Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

SWASX vs AVRE

Shared holdings
64
SWASX covered by AVRE
41.68%
AVRE covered by SWASX
41.68%

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.

SWASX (Feb. 28, 2026)

SecurityWeight
WELLTOWER INC5.31%
EQUINIX INC4.82%
PROLOGIS INC REIT4.57%
PUBLIC STORAGE3.15%
VICI PROPERTIES2.76%
SUN COMMUNITIES INC - REIT2.64%
SIMON PROPERTY2.52%
OMEGA HEALTHCARE INVESTORS INC2.38%
EASTGROUP PROP2.27%
VENTAS INC REIT2.22%
FIRST INDUSTRIAL REALTY TRUST2.13%
BRIXMOR PROPERTY2.08%
DIAMONDROCK HOSPITALITY CO2.05%
EPR PROPERTIES1.95%
SEKISUI HOUSE RE1.90%
MITSUI FUDOSAN1.86%
ESSEX PROPERTY TRUST INC1.78%
COVIVIO1.78%
LONDONMETRIC PRO1.50%
WHARF REAL ESTAT1.47%
INVITATION HOMES INC1.46%
CAPITALAND ASCEN1.46%
HULIC CO LTD1.37%
VORNADO RLTY TST1.36%
EMAAR DEVELOPMENT PJSC COMMON STOCK AED1.01.34%
LAMAR ADVERTISING CO CL A1.32%
UOL GROUP LTD1.31%
CHARTER HALL GRO1.30%
EMAAR PROP PJSC1.30%
GAMING AND LEISURE PROPRTI INC1.20%
NIPPON REIT INVE1.19%
SCENTRE GROUP1.16%
IRON MOUNTAIN INC1.10%
BRIT LAND CO PLC1.04%
DAIWA HOUSE INDU0.97%
DIGITAL REALTY TRUST INC0.95%
SWIREPROPERTIES0.91%
GPT GROUP0.90%
KERRY PPT0.90%
SHK PPT0.89%
BOARDWALK REAL E0.87%
VICINITY CENTRES0.86%
SUNWAY REAL ESTA0.85%
CARMILA0.82%
Glenveagh Properties plc (London)0.82%
BIG YELLOW GROUP0.80%
CHINA RES LAND0.80%
AMERICAN TOWER CORP0.78%
AROUNDTOWN SA0.77%
GLOBAL ONE REIT0.77%

AVRE (Feb. 28, 2026)

SecurityWeight
WELLTOWER INC6.77%
PROLOGIS INC REIT6.73%
EQUINIX INC5.11%
AMERICAN TOWER CORP4.51%
SIMON PROPERTY3.34%
DIGITAL REALTY TRUST INC3.07%
REALTY INCOME CORP REIT2.93%
PUBLIC STORAGE2.75%
GOODMAN GROUP2.56%
VENTAS INC REIT2.11%
CROWN CASTLE INC1.92%
EXTRA SPACE STORAGE INC1.64%
IRON MOUNTAIN INC1.63%
VICI PROPERTIES1.60%
AVALONBAY COMMUNITIES INC REIT1.36%
EQUITY RESIDENTIAL REIT1.28%
SBA COMMUNICATIONS CORP1.18%
LINK REIT0.93%
SUN COMMUNITIES INC - REIT0.90%
SEGRO PLC0.88%
ESSEX PROPERTY TRUST INC0.88%
KLEPIERRE0.86%
WP CAREY INC0.83%
MID AMERICA APT CMNTY INC0.83%
REGENCY CENTERS CORP REIT0.77%
KIMCO REALTY CORPORATION0.77%
OMEGA HEALTHCARE INVESTORS INC0.76%
INVITATION HOMES INC0.75%
CAPITALAND INTEG0.71%
EQUITY LIFESTYLE PPTYS INC0.70%
HOST HOTELS & RE0.69%
AMERICAN HEALTHCARE REIT INC0.64%
GAMING AND LEISURE PROPRTI INC0.64%
LAMAR ADVERTISING CO CL A0.63%
CAMDEN PROP TR0.62%
UDR INC0.61%
EASTGROUP PROP0.60%
STOCKLAND0.59%
CARETRUST REIT INC0.56%
AMERICAN HOMES-A0.50%
CUBESMART0.49%
AGREE REALTY CORP0.49%
NIPPON BUILDING0.47%
CHARTER HALL GRO0.47%
REXFORD INDUSTRIAL REALTY INC0.46%
GPT GROUP0.46%
FED REALTY INVS0.46%
CAPITALAND ASCEN0.46%
FIRST INDUSTRIAL REALTY TRUST0.45%
GECINA SA0.45%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.