# Portfolio overlap — FESIX vs FRI

Comparing **Fidelity SAI Real Estate Index Fund** (2026-01-31) and **First Trust S&P REIT Index Fund** (2026-03-31).

- Shared positions: 120
- Fidelity SAI Real Estate Index Fund covered by First Trust S&P REIT Index Fund: 0.7807752029925325056659928129
- First Trust S&P REIT Index Fund covered by Fidelity SAI Real Estate Index Fund: 0.7807752029925325056659928130

## Fidelity SAI Real Estate Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PROLOGIS INC REIT | 0.080403 | ✓ |
| WELLTOWER INC | 0.076963 | ✓ |
| AMERICAN TOWER CORP | 0.055903 |  |
| EQUINIX INC | 0.044772 | ✓ |
| SIMON PROPERTY | 0.041749 | ✓ |
| DIGITAL REALTY TRUST INC | 0.036778 | ✓ |
| REALTY INCOME CORP REIT | 0.036060 | ✓ |
| CBRE GROUP INC - CL A | 0.034088 |  |
| PUBLIC STORAGE | 0.029482 | ✓ |
| CROWN CASTLE INC | 0.025555 |  |
| VENTAS INC REIT | 0.021720 | ✓ |
| VICI PROPERTIES | 0.020092 | ✓ |
| EXTRA SPACE STORAGE INC | 0.020003 | ✓ |
| IRON MOUNTAIN INC | 0.018479 | ✓ |
| COSTAR GROUP INC | 0.017614 |  |
| AVALONBAY COMMUNITIES INC REIT | 0.017251 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.014539 | ✓ |
| SBA COMMUNICATIONS CORP | 0.013604 |  |
| WEYERHAEUSER CO | 0.012897 |  |
| JONES LANG LASALLE INC | 0.011596 |  |
| ESSEX PROPERTY TRUST INC | 0.011047 | ✓ |
| INVITATION HOMES INC | 0.010883 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.010828 | ✓ |
| MID AMERICA APT CMNTY INC | 0.010715 | ✓ |
| WP CAREY INC | 0.010415 | ✓ |
| KIMCO REALTY CORPORATION | 0.009734 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.009397 |  |
| HOST HOTELS & RE | 0.008930 | ✓ |
| REGENCY CENTERS CORP REIT | 0.008701 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.008403 | ✓ |
| GAMING AND LEISURE PROPRTI INC | 0.008338 | ✓ |
| CAMDEN PROP TR | 0.007978 | ✓ |
| UDR INC | 0.007934 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.007901 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.007685 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.007636 | ✓ |
| AMERICAN HOMES-A | 0.007035 | ✓ |
| ZILLOW GROUP INC CL C | 0.006719 |  |
| BXP INC | 0.006608 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.006071 | ✓ |
| EASTGROUP PROP | 0.005974 | ✓ |
| ALEXANDRIA REAL ES EQ INC REIT | 0.005931 | ✓ |
| CUBESMART | 0.005821 | ✓ |
| BRIXMOR PROPERTY | 0.005503 | ✓ |
| CARETRUST REIT INC | 0.005463 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.005235 | ✓ |
| NNN REIT INC | 0.005227 | ✓ |
| FED REALTY INVS | 0.005139 | ✓ |
| COMPASS INC - A | 0.005036 |  |
| AGREE REALTY CORP | 0.004957 | ✓ |

## First Trust S&P REIT Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.113368 | ✓ |
| PROLOGIS INC REIT | 0.100973 | ✓ |
| SIMON PROPERTY | 0.048677 | ✓ |
| EQUINIX INC | 0.048057 | ✓ |
| DIGITAL REALTY TRUST INC | 0.047827 | ✓ |
| REALTY INCOME CORP REIT | 0.046250 | ✓ |
| PUBLIC STORAGE | 0.035163 | ✓ |
| MSILF Treasury Portfolio, Class Institutional | 0.032649 |  |
| VENTAS INC REIT | 0.031921 | ✓ |
| IRON MOUNTAIN INC | 0.024831 | ✓ |
| VICI PROPERTIES | 0.023996 | ✓ |
| EXTRA SPACE STORAGE INC | 0.022873 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.019008 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.016712 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.012817 | ✓ |
| KIMCO REALTY CORPORATION | 0.012448 | ✓ |
| WP CAREY INC | 0.012239 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.012033 | ✓ |
| MID AMERICA APT CMNTY INC | 0.011732 | ✓ |
| INVITATION HOMES INC | 0.011517 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.010644 | ✓ |
| GAMING AND LEISURE PROPRTI INC | 0.010319 | ✓ |
| REGENCY CENTERS CORP REIT | 0.010235 | ✓ |
| HOST HOTELS & RE | 0.010070 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.009943 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.009384 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.009042 | ✓ |
| UDR INC | 0.008349 | ✓ |
| CAMDEN PROP TR | 0.008300 | ✓ |
| EASTGROUP PROP | 0.008099 | ✓ |
| AMERICAN HOMES-A | 0.007480 | ✓ |
| AGREE REALTY CORP | 0.007423 | ✓ |
| BRIXMOR PROPERTY | 0.007256 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.006875 | ✓ |
| CUBESMART | 0.006868 | ✓ |
| FED REALTY INVS | 0.006853 | ✓ |
| CARETRUST REIT INC | 0.006729 | ✓ |
| NNN REIT INC | 0.006561 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006301 | ✓ |
| BXP INC | 0.006289 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.006192 | ✓ |
| ALEXANDRIA REAL ES EQ INC REIT | 0.005950 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.005661 | ✓ |
| TERRENO REALTY CORP | 0.005259 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.005237 | ✓ |
| HEALTHCARE REALTY TRUST INC | 0.004871 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.004778 | ✓ |
| KITE REALTY GROUP TRUST | 0.004368 | ✓ |
| SABRA HEALTHCARE REIT INC | 0.003985 | ✓ |
| MACERICH COMPANY | 0.003978 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/35315/000003540226002040/0000035402-26-002040-index.htm>
- N-PORT (fund B) — accession `0000940400-26-021490` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1329377/000094040026021490/0000940400-26-021490-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_