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September 2026 update

Xtrackers Developed Green Real Estate Esg UCITS ETF 1c · IE00BN2BCY94
Rebalix monthly basket snapshots compared: 9 August 20262 September 2026 (issuer-declared dates; each section states its own)
In brief: 3 holdings added and 3 removed from the basket · 1 weight change beyond ±0.25 points · NAV change over the period −3.2% (ongoing) · costs and key facts unchanged.

The largest sector move is Multi-Family Residential REITs, down 2.5 percentage points, while Health Care REITs rises 1.0 percentage points. Among countries, United States falls by 0.6 percentage points. Top-ten concentration increased by 1.0 percentage points. 3 holdings entered the basket and 3 left.

Declared positions
113
114 → 113 · Δ −1
as of 2 Sept
Top-10 weight
49.0%
47.9 → 49.0% · Δ +1.0 p.p.
concentration
NAV change over the period
−3.2%
in USD · 7 Aug → 2 Sept
ongoing period

Basket

Source: basket file published by the issuer, as of 22 Aug and 2 Sept, compared holding by holding by Rebalix (cash excluded, lines of the same holding merged).

Holdings added (3)

W. P. CAREY REIT0.73%
HEALTHPEAK PROPERTIES INC0.14%
NTT UD REIT INVESTMENT REIT0.06%

Holdings removed (3)

W. P. CAREY REIT INC0.73%
HEALTHPEAK PROPERTIES0.14%
NTT UD REIT INVESTMENT REIT CORP0.06%

Holdings compared (excluding cash instruments, lines of the same holding merged): 104 → 104, issuer files of 22 Aug and 2 Sept.

Weight changes beyond ±0.25 points (1)

WELLTOWER
8.38.6% · +0.32 p.p.

Top 10 holdings — before and after

Source: basket file published by the issuer, as of 9 Aug and 2 Sept; snapshots archived by Rebalix on 9 Aug and 2 Sept.

Weight of each holding in the basket at the two snapshots. Together the top 10 weigh 47.9% → 49.0% (Δ +1.0 p.p.). Union of the two top-10 lists: 11 holdings, because one entered and one left the top 10.

WELLTOWER
8.6%
PROLOGIS REIT
8.1%
EQUINIX REIT
6.6%
VENTAS REIT
5.2%
SIMON PROPERTY GROUP INC
5.1%
PUBLIC STORAGE REIT
4.7%
ESSEX PROPERTY TRUST REIT
3.1%
SWISS PRIME SITE AG
2.7%
INVITATION HOMES INC
2.6%
CAPITALAND INTEGRATED COMMERCIAL T — enters the top 10
2.2%
AVALONBAY COMMUNITIES REIT — leaves the top 10
2.7% →
9 Aug2 Septorange line = up, grey = down; “→” with no value = out of the top 20
See the numbers as a table
Holding9 Aug2 Sept
WELLTOWER8.0%8.6%
PROLOGIS REIT7.6%8.1%
EQUINIX REIT6.5%6.6%
VENTAS REIT4.9%5.2%
SIMON PROPERTY GROUP INC5.1%5.1%
PUBLIC STORAGE REIT4.8%4.7%
ESSEX PROPERTY TRUST REIT3.0%3.1%
SWISS PRIME SITE AG2.7%2.7%
INVITATION HOMES INC2.6%2.6%
CAPITALAND INTEGRATED COMMERCIAL T — enters the top 10 (enters top 10)2.2%2.2%
AVALONBAY COMMUNITIES REIT — leaves the top 10 (leaves top 10)2.7%

Sectors and countries

Source: aggregate breakdowns declared by the issuer in the two snapshots (9 Aug and 2 Sept).

Sectors — where the weight moved

Multi-Family Residential REITs
9.46.9% · 2.50 p.p.
Health Care REITs
15.816.8% · +1.01 p.p.
Industrial REITs
13.714.3% · +0.56 p.p.
Retail REITs
17.417.7% · +0.29 p.p.
Real Estate Operating Companies
6.66.9% · +0.29 p.p.
Data Center REITs
8.68.8% · +0.18 p.p.

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries — where the weight moved

United States
69.669.1% · 0.56 p.p.
Japan
6.87.0% · +0.25 p.p.
Switzerland
4.44.6% · +0.16 p.p.
Hong Kong
2.72.9% · +0.13 p.p.
Singapore
5.05.1% · +0.07 p.p.

The five countries that moved the most between the two snapshots.

See the numbers as a table
Country9 Aug2 Sept
United States69.6%69.1%
Japan6.8%7.0%
Singapore5.0%5.1%
Switzerland4.4%4.6%
United Kingdom4.4%4.4%
France4.1%4.0%
Hong Kong2.7%2.9%
Australia1.4%1.3%
Sweden0.8%0.8%
Spain0.8%0.7%
1 more countries below 0.05% in both snapshots

NAV over the period

Source: daily NAV series published by the issuer.

NAV over the period (USD)

34.3134.8533.96
7 Aug2 Sept

35.07 → 33.96: −3.2% from 7 Aug to 2 Sept, the last NAV available at each snapshot date.

Costs and key facts

Source: issuer KID (costs as of 2 Sept); Rebalix events register.

TER
0.18%
unchanged
Transaction costs (KID)
0.04%
unchanged
Index, name, policy
unchanged
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10, composition and breakdowns the dates of the two archived snapshots; maturities, ratings and duration the monthly registry snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.