ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

IYR vs USRT: Portfolio Overlap

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

76.5%
Weighted portfolio overlap
Very High Overlap

The two portfolios are structurally near-identical: most of the weight sits in the same stocks, so holding both concentrates rather than spreads capital. The tier describes what the data shows, not what to do about it.

IYR
61 equity holdings
as of March 31, 2026
USRT
127 equity holdings
as of April 30, 2026
48 stocks held in common
Overlap View Venn Diagram
76.5% OVERLAP IYR USRT
Overlapping Holdings
10 Top 10 of 48 shared, by overlap contribution
# Stock IYR USRT Overlap%
1
WELL
 10.01% 8.32% 8.32%
2
PLD
 9.23% 7.54% 7.54%
3
EQIX
 4.71% 6.45% 4.71%
4
DLR
 4.65% 4.47% 4.47%
5
SPG
 4.60% 4.40% 4.40%
6
O
 4.42% 4.19% 4.19%
7
PSA
 3.42% 3.96% 3.42%
8
VTR
 3.11% 3.55% 3.11%
9
IRM
 2.42% 3.19% 2.42%
10
VICI
 2.34% 2.74% 2.34%
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 USRT — iShares Core U.S. REIT ETF
StockWeight
AHR0.78%
CTRE0.76%
TRNO0.57%
RHP0.55%
EPRT0.53%

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

IYR (iShares U.S. Real Estate ETF) and USRT (iShares Core U.S. REIT ETF) share 76.5% portfolio overlap as of IYR's March 31, 2026 filing and USRT's April 30, 2026 filing, across 48 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 USRT invest in the same stocks?

Almost entirely. These funds hold nearly identical portfolios and offer little differentiation between them.

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

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