XLRE vs SCHH overlap
XLRE and SCHH overlap 73.6% by weight, across 29 shared holdings.
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Top shared holdings
| Holding | XLRE | SCHH | Overlap |
|---|---|---|---|
| Welltower Inc.WELL | 11.01% | 9.62% | 9.62% |
| Prologis Inc.PLD | 8.68% | 8.95% | 8.68% |
| Equinix Inc.EQIX | 7.06% | 4.88% | 4.88% |
| Simon PropertySPG | 4.98% | 4.47% | 4.47% |
| Digital RealtyDLR | 4.53% | 4.35% | 4.35% |
| American Tower CAMT | 5.23% | 4.34% | 4.34% |
| Realty IncomeO | 4.55% | 4.00% | 4.00% |
| Public StoragePSA | 4.48% | 3.40% | 3.40% |
| Ventas Inc.VTR | 4.47% | 2.84% | 2.84% |
| Crown Castle Inc.CCI | 3.42% | 2.82% | 2.82% |
| Iron MountainIRM | 3.89% | 2.69% | 2.69% |
| VICI PropertiesVICI | 3.01% | 2.18% | 2.18% |
| Extra Space STOREXR | 3.18% | 2.17% | 2.17% |
| Avalonbay CommunAVB | 2.71% | 1.83% | 1.83% |
| Equity ResidentiEQR | 2.40% | 1.59% | 1.59% |
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: XLRE, SEC Form N-PORT, June 30, 2026; SCHH, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XLRE | SCHH |
|---|---|---|
| Creative Planning | $2.3B | $465.5M |
| Northwestern Mutual Wealth Management Co | $3.0M | $1.2B |
| US Bancorp | $1.8M | $813.1M |
| FMR LLC | $898K | $585.7M |
| Morgan Stanley | $475.0M | $9.4M |
| Envestnet Asset Management Inc. | $46.7M | $278.4M |
| Bank of America Corp. | $309.3M | $6.7M |
| LPL Financial LLC | $203.9M | $12.3M |
| Cassaday & Co Wealth Management LLC | $149.4M | $31K |
| BNP Paribas Financial Markets | $95.0M | $6.7M |
| UBS Group AG | $95.1M | $6.0M |
| Ameriprise Financial Inc. | $44.1M | $51.6M |
| Wells Fargo & Company | $78.1M | $8.4M |
| Cetera Investment Advisers | $69.6M | $4.5M |
| Moss Adams Wealth Advisors LLC | $72.7M | $268K |
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: XLRE institutional holders, SCHH institutional holders.
Frequently asked questions
How much do XLRE and SCHH overlap?
73.6% by weight, with 29 holdings in common, using holdings for XLRE as of June 30, 2026 and SCHH as of May 31, 2026. The largest shared position is WELL.
Do institutions hold both XLRE and SCHH?
258 Form 13F filers report positions in both, out of 1,134 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%.