Overview
US real estate broadly defined — REITs plus real-estate services and mortgage REITs, around 64 holdings in the sector's oldest major ETF.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| PLD | Prologis Inc. | 7.4% |
| AMT | American Tower | 6.9% |
| EQIX | Equinix Inc. | 5.6% |
| WELL | Welltower Inc. | 5.4% |
| SPG | Simon Property Group | 4.2% |
| DLR | Digital Realty Trust | 3.9% |
| PSA | Public Storage | 3.7% |
| O | Realty Income | 3.5% |
| CBRE | CBRE Group | 3.2% |
| CCI | Crown Castle | 2.9% |
Fund Details
Investment Thesis
IYR is the liquidity venue of listed real estate — a quarter-century old with the deepest options market in the sector, which is why traders express property views here even as long-term holders drift to cheaper SCHH. Its broader net (services firms, mortgage REITs) makes it slightly more cyclical than pure-REIT rivals. Same macro story: rate cuts are the sector's oxygen.
Who It's For
Tactical traders needing the sector's liquid instrument, and investors who want real estate defined broadly. Buy-and-hold savers should compare SCHH's fee first.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $70.27 | -- |
| 2017 | $74.48 | +6.0% |
| 2018 | $70.76 | -5.0% |
| 2019 | $88.45 | +25.0% |
| 2020 | $81.37 | -8.0% |
| 2021 | $112.29 | +38.0% |
| 2022 | $83.10 | -26.0% |
| 2023 | $89.74 | +8.0% |
| 2024 | $93.33 | +4.0% |
| 2025 | $98.00 | +5.0% |
| Year | Yield |
|---|---|
| 2016 | 3.60% |
| 2017 | 3.40% |
| 2018 | 3.60% |
| 2019 | 2.90% |
| 2020 | 3.30% |
| 2021 | 2.10% |
| 2022 | 2.90% |
| 2023 | 3.00% |
| 2024 | 2.50% |
| 2025 | 2.30% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $4.5B | -- |
| 2017 | $4.2B | -6.7% |
| 2018 | $4B | -4.8% |
| 2019 | $4.8B | +20.0% |
| 2020 | $3.5B | -27.1% |
| 2021 | $6B | +71.4% |
| 2022 | $4B | -33.3% |
| 2023 | $3.5B | -12.5% |
| 2024 | $4B | +14.3% |
| 2025 | $4.2B | +5.0% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of September 2026.
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