U
Columbia Real Estate Equity Fund Class S CREHX
NASDAQ
Recommendation
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NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CREHX-NASDAQ Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info CREHX-NASDAQ Click to
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Provider Columbia Threadneedle
Manager/Tenure (Years) Alban Lhonneur (3), Daniel Winterbottom (3)
Website http://www.columbiathreadneedleus.com
Fund Information CREHX-NASDAQ Click to
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Fund Name Columbia Real Estate Equity Fund Class S
Category Real Estate
Sub-Category Real Estate Sector Equity
Prospectus Objective Specialty - Real Estate
Inception Date Oct 02, 2024
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares CREHX-NASDAQ Click to
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Dividend Yield 1.06%
Dividend CREHX-NASDAQ Click to
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Dividend Yield (Forward) 3.42%
Asset Allocation CREHX-NASDAQ Click to
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Cash 2.55%
Stock 97.54%
U.S. Stock 97.54%
Non-U.S. Stock 0.00%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net -0.09%
Price History CREHX-NASDAQ Click to
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7-Day Total Return -1.91%
30-Day Total Return -5.43%
60-Day Total Return -7.40%
90-Day Total Return -1.40%
Year to Date Total Return 12.60%
1-Year Total Return 12.89%
2-Year Total Return 5.64%
3-Year Total Return 34.40%
5-Year Total Return 18.87%
Price CREHX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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52-Week High Price --
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NAV CREHX-NASDAQ Click to
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Nav $10.26
1-Month Low NAV $10.26
1-Month High NAV $10.95
52-Week Low NAV $9.24
52-Week Low NAV (Date) Dec 19, 2025
52-Week High NAV $11.28
52-Week High Price (Date) Jul 24, 2026
Beta / Standard Deviation CREHX-NASDAQ Click to
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Beta 0.86
Standard Deviation 16.77
Balance Sheet CREHX-NASDAQ Click to
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Total Assets 130.90M
Operating Ratios CREHX-NASDAQ Click to
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Expense Ratio 0.94%
Turnover Ratio 43.00%
Performance CREHX-NASDAQ Click to
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Last Bull Market Total Return 13.22%
Last Bear Market Total Return -16.54%