Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
25.0%
% of IRET's 36 holdings also in KBWY
32.1%
% of KBWY's 30 holdings also in IRET
Overlap by Weight
Sector Drift (IRET minus KBWY)
Overlapping Holdings
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| Company | Weight in IRET |
Weight in KBWY |
Overlap | |
|---|---|---|---|---|
 |
BROADSTONE NET LEASE, INC. | 3.3% | 3.5% | 3.3% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | 2.8% | 3.0% | 2.8% |
|
APPLE HOSPITALITY REIT INC | 1.9% | 2.7% | 1.9% |
|
KIMCO REALTY CORP | 1.9% | 2.1% | 1.9% |
|
AMERICAN ASSETS TRUST, INC. | 1.8% | 2.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
IRET Overweight Relative to KBWY
|
SIMON PROPERTY GROUP INC | 3.9% |
|
HOST HOTELS & RESORTS INC | 3.6% |
|
CARETRUST REIT INC | 3.5% |
|
AGREE REALTY CORP | 3.5% |
|
AVALONBAY COMMUNITIES INC | 3.5% |
|
REGENCY CENTERS CORP | 3.5% |
|
ALEXANDER & BALDWIN INC | 3.5% |
|
ESSEX PROPERTY TRUST INC | 3.4% |
|
CAMDEN PROPERTY TRUST | 3.4% |
|
MID-AMERICA APARTMENT COMM | 3.4% |
IRET Underweight Relative to KBWY
|
UNITI GROUP INC | -8.3% |
|
GLOBAL NET LEASE INC | -6.9% |
|
HOSPITALITY PROPERTIES TRUST | -6.3% |
|
EASTERLY GOVERNMENT PROPERTIES, INC. | -4.1% |
|
GLOBAL MEDICAL REIT INC | -3.8% |
|
SABRA HEALTH CARE REIT INC | -3.7% |
|
OMEGA HEALTHCARE INVESTORS | -3.6% |
|
EPR PROPERTIES | -3.6% |
|
HIGHWOODS PROPERTIES INC | -3.6% |
|
OUTFRONT MEDIA INC. | -3.5% |