SPDR Dow Jones REIT ETF
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]
26% more capital invested
Capital invested by funds: $1.01B [Q2] → $1.28B (+$267M) [Q3]
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
7.68% more ownership
Funds ownership: 69.46% [Q2] → 77.14% (+7.68%) [Q3]
1% more funds holding
Funds holding: 248 [Q2] → 251 (+3) [Q3]
8% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 77
51% less call options, than puts
Call options by funds: $1.55M | Put options by funds: $3.13M
Research analyst outlook
We haven’t received any recent analyst ratings for RWR.
Financial journalist opinion
Based on 3 articles about RWR published over the past 30 days
Negative
Seeking Alpha
11 hours ago
Very Bad News For REITs
Trump's election victory is bad news for many REITs. His policies are perceived to be inflationary. As a result, interest rates may remain higher for longer.
Neutral
Seeking Alpha
2 weeks ago
At-The-Market Issuance By U.S. REITs Hits All-Time Quarterly High In Q3 2024
Total proceeds raised by US equity real estate investment trusts through at-the-market offering programs rocketed to an all-time high in the third quarter. US REITs raised an aggregate of $7.21 billion in proceeds through their at-the-market programs during the quarter. By property sector, healthcare REITs raised the most capital through their ATM programs during the quarter, at $2.65 billion.
Positive
Seeking Alpha
3 weeks ago
REITs: Key Demographic Trends Driving Opportunity
Understanding long-term demographic trends is crucial for real estate investments, with population growth and density significantly impacting property values. The aging U.S. population will drive demand for healthcare and medical office REITs, which offer better value than senior housing REITs. Investing in medium-density areas like Florida, Texas, and Denver can yield long-term gains as these regions experience population and income growth.
Negative
Seeking Alpha
1 month ago
Firming Inflation Fizzles Optimism
U.S. equity markets posted their worst week in two months as benchmark interest rates jumped to four-month highs after a critical slate of inflation data showed modestly firming price pressures. Fueling bets that the Federal Reserve may have to slow the pace of policy easing, the Consumer Price Index and Producer Price Index each posted fractional upside surprises in October. After surging nearly 5% last week en route to fresh record highs, the S&P 500 dipped 2.1% on the week, with healthcare and technology stocks under particularly sharp pressure.
Positive
Seeking Alpha
1 month ago
An Inflection Point In Residential Real Estate
Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues until such a point that development becomes viable.
Positive
Forbes
1 month ago
How To Crush S&P 500, Double Your Dividend Payouts
I have to laugh when I hear a pundit say that individual investors can't beat the S&P 500 (and you and I both know this is something we hear quite regularly!).
Positive
Seeking Alpha
2 months ago
Perspectives: Listed REITs - Fall Edition
Public REITs have benefited from a great rotation within equity markets since the end of June, with U.S. REITs returning 13.2% vs. S&P 500 3.7%. Clear evidence of a growth slowdown and moderating inflation has increased the market's conviction Fed rate cuts are imminent. REITs in sectors such as senior housing, single-family rental, cold warehouse storage, and wireless towers are a compelling opportunity with visible, defensive cash flows that offer attractive growth under a variety of economic outcomes.
Positive
Seeking Alpha
3 months ago
RWR: Long-Term Growth Trend Is Positive
RWR offers a diversified portfolio of U.S. REITs, with a 3.4% yield, though its 0.25% expense ratio is higher than some peers. The fund benefits from growth in e-commerce, data computing, and low housing inventory, with limited exposure to economically sensitive sectors. RWR has higher downside risk than the broader market, with a beta of 1.17, making it more volatile during economic recessions.
Positive
Seeking Alpha
4 months ago
The REIT Comeback: Earnings Recap
Over 200 U.S. REITs and homebuilders have reported second-quarter earnings results over the past six weeks, providing critical information on the state of the commercial and residential real estate industry. In this report, we highlight some quick incremental positives and negatives we've observed across each of the major property sectors. Next week, we'll publish our detailed "Winners & Losers" Report. Of the 96 equity REITs that provide full-year FFO guidance, 57 (59%) raised their outlook, while 13 (14%) lowered - well above the historical second-quarter average "raise rate" of 40-45%.
Positive
Seeking Alpha
4 months ago
REIT Earnings Halftime Report
We're at the halfway point of another consequential real estate earnings season, with 75 of the roughly 150 equity REITs and 19 of 38 mortgage REITs now having reported results. Amid an otherwise underwhelming earnings season across the broader equity market, REIT earnings results thus far have been materially better than anticipated, providing an added tailwind to rate-related optimism. Of the 65 equity REITs that have provided full-year guidance for Funds from Operations ("FFO"), 44 (68%) have raised their full-year outlook, while just 6 (8%) have lowered their outlook.
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