Invesco KBW Premium Yield Equity REIT ETFKBWY
KBWY
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
594% more call options, than puts
Call options by funds: $111K | Put options by funds: $16K
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
9% more funds holding
Funds holding: 47 [Q3] → 51 (+4) [Q4]
7% more capital invested
Capital invested by funds: $45.5M [Q3] → $48.8M (+$3.3M) [Q4]
3.12% more ownership
Funds ownership: 18.15% [Q3] → 21.27% (+3.12%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for KBWY.
Financial journalist opinion
Based on 3 articles about KBWY published over the past 30 days
Neutral
Zacks Investment Research
2 weeks ago
Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?
The Invesco KBW Premium Yield Equity REIT ETF (KBWY) was launched on 12/02/2010, and is a smart beta exchange traded fund designed to offer broad exposure to the Real Estate ETFs category of the market.
Neutral
Seeking Alpha
2 weeks ago
Certainly Uncertain
US equity markets posted modest gains this week - snapping a four-week losing streak - as investors parsed commentary and updated forecasts from the Federal Reserve's policy meeting. Ahead of the looming April 2nd unveiling of reciprocal tariffs, investors were relieved by FOMC projections showing that 11-of-19 policy markets still expect at least two rate cuts this year. Disappointing retail sales data indicated that economic uncertainty is beginning to affect real-world consumer behavior. Housing market data was relatively solid, however, sparking an upward revision to the GDPNow forecast.
Positive
Seeking Alpha
2 weeks ago
The State Of REITs: March 2025 Edition
REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and mid cap REITs (+0.98%) performed well in February while micro caps (-1.55%) continued to badly underperform their larger peers. 64.97% of REIT securities had a positive total in February.
Positive
Seeking Alpha
1 month ago
Winners Of REIT Earnings Season
In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024.
Neutral
Seeking Alpha
1 month ago
REIT Slope Adjustment Has Overshadowed Future Value Gains
Despite recent price declines, REITs' future value has increased due to higher rental rates, increased property values, and reduced competing supply. Higher market demanded returns have steepened the slope, causing REIT prices to drop despite improved fundamentals and future value. The price drop is driven by higher expected returns, not impaired future value, making current REIT valuations a buying opportunity.
Positive
Seeking Alpha
1 month ago
REITs Rally As Rates Tumble
US equity markets declined for the fourth week in the past five after a frenetic slate of geopolitical headlines and economic data indicated a sluggish start to 2025 for global growth. The Atlanta Fed's updated growth forecast indicated a -1.5% contraction in first-quarter GDP, while PCE data showed the first monthly decline in personal spending in nearly two years. Buoyed by the interest rate retreat, real estate equities were also a notable source of strength this week as REIT earnings season wrapped up with a surprisingly solid slate of results.
Negative
Seeking Alpha
1 month ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.
Positive
Seeking Alpha
1 month ago
Not All 2% Spreads Are Created Equal
Real estate investment spreads are healthier today with higher cap rates and cost of capital, enhancing long-term returns despite similar nominal spreads. Higher cap rates lead to more accretive organic growth, reinvestment, dividends, debt reduction, and buybacks compared to the low-rate environment of early 2022. The current 8% cap rate and 6% cost of capital environment are more favorable for REITs than the previous 6% and 4% scenarios.
Positive
Seeking Alpha
2 months ago
What We're Watching This REIT Earnings Season
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Following a year-end tumble that lingered into early 2025, REITs enter earnings season with a bit of upside momentum as Treasury Yields eased from the cusp of two-decade highs. Largely immune from trade/tariff and AI-related risk, REITs are coming back into favor after three years of historic underperformance, which has driven valuations to unusually "cheap" levels.
Neutral
Seeking Alpha
2 months ago
The State Of REITs: January 2025 Edition
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024.
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