# Portfolio overlap — FRVDX vs FESIX

Comparing **Fidelity Real Estate Investment Portfolio** (2026-01-31) and **Fidelity SAI Real Estate Index Fund** (2026-01-31).

- Shared positions: 41
- Fidelity Real Estate Investment Portfolio covered by Fidelity SAI Real Estate Index Fund: 0.6188123047604774189786109589
- Fidelity SAI Real Estate Index Fund covered by Fidelity Real Estate Investment Portfolio: 0.6188123047604774189786109589

## Fidelity Real Estate Investment Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PROLOGIS INC REIT | 0.100383 | ✓ |
| EQUINIX INC | 0.089620 | ✓ |
| WELLTOWER INC | 0.086014 | ✓ |
| AMERICAN TOWER CORP | 0.081874 | ✓ |
| NNN REIT INC | 0.043583 | ✓ |
| KIMCO REALTY CORPORATION | 0.042392 | ✓ |
| PUBLIC STORAGE | 0.041031 | ✓ |
| CBRE GROUP INC - CL A | 0.038671 | ✓ |
| DIGITAL REALTY TRUST INC | 0.038600 | ✓ |
| UDR INC | 0.034519 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.033602 | ✓ |
| VENTAS INC REIT | 0.033157 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.031642 | ✓ |
| IRON MOUNTAIN INC | 0.026194 | ✓ |
| REALTY INCOME CORP REIT | 0.023471 | ✓ |
| AMERICAN HOMES-A | 0.018460 | ✓ |
| SBA COMMUNICATIONS CORP | 0.017477 | ✓ |
| COSTAR GROUP INC | 0.016692 | ✓ |
| URBAN EDGE PROPERTIES | 0.016380 | ✓ |
| TERRENO REALTY CORP | 0.013688 | ✓ |
| INVITATION HOMES INC | 0.013355 | ✓ |
| JONES LANG LASALLE INC | 0.013354 | ✓ |
| CAMDEN PROP TR | 0.013299 | ✓ |
| WEYERHAEUSER CO | 0.011647 | ✓ |
| REGENCY CENTERS CORP REIT | 0.011212 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.010232 | ✓ |
| COMPASS INC - A | 0.009819 | ✓ |
| FOUR CORNERS PRO | 0.009523 | ✓ |
| PHILLIPS EDISON and CO INC | 0.009103 | ✓ |
| CUBESMART | 0.008848 | ✓ |
| MACERICH COMPANY | 0.008126 | ✓ |
| TANGER INC- REIT | 0.007234 | ✓ |
| EXTRA SPACE STORAGE INC | 0.006067 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.005784 | ✓ |
| Fidelity Cash Central Fund | 0.005360 | ✓ |
| Americold Realty Trust Inc | 0.005351 | ✓ |
| ZILLOW GROUP INC CL C | 0.005295 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.004922 | ✓ |
| ACADIA RLTY TR REIT | 0.004217 | ✓ |
| FRONTVIEW REIT INC | 0.003501 |  |
| INVENTRUST PROPE | 0.003409 | ✓ |
| CURBLINE PROPERTIES CORP | 0.002894 | ✓ |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002030` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002030/0000035402-26-002030-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/35315/000003540226002040/0000035402-26-002040-index.htm>

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_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._

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