Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 8.34%
2 RTL_old 3.77%
3 IRET 3.61%
4 JRE 3.07%
5 SMIG 2.88%
6 RORE 2.22%
7 KSCD 2.10%
8 PSR 1.83%
9 PXSG 1.80%
10 REIT 1.52%
11 XMLV 1.51%
12 ICAP 1.48%
13 JPRE 1.37%
14 VRAI 1.13%
15 GQRE 1.11%
16 HSMV 1.05%
17 IQRA 0.97%
18 JPSV 0.86%
19 RWR 0.84%
20 USVM 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.55M (13.86%) 219.81K
Increased by +1.51%
Dec 31, 24
2 BlackRock Inc 13.36M (12.73%) 179.12K
Increased by +1.34%
Dec 31, 24
3 Cohen & Steers Inc 9.77M (9.30%) 2.94M
Increased by +30.07%
Dec 31, 24
4 State Street Corp 5.26M (5.01%) 298.51K
Increased by +5.67%
Dec 31, 24
5 State Street Corporation 5.07M (4.83%) -468.54K
Decreased by -9.25%
Mar 31, 24
6 Long Pond Capital, LP 3.03M (2.89%) 0.00
Increased by 0.00%
Dec 31, 24
7 Zimmer Partners LP 2.99M (2.85%) 2.95M
Increased by +98.50%
Dec 31, 23
8 Principal Financial Group Inc 2.73M (2.60%) -1.46M
Decreased by -53.46%
Dec 31, 24
9 Deutsche Bank AG 2.52M (2.40%) -1.19K
Decreased by -0.05%
Dec 31, 24
10 Daiwa Securities Group Inc 2.23M (2.13%) -116.68K
Decreased by -5.22%
Dec 31, 24
11 Amvescap Plc. 2.21M (2.11%) 1.02M
Increased by +46.12%
Dec 31, 24
12 CenterSquare Investment Management LLC 2.20M (2.09%) -341.01K
Decreased by -15.52%
Dec 31, 24
13 Geode Capital Management, LLC 2.13M (2.03%) 57.49K
Increased by +2.70%
Dec 31, 24
14 Macquarie Group Ltd 2.11M (2.01%) -204.06K
Decreased by -9.69%
Dec 31, 24
15 JPMorgan Chase & Co 1.98M (1.89%) -5.31M
Decreased by -267.53%
Dec 31, 24
16 American Century Companies Inc 1.89M (1.80%) -524.81K
Decreased by -27.71%
Dec 31, 24
17 FMR Inc 1.66M (1.58%) -575.84K
Decreased by -34.63%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.65M (1.57%) 57.30K
Increased by +3.48%
Dec 31, 24
19 HHG PLC 1.56M (1.48%) 7.37K
Increased by +0.47%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 1.55M (1.48%) 23.16K
Increased by +1.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.96M (3.77%) 64.41K
Increased by +1.63%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 3.36M (3.20%) 2.53K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.26M (3.10%) 9.70K
Increased by +0.30%
Feb 28, 25
4 Vanguard Small Cap Index 2.64M (2.52%) 2.19K
Increased by +0.08%
Feb 28, 25
5 Cohen & Steers Real Estate Opportunities 2.06M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
6 Cohen & Steers Real Estate Securities A 2.06M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 1.74M (1.66%) -5.97K
Decreased by -0.34%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.50%) 5.13K
Increased by +0.33%
Feb 28, 25
9 Daiwa US-REIT Open Mother Fund 1.51M (1.44%) 713.89K
Increased by +47.24%
Sep 17, 24
10 Cohen & Steers Instl Realty Shares 977.29K (0.93%) 977.29K
Increased by +100.00%
Dec 31, 24
11 Cohen & Steers Realty Shares L 886.61K (0.84%) 886.61K
Increased by +100.00%
Dec 31, 24
12 American Century Mid Cap Value Inv 883.83K (0.84%) -167.64K
Decreased by -18.97%
Dec 31, 24
13 American Century U.S. Mid Cap Value 883.83K (0.84%) -167.64K
Decreased by -18.97%
Dec 31, 24
14 Delaware Small Cap Value A 842.40K (0.80%) -35.00K
Decreased by -4.15%
Oct 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 834.54K (0.79%) 7.94K
Increased by +0.95%
Feb 28, 25
16 Carillon Scout Mid Cap I 831.44K (0.79%) -94.44K
Decreased by -11.36%
Dec 31, 24
17 Scout Mid Cap Equity 831.44K (0.79%) -94.44K
Decreased by -11.36%
Dec 31, 24
18 Macquarie Small Cap Value A 820.40K (0.78%) 0.00
Increased by 0.00%
Jan 31, 25
19 Nikko World REIT Mother 755.46K (0.72%) 0.00
Increased by 0.00%
Aug 21, 23
20 Principal Real Estate Securities R5 686.83K (0.65%) -531.53K
Decreased by -77.39%
Mar 31, 24