PortView
Principal Real Estate Active Opportunities (BYRE) ETF Holdings & Analysis
ETFOther
What BYRE does
This actively managed Exchange Traded Fund (ETF) invests in Real Estate Investment Trusts (REITs), pursuing a dual mandate of achieving superior total returns and generating a reliable income stream. Its portfolio primarily comprises U.S. real estate securities, yet it maintains the flexibility to capitalize on compelling international real estate opportunities. Building upon the success of our flagship REIT mutual funds, BYRE stands apart with a deliberate focus on higher tracking error and elevated income objectives.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| WELLTOWER INC REIT USD1.0 | 8.43% | |
| EQUINIX INC REIT USD.001 | 8.29% | |
| AMERICAN TOWER CORP REIT USD.01 | 6.63% | |
| CROWN CASTLE INC REIT USD.01 | 4.64% | |
| VENTAS INC REIT USD.25 | 4.63% | |
| SABRA HEALTH CARE REIT INC REIT USD.01 | 4.43% | |
| PROLOGIS INC REIT USD.01 | 4.40% | |
| GAMING AND LEISURE PROPERTIE REIT | 3.71% | |
| EXTRA SPACE STORAGE INC REIT USD.01 | 3.58% | |
| IRON MOUNTAIN INC REIT USD.01 | 3.52% |
Sector allocation
| Cash & Others | 0.00% |
| Financial Services | 0.56% |
| Healthcare | 0.28% |
| Industrials | 0.27% |
| Real Estate | 98.02% |
| Technology | 0.86% |
Geographic allocation
| United States | 90.75% |
| Other | 2.23% |
| France | 1.43% |
| Australia | 1.37% |
| Singapore | 1.25% |
| Canada | 1.02% |
| Belgium | 0.61% |
| Netherlands | 0.52% |
| Bermuda | 0.48% |
| Hong Kong | 0.35% |
PortView Portfolio Insights
PortView analyzes how BYRE fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze BYRE in PortView →Related securities
Related stocks
Frequently asked questions
- What does BYRE track?
- BYRE is the Principal Real Estate Active Opportunities ETF, a Other ETF.
- What is the expense ratio of BYRE?
- Expense ratio data for BYRE is shown on the page when available from our data provider.
- What are the largest holdings in BYRE?
- Top holdings include WELL, EQIX, AMT, CCI, VTR.
- How can PortView analyze BYRE overlap with other ETFs?
- PortView computes the holdings overlap between BYRE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.