CLIM Climate Global-Climate Resilient REIT Index ETF
The CLIM exchange-traded fund (ETF) tracks an index comprised of U.S. Real Estate Investment Trusts (REITs) and related companies, specifically those demonstrating superior resilience to climate-related risks and severe weather occurrences. At the core of its methodology is the Climate Robustness and Durability Score (CRDS), a sophisticated quantitative metric that leverages industry-leading insurance catastrophe models and rigorous analytical benchmarks. This scoring system is then integrated with market capitalization to construct the index, aiming for an optimal balance between portfolio diversification and concentrated exposure. The comprehensive scoring process evaluates individual property-level hazard exposures, aggregates these findings at the portfolio level for each REIT, and considers their market value. The investment universe includes all publicly traded U.S. REITs, with the deliberate exclusion of mortgage REITs and certain other predetermined ineligible sectors. Each qualifying REIT receives a distinct score, derived from detailed hazard modeling, exposure analysis, and portfolio-wide aggregation. A flexible climate resilience threshold is then applied to select the final investments. The fund typically holds between 30 and 80 constituents, with their weighting determined by a blended approach combining their CRDS and market capitalization. The index undergoes rebalancing and reconstitution on a quarterly basis.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| CLIM | +5.2% | -3.2% | +5.1% | +5.1% | +1.7% | +1.0% |
| Equity average (4725 funds) | -2.2% | -4.7% | +3008.3% | +1886.0% | +15.1% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$221K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| ADC AGREE REALTY CORP | 1.54% | $4.1M | $0 |
| WELL WELLTOWER INC | 4.49% | $2.4M | $0 |
| IIPR INNOVATIVE INDUSTRIAL PROPER | 0.73% | $1.0M | $34K |
| LINE LINEAGE INC | 1.41% | $988K | $0 |
| AMT AMERICAN TOWER CORP | 3.80% | $509K | $403K |
| NXRT NEXPOINT RESIDENTIAL | 0.33% | $503K | $256K |
| SPG SIMON PROPERTY GROUP INC | 3.25% | $461K | $0 |
| FCPT FOUR CORNERS PROPERTY TRUST | 0.99% | $226K | $0 |
| BNL BROADSTONE NET LEASE INC | 1.02% | $212K | $0 |
| GOOD GLADSTONE COMMERCIAL CORP | 0.46% | $190K | $0 |
| BDN BRANDYWINE REALTY TRUST | 0.56% | $100K | $0 |
| MAA MID-AMERICA APARTMENT COMM | 1.64% | $100K | $0 |
| UMH UMH PROPERTIES INC | 0.69% | $61K | $0 |
| AHRT AH REALTY TRUST INC | 0.57% | $36K | $0 |
| NTST NETSTREIT CORP | 0.75% | $24K | $0 |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | WELL WELLTOWER INC | 4.49% |
| 2 | AMT AMERICAN TOWER CORP | 3.80% |
| 3 | SPG SIMON PROPERTY GROUP INC | 3.25% |
| 4 | PLD PROLOGIS INC | 3.05% |
| 5 | O REALTY INCOME CORP | 2.97% |
| 6 | PSA PUBLIC STORAGE | 2.93% |
| 7 | CCI CROWN CASTLE INC | 2.91% |
| 8 | VTR VENTAS INC | 2.74% |
| 9 | EXR EXTRA SPACE STORAGE INC | 2.59% |
| 10 | IRM IRON MOUNTAIN INC | 2.39% |
| 11 | SBAC SBA COMMUNICATIONS CORP | 2.13% |
| 12 | AHR AMERICAN HEALTHCARE REIT INC | 1.90% |
| 13 | LAMR LAMAR ADVERTISING CO-A | 1.82% |
| 14 | WPC WP CAREY INC | 1.78% |
| 15 | OHI OMEGA HEALTHCARE INVESTORS | 1.77% |
| 16 | MAA MID-AMERICA APARTMENT COMM | 1.64% |
| 17 | REG REGENCY CENTERS CORP | 1.64% |
| 18 | ADC AGREE REALTY CORP | 1.54% |
| 19 | FRT FEDERAL REALTY INVS TRUST | 1.54% |
| 20 | EGP EASTGROUP PROPERTIES INC | 1.54% |
| 21 | KIM KIMCO REALTY CORP | 1.53% |
| 22 | STAG STAG INDUSTRIAL INC | 1.52% |
| 23 | DOC HEALTHPEAK PROPERTIES INC | 1.51% |
| 24 | NNN NNN REIT INC | 1.44% |
| 25 | LINE LINEAGE INC | 1.41% |
| 26 | CUBE CUBESMART | 1.39% |
| 27 | HR HEALTHCARE REALTY TRUST INC | 1.37% |
| 28 | CTRE CARETRUST REIT INC | 1.37% |
| 29 | COLD AMERICOLD REALTY TRUST INC | 1.36% |
| 30 | EPRT ESSENTIAL PROPERTIES REALTY | 1.35% |
| 31 | PECO PHILLIPS EDISON & COMPANY IN | 1.26% |
| 32 | APLE APPLE HOSPITALITY REIT INC | 1.26% |
| 33 | BXP BXP INC | 1.26% |
| 34 | CPT CAMDEN PROPERTY TRUST | 1.25% |
| 35 | CLIM CASH & OTHER | 1.23% |
| 36 | CUZ COUSINS PROPERTIES INC | 1.18% |
| 37 | EPR EPR PROPERTIES | 1.15% |
| 38 | SBRA SABRA HEALTH CARE REIT INC | 1.14% |
| 39 | VNO VORNADO REALTY TRUST | 1.11% |
| 40 | CDP COPT DEFENSE PROPERTIES | 1.10% |
| 41 | FR FIRST INDUSTRIAL REALTY TR | 1.07% |
| 42 | SLG SL GREEN REALTY CORP | 1.04% |
| 43 | NHI NATL HEALTH INVESTORS INC | 1.04% |
| 44 | BNL BROADSTONE NET LEASE INC | 1.02% |
| 45 | IRT INDEPENDENCE REALTY TRUST IN | 0.99% |
| 46 | FCPT FOUR CORNERS PROPERTY TRUST | 0.99% |
| 47 | CURB CURBLINE PROPERTIES CORP | 0.90% |
| 48 | LTC LTC PROPERTIES INC | 0.90% |
| 49 | AKR ACADIA REALTY TRUST | 0.89% |
| 50 | SMA SMARTSTOP SELF STORAGE REIT | 0.88% |
| 51 | HIW HIGHWOODS PROPERTIES INC | 0.87% |
| 52 | UE URBAN EDGE PROPERTIES | 0.86% |
| 53 | DHC DIVERSIFIED HEALTHCARE TRUST | 0.82% |
| 54 | GTY GETTY REALTY CORP | 0.78% |
| 55 | CSR CENTERSPACE | 0.77% |
| 56 | CBL CBL & ASSOCIATES PROPERTIES | 0.75% |
| 57 | NTST NETSTREIT CORP | 0.75% |
| 58 | IIPR INNOVATIVE INDUSTRIAL PROPER | 0.73% |
| 59 | GNL GLOBAL NET LEASE INC | 0.70% |
| 60 | UMH UMH PROPERTIES INC | 0.69% |
| 61 | JBGS JBG SMITH PROPERTIES | 0.61% |
| 62 | PSTL POSTAL REALTY TRUST INC- A | 0.61% |
| 63 | BFS SAUL CENTERS INC | 0.59% |
| 64 | FVR FRONTVIEW REIT INC | 0.58% |
| 65 | AHRT AH REALTY TRUST INC | 0.57% |
| 66 | BDN BRANDYWINE REALTY TRUST | 0.56% |
| 67 | DEA EASTERLY GOVERNMENT PROPERTI | 0.54% |
| 68 | SVC SERVICE PROPERTIES TRUST | 0.53% |
| 69 | OLP ONE LIBERTY PROPERTIES INC | 0.50% |
| 70 | CHCT COMMUNITY HEALTHCARE TRUST I | 0.49% |
| 71 | GOOD GLADSTONE COMMERCIAL CORP | 0.46% |
| 72 | SAFE SAFEHOLD INC | 0.40% |
| 73 | PINE ALPINE INCOME PROPERTY TRUST | 0.39% |
| 74 | STRW STRAWBERRY FIELDS REIT INC | 0.37% |
| 75 | NXRT NEXPOINT RESIDENTIAL | 0.33% |
| 76 | XRN CHIRON REAL ESTATE INC | 0.33% |
| 77 | SITC SITE CENTERS CORP | 0.08% |
Sector breakdown
Country breakdown
Distributions
| Date | Per unit |
|---|---|
| Sep 28, 2026 | $0.0616 |
| Jun 26, 2026 | $0.2974 |
| Mar 27, 2026 | $0.0126 |
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in CLIM in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error