Sunday, January 7, 2018

Top Holdings of Real Estate ETFs

Analysing the top holdings of similar ETFs is insightful. Publicly-available data on the top holdings and assets under management allow me to rank these holdings and to construct a virtual portfolio, which I can compare with my own portfolio. It helps me to identify candidates for further analysis and possible investment.

Recently, I analyzed the top holdings of 32 dividend ETFs and presented a ranked list of the top 50 dividend stocks held in these ETFs. No Real Estate sector stocks made the top 50 list because real estate stocks are commonly organized as real estate investment trusts (REITs), which have their own ETF category.

In this article, I analyze 15 real estate ETFs that focus specifically on the U.S. Real Estate markets. I present the top holdings held in these ETFs along with key statistics and fair value estimates from Morningstar.

There are 119 unique tickers in my analysis spreadsheet. To rank them, I calculate an aggregate score for each ticker that takes into account the relative size of each holding and the size of the ETF the ticker appears in.

The #1 ranked REIT is Simon Property Group (SPG), followed by Public Storage (PSA) and Prologis (PLD).

To see the top 50 holdings of real estate ETFs, please read this article at Seeking Alpha.

Thanks for reading! Feel free to comment below or at Seeking Alpha. 
I'll try my best to reply as soon as feasible. 


4 comments :

  1. Hey FerdiS,

    that's a great overview, thanks for the work and sharing. I'm a little surprised that Realty Income isn't higher on that list. Right now the REIT sector is under some pressure and i think this presents a good opportunity to pick up solid names. Maybe i'll add to my existing position of Welltower or Realty Income, maybe W.P. Carey too...we'll see.

    Best Regards,
    DividendSolutions

    ReplyDelete
    Replies
    1. The Monthly Dividend Company® ! Yes, I'm surprised, too. However, O is down about 8% the past year. In my ranking, the size of investments contribute to the aggregate score (and therefore the ranking), so perhaps that explains O's position. All the REITs you mention look good based on FASTgraphs. All the best!

      Delete
  2. I really do love REIT's some of my favourite investments. If only they paid the tax for you like other shares do in Australia, I think I would love them more then! Thanks for the share.

    ReplyDelete
    Replies
    1. Hi, Buy, Hold Long -- I'm not sure what you mean by shares paying taxes for you. I'm guessing it means taxes are deducted from dividends and you only get the difference deposited into your account? (You still pay the taxes, but the "admin" is done by the dividend payer?)

      Delete

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