REIX

NY Life Investments
AUM $6.8MER 0.65%NAV $29.46Holdings 101

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$29.49$30.41

Avg Volume

16

Dividend Yield

Expense Ratio

0.65%

AUM

$6.8M

Shares Outstanding

225.0K

ETF Grades

?

Country Allocation

CountryWeight %
United States61.15%
United Kingdom4.65%
Canada4.23%
Japan4.05%
France3.99%
Australia3.98%
Germany3.30%
Mexico2.16%
Hong Kong2.11%
Singapore2.06%
Italy1.70%
Spain1.46%
New Zealand1.19%
Netherlands0.80%
Other0.71%
Sweden0.55%
Switzerland0.51%
Bermuda0.50%
China0.45%
Guernsey0.23%
Belgium0.20%

Fund Information

Inception Date
Aug 28, 2026
Description
IQRA pursues a total return strategy through a targeted portfolio of common stocks tied to real asset companies. Such companies are those that derive most of their revenue or assets invested in infrastructure or real estate. Infrastructure companies are typically within the transportation, utility, energy, or communications industries. Real estate companies may include REITs, real estate owners or managers, and companies with substantial real estate holdings. Investments selected are considered to have attractive income growth, protection against inflation, and long-term capital appreciation. ESG criteria are also taken into consideration. Up to 30% of the portfolio may be in stocks from emerging markets. The fund may also hold MLPs, preferred stock, convertible securities, or ETFs that provide similar exposure to pursue the funds objective. Prior to Aug. 28, 2024, the fund name was branded under IndexIQ.

The NYLIM CBRE Real Estate & Infrastructure ETF (REIX) is an exchange-traded fund issued by NY Life Investments that launched on Aug 28, 2026. It currently manages $6.8M in assets under management. The fund charges an expense ratio of 0.65%. The fund holds 101 securities in its portfolio.

Top 10 holdings represent 26.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1WELLWelltower Inc.6.92%1,966$466K
2EQIXEquinix, Inc.4.10%265$276K
3XELXcel Energy Inc.2.88%2,522$194K
4WECWEC Energy Group Inc2.42%1,522$163K
5WMBWilliams Companies, Inc.2.06%1,828$139K
6CNR.TOCanadian National Railway Company1.70%930$114K
7ENEL.MIEnel SpA1.70%10,972$114K
8EOAN.DEE.ON SE1.62%5,325$109K
9AMTAmerican Tower Corporation1.59%610$107K
10SSE.LSSE PLC1.57%3,252$106K
11ATOAtmos Energy Corporation1.55%623$105K
12PPLPPL Corporation1.54%2,964$104K
13REGRegency Centers Corporation1.50%1,327$101K
14URW.PAUnibail-Rodamco-Westfield SE Stapled Secs Cons of 1 Sh Unibail Rodamco + 1 Sh WFD Unib Rod1.47%899$99K
15AEPAmerican Electric Power Company, Inc.1.47%787$99K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
1W
-1.47%
1M
-2.83%
3M
-2.83%
6M
-2.83%
YTD
-2.83%
1Y
-2.83%
3Y
-2.83%
5Y
-2.83%

Moving Averages

20-Day MA

$29.93

50-Day MA

$29.93

200-Day MA

$29.93

Price with Moving Averages

Support & Resistance

52-Week High

$30.41

Current Price

52-Week Low

$29.49

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

No category data available for comparison.

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