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REZ - ETF AI Analysis

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REZ

iShares Residential and Multisector Real Estate ETF (REZ)

Rating:70Outperform
Price Target:
REZ, the iShares Residential and Multisector Real Estate ETF, earns a solid overall rating driven largely by its heavy exposure to Welltower, which benefits from strong financial performance and strategic growth in senior housing, and by quality residential names like AvalonBay that combine healthy fundamentals with supportive dividends. However, several key holdings, including Public Storage and Extra Space Storage, show bearish technical trends and some growth or valuation concerns, which temper the fund’s upside. The main risk is its concentration in a single sector—real estate—where many holdings are experiencing technical weakness and face pressures from regional markets, supply, and valuation.
Positive Factors
Recent Performance Momentum
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Leading Holdings
Several of the largest positions, such as Welltower and Public Storage, have delivered strong year-to-date results that support the fund’s overall performance.
Targeted Real Estate Exposure
The fund focuses mainly on residential and related real estate companies, giving investors a clear, specialized way to invest in this part of the property market.
Negative Factors
High Stock Concentration
A large share of the fund is invested in just a few companies, which increases the impact that any one stock’s moves can have on the ETF.
Mixed Performance Among Top Holdings
Several sizable positions have shown weak or negative year-to-date performance, which can drag on the fund if those trends continue.
Limited Diversification by Country and Sector
The ETF is almost entirely invested in U.S. real estate, so it offers little protection if this single sector or country faces a downturn.

REZ vs. SPDR S&P 500 ETF (SPY)

REZ Summary

The iShares Residential and Multisector Real Estate ETF (REZ) tracks the FTSE Nareit All Residential Capped Index and focuses on U.S. real estate, especially housing-related properties like apartments and storage facilities. It mainly holds real estate investment trusts (REITs), including well-known names such as Public Storage and Welltower. Investors might consider REZ if they want to diversify into real estate and seek a mix of potential income and long-term growth tied to housing demand. A key risk is that real estate values and REIT prices can go up and down with interest rates and the overall property market.
How much will it cost me?The iShares Residential and Multisector Real Estate ETF (REZ) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average because it is a sector-focused ETF, which typically involves more specialized management compared to broad-market index funds.
What would affect this ETF?The REZ ETF could benefit from rising housing demand and urban development trends, especially in the U.S., as well as the stability of residential REITs like Welltower and Public Storage. However, it may face challenges from higher interest rates, which can increase borrowing costs for real estate companies, and economic slowdowns that could reduce property values and rental income. Regulatory changes in the housing market could also impact the performance of its top holdings.

REZ Top 10 Holdings

REZ is heavily tilted toward U.S. real estate, with a big bet on healthcare and storage names steering returns. Welltower, the fund’s largest holding, has been rising and acts as a key engine, helped by steady demand in senior housing. Public Storage is also pulling its weight, with strong recent gains giving the ETF an extra push. Extra Space Storage has been more mixed but still supportive. On the softer side, apartment-focused names like AvalonBay and Mid-America Apartment are losing steam, quietly dragging on overall performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower23.35%$192.23M$146.25B40.89%
77
Outperform
Public Storage9.19%$75.63M$54.12B4.58%
73
Outperform
Ventas7.55%$62.17M$40.71B23.65%
68
Neutral
Extra Space Storage5.60%$46.08M$31.35B-1.67%
66
Neutral
Equity Residential4.51%$37.16M$23.33B-10.08%
70
Outperform
AvalonBay4.45%$36.64M$23.98B-16.13%
74
Outperform
Invitation Homes3.69%$30.41M$16.26B-19.94%
69
Neutral
Essex Property3.63%$29.88M$17.03B-7.47%
69
Neutral
Sun Communities3.47%$28.53M$16.00B3.55%
66
Neutral
Mid-America Apartment3.23%$26.63M$14.99B-21.85%
71
Outperform

REZ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
87.13
Positive
100DMA
85.61
Positive
200DMA
84.07
Positive
Market Momentum
MACD
0.79
Negative
RSI
58.87
Neutral
STOCH
77.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 87.32, equal to the 50-day MA of 87.13, and equal to the 200-day MA of 84.07, indicating a bullish trend. The MACD of 0.79 indicates Negative momentum. The RSI at 58.87 is Neutral, neither overbought nor oversold. The STOCH value of 77.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REZ.

REZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$837.82M0.48%
70
Outperform
$480.20M0.50%
68
Neutral
$273.11M0.35%
60
Neutral
$257.82M0.68%
69
Neutral
$163.15M0.49%
68
Neutral
$102.55M0.50%
55
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
REZ
iShares Residential and Multisector Real Estate ETF
89.02
6.30
7.62%
JPRE
JPMorgan Realty Income ETF
KBWY
Invesco KBW Premium Yield Equity REIT ETF
IYRI
NEOS Real Estate High Income ETF
FRI
First Trust S&P REIT Index Fund
RIET
Hoya Capital High Dividend Yield ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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