Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.38%
2 LPRE 6.00%
3 RTL_old 3.77%
4 IRET 3.61%
5 TSRS 3.26%
6 TMFS 2.96%
7 SMIG 2.91%
8 JRE 2.77%
9 RORE 2.22%
10 RLTY 2.20%
11 KSCD 2.10%
12 LOTI 2.07%
13 IVRA 1.81%
14 PXSG 1.80%
15 XMLV 1.59%
16 REIT 1.50%
17 ICAP 1.48%
18 CSRE 1.42%
19 HSMV 1.38%
20 TSCV 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.89M (15.21%) 1.10M
Increased by +6.16%
Mar 31, 26
2 Cohen & Steers Inc 17.86M (15.19%) 3.77M
Increased by +21.10%
Mar 31, 26
3 Vanguard Group Inc 15.73M (13.37%) 84.57K
Increased by +0.54%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 10.26M (8.72%) 10.26M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 5.97M (5.07%) 82.11K
Increased by +1.38%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.35M (4.54%) 5.35M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 5.07M (4.31%) -468.54K
Decreased by -9.25%
Mar 31, 24
8 Principal Financial Group Inc 4.53M (3.85%) 232.53K
Increased by +5.14%
Mar 31, 26
9 Two Sigma Investments LLC 4.04M (3.44%) 2.35M
Increased by +58.17%
Mar 31, 26
10 CenterSquare Investment Management LLC 3.43M (2.92%) 130.40K
Increased by +3.80%
Mar 31, 26
11 Zimmer Partners LP 3.30M (2.80%) 3.30M
Increased by +100.00%
Mar 31, 26
12 Long Pond Capital, LP 3.03M (2.58%) 0.00
Increased by 0.00%
Dec 31, 24
13 Daiwa Securities Group Inc 2.96M (2.52%) 698.69K
Increased by +23.59%
Mar 31, 26
14 JPMorgan Chase & Co 2.77M (2.35%) -76.69K
Decreased by -2.77%
Mar 31, 26
15 Geode Capital Management, LLC 2.70M (2.29%) 188.84K
Increased by +7.00%
Mar 31, 26
16 Two Sigma Advisers, LLC 2.26M (1.92%) 92.40K
Increased by +4.09%
Dec 31, 25
17 Charles Schwab Investment Management Inc 2.11M (1.79%) 153.88K
Increased by +7.29%
Mar 31, 26
18 Macquarie Group Ltd 1.97M (1.68%) 62.57K
Increased by +3.17%
Sep 30, 25
19 Prudential Financial Inc 1.91M (1.62%) 113.13K
Increased by +5.93%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.77M (1.51%) 89.01K
Increased by +5.03%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.26M (3.62%) -13.89K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 4.07M (3.46%) 762.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.81M (3.24%) 6.96K
Increased by +0.18%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.21M (2.73%) 1.77K
Increased by +0.06%
Sep 30, 24
5 Cohen & Steers Real Estate Opportunities 2.89M (2.45%) 476.98K
Increased by +16.52%
Mar 31, 26
6 Cohen & Steers Real Estate Securities A 2.89M (2.45%) 476.98K
Increased by +16.52%
Mar 31, 26
7 Cohen & Steers Instl Realty Shares 2.87M (2.44%) 606.30K
Increased by +21.14%
Mar 31, 26
8 Vanguard Small Cap Index 2.77M (2.35%) -5.17K
Decreased by -0.19%
Apr 30, 26
9 Cohen & Steers Realty Shares L 2.55M (2.17%) 484.67K
Increased by +19.02%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 1.78M (1.51%) 13.56K
Increased by +0.76%
Apr 30, 26
11 Daiwa US-REIT Open Mother Fund 1.47M (1.25%) 0.00
Increased by 0.00%
Sep 17, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.15%) 14.05K
Increased by +1.04%
Apr 30, 26
13 Principal Real Estate Securities R5 1.28M (1.09%) -4.40K
Decreased by -0.34%
Apr 30, 26
14 State Street® SPDR® S&P MIDCAP 400® ETF 906.62K (0.77%) 3.40K
Increased by +0.38%
Apr 30, 26
15 American Century Mid Cap Value Inv 883.83K (0.75%) -167.64K
Decreased by -18.97%
Dec 31, 24
16 American Century U.S. Mid Cap Value 883.83K (0.75%) -167.64K
Decreased by -18.97%
Dec 31, 24
17 Schwab US REIT ETF™ 847.74K (0.72%) 396.00
Increased by +0.05%
May 30, 26
18 Delaware Small Cap Value A 842.40K (0.72%) -35.00K
Decreased by -4.15%
Oct 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 841.13K (0.72%) -21.05K
Decreased by -2.50%
Jul 31, 25
20 Scout Mid Cap Equity 796.73K (0.68%) 63.92K
Increased by +8.02%
Mar 31, 26