REIT vs LITP overlap
2 institutions report holding both REIT and LITP.
REITLITP
Pick 2 to 4 ETFs.
We don’t have holdings for LITP. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 34 holding any
REIT0.9% of its 13F dollars, 12.5% of its 16 holders
LITP0.5% of its 13F dollars, 10.0% of its 20 holders
Largest institutions holding both
| Firm | REIT | LITP |
|---|---|---|
| Osaic Holdings, Inc. | $69K | $31K |
| Morgan Stanley | $6K | $15K |
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, LITP institutional holders.
Frequently asked questions
Do institutions hold both REIT and LITP?
2 Form 13F filers report positions in both, out of 34 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%.