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DFA REAL ESTATE SECURITIES PORTFOLIO vs USRT

Shared holdings
122
A covered by USRT
84.99%
USRT covered by A
84.99%

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.

DFA REAL ESTATE SECURITIES PORTFOLIO (Jan. 31, 2026)

SecurityWeight
WELLTOWER INC7.19%●
PROLOGIS INC REIT6.81%●
AMERICAN TOWER CORP5.56%
EQUINIX INC4.59%●
DIGITAL REALTY TRUST INC4.47%●
SIMON PROPERTY4.39%●
REALTY INCOME CORP REIT4.38%●
PUBLIC STORAGE3.41%●
CROWN CASTLE INC2.96%
VENTAS INC REIT2.89%●
VICI PROPERTIES2.35%●
EXTRA SPACE STORAGE INC2.30%●
IRON MOUNTAIN INC2.13%●
DFA Short Term Investment Fund2.05%
The DFA Short Term Investment Fund2.02%
AVALONBAY COMMUNITIES INC REIT1.98%●
EQUITY RESIDENTIAL REIT1.76%●
SBA COMMUNICATIONS CORP1.55%
ESSEX PROPERTY TRUST INC1.25%●
SUN COMMUNITIES INC - REIT1.24%●
WP CAREY INC1.19%●
MID AMERICA APT CMNTY INC1.18%●
INVITATION HOMES INC1.17%●
KIMCO REALTY CORPORATION1.09%●
HOST HOTELS & RE1.00%●
OMEGA HEALTHCARE INVESTORS INC1.00%●
GAMING AND LEISURE PROPRTI INC0.99%●
REGENCY CENTERS CORP REIT0.95%●
UDR INC0.91%●
HEALTHPEAK PROPERTIES INC0.89%●
EQUITY LIFESTYLE PPTYS INC0.89%●
LAMAR ADVERTISING CO CL A0.88%●
CAMDEN PROP TR0.88%●
State Street Navigator Securities Lending Portfolio II0.84%
AMERICAN HOMES-A0.81%●
BXP INC0.77%●
EASTGROUP PROP0.73%●
REXFORD INDUSTRIAL REALTY INC0.72%●
AMERICAN HEALTHCARE REIT INC0.68%●
CARETRUST REIT INC0.66%●
BRIXMOR PROPERTY0.65%●
CUBESMART0.64%●
FED REALTY INVS0.64%●
ALEXANDRIA REAL ES EQ INC REIT0.61%●
AGREE REALTY CORP0.60%●
FIRST INDUSTRIAL REALTY TRUST0.60%●
NNN REIT INC0.60%●
STAG INDUSTRIAL INC CL A0.54%●
TERRENO REALTY CORP0.49%●
ESSENTIAL PROPERTIES REALTY TRUST INC0.46%●

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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