ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (IYR) and April 30, 2026 (REET)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IYR vs REET Holdings as of March 31, 2026 (IYR) and April 30, 2026 (REET)

IYR vs REET: Portfolio Overlap

iShares U.S. Real Estate ETF vs iShares Global REIT ETF

63.3%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

IYR
61 equity holdings
as of March 31, 2026
REET
347 equity holdings
as of April 30, 2026
46 stocks held in common
Overlap View Venn Diagram
63.3% OVERLAP IYR REET
Overlapping Holdings
10 Top 10 of 46 shared, by overlap contribution
# Stock IYR REET Overlap%
1
WELL
 10.01% 8.35% 8.35%
2
PLD
 9.23% 7.36% 7.36%
3
EQIX
 4.71% 5.91% 4.71%
4
DLR
 4.65% 3.86% 3.86%
5
SPG
 4.60% 3.69% 3.69%
6
O
 4.42% 3.29% 3.29%
7
PSA
 3.42% 2.67% 2.67%
8
VTR
 3.11% 2.30% 2.30%
9
IRM
 2.42% 2.07% 2.07%
10
VICI
 2.34% 1.77% 1.77%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IYR — iShares U.S. Real Estate ETF
StockWeight
AMT4.42%
CBRE3.15%
CCI2.83%
SBAC1.47%
WY1.41%
Only in REET — iShares Global REIT ETF
StockWeight
Goodman Group2.40%
Unibail-Rodamco-Westfield0.83%
Scentre Group0.78%
Link REIT0.73%
SEGRO PLC0.71%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between IYR and REET?

IYR (iShares U.S. Real Estate ETF) and REET (iShares Global REIT ETF) share 63.3% portfolio overlap as of IYR's March 31, 2026 filing and REET's April 30, 2026 filing, across 46 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IYR and REET invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both IYR and REET?

The most prominent shared holdings (by combined weight) are: WELL, PLD, EQIX. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
IYR — iShares U.S. Real Estate ETF vs REM — iShares Mortgage Real Estate ETFIFGL — iShares International Developed Real Estate ETF vs REET — iShares Global REIT ETFERET — iShares Environmentally Aware Real Estate ETF vs REET — iShares Global REIT ETFICF — iShares Select U.S. REIT ETF vs IYR — iShares U.S. Real Estate ETFREET — iShares Global REIT ETF vs REM — iShares Mortgage Real Estate ETFREET — iShares Global REIT ETF vs REZ — iShares Residential and Multisector Real Estate ETF