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BREIX vs URE

Shared holdings
11
BREIX covered by URE
35.50%
URE covered by BREIX
35.50%

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%

URE (Feb. 28, 2026)

SecurityWeight
Repurchase Agreement17.79%
WELLTOWER INC8.29%
PROLOGIS INC REIT7.72%
EQUINIX INC5.58%
AMERICAN TOWER CORP5.24%
REALTY INCOME CORP REIT3.94%
SIMON PROPERTY3.88%
PUBLIC STORAGE3.82%
DIGITAL REALTY TRUST INC3.70%
VENTAS INC REIT3.29%
CROWN CASTLE INC3.17%
CBRE GROUP INC - CL A3.14%
VICI PROPERTIES2.62%
EXTRA SPACE STORAGE INC2.61%
IRON MOUNTAIN INC2.60%
AVALONBAY COMMUNITIES INC REIT2.04%
US ULTRA BOND CBT Sep251.98%
EQUITY RESIDENTIAL REIT1.78%
SBA COMMUNICATIONS CORP1.74%
COSTAR GROUP INC1.54%
WEYERHAEUSER CO1.44%
ESSEX PROPERTY TRUST INC1.33%
KIMCO REALTY CORPORATION1.30%
MID AMERICA APT CMNTY INC1.27%
INVITATION HOMES INC1.21%
REGENCY CENTERS CORP REIT1.06%
HOST HOTELS & RE1.02%
HEALTHPEAK PROPERTIES INC1.00%
CAMDEN PROP TR0.94%
UDR INC0.92%
FED REALTY INVS0.69%
BXP INC0.69%
ALEXANDRIA REAL ES EQ INC REIT0.68%

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