Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.62%
2 RESI 4.85%
3 JRE 3.87%
4 JPRE 3.39%
5 REZ 2.71%
6 PPTY 2.39%
7 GREI 2.20%
8 RITA 1.98%
9 FTIF 1.84%
10 CRED 1.79%
11 GQRE 1.61%
12 HOMZ 1.52%
13 PSR 1.49%
14 XMLV 1.32%
15 NBGR 1.24%
16 ROOF 1.19%
17 RWR 1.11%
18 HSMV 1.03%
19 USRT 1.01%
20 FRI 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.95M (14.14%) 240.58K
Increased by +0.54%
Dec 31, 24
2 BlackRock Inc 41.79M (13.14%) 964.48K
Increased by +2.31%
Sep 30, 24
3 JPMorgan Chase & Co 26.23M (8.25%) 428.48K
Increased by +1.63%
Sep 30, 24
4 NORGES BANK 21.97M (6.91%) 0.00
Increased by 0.00%
Dec 31, 24
5 State Street Corporation 17.80M (5.60%) 2.25M
Increased by +12.64%
Mar 31, 24
6 State Street Corp 17.37M (5.46%) -343.95K
Decreased by -1.98%
Sep 30, 24
7 Principal Financial Group Inc 15.99M (5.03%) 1.02M
Increased by +6.35%
Dec 31, 24
8 Cohen & Steers Inc 8.70M (2.74%) 478.63K
Increased by +5.50%
Sep 30, 24
9 FMR Inc 8.23M (2.59%) 937.12K
Increased by +11.39%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 8.05M (2.53%) -934.67K
Decreased by -11.62%
Sep 30, 24
11 Geode Capital Management, LLC 6.69M (2.10%) 6.82K
Increased by +0.10%
Sep 30, 24
12 Citadel Advisors Llc 5.84M (1.84%) 4.76M
Increased by +81.46%
Sep 30, 23
13 Deutsche Bank AG 5.26M (1.65%) 576.63K
Increased by +10.96%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 4.94M (1.55%) 28.38K
Increased by +0.58%
Dec 31, 24
15 Resolution Capital Limited 4.62M (1.45%) 212.76K
Increased by +4.61%
Sep 30, 23
16 CenterSquare Investment Management LLC 4.51M (1.42%) 3.34M
Increased by +74.05%
Sep 30, 23
17 Nuveen Asset Management, LLC 4.48M (1.41%) 61.38K
Increased by +1.37%
Sep 30, 24
18 Charles Schwab Investment Management Inc 4.33M (1.36%) 110.02K
Increased by +2.54%
Dec 31, 24
19 Duff & Phelps Inv Mgmt Co (IL) 4.17M (1.31%) 614.65K
Increased by +14.75%
Dec 31, 24
20 Massachusetts Financial Services Company 3.93M (1.24%) 29.65K
Increased by +0.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.70M (3.99%) 14.53K
Increased by +0.11%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 10.35M (3.26%) -2.70K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.79M (3.08%) 7.71K
Increased by +0.08%
Dec 31, 24
4 Vanguard Small Cap Index 7.98M (2.51%) 137.19K
Increased by +1.72%
Dec 31, 24
5 Principal Real Estate Securities R5 4.83M (1.52%) 116.20K
Increased by +2.41%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 4.79M (1.51%) 77.67K
Increased by +1.62%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 4.52M (1.42%) 205.20K
Increased by +4.54%
Dec 31, 24
8 T. Rowe Price Real Assets Tr I-Z 3.97M (1.25%) 648.05K
Increased by +16.32%
Dec 31, 24
9 Fidelity US REIT Mother Fund 3.64M (1.14%) -35.00K
Decreased by -0.96%
Mar 15, 24
10 JPM US Mid Cap Value-MA 3.42M (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPMorgan Mid Cap Value L 3.42M (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
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 2.71M (0.85%) -61.30K
Decreased by -2.27%
Dec 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 2.54M (0.80%) -106.45K
Decreased by -4.19%
Jan 31, 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