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BREIX vs IYR

Shared holdings
12
BREIX covered by IYR
35.67%
IYR covered by BREIX
35.67%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BREIX (March 31, 2026)

SecurityWeight
WELLTOWER INC7.50%
EQUINIX INC7.21%
PROLOGIS INC REIT5.03%
TOLL BROTHERS INC4.29%
BROOKFIELD CORP CL A4.25%
JONES LANG LASALLE INC3.57%
CBRE GROUP INC - CL A3.53%
WYNN RESORTS LTD3.46%
AIRBNB INC CLASS A3.37%
SITEONE LANDSCAPE SUPPLY INC3.32%
HILTON WORLDWIDE HOLDINGS INC3.29%
CRH PLC3.14%
DIGITAL REALTY TRUST INC3.12%
HYATT HOTELS CORP CL A3.02%
MACERICH COMPANY2.99%
PUBLIC STORAGE2.98%
VENTAS INC REIT2.87%
GDS Holdings Ltd. SPON ADS EACH REP 8 ORD CL2.74%
LOWES COS INC2.37%
IRON MOUNTAIN INC2.19%
CAESARS ENTERTAINMENT INC2.11%
ADVANCED DRAINAGE SYSTEMS INC1.94%
ROCKET COS INC-A1.84%
RED ROCK RESORTS INC1.81%
MGM RESORTS INTERNATIONAL1.79%
SKYLINE CHAMPION CORP1.70%
AAON INC1.59%
TAYLOR MORRISON HOME CORP1.57%
PENN ENTERTAINMENT INC1.47%
VAIL RESORTS INC1.42%
BLACKSTONE MORTGAGE TR CL A1.15%
SIMON PROPERTY1.11%
SHERWIN WILLIAMS CO1.10%
EQUITY RESIDENTIAL REIT1.07%
UDR INC1.03%
VULCAN MATERIALS CO0.96%
LAS VEGAS SANDS CORP0.85%
BROOKFIELD ASSET MANAGEMENT LTD A0.83%
LEGENCE CORP-A0.40%

IYR (March 31, 2026)

SecurityWeight
WELLTOWER INC10.00%
PROLOGIS INC REIT9.21%
EQUINIX INC4.70%
DIGITAL REALTY TRUST INC4.65%
SIMON PROPERTY4.60%
REALTY INCOME CORP REIT4.42%
AMERICAN TOWER CORP4.41%
PUBLIC STORAGE3.42%
CBRE GROUP INC - CL A3.14%
VENTAS INC REIT3.10%
CROWN CASTLE INC2.83%
IRON MOUNTAIN INC2.41%
VICI PROPERTIES2.33%
EXTRA SPACE STORAGE INC2.22%
AVALONBAY COMMUNITIES INC REIT1.85%
EQUITY RESIDENTIAL REIT1.62%
SBA COMMUNICATIONS CORP1.46%
WEYERHAEUSER CO1.41%
COSTAR GROUP INC1.37%
ESSEX PROPERTY TRUST INC1.25%
ANNALY CAPITAL MGMT INC REIT1.21%
KIMCO REALTY CORPORATION1.21%
WP CAREY INC1.19%
SUN COMMUNITIES INC - REIT1.17%
JONES LANG LASALLE INC1.15%
MID AMERICA APT CMNTY INC1.14%
INVITATION HOMES INC1.12%
OMEGA HEALTHCARE INVESTORS INC1.03%
GAMING AND LEISURE PROPRTI INC1.00%
REGENCY CENTERS CORP REIT0.99%
HOST HOTELS & RE0.98%
EQUITY LIFESTYLE PPTYS INC0.97%
HEALTHPEAK PROPERTIES INC0.91%
AGNC INVESTMENT CORP0.89%
LAMAR ADVERTISING CO CL A0.88%
UDR INC0.81%
CAMDEN PROP TR0.81%
EASTGROUP PROP0.79%
AMERICAN HOMES-A0.73%
AGREE REALTY CORP0.72%
BRIXMOR PROPERTY0.70%
CUBESMART0.67%
FED REALTY INVS0.67%
NNN REIT INC0.64%
FIRST INDUSTRIAL REALTY TRUST0.61%
BXP INC0.61%
REXFORD INDUSTRIAL REALTY INC0.60%
ZILLOW GROUP INC CL C0.58%
ALEXANDRIA REAL ES EQ INC REIT0.58%
STAG INDUSTRIAL INC CL A0.55%

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