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
31.2%
% of BBRE's 119 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 | |
|---|---|---|---|---|
 |
REALTY INCOME CORP | 4.2% | 3.3% | 3.3% |
|
PROLOGIS INC | 8.7% | 3.2% | 3.2% |
|
INVITATION HOMES, INC. | 1.9% | 3.5% | 1.9% |
|
VICI PROPERTIES INC | 2.9% | 1.7% | 1.7% |
|
EXTRA SPACE STORAGE INC | 3.0% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to IRET
|
WELLTOWER, INC. | 6.5% |
|
EQUINIX INC | 6.4% |
|
PROLOGIS INC | 5.6% |
|
PUBLIC STORAGE | 4.2% |
|
SIMON PROPERTY GROUP INC | 4.1% |
|
DIGITAL REALTY TRUST INC | 4.0% |
|
AVALONBAY COMMUNITIES INC | 2.8% |
|
VENTAS INC | 2.5% |
|
EQUITY RESIDENTIAL | 2.3% |
|
IRON MOUNTAIN INC | 2.2% |
BBRE Underweight Relative to IRET
|
AMERICAN TOWER CORP-CL A | -3.5% |
|
NETSTREIT CORP. | -3.4% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.3% |
|
CARETRUST REIT INC | -3.3% |
|
EPR PROPERTIES | -2.9% |
|
SUNSTONE HOTEL INVESTORS INC | -2.9% |
|
KITE REALTY GROUP TRUST | -2.9% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -2.8% |
|
RYMAN HOSPITALITY PROPERTIES | -2.7% |
|
STAG INDUSTRIAL INC | -2.7% |