HAUS vs FREI overlap
HAUS and FREI overlap 8.9% by weight, across 15 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HAUS | FREI | Overlap |
|---|---|---|---|
| Welltower Inc.WELL | 5.69% | 1.56% | 1.56% |
| Invitation HomesINVH | 5.08% | 1.26% | 1.26% |
| Equity LifestyleELS | 4.82% | 1.20% | 1.20% |
| UDR Inc.UDR | 4.77% | 0.83% | 0.83% |
| Ventas Inc.VTR | 5.62% | 0.76% | 0.76% |
| Equity ResidentiEQR | 4.99% | 0.56% | 0.56% |
| Sun CommunitiesSUI | 4.46% | 0.54% | 0.54% |
| Avalonbay CommunAVB | 4.72% | 0.50% | 0.50% |
| Public StoragePSA | 5.24% | 0.41% | 0.41% |
| UMH Properties IUMH | 4.27% | 0.35% | 0.35% |
| Essex PropertyESS | 5.16% | 0.30% | 0.30% |
| Extra Space STOREXR | 4.77% | 0.29% | 0.29% |
| American Homes-aAMH | 4.85% | 0.25% | 0.25% |
| Mid-America APARMAA | 4.47% | 0.03% | 0.03% |
| ELME CommunitiesELME | 2.33% | 0.02% | 0.02% |
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: HAUS, SEC Form N-PORT, July 31, 2026; FREI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: HAUS institutional holders, FREI institutional holders.
Frequently asked questions
How much do HAUS and FREI overlap?
8.9% by weight, with 15 holdings in common, using holdings for HAUS as of July 31, 2026 and FREI as of July 31, 2026. The largest shared position is WELL.
Do institutions hold both HAUS and FREI?
0 Form 13F filers report positions in both, out of 8 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%.