"SRVR's yield comes entirely from dividends paid by the REITs and infrastructure companies it holds, not from options premiums or bond coupons. REITs must distribute at least 90% of taxable income to shareholders, which is why data center and tower REITs carry meaningful yields even at elevated share prices."
"The top three holdings, Equinix at 16.6%, Digital Realty Trust at 15.3%, and American Tower at 14%, represent roughly 45% of the portfolio. What happens to those three names largely determines what happens to the ETF's income stream."
"Equinix, the world's largest carrier-neutral data center operator, raised its quarterly dividend to $5.16 per share alongside Q4 2025 results, marking 11 consecutive years of dividend growth. Management guided 2026 revenues of $10.1 to $10.2 billion, representing 10% to 11% growth."
Pacer Data & Infrastructure Real Estate ETF (SRVR) focuses on data centers and cell towers, generating income solely from dividends of its REIT holdings. The fund tracks the Solactive GPR Data & Infrastructure Real Estate Index, with a modest yield of around 2%. The top three holdings, Equinix, Digital Realty Trust, and American Tower, constitute nearly 45% of the portfolio, significantly influencing the ETF's income. Equinix has shown consistent dividend growth and strong revenue projections, driven by increasing demand for AI-related services.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]