CRED
Columbia Research Enhanced Real Estate ETF
CRED tracks an index comprised of US REITs. The strategy is based on a multi-factor criteria evaluated by Columbia Threadneedle and Lionstone Investments.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 3.5 M
ASSETS UNDER MGMT
33 bp
EXPENSES
Fund Basics
| Inception date | Apr 26, 2023 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| AMERICAN TOWER CORP-CL A | 10.0 % |
| SIMON PROPERTY GROUP INC | 9.8 % |
| EQUINIX INC | 9.2 % |
| DIGITAL REALTY TRUST INC | 7.5 % |
| REALTY INCOME CORP | 6.8 % |
| CROWN CASTLE INTL CORP | 6.2 % |
| IRON MOUNTAIN INC | 4.3 % |
| AVALONBAY COMMUNITIES INC | 2.9 % |
| MID-AMERICA APARTMENT COMM | 2.9 % |
| LEXINGTON REALTY TRUST | 2.9 % |
Constituent Breakdown
| Number of holdings | 72 |
| Herfindahl-Hirschman Index | 0 |
| Wgt avg mkt cap (mns) | $0 |
| Large cap (>$10bn) | 0.0% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 96.8% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 107.8 % |
Historical Performance
Standardized Performance (as of 02/28/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.2% | 5.6% | -- | -- | -- | -- | -- | 6.7% |
| Dividend Yield | 0.0% | 2.3% | -- | -- | -- | -- | -- | 3.0% |
| Total Returns | 2.2% | 7.9% | -- | -- | -- | -- | -- | 9.7% | Ann. Volatility | 16.0% | 16.8% | -- | -- | -- | -- | -- | 18.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.26 | 63% |
| MSCI EAFE | 1.11 | 62% |
| MSCI Emg Mkts | 1.14 | 52% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 1.01% |
Technical Indicators
| 30d moving avg. (EMA) | $21.76 |
| Relative strength (RSI) | 51 |
| MACD/Signal | 0.00/0.00 |
| Bollinger Bands (Upper/Lower) | $0.00/$0.00 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. CRED |
Expenses vs. CRED |
ALTAR Score™ vs. CRED |
|---|
Risk and Returns: CRED vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | ||||
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/13/2026
Peer Group Comparison
Sample data. Subscribe for access.
Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
0.0%
ALTAR SCORE™
PERCENTILE
ETFRC RATING
There are 0 funds in the Equity category with an average
ALTAR Score™ of 0.0% and a standard deviation
of 0.0%. CRED's ALTAR Score™ is approximately 0.0 standard
deviations above the category average. This places CRED in the percentile
among funds in the category.
Sell-Side Consensus
$
PRICE TARGET
-100.0%
UPSIDE
Bid/Ask Spreads
101 bp
AVG SPREAD
62 —
178 bp
RANGE