REET vs IDMO overlap
REET and IDMO overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | REET | IDMO | Overlap |
|---|---|---|---|
| Japan Metropolit8953 | 0.27% | 0.08% | 0.08% |
| ORIX Jreit Inc.8954 | 0.18% | 0.04% | 0.04% |
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; IDMO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | REET | IDMO |
|---|---|---|
| LPL Financial LLC | $50.9M | $404.1M |
| Northwestern Mutual Wealth Management Co | $195.0M | $212.4M |
| Cetera Investment Advisers | $10.3M | $136.7M |
| Creative Planning | $132.6M | $955K |
| Morgan Stanley | $99.9M | $110K |
| Raymond James Financial Inc. | $1.6M | $94.2M |
| Great Valley Advisor Group, Inc. | $938K | $93.6M |
| Goldman Sachs Group Inc. | $80.0M | $974K |
| HighTower Advisors, LLC | $37.4M | $43.0M |
| Bank of America Corp. | $23.7M | $36.9M |
| Envestnet Asset Management Inc. | $19.0M | $37.9M |
| Equitable Holdings, Inc. | $476K | $55.8M |
| Osaic Holdings, Inc. | $3.3M | $51.9M |
| Commonwealth Equity Services, LLC | $1.5M | $48.5M |
| Wells Fargo & Company | $18.8M | $27.7M |
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, IDMO institutional holders.
Frequently asked questions
How much do REET and IDMO overlap?
0.1% by weight, with 2 holdings in common, using holdings for REET as of July 31, 2026 and IDMO as of July 31, 2026. The largest shared position is 8953.
Do institutions hold both REET and IDMO?
75 Form 13F filers report positions in both, out of 533 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%.