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
27.9%
% of USRT's 132 holdings also in IRET
94.4%
% of IRET's 36 holdings also in USRT
Overlap by Weight
Sector Drift (USRT minus IRET)
Overlapping Holdings
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| Company | Weight in USRT |
Weight in IRET |
Overlap | |
|---|---|---|---|---|
 |
SIMON PROPERTY GROUP INC | 4.6% | 3.6% | 3.6% |
|
REALTY INCOME CORP | 4.5% | 3.4% | 3.4% |
|
PUBLIC STORAGE | 4.4% | 3.2% | 3.2% |
|
PROLOGIS INC | 9.1% | 3.1% | 3.1% |
|
EXTRA SPACE STORAGE INC | 2.9% | 3.2% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to IRET
|
EQUINIX INC | 6.8% |
|
WELLTOWER, INC. | 6.4% |
|
PROLOGIS INC | 6.0% |
|
DIGITAL REALTY TRUST INC | 4.3% |
|
EQUITY RESIDENTIAL | 2.3% |
|
VENTAS INC | 2.1% |
|
INVITATION HOMES, INC. | 1.7% |
|
SUN COMMUNITIES INC | 1.4% |
|
HEALTHPEAK PROPERTIES, INC. | 1.3% |
|
PUBLIC STORAGE | 1.2% |
USRT Underweight Relative to IRET
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -3.2% |
|
AMERICAN TOWER CORP-CL A | -3.2% |
|
CROWN CASTLE INTL CORP | -3.1% |
|
BROADSTONE NET LEASE, INC. | -3.1% |
|
ALEXANDER & BALDWIN INC | -3.1% |
|
CARETRUST REIT INC | -3.1% |
|
AGREE REALTY CORP | -2.7% |
|
TERRENO REALTY CORP | -2.7% |
|
EASTGROUP PROPERTIES INC | -2.6% |
|
HOST HOTELS & RESORTS INC | -2.5% |