Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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51
Number of overlapping holdings
43.2%
% of BBRE's 123 holdings also in IYR
75.0%
% of IYR's 72 holdings also in BBRE
Overlap by Weight
Sector Drift (BBRE minus IYR)
Overlapping Holdings
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| Company | Weight in BBRE |
Weight in IYR |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 12.0% | 8.3% | 8.3% |
|
EQUINIX INC | 8.1% | 4.7% | 4.7% |
|
WELLTOWER, INC. | 4.3% | 4.5% | 4.3% |
|
SIMON PROPERTY GROUP INC | 4.5% | 4.1% | 4.1% |
|
REALTY INCOME CORP | 3.8% | 3.9% | 3.8% |
Position Highlights (Non-Overlapping Exposures)
BBRE Overweight Relative to IYR
|
PROLOGIS INC | 3.7% |
|
EQUINIX INC | 3.4% |
|
RYMAN HOSPITALITY PROPERTIES | 0.6% |
|
HEALTHCARE TRUST OF AMERICA, INC. CL | 0.6% |
|
DIGITAL REALTY TRUST INC | 0.5% |
|
TERRENO REALTY CORP | 0.5% |
|
KITE REALTY GROUP TRUST | 0.5% |
|
EXTRA SPACE STORAGE INC | 0.5% |
|
SIMON PROPERTY GROUP INC | 0.4% |
|
PHILLIPS EDISON & COMPANY, INC. | 0.4% |
BBRE Underweight Relative to IYR
|
AMERICAN TOWER CORP-CL A | -6.9% |
|
CROWN CASTLE INTL CORP | -3.7% |
|
COSTAR GROUP INC | -3.1% |
|
CBRE GROUP, INC. CLASS A | -2.2% |
|
WEYERHAEUSER CO | -2.0% |
|
SBA COMMUNICATIONS CORP. CLASS A | -1.9% |
|
LAMAR ADVERTISING COMPANY CLASS A | -0.9% |
|
JONES LANG LASALLE INC | -0.7% |
|
ZILLOW GROUP, INC. CLASS C | -0.6% |
|
AGNC INVESTMENT CORP. | -0.6% |