USRT ETF Analysis: Core U.S. REIT | NYSE

Real Estate | NYSE, USA | Market Cap: 4.351m USD | 12M Return: 20.6% | Charts, Fundamentals & Technical Analysis

Equity REITs, Commercial Real Estate, Residential Real Estate, Retail Properties
Total Rating 70
Safety 62
Buy Signal 0.07
Real Estate
Category Rotation: -3.3
TER: 0.08%
AUM: 4.35B
Avg Turnover: 33.6M
Risk 3d forecast
Volatility17.0%
VaR 5th Pctl3.13%
VaR vs Median2.14%
Reward TTM
Sharpe Ratio1.13
Rel. Str. IBD58.4
Rel. Str. Peer Group80.8
Character TTM
Beta0.256
Beta Downside0.213
Hurst Exponent0.531
Drawdowns 3y
Max DD18.70%
CAGR/Max DD0.66
CAGR/Mean DD2.53

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.2% 13
Feb +0.3% 0
Mar +0.8% 14
Apr +0.8% 13
May -0.4% 50
Jun +1.2% 41
Jul +1.8% 60
Aug -0.2% 0
Sep -3.7% 50
Oct -1.7% 30
Nov +2.4% 45
Dec -0.4% 25

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: USRT Core U.S. REIT

The iShares Core U.S. REIT ETF (USRT) is designed to track an underlying index by investing at least 80% of its assets in the indexs component securities. The index measures the performance of U.S.-listed equity REITs, while explicitly excluding infrastructure REITs, mortgage REITs, and timber REITs.

REITs are companies that own, operate, or finance income-producing real estate, and are generally required to distribute a significant portion of their taxable income as dividends to shareholders. By focusing on equity REITs, the fund targets companies that primarily own and operate physical properties rather than those that lend against real estate or hold non-traditional assets such as infrastructure or timberland.

Headlines to Watch Out For
  • Fed rate cuts pressure REIT dividend yield advantage
  • Office REIT defaults weigh on index holdings
  • Housing market recovery boosts residential REIT valuations
What is the price of USRT shares?

As of July 02, 2026, the stock is trading at USD 66.61 with a total of 1,891,931 shares traded. Over the past week, the price has changed by +0.30%, over one month by +5.44%, over three months by +12.50% and over the past year by +20.56%.

Current recommended Stop Loss: 65.40 (which is 1.8% or 1.3 ATR below the current price).

Is USRT a buy, sell or hold?

Core U.S. REIT has no consensus analysts rating.