Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
12
Number of overlapping holdings
40.0%
% of JPRE's 32 holdings also in REZ
33.3%
% of REZ's 39 holdings also in JPRE
Overlap by Weight
Sector Drift (JPRE minus REZ)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in JPRE |
Weight in REZ |
Overlap | |
|---|---|---|---|---|
 |
WELLTOWER, INC. | 8.6% | 18.4% | 8.6% |
|
EXTRA SPACE STORAGE INC | 6.0% | 6.0% | 6.0% |
|
VENTAS INC | 5.7% | 5.8% | 5.7% |
|
ALEXANDRIA REAL ESTATE EQUIT | 4.0% | 3.1% | 3.1% |
|
AMERICAN HOMES 4 RENT- A | 3.2% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
JPRE Overweight Relative to REZ
|
AMERICAN TOWER CORP-CL A | 10.3% |
|
EQUINIX INC | 7.8% |
|
PROLOGIS INC | 5.4% |
|
DIGITAL REALTY TRUST INC | 4.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | 4.0% |
|
VICI PROPERTIES INC | 3.4% |
|
EASTGROUP PROPERTIES INC | 3.1% |
|
WP CAREY INC | 2.5% |
|
HOST HOTELS & RESORTS INC | 2.5% |
|
AMERICOLD REALTY TRUST | 2.1% |
JPRE Underweight Relative to REZ
|
WELLTOWER, INC. | -9.8% |
|
PUBLIC STORAGE | -9.5% |
|
AVALONBAY COMMUNITIES INC | -5.9% |
|
EQUITY RESIDENTIAL | -4.5% |
|
MID-AMERICA APARTMENT COMM | -4.3% |
|
INVITATION HOMES, INC. | -4.2% |
|
SUN COMMUNITIES INC | -3.7% |
|
OMEGA HEALTHCARE INVESTORS | -2.5% |
|
HEALTHPEAK PROPERTIES, INC. | -2.3% |
|
ESSEX PROPERTY TRUST INC | -1.4% |