Home > Compare > IYR vs REZ Holdings as of March 31, 2026

IYR vs REZ: Portfolio Overlap

iShares U.S. Real Estate ETF vs iShares Residential and Multisector Real Estate ETF

34.3%

Weighted portfolio overlap

Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

IYR

61 equity holdings
as of March 31, 2026

REZ

38 equity holdings
as of March 31, 2026

20 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 20 shared, by overlap contribution

#	Stock	IYR	REZ	Overlap%
1	WELL	10.01%	23.31%	10.01%
2	PSA	3.42%	8.64%	3.42%
3	VTR	3.11%	7.73%	3.11%
4	EXR	2.23%	5.58%	2.23%
5	AVB	1.85%	4.42%	1.85%
6	EQR	1.63%	4.54%	1.63%
7	ESS	1.25%	3.63%	1.25%
8	SUI	1.17%	3.63%	1.17%
9	MAA	1.14%	3.34%	1.14%
10	INVH	1.12%	3.57%	1.12%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in IYR — iShares U.S. Real Estate ETF

Stock	Weight
PLD	9.23%
EQIX	4.71%
DLR	4.65%
SPG	4.60%
O	4.42%

Only in REZ — iShares Residential and Multisector Real Estate ETF

Stock	Weight
AHR	1.96%
CTRE	1.92%
NHI	0.88%
IRT	0.83%
NATIONAL STORAGE AFFILIATES TRUST	0.62%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between IYR and REZ?

IYR (iShares U.S. Real Estate ETF) and REZ (iShares Residential and Multisector Real Estate ETF) share 34.3% portfolio overlap as of their March 31, 2026 filings, across 20 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 REZ invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

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

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

Related Comparisons

IYR — iShares U.S. Real Estate ETF vs REET — iShares Global REIT ETF IYR — iShares U.S. Real Estate ETF vs REM — iShares Mortgage Real Estate ETF IFGL — iShares International Developed Real Estate ETF vs REZ — iShares Residential and Multisector Real Estate ETF ERET — iShares Environmentally Aware Real Estate ETF vs REZ — iShares Residential and Multisector Real Estate ETF ICF — iShares Select U.S. REIT ETF vs IYR — iShares U.S. Real Estate ETF REM — iShares Mortgage Real Estate ETF vs REZ — iShares Residential and Multisector Real Estate ETF