Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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15
Number of overlapping holdings
15.0%
% of RWR's 101 holdings also in JRE
75.0%
% of JRE's 25 holdings also in RWR
Overlap by Weight
Sector Drift (RWR minus JRE)
Overlapping Holdings
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Company | Weight in RWR |
Weight in JRE |
Overlap | |
---|---|---|---|---|
PROLOGIS INC | 10.4% | 10.8% | 10.4% | |
EQUINIX INC | 7.6% | 10.7% | 7.6% | |
WELLTOWER, INC. | 5.2% | 7.5% | 5.2% | |
EXTRA SPACE STORAGE INC | 3.1% | 6.1% | 3.1% | |
AVALONBAY COMMUNITIES INC | 3.0% | 6.3% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to JRE
REALTY INCOME CORP | 4.9% | |
SIMON PROPERTY GROUP INC | 4.9% | |
DIGITAL REALTY TRUST INC | 4.6% | |
PUBLIC STORAGE | 4.6% | |
EQUITY RESIDENTIAL | 2.4% | |
INVITATION HOMES, INC. | 2.2% | |
ALEXANDRIA REAL ESTATE EQUIT | 2.0% | |
VENTAS INC | 1.9% | |
ESSEX PROPERTY TRUST INC | 1.7% | |
SUN COMMUNITIES INC | 1.6% |
RWR Underweight Relative to JRE
SABRA HEALTH CARE REIT INC | -4.6% | |
AMERICOLD REALTY TRUST | -4.1% | |
KILROY REALTY CORP | -3.4% | |
CHARTWELL SENIORS HOUSING RE | -3.4% | |
AVALONBAY COMMUNITIES INC | -3.4% | |
BRIXMOR PROPERTY GROUP INC | -3.4% | |
STAG INDUSTRIAL INC | -3.3% | |
SBA COMMUNICATIONS CORP. CLASS A | -3.2% | |
EQUINIX INC | -3.2% | |
NATIONAL RETAIL PROPERTIES | -3.2% |