# Portfolio overlap — MGLAX vs POSAX

Comparing **MFS Global Real Estate Fund** (2026-02-28) and **Global Real Estate Securities Fund** (2026-01-31).

- Shared positions: 27
- MFS Global Real Estate Fund covered by Global Real Estate Securities Fund: 0.4498381332144336565106075662
- Global Real Estate Securities Fund covered by MFS Global Real Estate Fund: 0.4498381332144336565106075662

## 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 | ✓ |

## Global Real Estate Securities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.070547 |  |
| EQUINIX INC | 0.060580 | ✓ |
| PROLOGIS INC REIT | 0.047613 | ✓ |
| VENTAS INC REIT | 0.043902 | ✓ |
| GOODMAN GROUP | 0.040810 | ✓ |
| EXTRA SPACE STORAGE INC | 0.037890 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.031918 |  |
| UNIBAIL-RODAMCO- | 0.031355 | ✓ |
| REGENCY CENTERS CORP REIT | 0.025671 | ✓ |
| MITSUBISHI ESTAT | 0.024990 | ✓ |
| DIGITAL REALTY TRUST INC | 0.019849 | ✓ |
| INVITATION HOMES INC | 0.019617 |  |
| AMERICAN HOMES-A | 0.019461 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.017769 | ✓ |
| SIMON PROPERTY | 0.016625 | ✓ |
| SHK PPT | 0.016623 |  |
| ESSEX PROPERTY TRUST INC | 0.016374 | ✓ |
| CURBLINE PROPERTIES CORP | 0.016035 |  |
| SABRA HEALTHCARE REIT INC | 0.015419 |  |
| EASTGROUP PROP | 0.014877 |  |
| STOCKLAND | 0.014158 |  |
| HEALTHPEAK PROPERTIES INC | 0.013232 | ✓ |
| BRIT LAND CO PLC | 0.012708 |  |
| GAMING AND LEISURE PROPRTI INC | 0.012499 |  |
| SUMITOMO REALTY | 0.012334 |  |
| SCENTRE GROUP | 0.012308 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.012119 | ✓ |
| Principal Government Money Market Fund - Class R-6 | 0.011935 |  |
| FASTIGHETS-B SHS | 0.011431 |  |
| AMERICAN TOWER CORP | 0.011346 |  |
| IRON MOUNTAIN INC | 0.010756 |  |
| MERLIN PROPERTIE | 0.010635 |  |
| CAPITALAND INTEG | 0.010457 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.010404 |  |
| MITSUI FUDOSAN | 0.010387 | ✓ |
| LEG IMMOBILIEN S | 0.010284 |  |
| KLEPIERRE | 0.009568 | ✓ |
| NIPPON BUILDING | 0.009237 | ✓ |
| AGREE REALTY CORP | 0.008983 |  |
| COUSINS PROPERTIES INC | 0.008642 | ✓ |
| WAREHOUSES DE PA | 0.008522 | ✓ |
| SWIREPROPERTIES | 0.008425 | ✓ |
| NEXTDC LTD | 0.007894 |  |
| SAFESTORE HOLDIN | 0.007869 |  |
| VORNADO RLTY TST | 0.007083 |  |
| KILROY REALTY CORP | 0.006859 |  |
| UNITE GROUP/THE | 0.006831 |  |
| TAG IMMOBILIEN | 0.006831 |  |
| Canadian Apartment Properties REIT | 0.006723 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.006722 | ✓ |


## 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 `0000898745-26-000438` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000438/0000898745-26-000438-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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