REZ
Real EstateiShares Residential and Multisector Real Estate ETF
iShares · Tracks FTSE Nareit All Residential Capped Index · Inception May 1, 2007
Trailing returns
through Oct 23, 2026- 1 year
- +14.3%
- 3 year
- +16.5%
- annualized
- 5 year
- +2.6%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.48% expense ratio.
Based on $790.8M in net assets.
Top-10 holdings represent 68.2% of net assets.
Real Estate base · ETF wrapper · 2.13% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through REZ, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare REZ's fee against another fund
Compounds the 0.48% expense ratio against a peer over decades.
Tool · Overlap
Compare REZ's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Real Estate funds.
Tool · TLH
Find a tax-loss harvesting partner for REZ
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for REZ across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | WELLTOWER INC | 23.52% |
| 2 | PUBLIC STORAGE | 9.05% |
| 3 | VENTAS INC | 7.74% |
| 4 | EXTRA SPACE STORAGE INC | 5.48% |
| 5 | EQUITY RESIDENTIAL | 4.27% |
| 6 | AVALONBAY COMMUNITIES INC | 4.26% |
| 7 | ESSEX PROPERTY TRUST INC | 3.83% |
| 8 | INVITATION HOMES INC | 3.67% |
| 9 | MID-AMERICA APARTMENT COMMUNITIES INC | 3.30% |
| 10 | HEALTHPEAK PROPERTIES INC | 3.04% |
Compare REZ with another fund
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Similar ETFs by holdings overlap
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