Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
18.6%
% of RWR's 100 holdings also in JRE
81.8%
% of JRE's 25 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus JRE)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in JRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 9.5% | 5.4% | 5.4% |
|
WELLTOWER, INC. | 9.0% | 4.7% | 4.7% |
|
REALTY INCOME CORP | 4.5% | 7.0% | 4.5% |
|
PUBLIC STORAGE | 4.3% | 7.8% | 4.3% |
|
EQUINIX INC | 4.2% | 9.0% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to JRE
|
SIMON PROPERTY GROUP INC | 4.4% |
|
WELLTOWER, INC. | 4.2% |
|
PROLOGIS INC | 4.1% |
|
EXTRA SPACE STORAGE INC | 3.2% |
|
EQUITY RESIDENTIAL | 2.5% |
|
ESSEX PROPERTY TRUST INC | 2.0% |
|
INVITATION HOMES, INC. | 2.0% |
|
MID-AMERICA APARTMENT COMM | 2.0% |
|
SUN COMMUNITIES INC | 1.6% |
|
ALEXANDRIA REAL ESTATE EQUIT | 1.5% |
RWR Underweight Relative to JRE
|
EQUINIX INC | -4.8% |
|
EASTGROUP PROPERTIES INC | -3.6% |
|
SABRA HEALTH CARE REIT INC | -3.4% |
|
PUBLIC STORAGE | -3.4% |
|
BOSTON PROPERTIES INC | -3.1% |
|
FIRST INDUSTRIAL REALTY TR | -3.0% |
|
UDR INC | -2.9% |
|
HIGHWOODS PROPERTIES INC | -2.8% |
 |
CANADIAN APARTMENT PROPERTIES REAL E | -2.8% |
|
AMERICAN HOMES 4 RENT- A | -2.8% |