Fund comparison · from official SEC filings
DFAR vs REZ: how much do they overlap?
Dimensional US Real Estate ETF and iShares Residential and Multisector Real Estate ETF
vs
Shared holdings
Company
DFAR
REZ
W
WELLWELLTOWER INC
7.22%
23.27%
P
PSAPUBLIC STORAGE
3.59%
8.62%
V
VTRVENTAS INC
3.13%
7.72%
E
EXREXTRA SPACE STORAGE INC
2.26%
5.57%
E
EQREQUITY RESIDENTIAL
1.76%
4.53%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
4.42%
S
SUISUN COMMUNITIES INC
1.18%
3.62%
E
ESSESSEX PROPERTY TRUST INC
1.27%
3.62%
I
INVHINVITATION HOMES INC
1.20%
3.57%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
3.33%
O
OHIOMEGA HEALTHCARE INVESTORS
1.05%
3.03%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.87%
2.81%
D
DOCHEALTHPEAK PROPERTIES INC
0.85%
2.67%
U
UDRUDR INC
0.84%
2.62%
C
CPTCAMDEN PROPERTY TRUST
0.82%
2.42%
A
AMHAMERICAN HOMES 4 RENT- A
0.75%
2.24%
A
AHRAMERICAN HEALTHCARE REIT INC
0.73%
1.96%
C
CUBECUBESMART
0.69%
1.95%
C
CTRECARETRUST REIT INC
0.66%
1.91%
A
AREALEXANDRIA REAL ESTATE EQUIT
0.48%
1.87%
H
HRHEALTHCARE REALTY TRUST INC
0.46%
1.31%
S
SBRASABRA HEALTH CARE REIT INC
0.39%
1.11%
N
NHINATL HEALTH INVESTORS INC
0.28%
0.88%
I
IRTINDEPENDENCE REALTY TRUST IN
0.29%
0.83%
N
NSA*NATIONAL STORAGE AFFILIATES
0.21%
0.62%
Only in DFAR
P
PLDPROLOGIS INC
6.58%
E
EQIXEQUINIX INC
5.20%
D
DLRDIGITAL REALTY TRUST INC
4.47%
S
SPGSIMON PROPERTY GROUP INC
4.42%
O
OREALTY INCOME CORP
4.30%
A
AMTAMERICAN TOWER CORP
4.21%
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
C
CCICROWN CASTLE INC
2.90%
I
IRMIRON MOUNTAIN INC
2.81%
V
VICIVICI PROPERTIES INC
2.34%
S
SBACSBA COMMUNICATIONS CORP
1.73%
W
WPCWP CAREY INC
1.23%
K
KIMKIMCO REALTY CORP
1.20%
H
HSTHOST HOTELS & RESORTS INC
1.09%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
R
REGREGENCY CENTERS CORP
1.01%
L
LAMRLAMAR ADVERTISING CO-A
0.90%
E
EGPEASTGROUP PROPERTIES INC
0.81%
A
ADCAGREE REALTY CORP
0.69%
B
BRXBRIXMOR PROPERTY GROUP INC
0.69%
F
FRTFEDERAL REALTY INVS TRUST
0.68%
B
BXPBXP INC
0.66%
R
REXRREXFORD INDUSTRIAL REALTY IN
0.62%
F
FRFIRST INDUSTRIAL REALTY TR
0.61%
N
NNNNNN REIT INC
0.60%
Only in REZ
S
SMASMARTSTOP SELF STORAGE REIT
0.39%
?
—Veris Residential Inc
0.35%
?
—Sila Realty Trust Inc
0.31%
?
—BLACKROCK CASH FUNDS
0.18%
?
—BOARD OF TRADE OF THE CITY OF CHICAGO, INC.
-0.01%
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86% overlap
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86% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.