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

75.0%

% of IYR's 72 holdings also in BBRE

43.2%

% of BBRE's 123 holdings also in IYR

Overlap by Weight
Sector Drift (IYR minus BBRE)
Overlapping Holdings

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Company Weight
in IYR
Weight
in BBRE
Overlap
PROLOGIS INC 9.6% 12.0% 9.6%
EQUINIX INC 4.7% 8.1% 4.7%
WELLTOWER, INC. 4.2% 4.3% 4.2%
SIMON PROPERTY GROUP INC 4.1% 4.5% 4.1%
PUBLIC STORAGE 3.6% 4.1% 3.6%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to BBRE
AMERICAN TOWER CORP-CL A 7.3%
CROWN CASTLE INTL CORP 3.7%
COSTAR GROUP INC 3.2%
CBRE GROUP, INC. CLASS A 2.4%
WEYERHAEUSER CO 2.1%
SBA COMMUNICATIONS CORP. CLASS A 1.9%
LAMAR ADVERTISING COMPANY CLASS A 0.8%
JONES LANG LASALLE INC 0.7%
ZILLOW GROUP, INC. CLASS C 0.7%
AGNC INVESTMENT CORP. 0.6%
IYR Underweight Relative to BBRE
EQUINIX INC -3.4%
PROLOGIS INC -2.4%
DIGITAL REALTY TRUST INC -0.8%
RYMAN HOSPITALITY PROPERTIES -0.6%
HEALTHCARE TRUST OF AMERICA, INC. CL -0.6%
TERRENO REALTY CORP -0.5%
EXTRA SPACE STORAGE INC -0.5%
KITE REALTY GROUP TRUST -0.5%
SIMON PROPERTY GROUP INC -0.4%
PUBLIC STORAGE -0.4%
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