(USRT) iShares Core U.S. REIT - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642885218 • Real Estate
USRT: Real Estate, Investment, Trusts
The iShares Core U.S. REIT ETF, listed on NYSE ARCA under the ticker USRT, is designed to track the performance of a specific index that focuses on U.S.-listed equity real estate investment trusts. This index excludes certain types of REITs, such as those involved in infrastructure, mortgages, and timber, in order to provide a more targeted exposure to the real estate sector. By investing at least 80% of its assets in the component securities of its underlying index, the fund aims to replicate the performance of this particular segment of the U.S. real estate market.
As an exchange-traded fund (ETF), USRT offers investors a diversified portfolio of REITs, which can provide a regular stream of income through dividend payments, as well as the potential for long-term capital appreciation. The fund's underlying index is composed of a broad range of equity REITs, which own and operate various types of properties, such as office buildings, apartments, shopping centers, and hotels. By excluding certain types of REITs, the index and the fund aim to focus on the core real estate sector, providing investors with a more targeted investment opportunity.
The iShares Core U.S. REIT ETF is part of the iShares family of ETFs, which is managed by BlackRock, one of the world's largest asset managers. With its domicile in the United States and an ISIN of US4642885218, the fund is listed as an ETF in the Real Estate category. Investors can find more information about the fund, including its holdings, performance, and other details, on the iShares website at http://www.ishares.com. As with any investment, it's essential for investors to evaluate their own financial goals, risk tolerance, and investment horizon before investing in the iShares Core U.S. REIT ETF or any other security.
Additional Sources for USRT ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
USRT ETF Overview
Market Cap in USD | 2,802m |
Category | Real Estate |
TER | 0.08% |
IPO / Inception | 2007-05-01 |
USRT ETF Ratings
Growth 5y | 36.4% |
Fundamental | - |
Dividend | 46.9% |
Rel. Strength Industry | 17.1 |
Analysts | - |
Fair Price Momentum | 52.36 USD |
Fair Price DCF | - |
USRT Dividends
Dividend Yield 12m | 2.84% |
Yield on Cost 5y | 3.42% |
Annual Growth 5y | 1.59% |
Payout Consistency | 92.5% |
USRT Growth Ratios
Growth Correlation 3m | -69.8% |
Growth Correlation 12m | 80.8% |
Growth Correlation 5y | 51.9% |
CAGR 5y | 3.78% |
CAGR/Mean DD 5y | 0.26 |
Sharpe Ratio 12m | 0.50 |
Alpha | -17.42 |
Beta | 1.11 |
Volatility | 20.99% |
Current Volume | 394.4k |
Average Volume 20d | 465.6k |
As of January 23, 2025, the stock is trading at USD 57.45 with a total of 394,400 shares traded.
Over the past week, the price has changed by +1.90%, over one month by +0.72%, over three months by -4.73% and over the past year by +11.04%.
Partly, yes. Based on ValueRay Analyses, iShares Core U.S. REIT (NYSE ARCA:USRT) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 36.42 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of USRT as of January 2025 is 52.36. This means that USRT is currently overvalued and has a potential downside of -8.86%.
iShares Core U.S. REIT has no consensus analysts rating.
According to ValueRays Forecast Model, USRT iShares Core U.S. REIT will be worth about 58.4 in January 2026. The stock is currently trading at 57.45. This means that the stock has a potential upside of +1.71%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 58.4 | 1.7% |