# Portfolio overlap — CREEX vs USRT

Comparing **Columbia Real Estate Equity Fund** (2026-03-31) and **iShares Core U.S. REIT ETF** (2026-01-31).

- Shared positions: 74
- Columbia Real Estate Equity Fund covered by iShares Core U.S. REIT ETF: 0.7239742124708815626193444487
- iShares Core U.S. REIT ETF covered by Columbia Real Estate Equity Fund: 0.7239742124708815626193444487

## 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 | ✓ |

## iShares Core U.S. REIT ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.085338 | ✓ |
| PROLOGIS INC REIT | 0.080693 | ✓ |
| EQUINIX INC | 0.059920 | ✓ |
| SIMON PROPERTY | 0.046209 | ✓ |
| DIGITAL REALTY TRUST INC | 0.045337 | ✓ |
| REALTY INCOME CORP REIT | 0.044470 | ✓ |
| PUBLIC STORAGE | 0.039069 | ✓ |
| VENTAS INC REIT | 0.032737 | ✓ |
| VICI PROPERTIES | 0.027001 |  |
| EXTRA SPACE STORAGE INC | 0.026165 | ✓ |
| IRON MOUNTAIN INC | 0.024332 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.022745 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.021247 | ✓ |
| INVITATION HOMES INC | 0.014722 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.014450 | ✓ |
| MID AMERICA APT CMNTY INC | 0.014066 |  |
| SUN COMMUNITIES INC - REIT | 0.014048 |  |
| WP CAREY INC | 0.013609 |  |
| KIMCO REALTY CORPORATION | 0.012680 | ✓ |
| REGENCY CENTERS CORP REIT | 0.011849 |  |
| OMEGA HEALTHCARE INVESTORS INC | 0.011653 |  |
| HOST HOTELS & RE | 0.011438 | ✓ |
| UDR INC | 0.011048 |  |
| GAMING AND LEISURE PROPRTI INC | 0.010937 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.010925 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.010757 | ✓ |
| CAMDEN PROP TR | 0.010362 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.009970 | ✓ |
| AMERICAN HOMES-A | 0.009632 |  |
| BXP INC | 0.009220 |  |
| EASTGROUP PROP | 0.008656 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.008505 |  |
| ALEXANDRIA REAL ES EQ INC REIT | 0.008436 | ✓ |
| FED REALTY INVS | 0.007746 | ✓ |
| CUBESMART | 0.007647 | ✓ |
| CARETRUST REIT INC | 0.007480 | ✓ |
| AGREE REALTY CORP | 0.007353 |  |
| BRIXMOR PROPERTY | 0.007342 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.007069 | ✓ |
| NNN REIT INC | 0.007014 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006687 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.006306 | ✓ |
| TERRENO REALTY CORP | 0.005613 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.005370 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.005208 | ✓ |
| VORNADO RLTY TST | 0.005067 | ✓ |
| HEALTHCARE REALTY TRUST INC | 0.004956 |  |
| KITE REALTY GROUP TRUST | 0.004551 | ✓ |
| MACERICH COMPANY | 0.004284 | ✓ |
| MILLROSE PROPERTIES INC | 0.004106 | ✓ |


## 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 `0000940400-26-011792` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000094040026011792/0000940400-26-011792-index.htm>

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