Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.45%
2 RESI 4.85%
3 JRE 4.24%
4 JPRE 3.42%
5 REZ 2.84%
6 PPTY 2.64%
7 GREI 2.20%
8 RITA 2.20%
9 FTIF 2.10%
10 GQRE 1.74%
11 HOMZ 1.67%
12 XMLV 1.54%
13 CRED 1.40%
14 PSR 1.37%
15 NBGR 1.24%
16 RWR 1.22%
17 ROOF 1.19%
18 USRT 1.10%
19 HSMV 1.10%
20 FRI 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.95M (14.11%) 240.58K
Increased by +0.54%
Dec 31, 24
2 BlackRock Inc 43.95M (13.80%) 2.17M
Increased by +4.93%
Dec 31, 24
3 NORGES BANK 21.97M (6.90%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 17.80M (5.59%) 2.25M
Increased by +12.64%
Mar 31, 24
5 State Street Corp 17.77M (5.58%) 399.02K
Increased by +2.25%
Dec 31, 24
6 Principal Financial Group Inc 15.99M (5.02%) 1.02M
Increased by +6.35%
Dec 31, 24
7 JPMorgan Chase & Co 13.81M (4.33%) -12.43M
Decreased by -90.01%
Dec 31, 24
8 FMR Inc 8.98M (2.82%) 757.77K
Increased by +8.44%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 8.72M (2.74%) 675.08K
Increased by +7.74%
Dec 31, 24
10 Cohen & Steers Inc 7.84M (2.46%) -860.77K
Decreased by -10.99%
Dec 31, 24
11 Geode Capital Management, LLC 6.67M (2.09%) -21.80K
Decreased by -0.33%
Dec 31, 24
12 Amvescap Plc. 6.29M (1.98%) 4.09M
Increased by +65.06%
Dec 31, 24
13 Citadel Advisors Llc 5.84M (1.83%) 4.76M
Increased by +81.46%
Sep 30, 23
14 Deutsche Bank AG 5.26M (1.65%) 576.63K
Increased by +10.96%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 4.94M (1.55%) 28.38K
Increased by +0.58%
Dec 31, 24
16 Resolution Capital Limited 4.62M (1.45%) 212.76K
Increased by +4.61%
Sep 30, 23
17 CenterSquare Investment Management LLC 4.51M (1.41%) 3.34M
Increased by +74.05%
Sep 30, 23
18 Charles Schwab Investment Management Inc 4.33M (1.36%) 110.02K
Increased by +2.54%
Dec 31, 24
19 Northern Trust Corp 4.18M (1.31%) 1.20M
Increased by +28.65%
Dec 31, 24
20 Duff & Phelps Inv Mgmt Co (IL) 4.17M (1.31%) 614.65K
Increased by +14.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.69M (3.98%) -49.09K
Decreased by -0.39%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 10.31M (3.24%) 7.75K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 9.88M (3.10%) 46.53K
Increased by +0.47%
Feb 28, 25
4 Vanguard Small Cap Index 8.01M (2.51%) 6.55K
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 4.83M (1.52%) 27.16K
Increased by +0.56%
Feb 28, 25
6 Principal Real Estate Securities R5 4.83M (1.51%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 4.50M (1.41%) -19.58K
Decreased by -0.44%
Feb 28, 25
8 Fidelity US REIT Mother Fund 3.98M (1.25%) 335.00K
Increased by +8.43%
Sep 17, 24
9 T. Rowe Price Real Assets Tr I-Z 3.97M (1.25%) 648.05K
Increased by +16.32%
Dec 31, 24
10 JPM US Mid Cap Value-MA 3.42M (1.07%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPMorgan Mid Cap Value L 3.42M (1.07%) 0.00
Increased by 0.00%
Jan 31, 25
12 JPM US Mid Cap Value-Composite 3.15M (0.99%) -34.54K
Decreased by -1.10%
Jun 30, 24
13 Cohen & Steers Instl Realty Shares 2.97M (0.93%) -155.39K
Decreased by -5.24%
Dec 31, 24
14 Cohen & Steers Realty Shares L 2.83M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
15 T. Rowe Price Real Assets 2.68M (0.84%) -22.50K
Decreased by -0.84%
Jan 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 2.56M (0.80%) 24.39K
Increased by +0.95%
Feb 28, 25
17 CREF Stock R1 2.35M (0.74%) -79.52K
Decreased by -3.38%
Jan 31, 24
18 CI High Income Class A 2.33M (0.73%) 0.00
Increased by 0.00%
Dec 31, 23
19 TIAA-CREF Real Estate Sec Instl 2.20M (0.69%) 0.00
Increased by 0.00%
Jan 31, 24
20 JHancock Disciplined Value Mid Cap I 2.13M (0.67%) -36.75K
Decreased by -1.73%
May 31, 24