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MXSFX vs USRT

Shared holdings
99
MXSFX covered by USRT
85.66%
USRT covered by MXSFX
85.66%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

MXSFX (March 31, 2026)

SecurityWeight
WELLTOWER INC12.00%●
PROLOGIS INC REIT10.69%●
EQUINIX INC8.38%●
SIMON PROPERTY5.28%●
DIGITAL REALTY TRUST INC5.06%●
REALTY INCOME CORP REIT4.90%●
PUBLIC STORAGE3.72%●
VENTAS INC REIT3.38%●
Dreyfus Instl Resv PFD GOVT INSTL3.17%
EXTRA SPACE STORAGE INC2.42%●
AVALONBAY COMMUNITIES INC REIT2.01%●
EQUITY RESIDENTIAL REIT1.77%●
ESSEX PROPERTY TRUST INC1.36%●
KIMCO REALTY CORPORATION1.32%●
WP CAREY INC1.30%●
SUN COMMUNITIES INC - REIT1.27%●
MID AMERICA APT CMNTY INC1.24%●
INVITATION HOMES INC1.22%●
OMEGA HEALTHCARE INVESTORS INC1.13%●
REGENCY CENTERS CORP REIT1.08%●
HOST HOTELS & RE1.07%●
EQUITY LIFESTYLE PPTYS INC1.05%●
HEALTHPEAK PROPERTIES INC0.99%●
UDR INC0.88%●
CAMDEN PROP TR0.88%●
EASTGROUP PROP0.86%●
AMERICAN HOMES-A0.79%●
AGREE REALTY CORP0.79%●
BRIXMOR PROPERTY0.77%●
AMERICAN HEALTHCARE REIT INC0.73%●
CUBESMART0.73%●
FED REALTY INVS0.73%●
CARETRUST REIT INC0.71%●
NNN REIT INC0.69%●
FIRST INDUSTRIAL REALTY TRUST0.67%●
BXP INC0.67%●
REXFORD INDUSTRIAL REALTY INC0.66%●
ALEXANDRIA REAL ES EQ INC REIT0.63%●
STAG INDUSTRIAL INC CL A0.60%●
TERRENO REALTY CORP0.56%●
ESSENTIAL PROPERTIES REALTY TRUST INC0.55%●
U.S. Treasury Bills0.52%
HEALTHCARE REALTY TRUST INC0.52%●
RYMAN HOSPITALITY PPTYS INC0.51%●
KITE REALTY GROUP TRUST0.46%●
MACERICH COMPANY0.42%●
PHILLIPS EDISON and CO INC0.41%●
VORNADO RLTY TST0.36%●
TANGER INC- REIT0.34%●
NATL HEALTH INV0.34%●

USRT (Jan. 31, 2026)

SecurityWeight
WELLTOWER INC8.53%●
PROLOGIS INC REIT8.07%●
EQUINIX INC5.99%●
SIMON PROPERTY4.62%●
DIGITAL REALTY TRUST INC4.53%●
REALTY INCOME CORP REIT4.45%●
PUBLIC STORAGE3.91%●
VENTAS INC REIT3.27%●
VICI PROPERTIES2.70%
EXTRA SPACE STORAGE INC2.62%●
IRON MOUNTAIN INC2.43%
AVALONBAY COMMUNITIES INC REIT2.27%●
EQUITY RESIDENTIAL REIT2.12%●
INVITATION HOMES INC1.47%●
ESSEX PROPERTY TRUST INC1.44%●
MID AMERICA APT CMNTY INC1.41%●
SUN COMMUNITIES INC - REIT1.40%●
WP CAREY INC1.36%●
KIMCO REALTY CORPORATION1.27%●
REGENCY CENTERS CORP REIT1.18%●
OMEGA HEALTHCARE INVESTORS INC1.17%●
HOST HOTELS & RE1.14%●
UDR INC1.10%●
GAMING AND LEISURE PROPRTI INC1.09%
EQUITY LIFESTYLE PPTYS INC1.09%●
HEALTHPEAK PROPERTIES INC1.08%●
CAMDEN PROP TR1.04%●
LAMAR ADVERTISING CO CL A1.00%
AMERICAN HOMES-A0.96%●
BXP INC0.92%●
EASTGROUP PROP0.87%●
REXFORD INDUSTRIAL REALTY INC0.85%●
ALEXANDRIA REAL ES EQ INC REIT0.84%●
FED REALTY INVS0.77%●
CUBESMART0.76%●
CARETRUST REIT INC0.75%●
AGREE REALTY CORP0.74%●
BRIXMOR PROPERTY0.73%●
AMERICAN HEALTHCARE REIT INC0.71%●
NNN REIT INC0.70%●
FIRST INDUSTRIAL REALTY TRUST0.67%●
STAG INDUSTRIAL INC CL A0.63%●
TERRENO REALTY CORP0.56%●
ESSENTIAL PROPERTIES REALTY TRUST INC0.54%●
RYMAN HOSPITALITY PPTYS INC0.52%●
VORNADO RLTY TST0.51%●
HEALTHCARE REALTY TRUST INC0.50%●
KITE REALTY GROUP TRUST0.46%●
MACERICH COMPANY0.43%●
MILLROSE PROPERTIES INC0.41%

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