# Portfolio overlap — KIFAX vs FREAX Comparing **WESTWOOD REAL ESTATE INCOME FUND** (2026-01-31) and **Nuveen Real Estate Securities Fund** (2026-03-31). - Shared positions: 6 - WESTWOOD REAL ESTATE INCOME FUND covered by Nuveen Real Estate Securities Fund: 0.08072448286459114293044917806 - Nuveen Real Estate Securities Fund covered by WESTWOOD REAL ESTATE INCOME FUND: 0.08072448286459114293044917806 ## WESTWOOD REAL ESTATE INCOME FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | Hovnanian Enterprises, Inc. 7.625% Preferred | 0.042966 | | | Preferred Stock | 0.039273 | | | RLJ Lodging Trust PREFERRED STOCK | 0.038418 | | | CORPORATE OFFICE PROPERTIES TR | 0.037163 | | | CTO RLTY GROWTH INC NEW PREFERRED STOCK | 0.036511 | | | EPR Properties 9.000% Preferred | 0.036305 | | | FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U | 0.036255 | | | LXP Industrial Trust 6.500% Preferred | 0.035843 | | | Pebblebrook Hotel Trust 5.700% Preferred | 0.035233 | | | SAUL CENTERS INC 6.125% SER D PFD PERP | 0.031973 | | | National Storage Affiliates Trust, Series A, Pfd. | 0.031255 | | | GLOBAL MEDICAL REIT INC SER A 7.5% PFD PERP | 0.030724 | | | Hudson Pacific Properties, Inc. 4.75% Preferred | 0.030456 | | | ESSEX PROPERTY TRUST INC | 0.030381 | ✓ | | BLACKSTONE MORTGAGE TR CL A | 0.029024 | | | American Homes 4 Rent, Series G, Pfd. | 0.028260 | | | Armada Hoffler Properties, Inc. 6.750% Preferred | 0.027868 | | | HUDSON PACIFIC PROPERTIES INC | 0.025994 | | | CENTERSPACE | 0.025841 | | | Summit Hotel Properties, Inc. 6.250% Preferred | 0.021778 | | | PEBBLEBROOK HOTEL TRUST PREFERRED STOCK 6.375 | 0.020103 | | | Alpine Income Property Trust, Inc. Series A | 0.020103 | | | Pebblebrook Hotel Trust 6.3% Preferred | 0.019952 | | | WP CAREY INC | 0.019631 | ✓ | | Merchants Bancorp Series E, 7.625% | 0.019384 | | | Preferred Stock, Series D-1 | 0.019098 | | | WELLTOWER INC | 0.018933 | ✓ | | Vinebrook Homes Trust, Inc. 9.5% Preferred | 0.018093 | | | CROWN CASTLE INC | 0.017452 | ✓ | | REXFORD INDUSTRIAL REALTY INC | 0.016296 | ✓ | | PREFERRED STOCK | 0.016179 | | | REGENCY CENTERS CORP REIT SER A 6.25% PFD PERP | 0.015087 | | | LINEAGE INC | 0.014358 | ✓ | | Chatham Lodging Trust 6.625% Preferred | 0.014021 | | | SUNSTONE HOTEL INVS INC SER H 6.125% PFD PERP | 0.013724 | | | Summit Hotel Properties, Inc. 5.875% Preferred | 0.011688 | | | SAUL CENTERS INC 6% SER E PFD PERP | 0.011238 | | | EPR Properties, Series G, Pfd. | 0.008940 | | | Banc of California, Inc., Series F, Pfd. | 0.008851 | | | UMH Properties, Inc., 6.375%, Series D | 0.007917 | | | Pebblebrook Hotel Trust 6.375% Preferred | 0.007889 | | | US CELLULAR CORP | 0.007750 | | | REGENCY CENTERS CORP(REIT) 5.875% PERP PFD | 0.006477 | | | First Citizens BancShares, Inc. Series E | 0.004001 | | | Public Storage, Series R, Pfd. | 0.003263 | | | EPR Properties 5.750% Preferred | 0.003024 | | | Associated Banc-Corp, Series F, Pfd. | 0.002866 | | | Associated Banc-Corp, Series E, Pfd. | 0.002161 | | ## Nuveen Real Estate Securities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | WELLTOWER INC | 0.105665 | ✓ | | PROLOGIS INC REIT | 0.083258 | | | EQUINIX INC | 0.065887 | | | DIGITAL REALTY TRUST INC | 0.052536 | | | SIMON PROPERTY | 0.039558 | | | VENTAS INC REIT | 0.034122 | | | AMERICAN TOWER CORP | 0.027503 | | | IRON MOUNTAIN INC | 0.026940 | | | PUBLIC STORAGE | 0.025804 | | | EASTGROUP PROP | 0.023113 | | | EQUITY RESIDENTIAL REIT | 0.022295 | | | WP CAREY INC | 0.021524 | ✓ | | GAMING AND LEISURE PROPRTI INC | 0.020555 | | | SUN COMMUNITIES INC - REIT | 0.019266 | | | ESSEX PROPERTY TRUST INC | 0.019074 | ✓ | | AMERICAN HOMES-A | 0.016957 | | | CARETRUST REIT INC | 0.016123 | | | ESSENTIAL PROPERTIES REALTY TRUST INC | 0.015934 | | | EXTRA SPACE STORAGE INC | 0.015930 | | | AVALONBAY COMMUNITIES INC REIT | 0.015881 | | | CROWN CASTLE INC | 0.015827 | ✓ | | BRIXMOR PROPERTY | 0.015368 | | | FED REALTY INVS | 0.014348 | | | Fixed Income Clearing Corporation | 0.014245 | | | VICI PROPERTIES | 0.012377 | | | BROADSTONE NET LEASE INC | 0.011505 | | | FIRST INDUSTRIAL REALTY TRUST | 0.011267 | | | CUBESMART | 0.011198 | | | CHARTWELL RETIRE | 0.010753 | | | REALTY INCOME CORP REIT | 0.010633 | | | EQUITY LIFESTYLE PPTYS INC | 0.010389 | | | CAMDEN PROP TR | 0.010297 | | | SABRA HEALTHCARE REIT INC | 0.009527 | | | NETSTREIT CORP | 0.009177 | | | LAMAR ADVERTISING CO CL A | 0.008737 | | | CBRE GROUP INC - CL A | 0.008468 | | | ACADIA RLTY TR REIT | 0.008393 | | | Goodman Group REIT | 0.008229 | | | SL GREEN REALTY CORP REIT | 0.008211 | | | URBAN EDGE PROPERTIES | 0.008191 | | | WEYERHAEUSER CO | 0.007794 | | | KIMCO REALTY CORPORATION | 0.006733 | | | AMERICAN HEALTHCARE REIT INC | 0.006499 | | | JANUS LIVING A-1 | 0.006482 | | | HYATT HOTELS CORP CL A | 0.006371 | | | MACERICH COMPANY | 0.006154 | | | STAG INDUSTRIAL INC CL A | 0.005878 | | | REXFORD INDUSTRIAL REALTY INC | 0.005809 | ✓ | | CURBLINE PROPERTIES CORP | 0.005787 | | | HIGHWOODS PROPERTIES INC | 0.005421 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-004645` (as of 2026-01-31) - N-PORT (fund B) — accession `0000820892-26-000165` (as of 2026-03-31) --- _Informational only — not investment advice. 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