Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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24
Number of overlapping holdings
24.0%
% of RWR's 101 holdings also in JPRE
80.0%
% of JPRE's 30 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus JPRE)
Overlapping Holdings
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| Company | Weight in RWR |
Weight in JPRE |
Overlap | |
|---|---|---|---|---|
 |
PROLOGIS INC | 10.4% | 8.1% | 8.1% |
|
EQUINIX INC | 7.6% | 8.4% | 7.6% |
|
WELLTOWER, INC. | 5.2% | 5.9% | 5.2% |
|
DIGITAL REALTY TRUST INC | 4.6% | 7.4% | 4.6% |
|
PUBLIC STORAGE | 4.6% | 4.0% | 4.0% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to JPRE
|
SIMON PROPERTY GROUP INC | 4.9% |
|
REALTY INCOME CORP | 4.2% |
|
EXTRA SPACE STORAGE INC | 3.1% |
|
AVALONBAY COMMUNITIES INC | 3.0% |
|
PROLOGIS INC | 2.4% |
|
INVITATION HOMES, INC. | 2.2% |
|
ESSEX PROPERTY TRUST INC | 1.7% |
|
MID-AMERICA APARTMENT COMM | 1.6% |
|
HEALTHPEAK PROPERTIES, INC. | 1.4% |
|
WP CAREY INC | 1.4% |
RWR Underweight Relative to JPRE
|
AMERICAN TOWER CORP-CL A | -10.3% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.8% |
|
KIMCO REALTY CORP | -3.1% |
|
VENTAS INC | -2.9% |
|
DIGITAL REALTY TRUST INC | -2.8% |
|
AMERICAN HOMES 4 RENT- A | -2.7% |
|
EQUITY RESIDENTIAL | -2.6% |
|
AGREE REALTY CORP | -2.6% |
|
HEALTHCARE TRUST OF AMERICA, INC. CL | -2.3% |
|
SABRA HEALTH CARE REIT INC | -1.9% |