DCRE vs CSRE overlap
DCRE and CSRE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: DCRE, SEC Form N-PORT, June 30, 2026; CSRE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DCRE | CSRE |
|---|---|---|
| Sanctuary Advisors, LLC | $36.1M | $8.2M |
| Northwestern Mutual Wealth Management Co | $7K | $29.3M |
| Envestnet Asset Management Inc. | $17.2M | $6.4M |
| HighTower Advisors, LLC | $11.1M | $9.7M |
| Royal Bank of Canada | $23K | $20.3M |
| Bank of America Corp. | $779K | $19.2M |
| Osaic Holdings, Inc. | $2.8M | $10.6M |
| Apollon Wealth Management, LLC | $4.9M | $8.0M |
| SK Wealth Management, LLC | $257K | $8.9M |
| Steward Partners Investment Advisory, LLC | $6.6M | $199K |
| Virtu Financial LLC | $5.8M | $256K |
| Jane Street Group, LLC | $1.3M | $2.4M |
| Fifth Third Bancorp | $169K | $323K |
| Morgan Stanley | $233K | $57K |
| Global Retirement Partners, LLC | $2K | $20K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: DCRE institutional holders, CSRE institutional holders.
Frequently asked questions
How much do DCRE and CSRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for DCRE as of June 30, 2026 and CSRE as of June 30, 2026.
Do institutions hold both DCRE and CSRE?
16 Form 13F filers report positions in both, out of 162 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.