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Columbia Real Estate Equity Inst (CREEX)

11.37 -0.05 (-0.44%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 11.42
  • YTD Return 15.29%
  • Expense Ratio 1.00%
  • Category Real Estate
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 189.38M
  • Beta (5Y Monthly) 1.18
  • Yield 0.99%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.09
  • Inception Date Apr 4, 1994

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies principally engaged in the real estate industry, including REITs. The fund is non-diversified.

Columbia Threadneedle

Fund Family

Real Estate

Fund Category

189.38M

Net Assets

1994-04-04

Inception Date

Performance Overview: CREEX

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Trailing returns as of 10/16/2024. Category is Real Estate.

YTD Return

CREEX
15.29%
Category
20.43%
?

1-Year Return

CREEX
34.61%
Category
36.79%
?

3-Year Return

CREEX
5.49%
Category
10.81%
?

5-Year Return

CREEX
6.46%
Category
7.03%
?

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Holdings: CREEX

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Top 9 Holdings (48.20% of Total Assets)

SymbolCompany% Assets
EQIX
Equinix, Inc. 8.76%
PLD
Prologis, Inc. 8.15%
WELL
Welltower Inc. 6.35%
SPG
Simon Property Group, Inc. 5.43%
EXR
Extra Space Storage Inc. 4.52%
EQR
Equity Residential 4.31%
PSA
Public Storage 3.96%
INVH
Invitation Homes Inc. 3.75%
IRM
Iron Mountain Incorporated 2.97%

Sector Weightings

Recent News: CREEX

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Research Reports: CREEX

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