KBWY icon

Invesco KBW Premium Yield Equity REIT ETF

15.46 USD
+0.07
0.45%
At close Apr 30, 4:00 PM EDT
After hours
15.72
+0.26
1.68%
1 day
0.45%
5 days
0.13%
1 month
-7.37%
3 months
-12.41%
6 months
-24.25%
Year to date
-12.80%
1 year
-11.10%
5 years
-15.93%
10 years
-53.74%
0
Funds holding %
of 7,425 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

594% more call options, than puts

Call options by funds: $111K | Put options by funds: $16K

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

9% more funds holding

Funds holding: 47 [Q3] → 51 (+4) [Q4]

7% more capital invested

Capital invested by funds: $45.5M [Q3] → $48.8M (+$3.3M) [Q4]

3.12% more ownership

Funds ownership: 18.15% [Q3] → 21.27% (+3.12%) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for KBWY.

Financial journalist opinion

Based on 6 articles about KBWY published over the past 30 days

Neutral
Seeking Alpha
18 hours ago
KBWY: Strong Yield, Terrible Performance, Still A Sell
With interest rates stabilizing, REITs are looking like interesting investments. KBWY focuses on small-cap, high-yield REITs. It currently yields 10.0%, much higher than the peers. KBWY's concentrated holdings and lack of safeguards against yield traps make it vulnerable to significant losses during downturns.
KBWY: Strong Yield, Terrible Performance, Still A Sell
Positive
Seeking Alpha
3 days ago
Tensions Ease Ahead Of Critical Week
US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates.
Tensions Ease Ahead Of Critical Week
Positive
Seeking Alpha
1 week ago
2025 REIT Market Perspectives And A Look Ahead
A notable defensive rotation is underway this year, benefitting REIT stocks. The recipe that makes REITs a compelling investment today already contains two important ingredients – cheap valuations and positive fundamentals. With a macro backdrop starting to wobble, it's important to realize the steady, durable earnings that REITs offer.
2025 REIT Market Perspectives And A Look Ahead
Positive
Seeking Alpha
2 weeks ago
8 U.S. REITs Announce Dividend Increases In March
Since 2000, annual returns of international equities have been better than those of the U.S. only nine times. As concerns grow about the impact of tariffs on the economy and uncertainty looms, market participants appear to be reducing their weight in the U.S. Amid geopolitical tensions and evolving trade policies, international equities from developed markets in 2025 have outperformed the U.S. YTD, as some market participants are turning their focus to other geographies.
8 U.S. REITs Announce Dividend Increases In March
Positive
Seeking Alpha
2 weeks ago
Markets Gone Wild
US equity markets fluctuated wildly in a tumultuous week - ultimately ending with the best weekly gains since November 2023 - after the White House announced a delay on the most "reciprocal" tariffs. Following several days of extreme volatility in which tremors of instability were felt across global markets, investors exhaled as the Administration's tariff messaging pivoted from "retribution" and "score-settling" to dealmaking. Government bond markets were in focus throughout the week as the 10-Year Treasury experienced significant and still-unexplained weakness, failing to act as typical "safe havens" during the market plunge.
Markets Gone Wild
Neutral
Seeking Alpha
2 weeks ago
KBWY: The High Yield Isn't Sustainable
I rate Invesco KBW Premium Yield Equity REIT ETF as a sell due to continuous NAV decline and unsustainable dividends driven by a poor mix of holdings. Despite a high dividend yield of 10.8%, the fund's earnings consistently fail to cover distributions, making the dividends unreliable. KBWY's heavy exposure to Office REITs and a high interest rate environment further suppress its performance and growth potential.
KBWY: The High Yield Isn't Sustainable
Neutral
Zacks Investment Research
1 month ago
Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?
The Invesco KBW Premium Yield Equity REIT ETF (KBWY) was launched on 12/02/2010, and is a smart beta exchange traded fund designed to offer broad exposure to the Real Estate ETFs category of the market.
Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?
Neutral
Seeking Alpha
1 month ago
Certainly Uncertain
US equity markets posted modest gains this week - snapping a four-week losing streak - as investors parsed commentary and updated forecasts from the Federal Reserve's policy meeting. Ahead of the looming April 2nd unveiling of reciprocal tariffs, investors were relieved by FOMC projections showing that 11-of-19 policy markets still expect at least two rate cuts this year. Disappointing retail sales data indicated that economic uncertainty is beginning to affect real-world consumer behavior. Housing market data was relatively solid, however, sparking an upward revision to the GDPNow forecast.
Certainly Uncertain
Positive
Seeking Alpha
1 month ago
The State Of REITs: March 2025 Edition
REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and mid cap REITs (+0.98%) performed well in February while micro caps (-1.55%) continued to badly underperform their larger peers. 64.97% of REIT securities had a positive total in February.
The State Of REITs: March 2025 Edition
Positive
Seeking Alpha
1 month ago
Winners Of REIT Earnings Season
In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024.
Winners Of REIT Earnings Season
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