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% |
Price history from exchange data. Dividend yields from reported distributions; some earlier years are derived from total-return vs price-return data or are ETFHub estimates. AUM history is an ETFHub estimate modelled from current assets and annual returns (fund flows not reflected) and may differ from official fund records. Data as of October 2026.
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