Fund Overlap

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


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117

Number of overlapping holdings

91.4%

% of USRT's 135 holdings also in BBRE

96.7%

% of BBRE's 123 holdings also in USRT

Overlap by Weight
Sector Drift (USRT minus BBRE)
Overlapping Holdings

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Company Weight
in USRT
Weight
in BBRE
Overlap
PROLOGIS INC 11.4% 11.6% 11.4%
EQUINIX INC 7.3% 7.3% 7.3%
PUBLIC STORAGE 4.3% 4.1% 4.1%
WELLTOWER, INC. 4.2% 4.1% 4.1%
SIMON PROPERTY GROUP INC 3.8% 3.9% 3.8%

Position Highlights (Non-Overlapping Exposures)
USRT Overweight Relative to BBRE
LAMAR ADVERTISING COMPANY CLASS A 0.7%
PUBLIC STORAGE 0.2%
OUTFRONT MEDIA INC. 0.2%
ALEXANDRIA REAL ESTATE EQUIT 0.1%
WELLTOWER, INC. 0.1%
REALTY INCOME CORP 0.1%
VICI PROPERTIES INC 0.1%
REXFORD INDUSTRIAL REALTY IN 0.1%
REGENCY CENTERS CORP 0.1%
FEDERAL REALTY OP LP 0.1%
USRT Underweight Relative to BBRE
HEALTHCARE TRUST OF AMERICA, INC. CL -0.7%
SL GREEN REALTY CORP -0.3%
EQUITY COMMONWEALTH -0.2%
PROLOGIS INC -0.2%
SIMON PROPERTY GROUP INC -0.1%
ISTAR FINANCIAL INC -0.1%
EXTRA SPACE STORAGE INC -0.1%
EQUINIX INC -0.1%
GAMING AND LEISURE PROPERTIE -0.1%
AVALONBAY COMMUNITIES INC 0.0%
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