10 Best Performing Real Estate Funds
ValueWalk | Feb 14, 2022 12:07AM ET
A real estate fund is a sector fund that primarily invests in the securities issued by companies that invest in real estate real estate companies. This fund has returned over 12% in the last six months and over 14% in the last three years.
JYEBX has more than $389 million in total assets. Its top five holdings are: Prologis (NYSE:PLD), Extra Space Storage (NYSE:EXR), AvalonBay Communities (NYSE:AVB), Welltower (NYSE:WELL), and American Tower (NYSE:AMT).
h2 9. BlackRock Real Estate Securities Fund (37%)/h2BlackRock Real Estate Securities Fund (MUTF:BAREX) mainly invests in a portfolio of equity securities of the issuers that are engaged in or related to the U.S. real estate industry. This fund has returned over 11% in the last six months and over 14% in the last three years. BAREX has more than $570 million in total assets. Its top five holdings are: Prologis, Equinix (NASDAQ:EQIX), inflation -indexed securities and other Fixed Income Instruments. This fund has returned over 13% in the last six months and over 16% in the last three years. PETAX has more than $1.40 billion in total assets. Its top three holdings are: Dwrtft Trs Equity 1Ml+37 Ulo, Euro Schatz Future Dec 21, and United States Treasury Notes 0.125%.
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