No House member has disclosed a SRET trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.1 | 2.1 | -7.5 | 7.1 | -0.9 | 0.8 | 0.1 | -2.6 | -9.3 | -2.9 | −10.7% | ||
| 2025 | 2.2 | 4.2 | -0.5 | -2.9 | 0.8 | 2.0 | -0.8 | 4.2 | -1.0 | -0.0 | 2.1 | -1.4 | +8.8% |
| 2024 | -6.7 | -3.5 | 2.7 | -5.1 | 3.1 | -0.3 | 6.3 | 4.5 | 1.5 | -4.3 | -0.2 | -6.8 | −9.5% |
| 2023 | 11.5 | -5.0 | -5.2 | -0.8 | -3.5 | 3.0 | 4.4 | -3.6 | -7.0 | -7.1 | 9.4 | 8.2 | +2.0% |
| 2022 | -3.5 | -4.0 | 4.2 | -5.0 | -0.7 | -7.3 | 9.0 | -6.6 | -16.0 | 4.7 | 5.6 | -4.7 | −24.1% |
| 2021 | -0.1 | 4.4 | 2.9 | 5.5 | -1.0 | -0.7 | -0.7 | 0.4 | -3.5 | 3.3 | -7.0 | 4.3 | +7.1% |
| 2020 | 0.0 | -9.9 | -52.6 | 11.1 | 0.4 | 6.8 | -0.8 | 2.4 | -1.4 | -3.4 | 13.9 | 3.0 | −42.2% |
| 2019 | 12.2 | -2.7 | 1.3 | 0.7 | -4.2 | 2.4 | -0.3 | -2.7 | 4.4 | 2.1 | -0.2 | 0.3 | +13.3% |
| 2018 | -3.3 | -7.1 | 2.9 | 1.6 | 3.6 | 1.2 | 1.4 | 1.4 | -3.4 | -3.5 | 1.4 | -8.7 | −12.7% |
| 2017 | 1.8 | 1.5 | 1.3 | 1.4 | -1.0 | 1.4 | 1.2 | 0.6 | -0.1 | -1.5 | 1.2 | 0.1 | +8.4% |
| 2016 | -6.3 | 6.6 | 9.5 | 1.2 | 2.1 | 6.0 | 3.4 | -1.7 | -1.4 | -3.6 | -2.5 | 0.6 | +13.4% |
| 2015 | -1.1 | -2.8 | -5.6 | 0.4 | -6.5 | -1.4 | 1.5 | -0.2 | -4.0 | −18.1% |
The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index tracks the performance of REITs that rank among the highest yielding REITs globally, as determined by Solactive AG, the provider of the underlying index.
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