Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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17

Number of overlapping holdings

22.7%

% of IYR's 78 holdings also in WTRE

35.4%

% of WTRE's 50 holdings also in IYR

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

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Company Weight
in IYR
Weight
in WTRE
Overlap
PROLOGIS INC 9.4% 8.4% 8.4%
EQUINIX INC 5.6% 4.5% 4.5%
AMERICAN TOWER CORP-CL A 8.2% 3.3% 3.3%
CROWN CASTLE INTL CORP 4.5% 3.2% 3.2%
DIGITAL REALTY TRUST INC 2.6% 3.4% 2.6%

Position Highlights (Non-Overlapping Exposures)
IYR Overweight Relative to WTRE
AMERICAN TOWER CORP-CL A 4.9%
PUBLIC STORAGE 4.1%
REALTY INCOME CORP 3.4%
SIMON PROPERTY GROUP INC 3.0%
WELLTOWER, INC. 2.9%
VICI PROPERTIES INC 2.6%
COSTAR GROUP INC 2.4%
CBRE GROUP, INC. CLASS A 2.1%
AVALONBAY COMMUNITIES INC 2.0%
WEYERHAEUSER CO 1.9%
IYR Underweight Relative to WTRE
CHINA TOWER CORP. LTD. CLASS H -7.5%
IRON MOUNTAIN INC -4.7%
GOODMAN GROUP -4.1%
AIRBNB, INC. CLASS A -3.8%
REXFORD INDUSTRIAL REALTY IN -3.6%
CELLNEX TELECOM S.A. -3.1%
AMERICOLD REALTY TRUST -2.8%
SBA COMMUNICATIONS CORP. CLASS A -2.7%
ALEXANDRIA REAL ESTATE EQUIT -2.1%
ASCENDAS REAL ESTATE INV TRT -2.1%
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