# Portfolio overlap — MGLAX vs ICF

Comparing **MFS Global Real Estate Fund** (2026-02-28) and **iShares Select U.S. REIT ETF** (2026-01-31).

- Shared positions: 17
- MFS Global Real Estate Fund covered by iShares Select U.S. REIT ETF: 0.4364083692335239028930405170
- iShares Select U.S. REIT ETF covered by MFS Global Real Estate Fund: 0.4364083692335239028930405172

## MFS Global Real Estate Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PROLOGIS INC REIT | 0.083261 | ✓ |
| EQUINIX INC | 0.052810 | ✓ |
| GOODMAN GROUP | 0.039562 |  |
| VENTAS INC REIT | 0.039530 | ✓ |
| SIMON PROPERTY | 0.038890 | ✓ |
| DIGITAL REALTY TRUST INC | 0.034869 | ✓ |
| MITSUBISHI ESTAT | 0.033754 |  |
| MITSUI FUDOSAN | 0.029208 |  |
| UNIBAIL-RODAMCO- | 0.025403 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.023792 | ✓ |
| SEGRO PLC | 0.023379 |  |
| SCENTRE GROUP | 0.023242 |  |
| VICI PROPERTIES | 0.020551 | ✓ |
| FED REALTY INVS | 0.019390 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.019304 | ✓ |
| HEALTHCARE REALTY TRUST INC | 0.018532 |  |
| AMERICAN HOMES-A | 0.018218 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.017960 | ✓ |
| ACADIA RLTY TR REIT | 0.017634 |  |
| MID AMERICA APT CMNTY INC | 0.017473 | ✓ |
| CHARTER HALL GRO | 0.017400 |  |
| GPT GROUP | 0.016929 |  |
| NNN REIT INC | 0.016765 |  |
| NIPPON BUILDING | 0.016422 |  |
| ESSEX PROPERTY TRUST INC | 0.015818 | ✓ |
| EXTRA SPACE STORAGE INC | 0.015563 | ✓ |
| KIMCO REALTY CORPORATION | 0.015498 | ✓ |
| REGENCY CENTERS CORP REIT | 0.015394 | ✓ |
| LAND SECURITIES | 0.014879 |  |
| JAPAN METROPOLIT | 0.014840 |  |
| SHURGARD SELF ST | 0.014534 |  |
| REXFORD INDUSTRIAL REALTY INC | 0.013744 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.013734 |  |
| HIGHWOODS PROPERTIES INC | 0.013272 |  |
| GRAINGER PLC | 0.013130 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.013075 |  |
| BXP INC | 0.012986 | ✓ |
| BIG YELLOW GROUP | 0.010412 |  |
| SWIREPROPERTIES | 0.010392 |  |
| KLEPIERRE | 0.010303 |  |
| SUNSTONE HOTEL INVS INC | 0.010143 |  |
| HONGKONG LAND | 0.009525 |  |
| Americold Realty Trust Inc | 0.008827 |  |
| LONDONMETRIC PRO | 0.008211 |  |
| CAPITALAND INTEG | 0.008159 |  |
| INDUSTRIAL & INF | 0.008139 |  |
| NIPPON ACCOMMODA | 0.007691 |  |
| KENEDIX OFFICE I | 0.006933 |  |
| PARKWAYLIFE REIT | 0.006540 |  |
| INVINCIBLE INVES | 0.006302 |  |

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

| Security | Weight | Shared |
|----------|--------|--------|
| PROLOGIS INC REIT | 0.082871 | ✓ |
| AMERICAN TOWER CORP | 0.080319 |  |
| WELLTOWER INC | 0.078931 |  |
| EQUINIX INC | 0.078398 | ✓ |
| SIMON PROPERTY | 0.060951 | ✓ |
| REALTY INCOME CORP REIT | 0.048227 |  |
| PUBLIC STORAGE | 0.046630 |  |
| DIGITAL REALTY TRUST INC | 0.043804 | ✓ |
| CROWN CASTLE INC | 0.040863 |  |
| VENTAS INC REIT | 0.038630 | ✓ |
| VICI PROPERTIES | 0.033013 | ✓ |
| EXTRA SPACE STORAGE INC | 0.032823 | ✓ |
| IRON MOUNTAIN INC | 0.030179 |  |
| AVALONBAY COMMUNITIES INC REIT | 0.028761 |  |
| EQUITY RESIDENTIAL REIT | 0.025412 | ✓ |
| SBA COMMUNICATIONS CORP | 0.023114 |  |
| ESSEX PROPERTY TRUST INC | 0.019793 | ✓ |
| MID AMERICA APT CMNTY INC | 0.019588 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.018754 |  |
| INVITATION HOMES INC | 0.018622 |  |
| KIMCO REALTY CORPORATION | 0.018136 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.016113 | ✓ |
| REGENCY CENTERS CORP REIT | 0.015899 | ✓ |
| HOST HOTELS & RE | 0.015819 |  |
| UDR INC | 0.015348 |  |
| LAMAR ADVERTISING CO CL A | 0.015030 | ✓ |
| AMERICAN HOMES-A | 0.013970 | ✓ |
| EASTGROUP PROP | 0.013629 |  |
| BXP INC | 0.012958 | ✓ |
| FED REALTY INVS | 0.012008 | ✓ |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.001357 |  |
| US ULTRA BOND CBT Sep25 | 0.000049 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040072` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/356349/000141036826040072/0001410368-26-040072-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007324` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126007324/0002071691-26-007324-index.htm>

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