REET vs XLRE overlap - what they share and where they differ

REET and XLRE share 54.5% of their weight across 25 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

REET and XLRE

54.5%

25 shared positions

REET

iShares Global REIT ETF

Reported positions cover 86% of the fund, 223 positions · Apr 30, 2026

Top 10: 41.4%·Holdings of REET

XLRE

State Street(R) Real Estate Select Sector SPDR(R) ETF

Reported positions cover 99% of the fund, 31 positions · Jun 30, 2026

Top 10: 59.1%·Holdings of XLRE

Reported positions cover REET 86%, XLRE 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

XLRE vs REET side by side

REETiShares Global REIT ETF

223

stock positions reported to the SEC

31.3% of its weight is in 198 names XLRE does not hold

XLREState Street(R) Real Estate Select Sector SPDR(R) ETF

31

stock positions reported to the SEC

17.7% of its weight is in 6 names REET does not hold

Where each fund's weight sits

REET
XLRE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Real Estate
68.9%
93.1%
Utilities
1.5%
2.7%
Technology
0.4%
1.2%
Financial Services
0.7%
0.0%
Consumer Cyclical
0.4%
0.0%

The widest gap is Real Estate: XLRE has 24.3 points more of it.

The figures side by side

REETXLRE
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported22331
Weight of the ten largest41.4%59.1%
Largest positionWELL 8.3%WELL 11.0%
Held alone198 positions, 31.3%6 positions, 17.7%
Covered by stock positions86%99%

Holdings they share

StockIn REETIn XLRECounted
WELLWELLTOWER INC.8.32%11.01%8.32%
PLDPrologis Property Mexico, S.A de C.V.7.61%8.68%7.61%
EQIXEQUINIX, INC.5.89%7.06%5.89%
DLRDIGITAL REALTY TRUST, INC.3.85%4.53%3.85%
SPGSIMON PROPERTY GROUP, INC.3.67%4.98%3.67%
OREALTY INCOME CORPORATION3.27%4.55%3.27%
PSAPUBLIC STORAGE.2.66%4.48%2.66%
VTRVENTAS, INC.2.29%4.47%2.29%
IRMIRON MOUNTAIN INCORPORATED2.06%3.89%2.06%
VICIVICI PROPERTIES INC.1.76%3.01%1.76%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in REET

WPCW.P. CAREY INC.0.88%
SUISUN COMMUNITIES, INC.0.87%
OHIOMEGA HEALTHCARE INVESTORS, INC.0.77%
GLPIGaming and Leisure Properties, Inc.0.73%
SEGRO PUBLIC LIMITED COMPANY0.71%
ELSEQUITY LIFESTYLE PROPERTIES, INC.0.68%
NODKNIPPON REIT Investment Corporation0.66%
AMHAMERICAN HOMES 4 RENT0.60%
EGPEASTGROUP PROPERTIES, INC.0.59%
BRXBRIXMOR PROPERTY GROUP INC.0.51%

Only in XLRE

AMTAmerican Tower Corp5.23%
CBRECBRE Group Inc4.08%
CCICrown Castle Inc3.42%
SBACSBA Communications Corp1.94%
WYWeyerhaeuser Co1.79%
CSGPCoStar Group Inc1.20%

Questions people ask

Is REET the same as XLRE?

54.5% of their weight sits in the same 25 holdings. REET also reports WPC, SUI, OHI, which the other does not. XLRE also reports AMT, CBRE, CCI, which the other does not.

How is the overlap between REET and XLRE measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 86% of REET and 99% of XLRE, so the number cannot exceed the smaller coverage.

Which holds more, XLRE or REET?

REET reports 223 stock positions and XLRE reports 31. 31.3% of REET's weight sits in names XLRE does not hold, and 17.7% of XLRE's weight in names REET does not hold. The ten largest positions are 41.4% of REET and 59.1% of XLRE.

How do REET and XLRE differ by sector?

The widest gap is Real Estate: XLRE has 24.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.