BYRE ETF

BYRE ETF
$26.00
See how much of BYRE you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Oct 1, 2026

Net Assets
$26M
Expense Ratio
0.60%
Dividend Yield (Current)
2.90%
Holdings
53
Inception Date
May 18, 2022
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+6.41%
1 Year+4.39%
3 Year+9.87%

Asset Allocation

Stocks: 97.84%
Cash: 2.16%
See how much of BYRE you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
WELLWelltower, Inc.8.70%
EQIXEquinix Inc. Real Estate Investment Trust8.49%
AMTAmerican Tower Corporation6.54%
VTRVentas  Inc .4.57%
SBRASabra Health Care Reit, Inc.4.54%
Top 10 Concentration: 52.13%Report Date: Oct 1, 2026
Download all 53 holdings for BYRE
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
2.90%
Frequency
Quarterly
Latest Distribution
$0.14
Oct 1, 2026
12M Distributions
4 payments
Total: $0.75

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BYRE ETF Overview

BYRE ETF (Principal Real Estate Active Opportunities ETF) is managed by Principal Funds with $26.5M in net assets. BYRE expense ratio is 0.60%, holding 53 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2022-05-18.

BYRE performance shows a YTD return of 6.41%. The 1-year return is 4.39%. BYRE dividend yield stands at 2.90%, paid quarterly.

BYRE top holdings include Welltower, Inc. (8.7%), Equinix Inc. Real Estate Investment Trust (8.5%), American Tower Corporation (6.5%), Ventas  Inc . (4.6%), Sabra Health Care Reit, Inc. (4.5%). Go to all BYRE holdings, BYRE sectors, or BYRE dividends.

BYRE can be compared against other funds. Use BYRE overlap to find shared positions, or BYRE vs another fund for a side-by-side view. BYRE alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-5.32%
YTD
+6.41%
1 Year
+4.39%
3 Year
+9.87%

Top 10 Holdings (52.1% of portfolio)

#TickerNameSectorWeight
1WELLWelltower, Inc.Real Estate8.70%
2EQIXEquinix Inc. Real Estate Investment TrustReal Estate8.49%
3AMTAmerican Tower CorporationReal Estate6.54%
4VTRVentas  Inc .Real Estate4.57%
5SBRASabra Health Care Reit, Inc.Real Estate4.54%
6PLDPrologis IncReal Estate4.32%
7CCICrown Castle International CorpReal Estate4.30%
8IRMIron Mtn Inc New Com NpvIndustrials3.58%
9GLPIGaming And Leisure Properties IncReal Estate3.55%
10EXRExtra Space Storage IncReal Estate3.54%