Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
21.3%
% of USRT's 134 holdings also in JPRE
89.7%
% of JPRE's 32 holdings also in USRT
Overlap by Weight
Sector Drift (USRT minus JPRE)
Overlapping Holdings
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| Company | Weight in USRT |
Weight in JPRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 8.7% | 8.4% | 8.4% |
|
EQUINIX INC | 7.1% | 7.8% | 7.1% |
|
WELLTOWER, INC. | 6.8% | 6.9% | 6.8% |
|
DIGITAL REALTY TRUST INC | 4.8% | 6.5% | 4.8% |
|
EXTRA SPACE STORAGE INC | 2.9% | 3.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to JPRE
|
SIMON PROPERTY GROUP INC | 4.9% |
|
REALTY INCOME CORP | 4.1% |
|
PUBLIC STORAGE | 3.5% |
|
IRON MOUNTAIN INC | 2.8% |
|
AVALONBAY COMMUNITIES INC | 2.7% |
|
INVITATION HOMES, INC. | 1.7% |
|
ESSEX PROPERTY TRUST INC | 1.6% |
|
MID-AMERICA APARTMENT COMM | 1.5% |
|
ALEXANDRIA REAL ESTATE EQUIT | 1.5% |
|
SUN COMMUNITIES INC | 1.3% |
USRT Underweight Relative to JPRE
|
AMERICAN TOWER CORP-CL A | -10.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | -4.3% |
|
UDR INC | -3.3% |
|
AMERICAN HOMES 4 RENT- A | -3.1% |
|
EASTGROUP PROPERTIES INC | -2.8% |
|
VENTAS INC | -2.5% |
|
BOSTON PROPERTIES INC | -2.2% |
|
AGREE REALTY CORP | -1.9% |
|
EQUITY RESIDENTIAL | -1.9% |
|
AMERICOLD REALTY TRUST | -1.7% |