Tax-loss harvesting alternatives for REZ

The closest fund alternative to REZ (Residential REITs) is RWR (SPDR Dow Jones REIT ETF), with a return correlation of 0.92 over the past year. Among single names in the fund's slice of the market, MAA (Mid-America Apartment) tracks it most closely at 0.70 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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ETFS

Fund stand-ins

Funds covering similar ground. Two funds tracking the same index may themselves be 'substantially identical' for wash-sale purposes.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
RWR	SPDR Dow Jones REIT ETF	REITs	SECTOR	0.92	0.93	0.95	0.96
USRT	iShares Core US REIT ETF	REITs	SECTOR	0.91	0.93	0.95	0.96
SCHH	Schwab US REIT ETF	REITs	SECTOR	0.90	0.93	0.94	0.95
IYR	iShares US Real Estate ETF	REITs	SECTOR	0.89	0.92	0.94	0.94
XLRE	Real Estate Select Sector SPDR	Real Estate Sector	SECTOR	0.87	0.91	0.92	0.92
VNQ	Vanguard Real Estate ETF	REITs	SECTOR	0.86	0.91	0.93	0.94
INDS	Pacer Industrial Real Estate ETF	Industrial REITs	SUB-IND	0.73	0.84	0.86	0.86
SRVR	Pacer Data & Infrastructure RE	Data Center & Tower REITs	SUB-IND	0.26	0.57	0.69	0.71
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.10	0.38	0.54	0.60
IVV	iShares Core S&P 500	S&P 500	BROAD	0.10	0.38	0.54	0.61
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.09	0.38	0.53	0.60
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	-0.10	0.21	0.39	0.44

STOCKS

Single-name peers

Single names inside the fund's slice of the market.

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
MAA	Mid-America Apartment	Residential REITs	0.70	0.79	0.84	0.87
INVH	Invitation Homes	Residential REITs	0.68	0.74	0.79	0.80
EXR	Extra Space Storage	Self-Storage REITs	0.67	0.76	0.78	0.74
PSA	Public Storage	Self-Storage REITs	0.67	0.78	0.79	0.76
HR	Healthcare Realty Trust	Health Care REITs	0.67	0.67	0.66	0.76
OHI	Omega Healthcare Investors	Health Care REITs	0.64	0.59	0.56	0.65
LTC	LTC Properties, Inc.	Health Care REITs	0.63	0.63	0.62	0.76
CTRE	CareTrust REIT	Health Care REITs	0.63	0.54	0.60	0.64
AHR	American Healthcare REIT	Health Care REITs	0.62	0.58	—	—
NHI	National Health Investors, Inc.	Health Care REITs	0.62	0.66	0.64	0.78
DOC	Healthpeak Properties	Health Care REITs	0.56	0.70	0.76	0.84
MPT	Medical Properties Trust	Health Care REITs	0.39	0.41	0.48	0.60

NEXT STEPS

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Replacement research for REZ's peers

MAA INVH EXR PSA HR OHI LTC CTRE AHR NHI DOC MPT

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.