Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
40.7%
% of IYR's 64 holdings also in IRET
66.7%
% of IRET's 36 holdings also in IYR
Overlap by Weight
Sector Drift (IYR minus IRET)
Overlapping Holdings
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| Company | Weight in IYR |
Weight in IRET |
Overlap | |
|---|---|---|---|---|
 |
SIMON PROPERTY GROUP INC | 3.9% | 3.6% | 3.6% |
|
REALTY INCOME CORP | 4.1% | 3.4% | 3.4% |
|
PUBLIC STORAGE | 3.9% | 3.2% | 3.2% |
|
AMERICAN TOWER CORP-CL A | 7.5% | 3.2% | 3.2% |
|
PROLOGIS INC | 8.1% | 3.1% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to IRET
|
EQUINIX INC | 6.0% |
|
PROLOGIS INC | 4.9% |
|
WELLTOWER, INC. | 4.6% |
|
AMERICAN TOWER CORP-CL A | 4.4% |
|
DIGITAL REALTY TRUST INC | 3.7% |
|
CBRE GROUP, INC. CLASS A | 2.7% |
|
COSTAR GROUP INC | 2.3% |
|
VENTAS INC | 1.9% |
|
SBA COMMUNICATIONS CORP. CLASS A | 1.9% |
|
EQUITY RESIDENTIAL | 1.9% |
IYR Underweight Relative to IRET
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -3.5% |
|
CARETRUST REIT INC | -3.4% |
|
BROADSTONE NET LEASE, INC. | -3.4% |
|
ALEXANDER & BALDWIN INC | -3.2% |
|
TERRENO REALTY CORP | -3.2% |
|
AGREE REALTY CORP | -2.8% |
|
EASTGROUP PROPERTIES INC | -2.7% |
|
HOST HOTELS & RESORTS INC | -2.6% |
|
REGENCY CENTERS CORP | -2.4% |
|
CAMDEN PROPERTY TRUST | -2.4% |