Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 4.85%
2 JRE 4.31%
3 BYRE 3.98%
4 JPRE 3.68%
5 REZ 2.78%
6 PPTY 2.25%
7 GREI 2.16%
8 FTIF 1.94%
9 RITA 1.77%
10 CRED 1.71%
11 GQRE 1.63%
12 HOMZ 1.35%
13 HSMV 1.21%
14 ROOF 1.17%
15 XMLV 1.16%
16 RWR 1.14%
17 PSR 1.12%
18 USRT 1.04%
19 FRI 0.97%
20 DFAR 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.19M (13.28%) -486.15K
Decreased by -1.08%
Jun 30, 24
2 BlackRock Inc 40.82M (12.00%) -34.84K
Decreased by -0.09%
Jun 30, 24
3 NORGES BANK 21.97M (6.46%) 0.00
Increased by 0.00%
Jun 30, 24
4 State Street Corporation 17.80M (5.23%) 2.25M
Increased by +12.64%
Mar 31, 24
5 State Street Corp 17.72M (5.21%) -80.90K
Decreased by -0.46%
Jun 30, 24
6 Principal Financial Group Inc 14.97M (4.40%) -799.51K
Decreased by -5.34%
Sep 30, 24
7 JPMorgan Chase & Co 12.90M (3.79%) 793.17K
Increased by +6.15%
Jun 30, 24
8 T. Rowe Price Associates, Inc. 8.98M (2.64%) 150.20K
Increased by +1.67%
Jun 30, 24
9 Cohen & Steers Inc 8.22M (2.42%) -301.34K
Decreased by -3.67%
Jun 30, 24
10 FMR Inc 7.29M (2.14%) 293.81K
Increased by +4.03%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 7.25M (2.13%) 139.02K
Increased by +1.92%
Jun 30, 24
12 Goldman Sachs Group Inc 7.08M (2.08%) 5.11M
Increased by +72.24%
Dec 31, 23
13 Geode Capital Management, LLC 6.68M (1.96%) 244.28K
Increased by +3.66%
Jun 30, 24
14 Citadel Advisors Llc 5.84M (1.72%) 4.76M
Increased by +81.46%
Sep 30, 23
15 Deutsche Bank AG 5.26M (1.55%) 576.63K
Increased by +10.96%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 4.94M (1.45%) 334.36K
Increased by +6.77%
Jun 30, 24
17 Resolution Capital Limited 4.62M (1.36%) 212.76K
Increased by +4.61%
Sep 30, 23
18 CenterSquare Investment Management LLC 4.51M (1.32%) 3.34M
Increased by +74.05%
Sep 30, 23
19 Nuveen Asset Management, LLC 4.42M (1.30%) -622.52K
Decreased by -14.09%
Jun 30, 24
20 Charles Schwab Investment Management Inc 4.16M (1.22%) 43.87K
Increased by +1.05%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.99M (3.82%) -182.54K
Decreased by -1.41%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 9.91M (2.91%) 5.36K
Increased by +0.05%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 9.83M (2.89%) 5.89K
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 7.79M (2.29%) -45.83K
Decreased by -0.59%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 4.68M (1.38%) -231.85K
Decreased by -4.95%
Sep 30, 24
6 Principal Real Estate Securities R5 4.58M (1.35%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Growth Index Inv 4.29M (1.26%) -36.36K
Decreased by -0.85%
Sep 30, 24
8 Fidelity US REIT Mother Fund 3.64M (1.07%) -35.00K
Decreased by -0.96%
Mar 15, 24
9 JPM US Mid Cap Value-MA 3.42M (1.01%) 277.63K
Increased by +8.11%
Sep 30, 24
10 JPMorgan Mid Cap Value L 3.42M (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
11 T. Rowe Price Real Assets Tr I-Z 3.32M (0.98%) -443.59K
Decreased by -13.35%
Sep 30, 24
12 JPM US Mid Cap Value-Composite 3.15M (0.93%) -34.54K
Decreased by -1.10%
Jun 30, 24
13 Cohen & Steers Instl Realty Shares 3.12M (0.92%) 326.32K
Increased by +10.45%
Sep 30, 24
14 Cohen & Steers Realty Shares L 2.83M (0.83%) 542.40K
Increased by +19.16%
Sep 30, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 2.51M (0.74%) -56.30K
Decreased by -2.24%
Sep 30, 24
16 T. Rowe Price Real Assets 2.39M (0.70%) -136.54K
Decreased by -5.72%
Sep 30, 24
17 CREF Stock R1 2.35M (0.69%) -79.52K
Decreased by -3.38%
Jan 31, 24
18 CI High Income Class A 2.33M (0.69%) 0.00
Increased by 0.00%
Dec 31, 23
19 TIAA-CREF Real Estate Sec Instl 2.20M (0.65%) 0.00
Increased by 0.00%
Jan 31, 24
20 JHancock Disciplined Value Mid Cap I 2.13M (0.63%) -36.75K
Decreased by -1.73%
May 31, 24