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USRT - ETF AI Analysis

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USRT

iShares Core U.S. REIT ETF (USRT)

Rating:70Neutral
Price Target:
USRT, the iShares Core U.S. REIT ETF, has a solid overall rating that reflects generally strong underlying real estate holdings with some valuation and technical risks. Top positions like Welltower and Prologis support the fund’s quality through strong financial performance, strategic growth, and positive earnings commentary, while other sizable holdings such as Equinix and Public Storage add further strength despite some bearish technical signals and rich valuations. Weaker contributors like Iron Mountain, which faces high leverage, overvaluation concerns, and technical weaknesses, slightly hold back the rating, and investors should also be aware that the fund is concentrated in U.S. real estate, making it sensitive to property market and interest rate conditions.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past year-to-date and in recent months, indicating solid recent momentum.
Leading REIT Holdings
Many of the largest real estate holdings, including data center and healthcare REITs, have delivered strong performance, helping support the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Sector Concentration in Real Estate
Almost all of the ETF’s assets are in the real estate sector, so it is heavily exposed to downturns in property markets and interest-rate changes.
High U.S. Market Concentration
With nearly all holdings in U.S. companies, the fund offers little geographic diversification and is very sensitive to the U.S. economy.
Top Holdings Make Up Large Share
A small group of REITs represents a significant portion of the portfolio, increasing the impact that problems at any one of these companies could have on the fund.

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

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, warehouses, data centers, malls, and storage facilities. Well-known holdings include Prologis and Simon Property. Someone might invest in USRT to add real estate to their portfolio for potential income and diversification, without having to buy property directly. A key risk is that it is heavily tied to the real estate market, so its value can rise or fall with property prices, interest rates, and the broader economy.
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 very much a pure play on U.S. real estate, and its story is being written by a handful of heavyweight REITs. Healthcare-focused names like Welltower and Ventas are rising, giving the fund a healthy dose of momentum, while logistics giant Prologis and data-center players Equinix and Digital Realty are riding the long-term demand for warehouses and cloud infrastructure. On the flip side, steadier but recently lagging names like Realty Income and VICI Properties are acting as a bit of a weight, reminding investors that not every corner of the REIT world is moving in sync.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower7.84%$326.76M$146.07B33.98%
77
Outperform
Prologis7.59%$316.34M$137.61B32.86%
76
Outperform
Equinix6.37%$265.60M$106.61B18.21%
73
Outperform
Simon Property4.50%$187.54M$68.20B29.74%
70
Outperform
Digital Realty4.11%$171.36M$65.64B5.63%
69
Neutral
Public Storage4.02%$167.33M$54.36B2.23%
73
Outperform
Realty Income3.93%$163.65M$56.73B8.64%
70
Outperform
Ventas3.28%$136.74M$40.81B28.88%
68
Neutral
Iron Mountain3.12%$130.21M$37.09B21.96%
55
Neutral
Extra Space Storage2.62%$108.99M$32.07B-3.02%
66
Neutral

USRT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
63.53
Positive
100DMA
61.96
Positive
200DMA
59.55
Positive
Market Momentum
MACD
0.23
Positive
RSI
51.35
Neutral
STOCH
56.33
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USRT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.80, equal to the 50-day MA of 63.53, and equal to the 200-day MA of 59.55, indicating a neutral trend. The MACD of 0.23 indicates Positive momentum. The RSI at 51.35 is Neutral, neither overbought nor oversold. The STOCH value of 56.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USRT.

USRT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.14B0.08%
70
Neutral
$7.90B0.08%
69
Neutral
$4.75B0.38%
70
Neutral
$2.07B0.32%
70
Neutral
$1.75B0.25%
69
Neutral
$1.23B0.11%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
USRT
iShares Core U.S. REIT ETF
64.61
8.72
15.60%
XLRE
Real Estate Select Sector SPDR Fund
IYR
iShares U.S. Real Estate ETF
ICF
iShares Cohen & Steers REIT ETF
RWR
SPDR Dow Jones REIT ETF
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT 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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