
YTD Return	11.28%
1-Year Return	11.58%
5-Year Return	n/a
52-Week Low	9.24
52-Week High	11.28
Beta (5Y)	n/a
Holdings	78
Inception Date	n/a

About CREHX

Columbia Real Estate Equity Fund is a mutual fund designed to provide investors with both capital appreciation and above-average income by focusing its investments within the real estate sector. The fund primarily allocates at least 80% of its net assets to equity securities of companies whose principal activities are associated with the real estate industry, including real estate investment trusts (REITs) and companies involved in real estate development, management, or related services. Its approach typically includes taking long and short positions in various types of REITs, such as equity REITs, mortgage REITs, and hybrid REITs, offering exposure across the spectrum of property-focused businesses. By concentrating on real estate equities, the fund seeks to capture potential growth opportunities and income generation available in this sector, making it a notable component among sector-focused funds. Columbia Real Estate Equity Fund plays a significant role for investors seeking diversified access to the U.S. real estate market within a professionally managed mutual fund structure.

• Fund Family: Columbia Threadneedle
• Category: Real Estate
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CREHX
• Share Class: Class S

Performance

CREHX had a total return of 11.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.06%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CREYX	Institutional 3 Class	0.79%
CRRVX	Institutional 2 Class	0.85%
CREEX	Institutional Class	0.94%
CREAX	Class A	1.19%

Top 10 Holdings

53.99% of assets

Name	Symbol	Weight
Welltower Inc.	WELL	12.54%
Equinix, Inc.	EQIX	9.25%
Prologis, Inc.	PLD	9.15%
Simon Property Group, Inc.	SPG	5.27%
Essex Property Trust, Inc.	ESS	3.54%
Ventas, Inc.	VTR	3.07%
Vivmark Residential	VMRK	2.94%
Digital Realty Trust, Inc.	DLR	2.82%
Iron Mountain Incorporated	IRM	2.74%
Public Storage	PSA	2.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 22, 2026	$0.20648	Jun 22, 2026
Dec 16, 2025	$0.40421	Dec 16, 2025
Jun 13, 2025	$0.17773	Jun 13, 2025
Dec 17, 2024	$0.75981	Dec 17, 2024

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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