(XLRE) The Real Estate Sector Fund - Overview

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y8600

Etf: REITs, Equity Securities, Real Estate

Total Rating 29
Risk 75
Buy Signal -0.80

Dividends

Dividend Yield 3.37%
Yield on Cost 5y 4.33%
Yield CAGR 5y 0.69%
Payout Consistency 96.2%
Payout Ratio -
Risk 5d forecast
Volatility 16.1%
Relative Tail Risk 0.49%
Reward TTM
Sharpe Ratio 0.02
Alpha -6.78
Character TTM
Beta 0.529
Beta Downside 0.614
Drawdowns 3y
Max DD 18.50%
CAGR/Max DD 0.28

Description: XLRE The Real Estate Sector Fund January 07, 2026

The Real Estate Select Sector SPDR Fund (XLRE) is an exchange-traded fund that tracks a GICS-defined real-estate index, investing at least 95% of its assets in the constituent securities. Because it is classified as non-diversified, a single holding can represent a material portion of the portfolio, which amplifies both sector-specific upside and downside risk.

As of early 2026, XLRE holds roughly $10 billion in assets under management and charges an expense ratio of 0.12%, placing it among the lower-cost options for exposure to U.S. REITs. The fund’s top holdings include industry leaders such as American Tower (REIT), Prologis, and Simon Property Group, together accounting for about 30% of net assets. Key performance drivers for XLRE are the Fed’s interest-rate policy (which affects REIT borrowing costs and cap rates), commercial-property occupancy trends, and inflation-linked lease structures that can sustain dividend yields, currently averaging around 3.5%.

For a deeper, data-driven view of XLRE’s risk-adjusted returns and sector dynamics, you might explore the analytics on ValueRay.

What is the price of XLRE shares?

As of February 07, 2026, the stock is trading at USD 41.99 with a total of 8,181,416 shares traded.
Over the past week, the price has changed by +1.35%, over one month by +3.17%, over three months by +4.22% and over the past year by +3.12%.

Is XLRE a buy, sell or hold?

The Real Estate Sector Fund has no consensus analysts rating.

What are the forecasts/targets for the XLRE price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 43.1 2.6%

XLRE Fundamental Data Overview January 31, 2026

Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 7.11b USD (7.11b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 7.11b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 7.11b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.86% (E(7.11b)/V(7.11b) * Re(7.86%) + (debt-free company))
Discount Rate = 7.86% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for XLRE ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle