Key stats
About ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
Home page
Inception date
May 1, 2007
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Unlike the ticker would indicate, REZ is a multisector real estate fund, which invests in a broad spectrum of US REIT securities. Prior to September 18, 2020, the fund focused on just residential iShares Residential Real Estate ETF. The Underlying index includes all market-caps and is part of the FTSE Nareit US Real Estate Capped Index Series and includes both domestic real estate stocks and real estate investment trusts from the following sub-sectors: apartments, manufactured homes, health care, self-storage, and single-family homes. The index undergoes a quarterly review and applies a 22.5% cap per stock, with stocks above 5% not exceeding 45%.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.