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About Columbia Research Enhanced Real Estate ETF
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Inception date
Apr 26, 2023
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Columbia Management Investment Advisers LLC
Distributor
ALPS Distributors, Inc.
ISIN
US19761L1109
CRED attempts to capture a highly liquid portfolio of US-listed REITs built by the adviser and its subsidiary. The investment process begins with a broad universe of publicly traded REIT companies. Columbia applies a multi-factor quantitative investment model that rates companies based on quality, value, and catalyst. Companies that score in the bottom 35% are excluded. Remaining securities are then ranked based on liquidity, narrowing to the top 75%. Lionstone Investments then assesses an exposure score multiplier (LES) based on the percentage of assets REITs held. These markets are US cities and regions evaluated by their local real estate market's growth potential and secular and cyclical trends, such as employment, demographics, and migration. The portfolio holds 70-90 REITs, weighted based on capitalization summed with their LES and 12-month forward dividend yield multipliers. Before March 31, 2025, CRED tracked the Beta Advantage Lionstone Research Enhanced REIT Index.
Related funds
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CRED assets under management is 3.17 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
CRED invests in stocks. See more details in our Analysis section.
CRED expense ratio is 0.33%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, CRED isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, CRED pays dividends to its holders with the dividend yield of 3.41%.
CRED shares are issued by Ameriprise Financial, Inc.
CRED follows the Beta Advantage Research Enhanced REIT Index - Benchmark TR Gross. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Apr 26, 2023.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.