REET vs CGGE overlap
REET and CGGE overlap 0.9% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (REET: July 31, 2026, CGGE: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | REET | CGGE | Overlap |
|---|---|---|---|
| Welltower Inc.WELL | 8.85% | 0.89% | 0.89% |
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: REET, SEC Form N-PORT, July 31, 2026; CGGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | REET | CGGE |
|---|---|---|
| Envestnet Asset Management Inc. | $19.0M | $526.9M |
| LPL Financial LLC | $50.9M | $183.8M |
| Wells Fargo & Company | $18.8M | $200.0M |
| Northwestern Mutual Wealth Management Co | $195.0M | $587K |
| Valmark Advisers, Inc. | $184.2M | $11.4M |
| Cetera Investment Advisers | $10.3M | $119.2M |
| Morgan Stanley | $99.9M | $126K |
| Cambridge Investment Research Advisors, Inc. | $5.8M | $83.3M |
| Goldman Sachs Group Inc. | $80.0M | $390K |
| Royal Bank of Canada | $27.3M | $45.7M |
| Larson Financial Group LLC | $916K | $69.9M |
| MML Investors Services, LLC | $1.2M | $65.8M |
| Commonwealth Equity Services, LLC | $1.5M | $49.8M |
| Osaic Holdings, Inc. | $3.3M | $39.0M |
| NewEdge Advisors, LLC | $1.2M | $33.7M |
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: REET institutional holders, CGGE institutional holders.
Frequently asked questions
How much do REET and CGGE overlap?
0.9% by weight, with 1 holdings in common, using holdings for REET as of July 31, 2026 and CGGE as of May 31, 2026. The largest shared position is WELL.
Do institutions hold both REET and CGGE?
65 Form 13F filers report positions in both, out of 439 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%.