(RWR) SPDR Dow Jones REIT - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US78464A6073 • Real Estate
RWR: Real Estate, Property, Buildings, Apartments, Offices, Malls
The SPDR® Dow Jones REIT ETF (RWR) is a targeted investment vehicle designed for those seeking exposure to the real estate sector without the complexities of direct property ownership. As an exchange-traded fund (ETF), it offers the liquidity and diversification benefits of a publicly traded security, tracking the performance of the Dow Jones Select Real Estate Securities Index.
The funds investment strategy is straightforward: it allocates at least 80% of its total assets to securities that comprise the underlying index. This index is specifically constructed to serve as a proxy for direct real estate investing, focusing on securities whose value is closely tied to the underlying real estate assets. By excluding companies whose fortunes are not directly linked to property values—such as certain real estate technology firms or other tangential businesses—the index aims to deliver a more precise measure of the real estate markets performance.
With an assets under management (AUM) of over $1.7 billion, the SPDR® Dow Jones REIT ETF is a substantial player in the real estate ETF category. It is listed on the NYSE ARCA under the ticker symbol RWR, making it easily accessible to investors. The fund is part of the SPDR® family of ETFs, which is managed by State Street Global Advisors, a well-established name in the investment management industry.
For investors and fund managers evaluating this ETF, its important to note that the funds structure allows it to provide exposure to a broad range of real estate-related securities, including real estate investment trusts (REITs) and other real estate securities. This diversification can help mitigate risk while still capturing the potential benefits of investing in real estate. Additionally, the funds focus on securities that act as proxies for direct real estate investing makes it a useful tool for constructing portfolios that require real estate exposure without the need for direct property ownership.
For more detailed information on the fund, including its holdings, performance, and other metrics, investors can visit the official SPDR® website at http://www.spdrs.com.
Additional Sources for RWR ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
RWR ETF Overview
Market Cap in USD | 1,791m |
Category | Real Estate |
TER | 0.25% |
IPO / Inception | 2001-04-23 |
RWR ETF Ratings
Growth 5y | 42.7% |
Fundamental | - |
Dividend | 55.8% |
Rel. Strength Industry | 0.98 |
Analysts | - |
Fair Price Momentum | 96.93 USD |
Fair Price DCF | - |
RWR Dividends
Dividend Yield 12m | 3.75% |
Yield on Cost 5y | 5.04% |
Annual Growth 5y | 2.86% |
Payout Consistency | 94.4% |
RWR Growth Ratios
Growth Correlation 3m | 21.7% |
Growth Correlation 12m | 72.1% |
Growth Correlation 5y | 49.7% |
CAGR 5y | 6.59% |
CAGR/Max DD 5y | 0.19 |
Sharpe Ratio 12m | 0.74 |
Alpha | 1.86 |
Beta | 0.63 |
Volatility | 16.29% |
Current Volume | 94k |
Average Volume 20d | 116.3k |
As of March 09, 2025, the stock is trading at USD 101.59 with a total of 93,998 shares traded.
Over the past week, the price has changed by -1.84%, over one month by +0.78%, over three months by -2.57% and over the past year by +11.83%.
Partly, yes. Based on ValueRay Analyses, SPDR Dow Jones REIT (NYSE ARCA:RWR) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 42.71 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of RWR as of March 2025 is 96.93. This means that RWR is currently overvalued and has a potential downside of -4.59%.
SPDR Dow Jones REIT has no consensus analysts rating.
According to ValueRays Forecast Model, RWR SPDR Dow Jones REIT will be worth about 109.7 in March 2026. The stock is currently trading at 101.59. This means that the stock has a potential upside of +7.98%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 109.7 | 8% |