# Portfolio overlap — SRVR vs REAI

Comparing **Pacer Data & Infrastructure Real Estate ETF** (2026-04-30) and **Intelligent Real Estate ETF** (2026-01-31).

- Shared positions: 9
- Pacer Data & Infrastructure Real Estate ETF covered by Intelligent Real Estate ETF: 0.4001851240746860124508079936
- Intelligent Real Estate ETF covered by Pacer Data & Infrastructure Real Estate ETF: 0.4001851240746860124508079936

## Pacer Data & Infrastructure Real Estate ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DIGITAL REALTY TRUST INC | 0.140068 | ✓ |
| EQUINIX INC | 0.139784 | ✓ |
| AMERICAN TOWER CORP | 0.124042 | ✓ |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.087847 |  |
| IRON MOUNTAIN INC | 0.044293 | ✓ |
| SBA COMMUNICATIONS CORP | 0.044187 | ✓ |
| CROWN CASTLE INC | 0.038122 | ✓ |
| CELLNEX TELECOM | 0.037491 |  |
| NEXTDC LTD | 0.025521 |  |
| CHINA TOWER CO-H | 0.021703 |  |
| GDS Holdings Ltd. SPON ADS EACH REP 8 ORD CL | 0.018791 | ✓ |
| KEPPEL DC REIT | 0.012160 | ✓ |
| IRIDIUM COMMUNICATIONS INC | 0.011931 |  |
| KEPCO ENGINEERIN | 0.011674 |  |
| HYUNDAI ENG&CONS | 0.011524 |  |
| VERTIV HOLDINGS CO | 0.011222 |  |
| SES | 0.010239 |  |
| INFRASTRUTTURE W | 0.009594 |  |
| UNITI GROUP INC | 0.009202 |  |
| NEXTERA ENERGY INC | 0.008582 |  |
| DIGITALBRIDGE GROUP INC | 0.008419 |  |
| CHORUS LTD | 0.007984 |  |
| CAMECO CORP | 0.007853 |  |
| GE VERNOVA LLC | 0.007277 |  |
| ROLLS-ROYCE HOLDINGS PLC | 0.006885 |  |
| HELIOS TOWER | 0.006871 |  |
| BWX TECHNOLOGIES INC | 0.006386 |  |
| ASP ISOTOPES INC | 0.006176 |  |
| WOOJIN INC | 0.006039 |  |
| ENERGY FUELS INC | 0.005743 |  |
| NANO NUCLEAR ENERGY INC | 0.005507 |  |
| OKLO INC | 0.005503 |  |
| URANIUM ENERGY CORP | 0.005442 |  |
| UR-ENERGY INC | 0.005089 |  |
| CURTISS WRIGHT CORPORATION | 0.005005 |  |
| LIGHTBRIDGE CORP | 0.005000 |  |
| DOOSAN ENERBILIT | 0.004745 |  |
| NUSCALE POWER CORP | 0.004727 |  |
| CENTRUS ENERGY CORP CL A | 0.004633 |  |
| FLUOR CORP | 0.004627 |  |
| Encore Energy Corporation | 0.004399 |  |
| DELTA ELEC | 0.004196 |  |
| U.S. Bank Money Market Deposit Account | 0.004112 |  |
| SILEX SYSTEMS | 0.004055 |  |
| ABB Ltd. (Registered) | 0.003677 |  |
| EUTELSAT COMMUNI | 0.003584 |  |
| EATON CORP PLC | 0.003257 |  |
| SUPERLOOP LTD | 0.003195 |  |
| IHI CORP | 0.003124 |  |
| VNET Group Incorporation DEPOSITARY RECEIPT | 0.003082 | ✓ |

## Intelligent Real Estate ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DIGITAL CORE REIT MGT. PT | 0.096824 |  |
| DIGITAL REALTY TRUST INC | 0.095228 | ✓ |
| EQUINIX INC | 0.093063 | ✓ |
| AMERICAN TOWER CORP | 0.051259 | ✓ |
| CROWN CASTLE INC | 0.049553 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.047979 |  |
| FIRST INDUSTRIAL REALTY TRUST | 0.047737 |  |
| IRON MOUNTAIN INC | 0.046305 | ✓ |
| PROLOGIS INC REIT | 0.046236 |  |
| KEPPEL DC REIT | 0.045537 | ✓ |
| SBA COMMUNICATIONS CORP | 0.044513 | ✓ |
| REXFORD INDUSTRIAL REALTY INC | 0.043913 |  |
| TRITAX BIG BOX R | 0.041214 |  |
| SEGRO PLC | 0.040624 |  |
| PUBLIC STORAGE | 0.039622 |  |
| VICI PROPERTIES | 0.038959 |  |
| VNET Group Incorporation DEPOSITARY RECEIPT | 0.029663 | ✓ |
| INNOVATIVE INDUS | 0.028164 |  |
| GDS Holdings Ltd. SPON ADS EACH REP 8 ORD CL | 0.020534 | ✓ |
| Nebius Group NV, Class A | 0.016922 |  |
| EQUITY RESIDENTIAL REIT | 0.011004 |  |
| CAMDEN PROP TR | 0.010940 |  |
| AMERICAN HOMES-A | 0.010872 |  |
| FRST AM-GV OB-X | 0.003336 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-020691` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1616668/000089418926020691/0000894189-26-020691-index.htm>
- N-PORT (fund B) — accession `0002000324-26-001227` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1742912/000200032426001227/0002000324-26-001227-index.htm>

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