# Portfolio overlap — CREEX vs DFAR

Comparing **Columbia Real Estate Equity Fund** (2026-03-31) and **Dimensional US Real Estate ETF** (2026-04-30).

- Shared positions: 73
- Columbia Real Estate Equity Fund covered by Dimensional US Real Estate ETF: 0.6635357519217312054053778882
- Dimensional US Real Estate ETF covered by Columbia Real Estate Equity Fund: 0.6635357519217312054053778882

## Columbia Real Estate Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.122028 | ✓ |
| PROLOGIS INC REIT | 0.100748 | ✓ |
| EQUINIX INC | 0.093450 | ✓ |
| SIMON PROPERTY | 0.034862 | ✓ |
| DIGITAL REALTY TRUST INC | 0.033826 | ✓ |
| VENTAS INC REIT | 0.031719 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.030068 |  |
| REALTY INCOME CORP REIT | 0.026266 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.026209 | ✓ |
| PUBLIC STORAGE | 0.026121 | ✓ |
| FED REALTY INVS | 0.025844 | ✓ |
| IRON MOUNTAIN INC | 0.024289 | ✓ |
| EXTRA SPACE STORAGE INC | 0.023232 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.021910 | ✓ |
| HOST HOTELS & RE | 0.020865 | ✓ |
| MACERICH COMPANY | 0.019443 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.019150 | ✓ |
| INVITATION HOMES INC | 0.017850 | ✓ |
| CURBLINE PROPERTIES CORP | 0.017101 | ✓ |
| INVENTRUST PROPE | 0.016747 | ✓ |
| CARETRUST REIT INC | 0.016585 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.015986 | ✓ |
| EASTGROUP PROP | 0.015727 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.013350 | ✓ |
| KIMCO REALTY CORPORATION | 0.012166 | ✓ |
| INDEPENDENCE REALTY TR INC | 0.011752 | ✓ |
| GAMING AND LEISURE PROPRTI INC | 0.010444 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.009866 | ✓ |
| LXP INDUSTRIAL TRUST REIT | 0.009835 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.009659 | ✓ |
| CAMDEN PROP TR | 0.009056 | ✓ |
| VORNADO RLTY TST | 0.008261 | ✓ |
| JANUS LIVING A-1 | 0.008193 |  |
| AMERICAN TOWER CORP | 0.007622 | ✓ |
| BRIXMOR PROPERTY | 0.007168 | ✓ |
| CUBESMART | 0.006829 | ✓ |
| NNN REIT INC | 0.006822 | ✓ |
| ALEXANDRIA REAL ES EQ INC REIT | 0.006761 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.006371 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006012 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.004765 | ✓ |
| KITE REALTY GROUP TRUST | 0.004362 | ✓ |
| PHILLIPS EDISON and CO INC | 0.004026 | ✓ |
| MILLROSE PROPERTIES INC | 0.003390 |  |
| OUTFRONT MEDIA INC | 0.003347 | ✓ |
| NATL HEALTH INV | 0.003211 | ✓ |
| COUSINS PROPERTIES INC | 0.003099 | ✓ |
| Americold Realty Trust Inc | 0.002698 | ✓ |
| APPLE HOSPITALITY REIT INC | 0.002559 | ✓ |
| ACADIA RLTY TR REIT | 0.002519 | ✓ |

## Dimensional US Real Estate ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.072169 | ✓ |
| PROLOGIS INC REIT | 0.065833 | ✓ |
| EQUINIX INC | 0.052012 | ✓ |
| DIGITAL REALTY TRUST INC | 0.044652 | ✓ |
| SIMON PROPERTY | 0.044184 | ✓ |
| REALTY INCOME CORP REIT | 0.042976 | ✓ |
| AMERICAN TOWER CORP | 0.042090 | ✓ |
| The DFA Short Term Investment Fund | 0.039699 |  |
| PUBLIC STORAGE | 0.035851 | ✓ |
| VENTAS INC REIT | 0.031273 | ✓ |
| CROWN CASTLE INC | 0.029034 |  |
| IRON MOUNTAIN INC | 0.028080 | ✓ |
| VICI PROPERTIES | 0.023364 |  |
| EXTRA SPACE STORAGE INC | 0.022603 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.019177 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.017615 | ✓ |
| SBA COMMUNICATIONS CORP | 0.017349 |  |
| ESSEX PROPERTY TRUST INC | 0.012748 | ✓ |
| WP CAREY INC | 0.012267 |  |
| KIMCO REALTY CORPORATION | 0.012005 | ✓ |
| INVITATION HOMES INC | 0.011993 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.011788 |  |
| MID AMERICA APT CMNTY INC | 0.011271 |  |
| HOST HOTELS & RE | 0.010910 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.010485 |  |
| GAMING AND LEISURE PROPRTI INC | 0.010309 | ✓ |
| REGENCY CENTERS CORP REIT | 0.010142 |  |
| LAMAR ADVERTISING CO CL A | 0.008973 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.008736 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.008460 | ✓ |
| UDR INC | 0.008435 |  |
| CAMDEN PROP TR | 0.008239 | ✓ |
| EASTGROUP PROP | 0.008104 | ✓ |
| AMERICAN HOMES-A | 0.007529 |  |
| AMERICAN HEALTHCARE REIT INC | 0.007300 | ✓ |
| AGREE REALTY CORP | 0.006939 |  |
| BRIXMOR PROPERTY | 0.006909 | ✓ |
| CUBESMART | 0.006908 | ✓ |
| FED REALTY INVS | 0.006819 | ✓ |
| BXP INC | 0.006604 |  |
| CARETRUST REIT INC | 0.006603 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.006205 |  |
| FIRST INDUSTRIAL REALTY TRUST | 0.006144 | ✓ |
| NNN REIT INC | 0.005991 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.005431 | ✓ |
| TERRENO REALTY CORP | 0.005171 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.005093 |  |
| ALEXANDRIA REAL ES EQ INC REIT | 0.004760 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.004721 | ✓ |
| HEALTHCARE REALTY TRUST INC | 0.004635 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055100` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826055100/0001410368-26-055100-index.htm>
- N-PORT (fund B) — accession `0001004726-26-005663` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1816125/000100472626005663/0001004726-26-005663-index.htm>

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