REET vs IXJ overlap
REET and IXJ 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: REET, SEC Form N-PORT, July 31, 2026; IXJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | REET | IXJ |
|---|---|---|
| BlackRock, Inc. | $117.5M | $1.4B |
| Northwestern Mutual Wealth Management Co | $195.0M | $3.8M |
| Morgan Stanley | $99.9M | $93.1M |
| Valmark Advisers, Inc. | $184.2M | $235K |
| Creative Planning | $132.6M | $2.8M |
| Bank of America Corp. | $23.7M | $101.4M |
| Goldman Sachs Group Inc. | $80.0M | $4.7M |
| Savant Capital, LLC | $71.8M | $303K |
| CI Investments Inc. | $469K | $70.8M |
| LPL Financial LLC | $50.9M | $16.2M |
| HighTower Advisors, LLC | $37.4M | $13.7M |
| Royal Bank of Canada | $27.3M | $21.4M |
| Wells Fargo & Company | $18.8M | $22.8M |
| UBS Group AG | $5.3M | $30.3M |
| Envestnet Asset Management Inc. | $19.0M | $14.6M |
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, IXJ institutional holders.
Frequently asked questions
How much do REET and IXJ overlap?
0.0% by weight, with 0 holdings in common, using holdings for REET as of July 31, 2026 and IXJ as of June 30, 2026.
Do institutions hold both REET and IXJ?
107 Form 13F filers report positions in both, out of 517 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%.