Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 7.65%
2 RTL_old 3.77%
3 IRET 3.61%
4 JRE 3.11%
5 SMIG 2.65%
6 RORE 2.22%
7 KSCD 2.10%
8 PXSG 1.80%
9 XMLV 1.52%
10 REIT 1.50%
11 ICAP 1.48%
12 SMMV 1.48%
13 HSMV 1.43%
14 PSR 1.31%
15 BLDG 1.25%
16 VRAI 1.13%
17 GQRE 1.03%
18 OSCV 1.02%
19 CSRE 0.85%
20 RWR 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.32M (14.13%) 403.05K
Increased by +2.63%
Jun 30, 25
2 BlackRock Inc 13.00M (11.99%) -362.92K
Decreased by -2.79%
Mar 31, 25
3 Cohen & Steers Inc 12.39M (11.43%) 2.52M
Increased by +20.37%
Jun 30, 25
4 State Street Corp 5.38M (4.97%) 119.52K
Increased by +2.22%
Mar 31, 25
5 State Street Corporation 5.07M (4.68%) -468.54K
Decreased by -9.25%
Mar 31, 24
6 Long Pond Capital, LP 3.03M (2.80%) 0.00
Increased by 0.00%
Dec 31, 24
7 Zimmer Partners LP 2.99M (2.76%) 2.95M
Increased by +98.50%
Dec 31, 23
8 Deutsche Bank AG 2.53M (2.33%) 5.83K
Increased by +0.23%
Mar 31, 25
9 Geode Capital Management, LLC 2.51M (2.32%) 377.34K
Increased by +15.04%
Mar 31, 25
10 Principal Financial Group Inc 2.50M (2.31%) -166.07K
Decreased by -6.63%
Jun 30, 25
11 CenterSquare Investment Management LLC 2.43M (2.24%) 234.64K
Increased by +9.65%
Mar 31, 25
12 Daiwa Securities Group Inc 2.36M (2.18%) 125.60K
Increased by +5.32%
Mar 31, 25
13 JPMorgan Chase & Co 2.34M (2.16%) 353.88K
Increased by +15.13%
Mar 31, 25
14 Two Sigma Advisers, LLC 2.08M (1.92%) 920.10K
Increased by +44.28%
Mar 31, 25
15 Macquarie Group Ltd 1.93M (1.78%) -172.07K
Decreased by -8.90%
Mar 31, 25
16 Prudential Financial Inc 1.87M (1.72%) 928.08K
Increased by +49.67%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.78M (1.64%) 85.32K
Increased by +4.79%
Jun 30, 25
18 American Century Companies Inc 1.75M (1.62%) -143.02K
Decreased by -8.17%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 1.73M (1.59%) 330.52K
Increased by +19.14%
Mar 31, 25
20 FMR Inc 1.66M (1.53%) -575.84K
Decreased by -34.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.98M (3.68%) 2.37K
Increased by +0.06%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.58M (3.30%) -6.43K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.53M (3.26%) 82.36K
Increased by +2.33%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 3.21M (2.96%) 1.77K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 2.69M (2.48%) -16.28K
Decreased by -0.61%
Jun 30, 25
6 Cohen & Steers Real Estate Opportunities 2.41M (2.22%) 351.13K
Increased by +14.57%
Jun 30, 25
7 Cohen & Steers Real Estate Securities A 2.41M (2.22%) 351.13K
Increased by +14.57%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.72M (1.58%) -23.79K
Decreased by -1.39%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.69M (1.56%) 19.00K
Increased by +1.12%
Jun 30, 25
10 Cohen & Steers Realty Shares L 1.67M (1.54%) 786.63K
Increased by +47.01%
Jun 30, 25
11 Cohen & Steers Instl Realty Shares 1.66M (1.53%) 674.72K
Increased by +40.60%
Jun 30, 25
12 Daiwa US-REIT Open Mother Fund 1.47M (1.36%) -41.98K
Decreased by -2.86%
Mar 17, 25
13 American Century Mid Cap Value Inv 883.83K (0.82%) -167.64K
Decreased by -18.97%
Dec 31, 24
14 American Century U.S. Mid Cap Value 883.83K (0.82%) -167.64K
Decreased by -18.97%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 862.18K (0.80%) 35.79K
Increased by +4.15%
Jun 30, 25
16 Delaware Small Cap Value A 842.40K (0.78%) -35.00K
Decreased by -4.15%
Oct 31, 24
17 Nikko World REIT Mother 755.46K (0.70%) 0.00
Increased by 0.00%
Aug 21, 23
18 Carillon Scout Mid Cap I 723.05K (0.67%) -108.65K
Decreased by -15.03%
Jun 30, 25
19 Scout Mid Cap Equity 723.05K (0.67%) -108.65K
Decreased by -15.03%
Jun 30, 25
20 AMOne Shinko US-REIT Open 714.25K (0.66%) 714.25K
Increased by +100.00%
Mar 5, 25