Pacer Data & Infrastructure Real Estate ETF

SRVR

Market cap $431M

Overview Fund Activity

31.59 USD

-0.18

0.57%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.57%

5 days

3.07%

1 month

0.32%

3 months

-1.4%

6 months

3.95%

Year to date

5.76%

1 year

0.41%

5 years

-11.64%

10 years

28%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $236M [Q1] → $285M (+$48.6M) [Q2]

9% more funds holding

Funds holding: 105 [Q1] → 114 (+9) [Q2]

3.07% more ownership

Funds ownership: 60.01% [Q1] → 63.08% (+3.07%) [Q2]

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

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Financial journalist opinion

Based on 3 articles about SRVR published over the past 30 days

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

The State Of REITs: August 2025 Edition

After a strong June (+2.56%), the REIT sector recovery stalled in July (-1.17%) as REITs fell to a -6.42% year-to-date return. Micro cap REITs (-0.20%) outperformed in July while mid caps (-1.18%), small caps (-1.33%) and large caps (-1.55%) averaged slightly deeper negative returns. 60.65% of REIT securities had a negative total return in July.

The State Of REITs: August 2025 Edition

SRVR: Strong Data Infrastructure Trends But Poor Fund

SRVR benefits from strong digital infrastructure growth, focusing on data centers and telecom in a sector with robust long-term tailwinds. Despite industry potential, SRVR's high portfolio concentration, elevated valuation, and weak performance versus peers justify my Hold rating. SRVR is more expensive than competitors on both expense ratio and P/E, yet it consistently underperforms alternatives like DTCR and IDGT.

SRVR: Strong Data Infrastructure Trends But Poor Fund

Disinflation Dividend: REIT Earnings Scorecard

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

Disinflation Dividend: REIT Earnings Scorecard

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

Return-To-Office Shift Fuels Potential Turnaround For Office REITs

Return to office mandates are providing a boost to REITs. Some deal activity has also been a tailwind. Tariffs and slowing residential rent growth remain headwinds.

Return-To-Office Shift Fuels Potential Turnaround For Office REITs

Why Consider U.S. REITs Now?

Most US REITs make nearly 90% of their revenue domestically, compared to 72% for typical U.S. stocks. Healthcare, residential, and needs-based retail are less affected by trade disruptions, while office, lodging, and timber are more vulnerable. They're trading at a -2.79x earnings multiple discount to US stocks - one of the widest gaps in decades.

Why Consider U.S. REITs Now?

The Drivers Behind REIT Dividend Growth

This post takes a closer look at the underlying mechanics that allow Realty Income and other high-quality REITs to grow their distributions over decades without compromising sustainability. While Realty Income's dividend shows the familiar stair-step pattern of monthly increases over time, what's most important is that this growth appears supported by a steadily rising AFFO base. One of the most reliable indicators of a REIT's health is its occupancy rate. This metric tells you what percentage of a REIT's total properties are currently leased and producing rental income.

The Drivers Behind REIT Dividend Growth

An Epic Comeback

US equity markets erased their post-Liberation Day sell-off this week - notching their best winning streak in two decades - as investors parsed surprisingly solid corporate earnings and employment data. A critical slate of employment data this week showed that job growth remained relatively strong in April, despite the extreme market volatility and plunge in consumer and business sentiment. The PCE Index - the Federal Reserve's preferred gauge of inflation - cooled to the lowest-level in almost five years, swinging the market narrative from "stagflation" and back towards "soft landing."

An Epic Comeback

SRVR: Not As Defensive As Imagined

SRVR ETF is not a defensive option due to high valuation, low dividend yields, and exposure to mature telecoms and data center REITs. Key holdings like American Tower, Digital Realty, and Equinix show mixed performance with volatile ROIC and declining margins, questioning their resilience. The ETF's growth forecasts are modest, with revenue expected to grow 2% in 2025 and 8% in 2026, reflecting sector maturity.

SRVR: Not As Defensive As Imagined

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