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

REZ vs USRT: Portfolio Overlap

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

40.7%

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.

REZ

38 equity holdings
as of March 31, 2026

USRT

127 equity holdings
as of April 30, 2026

38 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 38 shared, by overlap contribution

#	Stock	REZ	USRT	Overlap%
1	WELL	23.31%	8.32%	8.32%
2	PSA	8.64%	3.96%	3.96%
3	VTR	7.73%	3.55%	3.55%
4	EXR	5.58%	2.61%	2.61%
5	AVB	4.42%	2.25%	2.25%
6	EQR	4.54%	2.14%	2.14%
7	INVH	3.57%	1.52%	1.52%
8	ESS	3.63%	1.45%	1.45%
9	SUI	3.63%	1.35%	1.35%
10	MAA	3.34%	1.30%	1.30%

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

Only in USRT — iShares Core U.S. REIT ETF

Stock	Weight
PLD	7.54%
EQIX	6.45%
DLR	4.47%
SPG	4.40%
O	4.19%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between REZ and USRT?

REZ (iShares Residential and Multisector Real Estate ETF) and USRT (iShares Core U.S. REIT ETF) share 40.7% portfolio overlap as of REZ's March 31, 2026 filing and USRT's April 30, 2026 filing, across 38 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 REZ and USRT 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 REZ and USRT?

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.

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REM — iShares Mortgage Real Estate ETF vs USRT — iShares Core U.S. REIT ETF REET — iShares Global REIT ETF vs REZ — iShares Residential and Multisector Real Estate ETF REET — iShares Global REIT ETF vs USRT — iShares Core U.S. REIT ETF REM — iShares Mortgage Real Estate ETF vs REZ — iShares Residential and Multisector Real Estate ETF IYR — iShares U.S. Real Estate ETF vs REZ — iShares Residential and Multisector Real Estate ETF IYR — iShares U.S. Real Estate ETF vs USRT — iShares Core U.S. REIT ETF