Overview
Pure US equity REITs — around 127 landlords with mortgage REITs and non-REIT real estate stripped out, at 0.08%.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| PLD | Prologis Inc. | 8.1% |
| AMT | American Tower | 7.4% |
| EQIX | Equinix Inc. | 6.0% |
| WELL | Welltower Inc. | 5.8% |
| SPG | Simon Property Group | 4.6% |
| DLR | Digital Realty Trust | 4.2% |
| PSA | Public Storage | 4.0% |
| O | Realty Income | 3.8% |
| CCI | Crown Castle | 3.3% |
| VICI | VICI Properties | 3.1% |
Fund Details
Investment Thesis
USRT is the cleanest definition of US property in the iShares stable: equity REITs only — the actual rent collectors — without IYR's mortgage REITs and service firms, at a fifth of its fee. The +11% year led most property funds as data-centre and senior-housing landlords carried the sector into the rate-cut trade. Cheap, pure, and increasingly the category default.
Who It's For
Real-estate allocators who want landlords, not leverage vehicles, at core-fund pricing. The iShares answer to SCHH — pick on fee and index taste.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $41.55 | -- |
| 2017 | $43.21 | +4.0% |
| 2018 | $41.05 | -5.0% |
| 2019 | $50.91 | +24.0% |
| 2020 | $45.31 | -11.0% |
| 2021 | $62.98 | +39.0% |
| 2022 | $47.23 | -25.0% |
| 2023 | $52.90 | +12.0% |
| 2024 | $56.60 | +7.0% |
| 2025 | $60.00 | +6.0% |
| Year | Yield |
|---|---|
| 2016 | 3.60% |
| 2017 | 3.50% |
| 2018 | 3.90% |
| 2019 | 3.20% |
| 2020 | 3.60% |
| 2021 | 2.40% |
| 2022 | 3.30% |
| 2023 | 3.40% |
| 2024 | 3.00% |
| 2025 | 2.90% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $1.5B | -- |
| 2017 | $1.8B | +20.0% |
| 2018 | $2B | +11.1% |
| 2019 | $2.5B | +25.0% |
| 2020 | $2B | -20.0% |
| 2021 | $3B | +50.0% |
| 2022 | $2.5B | -16.7% |
| 2023 | $2.8B | +12.0% |
| 2024 | $3.5B | +25.0% |
| 2025 | $4B | +14.3% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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