# Portfolio overlap — S000097147 vs NETL

Comparing **Truth Social American Red State REITs ETF** (2026-03-31) and **NETLease Corporate Real Estate ETF** (2026-02-28).

- Shared positions: 10
- Truth Social American Red State REITs ETF covered by NETLease Corporate Real Estate ETF: 0.4062116362905779567514852795
- NETLease Corporate Real Estate ETF covered by Truth Social American Red State REITs ETF: 0.4062116362905779567514852795

## Truth Social American Red State REITs ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NNN REIT INC | 0.082278 | ✓ |
| BROADSTONE NET LEASE INC | 0.081344 | ✓ |
| VICI PROPERTIES | 0.076961 | ✓ |
| REALTY INCOME CORP REIT | 0.071811 | ✓ |
| FOUR CORNERS PRO | 0.062012 | ✓ |
| NETSTREIT CORP | 0.055292 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.048884 |  |
| NATL HEALTH INV | 0.045686 |  |
| KITE REALTY GROUP TRUST | 0.045324 |  |
| MID AMERICA APT CMNTY INC | 0.036442 |  |
| AGREE REALTY CORP | 0.035691 | ✓ |
| UMH PROPERTIES INC | 0.033588 |  |
| INVITATION HOMES INC | 0.031838 |  |
| SILA REALTY TRUST INC | 0.031658 |  |
| STAG INDUSTRIAL INC CL A | 0.028839 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.028508 | ✓ |
| CAMDEN PROP TR | 0.024869 |  |
| INDEPENDENCE REALTY TR INC | 0.023757 |  |
| AMERICAN HOMES-A | 0.022329 |  |
| INVENTRUST PROPE | 0.022058 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.021111 |  |
| EASTGROUP PROP | 0.019884 |  |
| FARMLAND PARTNERS INC | 0.016890 |  |
| U.S. Bank Money Market Deposit Account | 0.016108 |  |
| CURBLINE PROPERTIES CORP | 0.015084 |  |
| AMERICAN HEALTHCARE REIT INC | 0.013323 |  |
| FRONTVIEW REIT INC | 0.008433 | ✓ |

## NETLease Corporate Real Estate ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| REALTY INCOME CORP REIT | 0.083472 | ✓ |
| WP CAREY INC | 0.079530 |  |
| AGREE REALTY CORP | 0.076791 | ✓ |
| VICI PROPERTIES | 0.075235 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.071663 | ✓ |
| POSTAL REALTY TRUST INC | 0.041888 |  |
| GETTY REALTY CORP | 0.041370 |  |
| GLOBAL NET LEASE INC | 0.041176 |  |
| EPR PROPERTIES | 0.040787 |  |
| NETSTREIT CORP | 0.040664 | ✓ |
| BROADSTONE NET LEASE INC | 0.039604 | ✓ |
| NNN REIT INC | 0.039332 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.038471 | ✓ |
| INNOVATIVE INDUS | 0.038434 |  |
| FOUR CORNERS PRO | 0.038096 | ✓ |
| LXP INDUSTRIAL TRUST REIT | 0.036671 |  |
| GLADSTONE COMMERCIAL CORP | 0.036296 |  |
| GAMING AND LEISURE PROPRTI INC | 0.035281 |  |
| SAFEHOLD INC | 0.033510 |  |
| ONE LIBERTY PROPERTIES INC | 0.027584 |  |
| FRONTVIEW REIT INC | 0.019985 | ✓ |
| ALPINE INCOME PROPERTY TRUST INC | 0.014548 |  |
| FRST AM-GV OB-X | 0.009613 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-247950` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1040674/000119312526247950/0001193125-26-247950-index.htm>
- N-PORT (fund B) — accession `0001193125-26-181040` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1540305/000119312526181040/0001193125-26-181040-index.htm>

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