# Portfolio overlap — MGLAX vs RWR

Comparing **MFS Global Real Estate Fund** (2026-02-28) and **State Street(R) SPDR(R) Dow Jones(R) REIT ETF** (2026-03-31).

- Shared positions: 27
- MFS Global Real Estate Fund covered by State Street(R) SPDR(R) Dow Jones(R) REIT ETF: 0.4331588516823708671296381820
- State Street(R) SPDR(R) Dow Jones(R) REIT ETF covered by MFS Global Real Estate Fund: 0.4331588516823708671296381819

## 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 |  |

## State Street(R) SPDR(R) Dow Jones(R) REIT ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PROLOGIS INC REIT | 0.101317 | ✓ |
| WELLTOWER INC | 0.099204 |  |
| EQUINIX INC | 0.046690 | ✓ |
| DIGITAL REALTY TRUST INC | 0.046259 | ✓ |
| SIMON PROPERTY | 0.045617 | ✓ |
| REALTY INCOME CORP REIT | 0.043829 |  |
| PUBLIC STORAGE | 0.041869 |  |
| VENTAS INC REIT | 0.041283 | ✓ |
| EXTRA SPACE STORAGE INC | 0.029584 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.024588 |  |
| EQUITY RESIDENTIAL REIT | 0.021614 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.016578 | ✓ |
| KIMCO REALTY CORPORATION | 0.016100 | ✓ |
| WP CAREY INC | 0.015828 |  |
| SUN COMMUNITIES INC - REIT | 0.015567 |  |
| MID AMERICA APT CMNTY INC | 0.015175 | ✓ |
| INVITATION HOMES INC | 0.014896 |  |
| OMEGA HEALTHCARE INVESTORS INC | 0.013768 |  |
| REGENCY CENTERS CORP REIT | 0.013239 | ✓ |
| HOST HOTELS & RE | 0.013024 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.012860 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.012138 | ✓ |
| UDR INC | 0.010797 |  |
| CAMDEN PROP TR | 0.010731 |  |
| EASTGROUP PROP | 0.010479 |  |
| State Street Navigator Securities Lending Portfolio II | 0.010084 |  |
| AMERICAN HOMES-A | 0.009674 | ✓ |
| AGREE REALTY CORP | 0.009600 |  |
| BRIXMOR PROPERTY | 0.009384 |  |
| AMERICAN HEALTHCARE REIT INC | 0.008892 |  |
| CUBESMART | 0.008882 |  |
| FED REALTY INVS | 0.008865 | ✓ |
| CARETRUST REIT INC | 0.008703 |  |
| NNN REIT INC | 0.008485 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.008148 |  |
| BXP INC | 0.008133 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.008009 | ✓ |
| ALEXANDRIA REAL ES EQ INC REIT | 0.007694 |  |
| STAG INDUSTRIAL INC CL A | 0.007321 |  |
| TERRENO REALTY CORP | 0.006800 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.006772 | ✓ |
| HEALTHCARE REALTY TRUST INC | 0.006299 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.006177 | ✓ |
| KITE REALTY GROUP TRUST | 0.005650 |  |
| MACERICH COMPANY | 0.005145 |  |
| PHILLIPS EDISON and CO INC | 0.005004 |  |
| VORNADO RLTY TST | 0.004424 |  |
| TANGER INC- REIT | 0.004157 |  |
| NATL HEALTH INV | 0.004095 |  |
| EPR PROPERTIES | 0.004042 |  |


## 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 `0001410368-26-055551` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064642/000141036826055551/0001410368-26-055551-index.htm>

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