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   

22

Number of overlapping holdings

19.1%

% of RWR's 115 holdings also in XLRE

75.9%

% of XLRE's 29 holdings also in RWR

Overlap by Weight
Sector Drift (RWR minus XLRE)
Overlapping Holdings

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Company Weight
in RWR
Weight
in XLRE
Overlap
PROLOGIS INC 9.7% 10.0% 9.7%
PUBLIC STORAGE 4.6% 4.8% 4.6%
SIMON PROPERTY GROUP INC 4.4% 4.6% 4.4%
DIGITAL REALTY TRUST INC 4.0% 4.2% 4.0%
WELLTOWER, INC. 3.6% 3.7% 3.6%

Position Highlights (Non-Overlapping Exposures)
RWR Overweight Relative to XLRE
INVITATION HOMES, INC. 2.3%
SUN COMMUNITIES INC 2.2%
CAMDEN PROPERTY TRUST 1.5%
WP CAREY INC 1.4%
EQUITY LIFESTYLE PROPERTIES 1.4%
VEREIT, INC. CLASS A 1.1%
AMERICAN HOMES 4 RENT- A 1.1%
CUBESMART 1.0%
LIFE STORAGE, INC. 0.9%
STORE CAPITAL CORP 0.8%
RWR Underweight Relative to XLRE
AMERICAN TOWER CORP-CL A -12.6%
CROWN CASTLE INTL CORP -7.7%
EQUINIX INC -7.1%
SBA COMMUNICATIONS CORP. CLASS A -3.8%
CBRE GROUP, INC. CLASS A -3.4%
WEYERHAEUSER CO -2.9%
IRON MOUNTAIN INC -1.3%
PROLOGIS INC -0.4%
PUBLIC STORAGE -0.2%
SIMON PROPERTY GROUP INC -0.2%
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