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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF Dist USD: holdings, performance and fees
1Y return+7.4%
3Y return+18.2%
5Y return-0.4%
OCF (ongoing charge)0.08%
Top 10 holdings
| Holding | Weight |
|---|---|
| WELLTOWER INC. | 11.1% |
| PROLOGIS, INC. | 8.8% |
| EQUINIX INC | 7.1% |
| AMERICAN TOWER CORP | 5.3% |
| SIMON PROPERTY GROUP, INC. | 5.0% |
| DIGITAL REALTY TRUST, INC. USD0.01 | 4.6% |
| Realty Income Corp | 4.6% |
| PUBLIC STORAGE OPERATING COMPANY | 4.5% |
| VENTAS INC | 4.5% |
| CBRE GROUP INC A | 4.1% |
Top sectors
- Specialized REITs38.8%
- Health Care REITs18.0%
- Retail REITs13.7%
- Residential REITs12.9%
- Industrial REITs8.7%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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