Tax-loss harvesting alternatives for RWR

The closest fund alternative to RWR (REITs) is USRT (iShares Core US REIT ETF), with a return correlation of 0.98 over the past year. Among single names in the fund's slice of the market, ADC (Agree Realty) tracks it most closely at 0.68 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
USRT	iShares Core US REIT ETF	REITs	SECTOR	0.98	0.98	0.99	0.99
SCHH	Schwab US REIT ETF	REITs	SECTOR	0.97	0.97	0.98	0.98
VNQ	Vanguard Real Estate ETF	REITs	SECTOR	0.95	0.97	0.98	0.98
IYR	iShares US Real Estate ETF	REITs	SECTOR	0.95	0.97	0.97	0.97
XLRE	Real Estate Select Sector SPDR	Real Estate Sector	SECTOR	0.94	0.97	0.97	0.96
REZ	iShares Residential & Multisector RE	Residential REITs	SUB-IND	0.93	0.93	0.95	0.96
INDS	Pacer Industrial Real Estate ETF	Industrial REITs	SUB-IND	0.83	0.90	0.91	0.90
SRVR	Pacer Data & Infrastructure RE	Data Center & Tower REITs	SUB-IND	0.42	0.70	0.78	0.76
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.22	0.52	0.64	0.69
IVV	iShares Core S&P 500	S&P 500	BROAD	0.22	0.51	0.64	0.69
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.22	0.51	0.64	0.69
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	0.02	0.34	0.50	0.52

STOCKS

Single-name peers

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

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
ADC	Agree Realty	Retail REITs	0.68	0.66	0.68	0.75
AVB	AvalonBay Communities	Residential REITs	0.64	0.77	0.82	0.85
AMH	American Homes 4 Rent	Single-Family Residential REITs	0.62	0.68	0.76	0.74
AKR	Acadia Realty Trust	Retail REITs	0.61	0.75	0.77	0.75
BNL	Broadstone Net Lease, Inc.	Industrial REITs	0.61	0.72	0.75	—
APLE	Apple Hospitality REIT, Inc.	Hotel & Resort REITs	0.59	0.61	0.63	0.67
BFS	Saul Centers, Inc.	Retail REITs	0.58	0.68	0.70	0.74
AHR	American Healthcare REIT	Health Care REITs	0.54	0.54	—	—
AAT	American Assets Trust	Diversified REITs	0.54	0.71	0.72	0.80
ARE	Alexandria Real Estate	Office REITs	0.50	0.65	0.71	0.73
AMT	American Tower	Telecom Tower REITs	0.40	0.52	0.61	0.62
ADAM	Adamas Trust, Inc.	Mortgage REITs	0.40	0.54	0.57	0.49
ARR	Armour Residential REIT	Mortgage REITs	0.36	0.53	0.54	0.58
AGNT	eXp World Holdings, Inc.	Real Estate Services	0.33	0.43	0.44	0.33

NEXT STEPS

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Replacement research for RWR's peers

ADC AVB AMH AKR BNL APLE BFS AHR AAT ARE AMT ADAM ARR AGNT

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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.