Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
34.0%
% of RWR's 100 holdings also in IRET
91.7%
% of IRET's 36 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus IRET)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in IRET |
Overlap | |
|---|---|---|---|---|
 |
REALTY INCOME CORP | 4.5% | 3.3% | 3.3% |
|
PROLOGIS INC | 9.5% | 3.2% | 3.2% |
|
INVITATION HOMES, INC. | 2.0% | 3.5% | 2.0% |
|
EXTRA SPACE STORAGE INC | 3.2% | 1.6% | 1.6% |
|
SUN COMMUNITIES INC | 1.6% | 3.4% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to IRET
|
WELLTOWER, INC. | 9.0% |
|
PROLOGIS INC | 6.3% |
|
SIMON PROPERTY GROUP INC | 4.4% |
|
PUBLIC STORAGE | 4.3% |
|
EQUINIX INC | 4.2% |
|
DIGITAL REALTY TRUST INC | 4.2% |
|
AVALONBAY COMMUNITIES INC | 3.1% |
|
VENTAS INC | 3.1% |
|
EQUITY RESIDENTIAL | 2.5% |
|
ESSEX PROPERTY TRUST INC | 2.0% |
RWR 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 | -3.0% |
|
SUNSTONE HOTEL INVESTORS INC | -3.0% |
|
EPR PROPERTIES | -2.9% |
|
KITE REALTY GROUP TRUST | -2.9% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -2.8% |
|
STAG INDUSTRIAL INC | -2.6% |
|
RYMAN HOSPITALITY PROPERTIES | -2.6% |