BYRE Principal Real Estate Active Opportunities ETF
This actively managed Exchange Traded Fund (ETF) invests in Real Estate Investment Trusts (REITs), pursuing a dual mandate of achieving superior total returns and generating a reliable income stream. Its portfolio primarily comprises U.S. real estate securities, yet it maintains the flexibility to capitalize on compelling international real estate opportunities. Building upon the success of our flagship REIT mutual funds, BYRE stands apart with a deliberate focus on higher tracking error and elevated income objectives.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| BYRE | +5.2% | -0.9% | +11.9% | +10.5% | +9.3% | +1.8% |
| Equity average (4725 funds) | -2.2% | -4.7% | +3008.3% | +1886.0% | +15.1% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$256K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| WELL WELLTOWER INC REIT USD1.0 | 8.70% | $2.4M | $0 |
| HPP HUDSON PACIFIC PROPERTIES IN REIT USD.01 | 0.37% | $862K | $0 |
| AMT AMERICAN TOWER CORP REIT USD.01 | 7.07% | $509K | $403K |
| CSQR CSQUARE INC COMMON STOCK USD.01 | 1.01% | $454K | $0 |
| AMH AMERICAN HOMES 4 RENT A REIT USD.01 | 3.31% | $433K | $0 |
| GLPI GAMING AND LEISURE PROPERTIE REIT | 3.41% | $422K | $0 |
| BNL BROADSTONE NET LEASE INC REIT USD.00025 | 0.95% | $212K | $0 |
| BDN BRANDYWINE REALTY TRUST REIT USD.01 | 0.36% | $100K | $0 |
| BFS SAUL CENTERS INC REIT USD.01 | 0.91% | $4K | $0 |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | EQIX EQUINIX INC REIT USD.001 | 8.77% |
| 2 | WELL WELLTOWER INC REIT USD1.0 | 8.70% |
| 3 | AMT AMERICAN TOWER CORP REIT USD.01 | 7.07% |
| 4 | CCI CROWN CASTLE INC REIT USD.01 | 5.34% |
| 5 | VTR VENTAS INC REIT USD.25 | 4.52% |
| 6 | SBRA SABRA HEALTH CARE REIT INC REIT USD.01 | 4.36% |
| 7 | PLD PROLOGIS INC REIT USD.01 | 4.03% |
| 8 | EXR EXTRA SPACE STORAGE INC REIT USD.01 | 3.98% |
| 9 | GLPI GAMING AND LEISURE PROPERTIE REIT | 3.41% |
| 10 | IRM IRON MOUNTAIN INC REIT USD.01 | 3.38% |
| 11 | AMH AMERICAN HOMES 4 RENT A REIT USD.01 | 3.31% |
| 12 | ESS ESSEX PROPERTY TRUST INC REIT USD.0001 | 3.26% |
| 13 | EGP EASTGROUP PROPERTIES INC REIT | 2.86% |
| 14 | DLR DIGITAL REALTY TRUST INC REIT USD.01 | 2.84% |
| 15 | AHR AMERICAN HEALTHCARE REIT INC REIT USD.01 | 2.44% |
| 16 | REXR REXFORD INDUSTRIAL REALTY IN REIT USD.01 | 2.25% |
| 17 | SMA SMARTSTOP SELF STORAGE REIT REIT | 2.11% |
| 18 | DOC HEALTHPEAK PROPERTIES INC REIT USD1.0 | 2.08% |
| 19 | RHP RYMAN HOSPITALITY PROPERTIES REIT USD.01 | 1.80% |
| 20 | REG REGENCY CENTERS CORP REIT USD.01 | 1.66% |
| 21 | CUZ COUSINS PROPERTIES INC REIT USD1.0 | 1.50% |
| 22 | JAN JANUS LIVING INC CL A 1 REIT USD.01 | 1.30% |
| 23 | NHI NATL HEALTH INVESTORS INC REIT USD.01 | 1.06% |
| 24 | CSQR CSQUARE INC COMMON STOCK USD.01 | 1.01% |
| 25 | SLG SL GREEN REALTY CORP REIT USD.01 | 1.00% |
| 26 | MAC MACERICH CO/THE REIT USD.01 | 0.99% |
| 27 | BNL BROADSTONE NET LEASE INC REIT USD.00025 | 0.95% |
| 28 | BFS SAUL CENTERS INC REIT USD.01 | 0.91% |
| 29 | FVR FRONTVIEW REIT INC REIT USD.01 | 0.90% |
| 30 | KRC KILROY REALTY CORP REIT USD.01 | 0.90% |
| 31 | CDP COPT DEFENSE PROPERTIES REIT USD.01 | 0.87% |
| 32 | MERY.PA MERCIALYS REIT EUR1.0 | 0.82% |
| 33 | GO-U.TO GO RESIDENTIAL REAL EST REIT | 0.80% |
| 34 | GMG.AX GOODMAN GROUP STAPLED SECURITY | 0.79% |
| 35 | AKR ACADIA REALTY TRUST REIT USD.001 | 0.74% |
| 36 | UIBU.SI UI BOUSTEAD REIT REIT | 0.70% |
| 37 | SEB.SI STONEWEG EUROPE STAPLED TRUS STAPLED SECURITY | 0.66% |
| 38 | GVMXX STATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM | 0.65% |
| 39 | NXR-UN.TO NEXUS INDUSTRIAL REIT UNIT | 0.64% |
| 40 | NHP NATIONAL HEALTHCARE PROPERTI COMMON STOCK | 0.57% |
| 41 | WDP.BR WAREHOUSES DE PAUW NV REIT | 0.53% |
| 42 | 8C8U.SI CENTURION ACCOMMODATION REIT REIT | 0.49% |
| 43 | NXT NEXTDC LTD COMMON STOCK | 0.47% |
| 44 | CTPNV.AS CTP NV COMMON STOCK EUR.16 | 0.38% |
| 45 | HPP HUDSON PACIFIC PROPERTIES IN REIT USD.01 | 0.37% |
| 46 | URW.PA UNIBAIL RODAMCO WESTFIELD REIT EUR5.0 | 0.36% |
| 47 | BDN BRANDYWINE REALTY TRUST REIT USD.01 | 0.36% |
| 48 | H78.SI HONGKONG LAND HOLDINGS LTD COMMON STOCK USD.1 | 0.29% |
| 49 | DIR-UN.TO DREAM INDUSTRIAL REAL ESTATE REIT | 0.29% |
| 50 | SGP STOCKLAND REIT | 0.27% |
| 51 | CNI CENTURIA CAPITAL GROUP STAPLED SECURITY | 0.25% |
| 52 | BYRE EURO CURRENCY | 0.00% |
Sector breakdown
Country breakdown
Distributions
| Date | Per unit |
|---|---|
| Oct 1, 2026 | $0.1396 |
| Jul 1, 2026 | $0.2531 |
| Apr 1, 2026 | $0.1614 |
| Dec 29, 2025 | $0.1974 |
| Oct 1, 2025 | $0.1300 |
| Jul 1, 2025 | $0.1797 |
| Apr 1, 2025 | $0.1558 |
| Dec 27, 2024 | $0.1793 |
| Oct 1, 2024 | $0.1148 |
| Jul 1, 2024 | $0.1502 |
| Apr 1, 2024 | $0.1225 |
| Dec 27, 2023 | $0.1767 |
| Oct 2, 2023 | $0.1388 |
| Jul 3, 2023 | $0.1487 |
| Apr 3, 2023 | $0.1691 |
| Dec 28, 2022 | $0.2202 |
| Oct 3, 2022 | $0.0732 |
| Jul 1, 2022 | $0.1223 |
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in BYRE in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error