REIT vs HRTS overlap

REIT and HRTS overlap 0.0% by weight, across 0 shared holdings.

REITHRTS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

REIT0.0% of the fund is in shared holdings, of 30

HRTS0.0% of the fund is in shared holdings, of 44

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: REIT, SEC Form N-PORT, May 31, 2026; HRTS, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 32 holding any

REIT0.3% of its 13F dollars, 12.5% of its 16 holders

HRTS0.2% of its 13F dollars, 11.1% of its 18 holders

Largest institutions holding both

Firm	REIT	HRTS
Integrated Wealth Concepts LLC	$24K	$1K
Morgan Stanley	$6K	$13K

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: REIT institutional holders, HRTS institutional holders.

Frequently asked questions

How much do REIT and HRTS overlap?

0.0% by weight, with 0 holdings in common, using holdings for REIT as of May 31, 2026 and HRTS as of May 31, 2026.

Do institutions hold both REIT and HRTS?

2 Form 13F filers report positions in both, out of 32 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%.