Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
29.6%
% of BBRE's 123 holdings also in IRET
94.4%
% of IRET's 36 holdings also in BBRE
Overlap by Weight
Sector Drift (BBRE minus IRET)
Overlapping Holdings
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Company | Weight in BBRE |
Weight in IRET |
Overlap | |
---|---|---|---|---|
SIMON PROPERTY GROUP INC | 4.3% | 3.6% | 3.6% | |
REALTY INCOME CORP | 4.1% | 3.4% | 3.4% | |
EXTRA SPACE STORAGE INC | 3.2% | 3.2% | 3.2% | |
PUBLIC STORAGE | 4.1% | 3.2% | 3.2% | |
PROLOGIS INC | 10.4% | 3.1% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to IRET
PROLOGIS INC | 7.3% | |
EQUINIX INC | 6.7% | |
WELLTOWER, INC. | 5.1% | |
DIGITAL REALTY TRUST INC | 3.9% | |
EQUITY RESIDENTIAL | 2.3% | |
VENTAS INC | 2.0% | |
INVITATION HOMES, INC. | 2.0% | |
SUN COMMUNITIES INC | 1.4% | |
HEALTHPEAK PROPERTIES, INC. | 1.4% | |
UDR INC | 1.3% |
BBRE Underweight Relative to IRET
INNOVATIVE INDUSTRIAL PROPERTIES INC | -3.2% | |
CARETRUST REIT INC | -3.2% | |
AMERICAN TOWER CORP-CL A | -3.2% | |
CROWN CASTLE INTL CORP | -3.1% | |
BROADSTONE NET LEASE, INC. | -3.1% | |
ALEXANDER & BALDWIN INC | -3.0% | |
AGREE REALTY CORP | -2.7% | |
TERRENO REALTY CORP | -2.7% | |
EASTGROUP PROPERTIES INC | -2.6% | |
HOST HOTELS & RESORTS INC | -2.4% |