Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSRE 4.14%
2 PRVT 2.63%
3 BLDG 1.31%
4 PPTY 1.21%
5 VRAI 1.11%
6 XSLV 0.89%
7 PSR 0.79%
8 PSCF 0.71%
9 AFSM 0.59%
10 PXSG 0.52%
11 XSMO 0.52%
12 USVM 0.49%
13 FYC 0.44%
14 SVAL 0.39%
15 FPRO 0.38%
16 SLYV 0.34%
17 CVY 0.34%
18 OMFS 0.33%
19 GQRE 0.32%
20 IJS 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.17M (16.96%) 86.49K
Increased by +0.37%
Mar 31, 26
2 Vanguard Group Inc 19.91M (14.58%) -28.59K
Decreased by -0.14%
Dec 31, 25
3 FMR Inc 19.61M (14.36%) -47.34K
Decreased by -0.24%
Mar 31, 26
4 Cohen & Steers Inc 16.27M (11.91%) -2.38M
Decreased by -14.66%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 13.12M (9.61%) 13.12M
Increased by +100.00%
Mar 31, 26
6 T. Rowe Price Associates, Inc. 9.96M (7.30%) 129.99K
Increased by +1.30%
Mar 31, 26
7 State Street Corp 7.38M (5.40%) -86.90K
Decreased by -1.18%
Mar 31, 26
8 State Street Corporation 6.08M (4.45%) -152.70K
Decreased by -2.51%
Mar 31, 24
9 Vanguard Capital Management, LLC 5.87M (4.30%) 5.87M
Increased by +100.00%
Mar 31, 26
10 Massachusetts Financial Services Company 5.22M (3.82%) -357.09K
Decreased by -6.85%
Mar 31, 26
11 Wellington Management Company LLP 3.75M (2.74%) 1.69M
Increased by +44.99%
Mar 31, 26
12 Geode Capital Management, LLC 3.50M (2.56%) 106.61K
Increased by +3.05%
Mar 31, 26
13 The Goldman Sachs Group Inc 3.06M (2.24%) 414.05K
Increased by +13.52%
Mar 31, 26
14 Nuveen, LLC 3.02M (2.21%) 2.26M
Increased by +74.84%
Mar 31, 26
15 Balyasny Asset Management LLC 2.65M (1.94%) 1.06M
Increased by +39.93%
Mar 31, 25
16 AllianceBernstein L.P. 2.46M (1.80%) 25.89K
Increased by +1.05%
Mar 31, 26
17 Charles Schwab Investment Management Inc 2.45M (1.79%) 52.08K
Increased by +2.13%
Mar 31, 26
18 Alyeska Investment Group, L.P. 2.12M (1.56%) -1.23M
Decreased by -57.84%
Mar 31, 26
19 Heitman Real Estate Securities LLC 2.03M (1.49%) 246.25K
Increased by +12.12%
Dec 31, 25
20 Engineers Gate Manager LP 2.02M (1.48%) -1.73M
Decreased by -85.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Real Estate Opportunities 9.07M (6.64%) 2.31M
Increased by +25.48%
Jun 30, 26
2 Cohen & Steers Real Estate Securities A 9.07M (6.64%) 2.31M
Increased by +25.48%
Jun 30, 26
3 iShares Core S&P Small-Cap ETF 8.05M (5.89%) 1.28K
Increased by +0.02%
Jun 30, 26
4 T. Rowe Price Real Assets Tr I-D 6.01M (4.40%) 197.06K
Increased by +3.28%
Jun 30, 26
5 Strategic Advisers Fidelity US TtlStk 5.67M (4.15%) 440.65K
Increased by +7.78%
May 31, 26
6 Vanguard Real Estate Index Investor 4.99M (3.65%) 80.37K
Increased by +1.61%
Jun 30, 26
7 T. Rowe Price Real Assets Tr I-Z 4.86M (3.56%) 170.19K
Increased by +3.50%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 4.23M (3.10%) 48.82K
Increased by +1.15%
Jun 30, 26
9 iShares Russell 2000 ETF 3.53M (2.58%) 20.95K
Increased by +0.59%
Jun 30, 26
10 Vanguard US Total Market Shares ETF 3.38M (2.48%) 221.60K
Increased by +6.55%
Sep 30, 24
11 T. Rowe Price Real Assets 3.14M (2.30%) -125.30K
Decreased by -4.00%
Jun 30, 26
12 Vanguard Small Cap Index 3.06M (2.24%) 42.26K
Increased by +1.38%
Jun 30, 26
13 Fidelity Small Cap Value Fund 2.42M (1.78%) 0.00
Increased by 0.00%
Apr 30, 26
14 Fidelity VIP Mid Cap Initial 2.42M (1.77%) 0.00
Increased by 0.00%
May 31, 26
15 Principal Real Estate Securities R5 2.28M (1.67%) 807.93K
Increased by +35.43%
Jun 30, 26
16 Vanguard Small Cap Value Index Inv 1.94M (1.42%) 1.80K
Increased by +0.09%
Jun 30, 26
17 MFS Global Real Estate I 1.78M (1.31%) 0.00
Increased by 0.00%
Jun 30, 26
18 Fidelity US REIT Mother Fund 1.59M (1.16%) 349.00K
Increased by +22.00%
Mar 17, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.12%) 47.92K
Increased by +3.13%
Jun 30, 26
20 Nuveen Real Estate Sec Sel R6 1.41M (1.03%) -77.59K
Decreased by -5.51%
May 31, 26