The SPDR Dow Jones Global Real Estate ETF offers global real estate exposure, covering developed and emerging markets, with a focus on commercial and residential properties. RWO's top holdings include Prologis, Equinix, Welltower, Digital Realty Trust, and Simon Property Group, emphasizing logistics, data centers, healthcare, and retail real estate. The fund's 0.50% expense ratio is justified by its global diversification and focus on real estate income, appealing to income investors with a 3.26% SEC yield.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,919 | $423,992.01 | $499,272.86 | $75,280.85 | 17.76% |
| AC Adam Claypool First Community Trust Na | 900 | $50,877 | $45,445.5 | -$5,431.5 | -10.68% |
Austin Private Wealth Austin Private Wealth LLC | 75,900 | $3.35M | $3.82M | $473,573.91 | 14.14% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 5,372 | $207,528.5 | $270,507.06 | $62,978.56 | 30.35% |
Kurt Van Dyken Lifeworks Advisors LLC | 5,485 | $260,702.05 | $276,965.62 | $16,263.57 | 6.24% |
| ARCA Exchange | US Country |
The company specializes in offering financial investment products, focusing primarily on global real estate securities. By dedicating at least 80% of its total assets in securities and depositary receipts that make up its indexed fund, the organization targets the float-adjusted market capitalization index. This strategic approach is designed to measure and capitalize on the performance of publicly traded global real estate securities, providing a unique investment opportunity for those interested in the real estate sector on a global scale.
This product focuses on investing a substantial portion of its assets in securities that comprise the company's specific index, aiming at capturing the dynamics of the global real estate market. Through this, investors gain exposure to a diversified portfolio of publicly traded real estate securities worldwide, managed to align with the fluctuations and opportunities within the global market landscape.
Offering investment opportunities in depositary receipts based on securities that make up the index, this service allows investors to hold foreign stocks in a more accessible and secure form. Depositary receipts represent a fascinating avenue for expanding into international real estate markets, safeguarding investors against the complexities and risks associated with direct investments in foreign equities.