KBWY
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Invesco Kbw Premium Yield Equity Reit Etf
15.97
+0.24 (+1.53%)
Last Update: 01 Jul 2025 23:15:00
Yesterday: 15.73
Day's Range: 15.65 - 16.1602
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When Written:
18.1873
The Invesco KBW Premium Yield Equity REIT ETF (KBWY) is an exchange-traded fund that seeks to track the KBW Nasdaq Premium Yield Equity REIT Index. This index is designed to track the performance of small and mid-cap equity real estate investment trusts (REITs) that have higher dividend yields than the overall REIT market.
KBWY invests in companies that own and operate income-producing real estate, such as apartment buildings, office buildings, and shopping centers. These companies are required to distribute at least 90% of their taxable income to shareholders as dividends, making them attractive to income-seeking investors.
The ETF has a net expense ratio of 0.35% and holds over 30 REITs in its portfolio, with the largest holdings including National Storage Affiliates, Stag Industrial, and Iron Mountain. As of September 2021, the fund has total net assets of over $1.2 billion.
Investors should be aware that REITs are sensitive to changes in interest rates and the overall economy, and that KBWY may be more volatile than other REIT ETFs due to its focus on smaller companies. However, the fund's emphasis on high dividend yields may make it an attractive option for investors seeking income from their investments.
Note: This message is generated by artificial intelligence; it does not guarantee the accuracy of the information it contains and should not be considered as investment advice.
KBWY invests in companies that own and operate income-producing real estate, such as apartment buildings, office buildings, and shopping centers. These companies are required to distribute at least 90% of their taxable income to shareholders as dividends, making them attractive to income-seeking investors.
The ETF has a net expense ratio of 0.35% and holds over 30 REITs in its portfolio, with the largest holdings including National Storage Affiliates, Stag Industrial, and Iron Mountain. As of September 2021, the fund has total net assets of over $1.2 billion.
Investors should be aware that REITs are sensitive to changes in interest rates and the overall economy, and that KBWY may be more volatile than other REIT ETFs due to its focus on smaller companies. However, the fund's emphasis on high dividend yields may make it an attractive option for investors seeking income from their investments.
Note: This message is generated by artificial intelligence; it does not guarantee the accuracy of the information it contains and should not be considered as investment advice.
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