XLRE ETF Analysis: The Real Estate Sector Fund | NYSE

Real Estate | NYSE, USA | Market Cap: 8.174m USD | 12M Return: 9.6% | Charts, Fundamentals & Technical Analysis

REITs, Residential, Commercial, Industrial
Total Rating 53
Safety 62
Buy Signal -0.16
Real Estate
Category Rotation: -3.3
TER: 0.09%
AUM: 8.17B
Avg Turnover: 241M
Risk 3d forecast
Volatility18.2%
VaR 5th Pctl3.32%
VaR vs Median1.21%
Reward TTM
Sharpe Ratio0.42
Rel. Str. IBD44.3
Rel. Str. Peer Group26.9
Character TTM
Beta0.213
Beta Downside0.191
Hurst Exponent0.512
Drawdowns 3y
Max DD16.74%
CAGR/Max DD0.53
CAGR/Mean DD1.85

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.3% 13
Feb -0.2% 0
Mar +1.7% 15
Apr -0.6% 0
May -0.1% 0
Jun +0.8% 54
Jul +1.6% 60
Aug +0.6% 26
Sep -2.7% 50
Oct -1.4% 29
Nov +2.0% 46
Dec -0.0% 24

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: XLRE The Real Estate Sector Fund

XLRE is a sector-focused exchange-traded fund that seeks to track the performance of U.S. real estate companies. Under normal market conditions, the fund invests at least 95% of its total assets in securities comprising its benchmark index, which is built using the Global Industry Classification Standard (GICS) to identify Real Estate companies. The fund is classified as non-diversified, meaning it may hold a more concentrated portfolio than diversified funds. As a sector ETF, XLRE offers investors targeted exposure to the real estate industry, which generally includes REITs and other firms engaged in owning, operating, or developing real property, without requiring direct selection of individual stocks.

Headlines to Watch Out For
  • Fed rate path drives REIT borrowing costs and dividend appeal
  • Office vacancies climb as hybrid work model persists
  • Industrial and data center REITs outperform office sector
What is the price of XLRE shares?

As of July 02, 2026, the stock is trading at USD 44.18 with a total of 7,939,053 shares traded. Over the past week, the price has changed by -0.74%, over one month by +2.99%, over three months by +8.83% and over the past year by +9.60%.

Current recommended Stop Loss: 42.60 (which is 3.6% or 2.3 ATR below the current price).

Is XLRE a buy, sell or hold?

The Real Estate Sector Fund has no consensus analysts rating.