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IREIX vs SOAAX

Shared holdings
22
IREIX covered by SOAAX
50.89%
SOAAX covered by IREIX
50.89%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IREIX (March 31, 2026)

SecurityWeight
EQUINIX INC13.00%
WELLTOWER INC12.00%
PROLOGIS INC REIT4.68%
VENTAS INC REIT4.65%
SIMON PROPERTY4.59%
IRON MOUNTAIN INC4.51%
PUBLIC STORAGE4.12%
AMERICAN HEALTHCARE REIT INC4.07%
FIRST INDUSTRIAL REALTY TRUST4.06%
VICI PROPERTIES3.90%
AVALONBAY COMMUNITIES INC REIT3.52%
AGREE REALTY CORP3.40%
NETSTREIT CORP2.87%
INVITATION HOMES INC2.80%
MACERICH COMPANY2.61%
REXFORD INDUSTRIAL REALTY INC2.49%
ESSEX PROPERTY TRUST INC2.31%
AMERICAN TOWER CORP1.81%
KILROY REALTY CORP1.77%
INVENTRUST PROPE1.69%
NEXTDC LTD1.64%
RYMAN HOSPITALITY PPTYS INC1.56%
HEALTHPEAK PROPERTIES INC1.51%
REALTY INCOME CORP REIT1.48%
GOODMAN GROUP1.39%
EXTRA SPACE STORAGE INC1.31%
WYNDHAM HOTELS and RESORTS INC1.29%
LXP INDUSTRIAL TRUST REIT1.09%
UI Boustead REIT0.72%
BlackRock Liquidity FedFund - Institutional Class0.68%
MSILF-GOVT-INS0.68%
MONEYMKT0.68%
MONEYMKT0.68%
HYATT HOTELS CORP CL A0.41%

SOAAX (March 31, 2026)

SecurityWeight
WELLTOWER INC10.22%
EQUINIX INC6.14%
DIGITAL REALTY TRUST INC5.31%
IRON MOUNTAIN INC4.88%
PROLOGIS INC REIT4.72%
SIMON PROPERTY4.07%
VENTAS INC REIT3.89%
VICI PROPERTIES3.31%
PUBLIC STORAGE3.16%
OMEGA HEALTHCARE INVESTORS INC3.03%
REALTY INCOME CORP REIT2.57%
TERRENO REALTY CORP2.34%
EXTRA SPACE STORAGE INC2.10%
STAG INDUSTRIAL INC CL A2.07%
AVALONBAY COMMUNITIES INC REIT2.06%
GAMING AND LEISURE PROPRTI INC1.88%
REGENCY CENTERS CORP REIT1.81%
BRIXMOR PROPERTY1.76%
EQUITY RESIDENTIAL REIT1.75%
ESSEX PROPERTY TRUST INC1.72%
VERTIV HOLDINGS CO1.69%
SUN COMMUNITIES INC - REIT1.66%
EQUITY LIFESTYLE PPTYS INC1.56%
FED REALTY INVS1.51%
AMAZON.COM INC1.50%
UDR INC1.41%
CARETRUST REIT INC1.35%
NNN REIT INC1.10%
HOST HOTELS & RE1.01%
CUBESMART0.99%
WP CAREY INC0.92%
CAMDEN PROP TR0.90%
MID AMERICA APT CMNTY INC0.90%
AGREE REALTY CORP0.90%
KIMCO REALTY CORPORATION0.81%
AMERICAN TOWER CORP0.80%
MSILF-GOVT-INS0.76%
DIGITALBRIDGE GROUP INC0.75%
AMERICAN HOMES-A0.71%
TANGER INC- REIT0.60%
RYMAN HOSPITALITY PPTYS INC0.58%
CORPORATE OFFICE PROPERTIES TR0.54%
BXP INC0.53%
REXFORD INDUSTRIAL REALTY INC0.51%
CROWN CASTLE INC0.48%
EASTGROUP PROP0.48%
HEALTHPEAK PROPERTIES INC0.46%
BLACKSTONE INC0.34%
KKR & CO INC0.32%
Summit Hotel Properties, Inc. 5.875% Preferred0.25%

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