Financial News
XLRE ETF: An Exploration to the Real Estate Sector
--News Direct--
Since its introduction in 2015, the Select Sector SPDR Real Estate Sector ETF (XLRE) has served as a tool for investors interested in exploring opportunities within Real Estate Investment Trusts (REITs), Real Estate Management, and Development markets. Highlighting industries such as Industrial, Data Center, and Telecommunications, XLRE presents a targeted yet broad strategy for real estate investment.
The fund currently maintains a portfolio of 31 REITs dedicating a substantial share—more than 60%—to its top ten holdings. This allocation strategy demonstrates XLRE's approach to maintaining a diversified, yet focused, portfolio of real estate investments.
Prominent Holdings* Include:
ProLogis (10.53%)
American Tower A (9.20%)
Equinix Inc (7.27%)
Welltower (6.31%)
Simon Property A (5.01%)
Digital Realty Trust (5.00%)
Realty Income (4.66%)
Public Storage (4.61%)
Crown Castle (4.30%)
Extra Space Storage (3.33%)
XLRE's portfolio is designed to cater to a variety of investor preferences.
Another feature of XLRE is its expense ratio of only 0.09%**, offering a cost-effective pathway for those looking to enter the real estate sector.
Moreover, XLRE's practice of daily reporting on portfolio holdings and allocations promotes transparency, providing investors with a clear picture of where their funds are allocated.
Investor Considerations
Investors considering ETF investments have the opportunity to gain exposure to specific sectors as well as the potential for focused investment strategies.
By including only S&P 500 component companies, XLRE enables investors to align their real estate investments with mostly large cap names in the sector.
Overview of XLRE
The Real Estate Sector ETF (XLRE) aims to simplify investor access to the REIT & Real Estate Management & Development markets, zeroing in on sectors like Industrial, Data Center, and Telecommunications.
With its diversified portfolio, low expense ratio, and dedication to transparency, XLRE represents a noteworthy opportunity for investors aiming to broaden their real estate investment horizons.
DISCLAIMER: This is a work of research and should not be taken as investment or financial advice. Therefore, Select Sector SPDRs or the publisher is not liable for any decision made based on the publication.
About the Company:
Select Sector SPDR ETFs offer flexibility and customization opportunities. Many investors have similar outlooks, but no two are exactly alike. Select Sector SPDR ETFs let investors select the sectors that best meet their investment goals.
*Holdings, Weightings & Assets as of 6/30/24 subject to change
**Ordinary brokerage fees apply
DISCLOSURES
The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing.
One may not invest directly in an index.
Transparent ETFs provide daily disclosure of portfolio holdings and weightings
All ETFs are subject to risk, including loss of principal. Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market. Diversification does not eliminate risk.
An investor should consider investment objectives, risks, charges, and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF (732-8673) or visit www.sectorspdrs.com. Read the prospectus carefully before investing.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is the distributor for the Select Sector SPDR Trust.
Media Contact:
Company: Select Sector SPDRs
Contact: Dan Dolan*
Address: 1290 Broadway, Suite 1000, Denver, CO 80203
Country: United States
Email: dan.dolan@sectorspdrs.com
Website: https://www.sectorspdrs.com/
*Dan Dolan is a Registered Representative of ALPS Portfolio Solutions Distributor, Inc. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is the distributor for the Select Sector SPDR Trust.
SEL007650 EXP 9/30/24
Contact Details
Dan Dolan
+1 203-935-8103
Company Website
View source version on newsdirect.com: https://newsdirect.com/news/xlre-etf-an-exploration-to-the-real-estate-sector-716365692
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