# Portfolio overlap — MGLAX vs VGSR

Comparing **MFS Global Real Estate Fund** (2026-02-28) and **Vert Global Sustainable Real Estate ETF** (2026-03-31).

- Shared positions: 34
- MFS Global Real Estate Fund covered by Vert Global Sustainable Real Estate ETF: 0.4810124879116304837436491390
- Vert Global Sustainable Real Estate ETF covered by MFS Global Real Estate Fund: 0.4810124879116304837436491391

## 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 |  |

## Vert Global Sustainable Real Estate ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EQUINIX INC | 0.057922 | ✓ |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.056634 |  |
| DIGITAL REALTY TRUST INC | 0.048483 | ✓ |
| SIMON PROPERTY | 0.047927 | ✓ |
| PROLOGIS INC REIT | 0.047550 | ✓ |
| WELLTOWER INC | 0.045848 |  |
| AMERICAN TOWER CORP | 0.045546 |  |
| VENTAS INC REIT | 0.038934 | ✓ |
| GOODMAN GROUP | 0.036327 | ✓ |
| IRON MOUNTAIN INC | 0.030226 |  |
| EXTRA SPACE STORAGE INC | 0.027880 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.023057 |  |
| EQUITY RESIDENTIAL REIT | 0.021088 | ✓ |
| KIMCO REALTY CORPORATION | 0.015270 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.015215 | ✓ |
| MID AMERICA APT CMNTY INC | 0.013806 | ✓ |
| UNIBAIL-RODAMCO- | 0.013574 | ✓ |
| REGENCY CENTERS CORP REIT | 0.013399 | ✓ |
| HOST HOTELS & RE | 0.013197 |  |
| SCENTRE GROUP | 0.012098 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.011514 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.011462 | ✓ |
| CAPITALAND INTEG | 0.011105 | ✓ |
| SEGRO PLC | 0.010969 | ✓ |
| UDR INC | 0.010749 |  |
| CAMDEN PROP TR | 0.010042 |  |
| FED REALTY INVS | 0.008739 | ✓ |
| BRIXMOR PROPERTY | 0.008579 |  |
| KLEPIERRE | 0.008114 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.007630 | ✓ |
| BXP INC | 0.007483 | ✓ |
| CAPITALAND ASCEN | 0.007479 |  |
| STOCKLAND | 0.007354 |  |
| ALEXANDRIA REAL ES EQ INC REIT | 0.007126 |  |
| STAG INDUSTRIAL INC CL A | 0.006985 |  |
| NIPPON BUILDING | 0.006716 | ✓ |
| AEDIFICA | 0.006580 |  |
| VICINITY CENTRES | 0.006373 |  |
| MERLIN PROPERTIE | 0.006370 |  |
| GPT GROUP | 0.006014 | ✓ |
| LAND SECURITIES | 0.005201 | ✓ |
| JAPAN METROPOLIT | 0.005190 | ✓ |
| WAREHOUSES DE PA | 0.005068 | ✓ |
| MIRVAC GROUP | 0.004949 |  |
| JAPAN REAL ESTAT | 0.004824 |  |
| MACERICH COMPANY | 0.004802 |  |
| KITE REALTY GROUP TRUST | 0.004777 |  |
| BRIT LAND CO PLC | 0.004703 |  |
| PHILLIPS EDISON and CO INC | 0.004620 |  |
| PROLOGIS MEXICO | 0.004605 |  |


## 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 `0001193125-26-246917` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1359057/000119312526246917/0001193125-26-246917-index.htm>

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