Pacer Data & Infrastructure Real Estate ETFSRVR
SRVR
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
5% more funds holding
Funds holding: 100 [Q2] → 105 (+5) [Q3]
6% less capital invested
Capital invested by funds: $303M [Q2] → $283M (-$19.6M) [Q3]
9.26% less ownership
Funds ownership: 70.01% [Q2] → 60.75% (-9.26%) [Q3]
33% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 42
Research analyst outlook
We haven’t received any recent analyst ratings for SRVR.
Financial journalist opinion
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.
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.
Neutral
Zacks Investment Research
3 months ago
Real Estate ETFs Are Hitting 52-Week Highs Lately: Here's Why
Real Estate ETFs have been hovering around a 52-week high lately.
Positive
Zacks Investment Research
3 months ago
Data Center REIT ETFs: Overlooked Heroes of AI Boom
The demand for data center REITs and related ETFs has increased in recent years, thanks to the rapid growth of cloud computing, artificial intelligence, and heavy reliance on digital infrastructure.
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.
Negative
Seeking Alpha
6 months ago
Why More Rate Cuts May Be Needed To Help Lift REITs
Rate cuts have finally arrived, but why hasn't it benefitted REITs? What's needed to lift the REITs market. Why REITs are still struggling.
Positive
Seeking Alpha
6 months ago
The State Of REITs: June 2024 Edition
After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small-cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%) and mid caps (+3.35%) were solidly in the black. 74.03% of REIT securities had a positive total return in May.
Neutral
Seeking Alpha
6 months ago
Jobs Data Dilemma
U.S. equity markets posted mixed performance as investors parsed a perplexing slate of employment data, showing clear signs of cooling across essentially all metrics except for the "headline" payrolls print. The BLS reported that the U.S. economy added a robust 272k jobs in May, but prior months were revised substantially lower while the twin Household Survey showed a half-million job losses. The conflicting - and perhaps erroneous - employment data delayed the expected timeline for the Federal Reserve's rate-cutting cycle, while also raising the prospects of a data-driven policy error.
Neutral
Seeking Alpha
6 months ago
Eyes On The ECB
U.S. equity and bond markets staged a late-week rebound, erasing early-week declines prompted by disappointing Eurozone inflation data, after the crucial PCE inflation gauge posted its smallest increase of 2024. Posting a second week of modest declines following four-straight weekly gains, the S&P 500 finished lower by 0.4% on the week, but still notched its best month since February. Real estate equities also rebounded following steep declines in the prior week as a handful of REITs provided positive business updates ahead of the annual REITweek industry conference.
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