# Portfolio overlap — MGLAX vs USRT

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

- Shared positions: 29
- MFS Global Real Estate Fund covered by iShares Core U.S. REIT ETF: 0.4455283012916250371067643591
- iShares Core U.S. REIT ETF covered by MFS Global Real Estate Fund: 0.4455283012916250371067643591

## 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 Core U.S. REIT ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.085338 |  |
| PROLOGIS INC REIT | 0.080693 | ✓ |
| EQUINIX INC | 0.059920 | ✓ |
| SIMON PROPERTY | 0.046209 | ✓ |
| DIGITAL REALTY TRUST INC | 0.045337 | ✓ |
| REALTY INCOME CORP REIT | 0.044470 |  |
| PUBLIC STORAGE | 0.039069 |  |
| VENTAS INC REIT | 0.032737 | ✓ |
| VICI PROPERTIES | 0.027001 | ✓ |
| EXTRA SPACE STORAGE INC | 0.026165 | ✓ |
| IRON MOUNTAIN INC | 0.024332 |  |
| AVALONBAY COMMUNITIES INC REIT | 0.022745 |  |
| EQUITY RESIDENTIAL REIT | 0.021247 | ✓ |
| INVITATION HOMES INC | 0.014722 |  |
| ESSEX PROPERTY TRUST INC | 0.014450 | ✓ |
| MID AMERICA APT CMNTY INC | 0.014066 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.014048 |  |
| WP CAREY INC | 0.013609 |  |
| KIMCO REALTY CORPORATION | 0.012680 | ✓ |
| REGENCY CENTERS CORP REIT | 0.011849 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.011653 |  |
| HOST HOTELS & RE | 0.011438 |  |
| UDR INC | 0.011048 |  |
| GAMING AND LEISURE PROPRTI INC | 0.010937 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.010925 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.010757 | ✓ |
| CAMDEN PROP TR | 0.010362 |  |
| LAMAR ADVERTISING CO CL A | 0.009970 | ✓ |
| AMERICAN HOMES-A | 0.009632 | ✓ |
| BXP INC | 0.009220 | ✓ |
| EASTGROUP PROP | 0.008656 |  |
| REXFORD INDUSTRIAL REALTY INC | 0.008505 | ✓ |
| ALEXANDRIA REAL ES EQ INC REIT | 0.008436 |  |
| FED REALTY INVS | 0.007746 | ✓ |
| CUBESMART | 0.007647 |  |
| CARETRUST REIT INC | 0.007480 |  |
| AGREE REALTY CORP | 0.007353 |  |
| BRIXMOR PROPERTY | 0.007342 |  |
| AMERICAN HEALTHCARE REIT INC | 0.007069 |  |
| NNN REIT INC | 0.007014 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006687 |  |
| STAG INDUSTRIAL INC CL A | 0.006306 |  |
| TERRENO REALTY CORP | 0.005613 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.005370 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.005208 | ✓ |
| VORNADO RLTY TST | 0.005067 |  |
| HEALTHCARE REALTY TRUST INC | 0.004956 | ✓ |
| KITE REALTY GROUP TRUST | 0.004551 |  |
| MACERICH COMPANY | 0.004284 |  |
| MILLROSE PROPERTIES INC | 0.004106 |  |


## 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 `0000940400-26-011792` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000094040026011792/0000940400-26-011792-index.htm>

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