IYR vs REET: Holdings Overlap
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
iShares · 347 holdings · $5.1B · as of 2026-04-30
Holdings snapshots are 30 days apart (IYR: 2026-03-31, REET: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IYR and REET?
iShares U.S. Real Estate ETF (IYR, by iShares) holds 61 positions; iShares Global REIT ETF (REET, by iShares) holds 347. They have 46 holdings in common, and by portfolio weight the two funds are 63.1% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 63.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 46IYR holds 61 · REET holds 347
- Weight in Shared Holdings
- IYR 79%·REET 64%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IYR
15 of 61 positions (20.6% of the fund) are not held by REET.
Sector Breakdown
| Sector | IYR | REET |
|---|---|---|
| Real Estate | 95.9% | 99.6% |
| Financials | 3.0% | 0.0% |
| Communication Services | 0.6% | 0.0% |
| Other Sectors | 0.0% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IYR | +0.2% | +12.4% | +12.0% | +9.2% | +2.1% | +5.3% | 2.16% |
| REET | +0.4% | +14.5% | +17.8% | +10.2% | +2.7% | +4.0% | 3.29% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IYR vs REET →
Shared Holdings(46)
The top 10 shared positions account for 63% of the overlap, led by WELL, PLD and EQIX.
 WELLWelltower Inc. COM | 9.96% | 8.32% | 8.32% |
|---|---|---|---|
 PLDPrologis Inc. COM | 9.18% | 7.33% | 7.33% |
 EQIXEquinix, Inc. COM | 4.69% | 5.89% | 4.69% |
 DLRDigital Realty Trust Inc. COM | 4.63% | 3.85% | 3.85% |
 SPGSimon Property Group Inc COM | 4.58% | 3.67% | 3.67% |
 ORealty Income Corporation COM | 4.40% | 3.27% | 3.27% |
 PSAPublic Storage COM | 3.41% | 2.66% | 2.66% |
 VTRVentas Inc. COM | 3.09% | 2.29% | 2.29% |
 IRMIron Mountain Inc. COM | 2.40% | 2.06% | 2.06% |
 VICIVICI Properties, Inc., Class A | 2.32% | 1.76% | 1.76% |
 EXRExtra Space Storage Inc. COM | 2.21% | 1.68% | 1.68% |
 AVBAvalonBay Communities, Inc. COM | 1.84% | 1.45% | 1.45% |
 EQREquity Residential SH BEN INT | 1.62% | 1.38% | 1.38% |
 INVHInvitation Homes Inc. COM | 1.12% | 0.98% | 0.98% |
 ESSEssex Property Trust, Inc. COM | 1.24% | 0.93% | 0.93% |
 WPCW. P. Carey Inc COM | 1.19% | 0.88% | 0.88% |
 KIMKimco Realty Corporation COM | 1.21% | 0.88% | 0.88% |
 SUISun Communities, Inc. COM | 1.17% | 0.87% | 0.87% |
 MAAMid-America Apartment Communities, Inc. COM | 1.14% | 0.84% | 0.84% |
 HSTHost Hotels & Resorts Inc COM | 0.98% | 0.81% | 0.81% |
 REGRegency Centers Corp. COM | 0.99% | 0.78% | 0.78% |
 OHIOmega Healthcare Investors, Inc. COM | 1.03% | 0.77% | 0.77% |
 GLPIGaming and Leisure Properties Inc COM | 1.00% | 0.73% | 0.73% |
 ELSEquity Lifestyle Properties Inc COM | 0.96% | 0.68% | 0.68% |
 UDRUDR Inc COM | 0.81% | 0.67% | 0.67% |
Frequently Asked Questions
How much do IYR and REET overlap?
IYR and REET overlap by 63.1% of portfolio weight. They share 46 holdings (IYR holds 61 positions and REET holds 347), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYR and REET?
The two portfolios are 63.1% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of IYR and REET?
The largest positions held by both funds are WELL, PLD, EQIX, DLR and SPG. Together the top 10 shared positions account for 63% of the total overlap.
What does IYR own that REET doesn't?
15 positions (20.6% of IYR) are unique to IYR, led by AMT, CBRE and CCI. In the other direction, 301 positions (35.3% of REET) are unique to REET.