# Portfolio overlap — FESIX vs VRTPX

Comparing **Fidelity SAI Real Estate Index Fund** (2026-01-31) and **VANGUARD REAL ESTATE II INDEX FUND** (2026-01-31).

- Shared positions: 145
- Fidelity SAI Real Estate Index Fund covered by VANGUARD REAL ESTATE II INDEX FUND: 0.9651702854835701704308006299
- VANGUARD REAL ESTATE II INDEX FUND covered by Fidelity SAI Real Estate Index Fund: 0.9651702854835701704308006299

## 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 | ✓ |

## VANGUARD REAL ESTATE II INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.083637 | ✓ |
| PROLOGIS INC REIT | 0.080494 | ✓ |
| AMERICAN TOWER CORP | 0.054008 | ✓ |
| EQUINIX INC | 0.053336 | ✓ |
| SIMON PROPERTY | 0.041466 | ✓ |
| DIGITAL REALTY TRUST INC | 0.037574 | ✓ |
| REALTY INCOME CORP REIT | 0.037124 | ✓ |
| CBRE GROUP INC - CL A | 0.033648 | ✓ |
| PUBLIC STORAGE | 0.028954 | ✓ |
| CROWN CASTLE INC | 0.025097 | ✓ |
| VENTAS INC REIT | 0.023435 | ✓ |
| EXTRA SPACE STORAGE INC | 0.019441 | ✓ |
| VICI PROPERTIES | 0.018556 | ✓ |
| IRON MOUNTAIN INC | 0.018064 | ✓ |
| COSTAR GROUP INC | 0.017297 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.016794 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.015010 | ✓ |
| SBA COMMUNICATIONS CORP | 0.013125 | ✓ |
| WEYERHAEUSER CO | 0.012348 | ✓ |
| JONES LANG LASALLE INC | 0.011259 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.010769 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.010588 | ✓ |
| INVITATION HOMES INC | 0.010334 | ✓ |
| WP CAREY INC | 0.010141 | ✓ |
| KIMCO REALTY CORPORATION | 0.009477 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.008594 | ✓ |
| MID AMERICA APT CMNTY INC | 0.008508 | ✓ |
| HOST HOTELS & RE | 0.008458 | ✓ |
| GAMING AND LEISURE PROPRTI INC | 0.008408 | ✓ |
| REGENCY CENTERS CORP REIT | 0.008344 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.007953 | ✓ |
| UDR INC | 0.007763 | ✓ |
| CAMDEN PROP TR | 0.007735 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.007721 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.007394 | ✓ |
| AMERICAN HOMES-A | 0.006929 | ✓ |
| ZILLOW GROUP INC CL C | 0.006877 | ✓ |
| BXP INC | 0.006459 | ✓ |
| EASTGROUP PROP | 0.006432 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.006368 | ✓ |
| Vanguard Market Liquidity Fund | 0.005792 |  |
| CUBESMART | 0.005682 | ✓ |
| ALEXANDRIA REAL ES EQ INC REIT | 0.005646 | ✓ |
| CARETRUST REIT INC | 0.005536 | ✓ |
| FED REALTY INVS | 0.005505 | ✓ |
| BRIXMOR PROPERTY | 0.005444 | ✓ |
| AGREE REALTY CORP | 0.005308 | ✓ |
| COMPASS INC - A | 0.005298 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.005250 | ✓ |
| NNN REIT INC | 0.005223 | ✓ |


## 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 `0000106444-26-000147` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/106444/000010644426000147/0000106444-26-000147-index.htm>

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