RWR vs ICF overlap
RWR and ICF overlap 66.8% by weight, across 24 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RWR | ICF | Overlap |
|---|---|---|---|
| Welltower Inc.WELL | 10.57% | 8.45% | 8.45% |
| Prologis Inc.PLD | 9.15% | 8.00% | 8.00% |
| Simon PropertySPG | 4.66% | 6.39% | 4.66% |
| Equinix Inc.EQIX | 4.45% | 7.35% | 4.45% |
| Realty IncomeO | 4.42% | 4.40% | 4.40% |
| Public StoragePSA | 4.36% | 5.23% | 4.36% |
| Digital RealtyDLR | 4.40% | 4.35% | 4.35% |
| Ventas Inc.VTR | 4.06% | 4.34% | 4.06% |
| Extra Space STOREXR | 2.88% | 3.22% | 2.88% |
| Avalonbay CommunAVB | 2.46% | 2.76% | 2.46% |
| Equity ResidentiEQR | 2.18% | 2.47% | 2.18% |
| Essex PropertyESS | 1.76% | 2.11% | 1.76% |
| Kimco RealtyKIM | 1.61% | 2.02% | 1.61% |
| Invitation HomesINVH | 1.55% | 1.96% | 1.55% |
| Mid-America APARMAA | 1.52% | 1.85% | 1.52% |
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: RWR, SEC Form N-PORT, June 30, 2026; ICF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RWR | ICF |
|---|---|---|
| Northern Trust Corp. | $267.1M | $5.8M |
| Charles Schwab Investment Management Inc. | $265.7M | $214K |
| Northwestern Mutual Wealth Management Co | $14.7M | $144.6M |
| JPMorgan Chase & Co | $33.9M | $112.8M |
| Morgan Stanley | $40.3M | $98.8M |
| Bank of America Corp. | $32.2M | $52.8M |
| LPL Financial LLC | $54.9M | $29.1M |
| Wells Fargo & Company | $50.7M | $16.6M |
| Envestnet Asset Management Inc. | $38.4M | $15.1M |
| Royal Bank of Canada | $9.5M | $41.0M |
| Cetera Investment Advisers | $2.2M | $46.6M |
| Osaic Holdings, Inc. | $2.6M | $39.3M |
| UBS Group AG | $31.1M | $8.4M |
| Raymond James Financial Inc. | $4.2M | $32.2M |
| M&T Bank Corp | $1.5M | $32.7M |
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: RWR institutional holders, ICF institutional holders.
Frequently asked questions
How much do RWR and ICF overlap?
66.8% by weight, with 24 holdings in common, using holdings for RWR as of June 30, 2026 and ICF as of July 31, 2026. The largest shared position is WELL.
Do institutions hold both RWR and ICF?
133 Form 13F filers report positions in both, out of 523 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%.