The Wilmington Trust Collective Investment Trust R Developed Real Estate Index Fund is a collective investment trust designed to provide broad exposure to the developed real estate sector. Managed by Wilmington Trust, N.A., this fund primarily seeks to replicate the performance of a specified real estate index by investing in a diversified portfolio of real estate securities, such as real estate investment trusts (REITs) and related equities, across developed markets. Launched in August 2019, the fund holds both U.S. and non-U.S. real estate assets, with a significant portion—about 68%—allocated to U.S. securities and the remainder to international holdings. Its structure as a collective investment trust allows it to pool assets for retirement plans and institutional investors, aiming for efficient index tracking and competitive expense ratios. This fund plays a key role for investors seeking diversified real estate exposure as part of a broader asset allocation strategy, contributing both sector-specific growth potential and diversification benefits within retirement and institutional investment portfolios.
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