Skip to Content
Morningstar

ALPS Active REIT ETF REIT

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis REIT

Will REIT outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable REIT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the REIT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of REIT’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in ALPS Active REIT ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings REIT

More REIT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

8.17 2.0 Mil
Real Estate

VICI Properties Inc Ordinary Shares

6.69 1.6 Mil
Real Estate

AvalonBay Communities Inc

6.11 1.5 Mil
Real Estate

Public Storage

5.79 1.4 Mil
Real Estate

Simon Property Group Inc

5.05 1.2 Mil
Real Estate

Invitation Homes Inc

5.03 1.2 Mil
Real Estate

Welltower Inc

4.33 1.0 Mil
Real Estate

LXP Industrial Trust

3.96 958,202
Real Estate

Prologis Inc

3.91 948,261
Real Estate

Equity Residential

3.60 872,057
Real Estate