Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.29%
2 RESI 4.85%
3 JRE 3.97%
4 JPRE 3.62%
5 REZ 2.79%
6 PPTY 2.26%
7 GREI 2.20%
8 RITA 1.99%
9 CRED 1.91%
10 FTIF 1.87%
11 GQRE 1.63%
12 HOMZ 1.49%
13 PSR 1.48%
14 XMLV 1.30%
15 NBGR 1.24%
16 ROOF 1.19%
17 HSMV 1.19%
18 RWR 1.14%
19 USRT 1.06%
20 FRI 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.71M (13.14%) -479.05K
Decreased by -1.07%
Sep 30, 24
2 BlackRock Inc 41.79M (12.28%) 964.48K
Increased by +2.31%
Sep 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 17.37M (5.11%) -343.95K
Decreased by -1.98%
Sep 30, 24
6 Principal Financial Group Inc 14.97M (4.40%) -799.51K
Decreased by -5.34%
Sep 30, 24
7 JPMorgan Chase & Co 13.12M (3.86%) 214.24K
Increased by +1.63%
Sep 30, 24
8 Cohen & Steers Inc 8.70M (2.56%) 478.63K
Increased by +5.50%
Sep 30, 24
9 FMR Inc 8.23M (2.42%) 937.12K
Increased by +11.39%
Sep 30, 24
10 T. Rowe Price Associates, Inc. 8.05M (2.37%) -934.67K
Decreased by -11.62%
Sep 30, 24
11 Geode Capital Management, LLC 6.69M (1.97%) 6.82K
Increased by +0.10%
Sep 30, 24
12 Citadel Advisors Llc 5.84M (1.72%) 4.76M
Increased by +81.46%
Sep 30, 23
13 Deutsche Bank AG 5.26M (1.55%) 576.63K
Increased by +10.96%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 4.91M (1.44%) -28.79K
Decreased by -0.59%
Sep 30, 24
15 Resolution Capital Limited 4.62M (1.36%) 212.76K
Increased by +4.61%
Sep 30, 23
16 CenterSquare Investment Management LLC 4.51M (1.32%) 3.34M
Increased by +74.05%
Sep 30, 23
17 Nuveen Asset Management, LLC 4.48M (1.32%) 61.38K
Increased by +1.37%
Sep 30, 24
18 Charles Schwab Investment Management Inc 4.22M (1.24%) 62.37K
Increased by +1.48%
Sep 30, 24
19 Massachusetts Financial Services Company 3.90M (1.15%) -51.48K
Decreased by -1.32%
Sep 30, 24
20 Goldman Sachs Group Inc 3.80M (1.12%) 1.32M
Increased by +34.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.70M (3.73%) 14.53K
Increased by +0.11%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 10.33M (3.04%) 34.24K
Increased by +0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 9.79M (2.88%) 7.71K
Increased by +0.08%
Dec 31, 24
4 Vanguard Small Cap Index 7.98M (2.35%) 137.19K
Increased by +1.72%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 4.79M (1.41%) 77.67K
Increased by +1.62%
Dec 31, 24
6 Principal Real Estate Securities R5 4.71M (1.38%) 0.00
Increased by 0.00%
Nov 30, 24
7 Vanguard Small Cap Growth Index Inv 4.52M (1.33%) 205.20K
Increased by +4.54%
Dec 31, 24
8 T. Rowe Price Real Assets Tr I-Z 3.97M (1.17%) 648.05K
Increased by +16.32%
Dec 31, 24
9 Fidelity US REIT Mother Fund 3.64M (1.07%) -35.00K
Decreased by -0.96%
Mar 15, 24
10 JPM US Mid Cap Value-MA 3.42M (1.01%) 277.63K
Increased by +8.11%
Sep 30, 24
11 JPMorgan Mid Cap Value L 3.42M (1.01%) 0.00
Increased by 0.00%
Nov 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 2.97M (0.87%) -155.39K
Decreased by -5.24%
Dec 31, 24
14 Cohen & Steers Realty Shares L 2.83M (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
15 T. Rowe Price Real Assets 2.77M (0.81%) 372.16K
Increased by +13.45%
Nov 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 2.64M (0.78%) 93.78K
Increased by +3.55%
Dec 31, 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