Pacer Data & Infrastructure Real Estate ETFSRVR
SRVR
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
0.53% less ownership
Funds ownership: 60.55% [Q4 2024] → 60.01% (-0.53%) [Q1 2025]
1% less funds holding
Funds holding: 106 [Q4 2024] → 105 (-1) [Q1 2025]
6% less capital invested
Capital invested by funds: $251M [Q4 2024] → $236M (-$15.4M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SRVR.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
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.

Positive
Seeking Alpha
1 month ago
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."

Positive
Seeking Alpha
1 month ago
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.

Negative
Seeking Alpha
1 month ago
The State Of REITs: April 2025 Edition
REITs finished the first quarter of 2025 in the red (-3.36%) with a brutal -4.92% average total return in March. Large cap (-2.04%) and mid cap REITs (-2.63%) saw modest losses, but small caps (-4.16%) and micro caps (-16.19%) had a particularly bad month. Only 29.49% of REIT securities had a positive total return in March.

Positive
Seeking Alpha
1 month 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.

Positive
Seeking Alpha
2 months 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.

Neutral
CNBC Television
3 months ago
Data centers REITs hit a bit of volatility following Big Tech headlines
CNBC's Dom Chu joins 'Squawk on the Street' to discuss data center REITs amid the push for AI-powered data centers.

Negative
Seeking Alpha
3 months ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.

Positive
Seeking Alpha
4 months ago
SRVR ETF: Benefiting From Data Center Growth
Data infrastructure demand is booming, driven by AI, 5G, IoT, and blockchain, making Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF a promising investment. The SRVR ETF focuses on companies owning or operating real estate for data storage, computing, and communication, crucial in our connected world. Despite potential risks like interest rate hikes and competition, the long-term demand for data centers supports SRVR's growth potential.

Positive
ETF Trends
4 months ago
Disruptive Theme of the Week: ETF Plays on the Stargate Project
Tech leaders gathered at the White House to announce the Stargate Project. This is a new venture that plans to invest $500 billion over the next four years on AI infrastructure and data centers.

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