Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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35
Number of overlapping holdings
26.5%
% of FRI's 134 holdings also in REZ
97.2%
% of REZ's 37 holdings also in FRI
Overlap by Weight
Sector Drift (FRI minus REZ)
Overlapping Holdings
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| Company | Weight in FRI |
Weight in REZ |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 5.4% | 13.6% | 5.4% |
|
PUBLIC STORAGE | 4.3% | 10.7% | 4.3% |
|
EXTRA SPACE STORAGE INC | 3.0% | 7.6% | 3.0% |
|
AVALONBAY COMMUNITIES INC | 2.7% | 6.9% | 2.7% |
|
EQUITY RESIDENTIAL | 2.3% | 6.2% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
FRI Overweight Relative to REZ
|
PROLOGIS INC | 9.7% |
|
EQUINIX INC | 7.0% |
|
SIMON PROPERTY GROUP INC | 4.7% |
|
REALTY INCOME CORP | 4.5% |
|
DIGITAL REALTY TRUST INC | 4.5% |
|
VICI PROPERTIES INC | 3.0% |
|
IRON MOUNTAIN INC | 2.3% |
|
ALEXANDRIA REAL ESTATE EQUIT | 1.9% |
|
PHYSICIANS REALTY TRUST | 1.4% |
|
HOST HOTELS & RESORTS INC | 1.3% |
FRI Underweight Relative to REZ
|
WELLTOWER, INC. | -8.2% |
|
PUBLIC STORAGE | -6.5% |
|
EXTRA SPACE STORAGE INC | -4.6% |
|
AVALONBAY COMMUNITIES INC | -4.2% |
|
EQUITY RESIDENTIAL | -3.9% |
|
HEALTHPEAK PROPERTIES, INC. | -3.9% |
|
ESSEX PROPERTY TRUST INC | -3.0% |
|
MID-AMERICA APARTMENT COMM | -2.9% |
|
VENTAS INC | -2.8% |
|
UDR INC | -2.4% |