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USRT - ETF AI Analysis
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iShares Core U.S. REIT ETF (USRT)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Top REIT Holdings
Most of the largest positions in the fund have shown positive year-to-date performance, helping support the ETF’s overall returns.
Low Expense Ratio
The fund charges a relatively low fee, which means more of the underlying real estate returns can stay in investors’ pockets over time.
Large Asset Base
The ETF manages a sizable pool of assets, which can help with trading liquidity and reduce the impact of large buy or sell orders.
Negative Factors
Single-Sector Concentration
Nearly all of the fund is invested in real estate, so its performance is heavily tied to the health of the U.S. property market.
U.S.-Only Exposure
The ETF is almost entirely invested in U.S. companies, offering little geographic diversification if the domestic market struggles.
Mixed Short-Term Performance
While recent one-month returns have been positive, the fund has seen a weak patch over the last three months, showing some near-term volatility.
USRT vs. SPDR S&P 500 ETF (SPY)
AUM3.60B
RegionNorth America
Expense Ratio0.08%
Beta0.54
IssueriShares
Inception DateMay 01, 2007
Dividend Yield2.82%
Asset ClassEquity
Index TrackedFTSE Nareit Equity REITs 40 Act Capped Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume491,765
30 Day Avg. Volume499,913
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
66.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering129
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
USRT Summary
USRT is the iShares Core U.S. REIT ETF, which follows the FTSE Nareit Equity REITs Index and focuses on U.S. real estate investment trusts. These are companies that own properties like apartments, shopping centers, warehouses, and data centers. Well-known holdings include Prologis and Equinix. Investors might consider USRT to add real estate exposure and potential income to their portfolio without having to buy property directly, helping with diversification and inflation protection. A key risk is that it is heavily tied to the real estate sector, so it can rise or fall sharply with property values and interest rates.
How much will it cost me?The iShares Core U.S. REIT ETF (USRT) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically keeps costs down.
What would affect this ETF?The iShares Core U.S. REIT ETF (USRT) could benefit from a strong U.S. real estate market, driven by economic growth, rising property values, and demand for commercial and residential spaces. However, it may face challenges from rising interest rates, which can increase borrowing costs for REITs, and economic slowdowns that could reduce property demand and rental income. Investors should also consider how changes in regulations or shifts in consumer behavior, such as the rise of remote work, might impact the performance of its top holdings like Prologis and Welltower.
USRT Top 10 Holdings
USRT is riding a wave of strength from several heavyweight REITs, with data-center names like Equinix and Digital Realty and logistics giant Prologis doing much of the heavy lifting as demand for digital infrastructure and warehouses keeps rising. Healthcare-focused landlords Welltower and Ventas are also pulling their weight, adding a steady, defensive tilt. On the income side, Realty Income and Public Storage are contributing solid but more measured gains. Overall, this is a U.S.-only, real estate–heavy story, with performance driven by a tight cluster of large, growth-leaning REITs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.93% | $322.11M | $144.91B | 42.05% | 77 Outperform | |
| Prologis | 7.93% | $285.95M | $128.57B | 14.66% | 76 Outperform | |
| Equinix | 6.55% | $236.10M | $92.84B | 13.76% | 73 Outperform | |
| Digital Realty | 4.66% | $168.02M | $61.73B | 23.36% | 69 Neutral | |
| Realty Income | 4.48% | $161.65M | $60.55B | 11.03% | 70 Outperform | |
| Simon Property | 4.42% | $159.45M | $62.66B | 16.66% | 70 Outperform | |
| Public Storage | 4.11% | $148.41M | $53.79B | -2.27% | 73 Outperform | |
| Ventas | 3.45% | $124.39M | $41.93B | 27.70% | 68 Neutral | |
| VICI Properties | 2.69% | $97.11M | $31.53B | -9.62% | 73 Outperform | |
| Iron Mountain | 2.69% | $96.87M | $31.70B | 28.46% | 55 Neutral |
USRT Technical Analysis
Neutral
―
Price Trends
59.84
Positive
58.60
Positive
57.42
Positive
Market Momentum
0.78
Positive
53.96
Neutral
31.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USRT, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 62.36, equal to the 50-day MA of 59.84, and equal to the 200-day MA of 57.42, indicating a neutral trend. The MACD of 0.78 indicates Positive momentum. The RSI at 53.96 is Neutral, neither overbought nor oversold. The STOCH value of 31.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for USRT.
USRT Peer Comparison
Comparison Results
Performance Comparison
USRT
iShares Core U.S. REIT ETF
62.00
6.21
11.13%
SCHH
Schwab U.S. REIT ETF
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XLRE
Real Estate Select Sector SPDR Fund
―
―
―
ICF
iShares Cohen & Steers REIT ETF
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―
―
RWR
SPDR Dow Jones REIT ETF
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―
―
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
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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.
Disclaimer
This 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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