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SRET vs REM

Shared holdings
11
SRET covered by REM
30.15%
REM covered by SRET
30.15%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SRET (April 30, 2026)

SecurityWeight
SILA REALTY TRUST INC4.24%
GETTY REALTY CORP3.77%
APOLLO COMMERCIA3.67%
SABRA HEALTHCARE REIT INC3.65%
APPLE HOSPITALITY REIT INC3.64%
HEALTHCARE REALTY TRUST INC3.63%
OMEGA HEALTHCARE INVESTORS INC3.57%
BROADSTONE NET LEASE INC REIT3.55%
GAMING AND LEISURE PROPRTI INC3.54%
LTC PROPERTIES INC REIT3.48%
EPR PROPERTIES3.44%
VICI PROPERTIES3.40%
STARWOOD PROPERTY TRUST INC3.35%
BLACKSTONE MORTGAGE TR CL A3.31%
ANNALY CAPITAL MANAGEMENT IN REIT3.18%
ARMOUR RESIDENTIAL REIT INC REIT3.18%
ELLINGTON FINANCIAL INC3.17%
COFINIMMO3.16%
LONDONMETRIC PRO3.15%
TPG RE FINANCE TRUST INC3.13%
MAPLETREE INDUST3.11%
DYNEX CAPITAL3.10%
KILROY REALTY CORP3.10%
AGNC INVESTMENT CORP3.10%
GECINA SA3.09%
LADDER CAPITAL CORP CL A3.08%
FRANKLIN BSP REALTY TRUST INC2.99%
PRIMARY HEALTH2.98%
ORCHID ISLAND CAPITAL INC2.87%
RITHM CAPITAL CORP2.76%
US ULTRA BOND CBT Sep250.58%
BNYREPOS0.00%

REM (March 31, 2026)

SecurityWeight
ANNALY CAPITAL MGMT INC REIT22.16%
AGNC INVESTMENT CORP14.49%
STARWOOD PROPERTY TRUST INC7.78%
BLACKSTONE MORTGAGE TR CL A4.68%
RITHM CAPITAL CORP4.61%
DYNEX CAPITAL4.46%
ARMOUR RESIDENTIAL REIT INC4.16%
ARBOR REALTY TRUST INC3.31%
APOLLO COMMERCIA3.26%
ELLINGTON FINANCIAL INC3.19%
ORCHID ISLAND CAPITAL INC2.87%
TWO HBRS INVT CORP2.63%
LADDER CAPITAL CORP CL A2.46%
CHIMERA INVESTMENT CORP2.26%
PENNYMAC MORTGAGE INV TRUST2.25%
MFA FINANCIAL INC2.18%
BRIGHTSPIRE CAPITAL INC1.59%
REDWOOD TRUST INC REIT1.57%
FRANKLIN BSP REALTY TRUST INC1.53%
NEW YORK MTGE1.38%
INVESCO MORTGAGE CAPITAL INC1.37%
TPG RE FINANCE TRUST INC1.23%
KKR REAL ESTATE FINANCE TRUST INC0.74%
ARES COMMERCIAL REAL ESTATE CO0.56%
READY CAPITAL CORP0.52%
CLAROS MORTGAGE TRUST INC0.48%
TPG MORTGAGE INVESTMENT TRUST INC0.46%
CHICAGO ATLANTIC0.45%
SEVEN HILLS REALTY TRUST0.40%
ACRES COMMERCIAL REALTY CORP0.26%
ANGEL OAK MORTGAGE REIT INC0.26%
NEXPOINT REAL ESTATE FINANCE0.20%
BLACKROCK GLOBAL0.10%
BLACKROCK CASH FUNDS0.10%
WHEAT (CBT)0.02%

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