URTH vs REET overlap
URTH and REET overlap 1.2% by weight, across 37 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (URTH: May 31, 2026, REET: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | URTH | REET | Overlap |
|---|---|---|---|
| Welltower Inc.WELL | 0.15% | 8.85% | 0.15% |
| Prologis Inc.PLD | 0.15% | 7.20% | 0.15% |
| Equinix Inc.EQIX | 0.12% | 5.36% | 0.12% |
| Simon PropertySPG | 0.07% | 3.91% | 0.07% |
| Digital RealtyDLR | 0.07% | 3.64% | 0.07% |
| Realty IncomeO | 0.06% | 3.18% | 0.06% |
| Public StoragePSA | 0.05% | 2.91% | 0.05% |
| Goodman GroupGMG | 0.05% | 2.22% | 0.05% |
| Ventas Inc.VTR | 0.04% | 2.42% | 0.04% |
| Iron MountainIRM | 0.04% | 1.93% | 0.04% |
| Extra Space STOREXR | 0.03% | 1.66% | 0.03% |
| VICI PropertiesVICI | 0.03% | 1.53% | 0.03% |
| Avalonbay CommunAVB | 0.03% | 1.38% | 0.03% |
| Equity ResidentiEQR | 0.02% | 1.32% | 0.02% |
| Invitation HomesINVH | 0.02% | 0.94% | 0.02% |
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: URTH, SEC Form N-PORT, May 31, 2026; REET, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | URTH | REET |
|---|---|---|
| Royal Bank of Canada | $441.6M | $27.3M |
| Goldman Sachs Group Inc. | $148.2M | $80.0M |
| Northwestern Mutual Wealth Management Co | $15.6M | $195.0M |
| Morgan Stanley | $85.5M | $99.9M |
| BlackRock, Inc. | $49.3M | $117.5M |
| M&T Bank Corp | $557K | $135.7M |
| Creative Planning | $232K | $132.6M |
| Bank of America Corp. | $105.9M | $23.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $106.7M | $12.4M |
| LPL Financial LLC | $47.4M | $50.9M |
| Bank of Montreal | $66.7M | $10.1M |
| Compagnie Lombard Odier SCmA | $68.4M | $806K |
| Envestnet Asset Management Inc. | $33.5M | $19.0M |
| JPMorgan Chase & Co | $50.3M | $1.6M |
| Partners Capital Investment Group, LLP | $2.4M | $45.1M |
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: URTH institutional holders, REET institutional holders.
Frequently asked questions
How much do URTH and REET overlap?
1.2% by weight, with 37 holdings in common, using holdings for URTH as of May 31, 2026 and REET as of July 31, 2026. The largest shared position is WELL.
Do institutions hold both URTH and REET?
95 Form 13F filers report positions in both, out of 500 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%.