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BYRE ETF · Principal Real Estate Active Opportunities ETF
The BYRE Exchange Traded Fund (ETF) is provided by Principal Global Investors. This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
Last update Yesterday at 1:30 PM UTC
LIVE
CLOSED
This fund is part ofUS Real Estate1M perf.+1.51%
Last price
$26.00
1M perf.
+2.55%
1M flows
+€885K
AuM
€21M
E/R
0.6%
Rating
Not rated
ESG Consensus®
BYRE
$26.00
Performance & flows
Segment for quartile rank
December 9, 2025 → March 9, 2026
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BYRE
$26.17
+7.94%
US Real Estate
+7.31%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +2.55%  | +7.94%  | +6.20%  | +23.78%  | N/A | -2.13% | +7.12% | +7.12% | |
| Flows |
Key fund info
Segment for quartile rank
This ETF's jurisdiction country is not in your region (Europe and Middle East) ·
Main characteristics
More details
NAV
3/9/2026
$26.17
1D NAV change
+0.04%
Dividend policy
No. of holdings
47
Inception date
5/19/2022
Jurisdiction
United States
Distribution
United States (Qualified Investor)
Legal structure
Open-end Investment Company
Base currency
USD
Dividend distribution
Trailing 12-month distr. yield
Distribution frequency
Last distribution
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Classification
Investment strategy
Under normal circumstances, the Fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. A real estate company has at least 50% of its assets, income or profits derived from investments, products or services related to the real estate
industry. Real estate companies include real estate investment trusts (“REITs”) and non-REITs.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
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Risk profile
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Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +7.94% | +6.20% | +23.79% | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
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Countries
USA
84.55%
Australia
1.92%
France
1.90%
Singapore
1.47%
Canada
1.15%
Unavailable
5.57%
Other
3.44%
Sectors
Real Estate
91.87%
Unavailable
8.13%
Diversification
Total weight of top 15 holdings out of 47
Top 15 holdings
Data as of January 31, 2026
WELLTOWER INC
EQUINIX INC COMMON STOCK REIT
AMERICAN TOWER CL A REIT
SABRA HEALTH CARE REIT
CROWN CASTLE INTERNATIONAL
PROLOGIS REIT
EXTRA SPACE STORAGE REIT
VENTAS REIT
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GAMING AND LEISURE PROPERTIES
IRON MOUNTAIN
INVITATION HOMES INC
EQUITY RESIDENTIAL REIT
VICI PROPERTIES INC
HEALTHPEAK PROPERTIES INC
EASTGROUP PROPERTIES REIT
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Enterprise
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Integrates ESG criteria
No
SDG
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseIssuer
Principal Global Investors
Principal Global Investors ID Card
Number of funds
11
Total AuM
€6.63B
Expense ratio range
0.12% - 0.6%
Average expense ratio
0.3636%
Top 5 funds by Principal Global Investors
| AuM | ||
|---|---|---|
USMC | Principal U.S. Mega-Cap ETF | €2.65B |
PSC | Principal U.S. Small-Cap ETF | €1.56B |
PREF | Principal Spectrum Preferred Securities Active ETF | €1.25B |
YLD | Principal Active High Yield ETF | €416M |
PY | Principal Value ETF | €171M |
Frequently asked questions about BYRE
What does Principal Real Estate Active Opportunities ETF, BYRE, invest in?
BYRE is a Active ETF. This ETF provides exposure to Other US Real Estate Equities.
What is the Total Expense ratio (TER) of BYRE?
BYRE carries a total expense ratio (TER) of 0.6%, indicating the annual cost for holding the fund.
When was BYRE launched?
BYRE was introduced to the market on May 19, 2022. It trades on United States (Qualified Investor)
Who is the ETF issuer of BYRE?
Principal Real Estate Active Opportunities ETF, BYRE, is provided by Principal Global Investors. Learn more about Principal Global Investors here.
What is the current assets under management (AUM) of BYRE?
BYRE oversees €21M in assets as of March 9, 2026.
How has BYRE performed lately?
Based on data from March 9, 2026, BYRE returned 2.55% over the past month, 7.94% over the last three months and 7.12% year-to-date.
What are the latest inflows or outflows for BYRE?
As of March 9, 2026, BYRE recorded net flows of +€875K over the last month and +€1.3M year-to-date.
Does BYRE distribute dividends?
BYRE follows a distributing dividend policy, meaning it pays out income to investors. As of March 9, 2026, its 12-month trailing yield was 2.53%.
What are the main country or region exposures of BYRE?
As of January 31, 2026, BYRE has significant geographic allocations in USA, Australia and France.
In which sector or theme does BYRE invest in?
As of January 31, 2026, BYRE focuses largely on Real Estate.
How many securities does BYRE hold and how diversified is it?
As of January 31, 2026, BYRE holds 47 positions in its portfolio, with 68.65% of assets concentrated in its top 15 holdings.
What are the main positions in BYRE?
As of January 31, 2026, BYRE top three holdings include WELLTOWER INC, EQUINIX INC COMMON STOCK REIT and AMERICAN TOWER CL A REIT.
What is the base currency of BYRE?
The base currency of BYRE is USD.
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