Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.58%
2 RESI 4.85%
3 JRE 4.18%
4 REZ 2.96%
5 JPRE 2.82%
6 PPTY 2.72%
7 GREI 2.20%
8 RITA 2.18%
9 FTIF 2.04%
10 PSR 1.92%
11 HOMZ 1.75%
12 GQRE 1.71%
13 CRED 1.40%
14 XMLV 1.26%
15 NBGR 1.24%
16 RWR 1.23%
17 ROOF 1.19%
18 HSMV 1.10%
19 USRT 1.10%
20 FRI 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.92M (14.10%) -31.10K
Decreased by -0.07%
Mar 31, 25
2 BlackRock Inc 43.61M (13.69%) -344.05K
Decreased by -0.79%
Mar 31, 25
3 NORGES BANK 21.97M (6.90%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corp 18.04M (5.66%) 266.36K
Increased by +1.48%
Mar 31, 25
5 State Street Corporation 17.80M (5.59%) 2.25M
Increased by +12.64%
Mar 31, 24
6 JPMorgan Chase & Co 15.90M (4.99%) 2.09M
Increased by +13.17%
Mar 31, 25
7 Principal Financial Group Inc 15.68M (4.92%) -306.96K
Decreased by -1.96%
Mar 31, 25
8 Cohen & Steers Inc 10.73M (3.37%) 2.89M
Increased by +26.95%
Mar 31, 25
9 FMR Inc 9.06M (2.84%) 72.80K
Increased by +0.80%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 7.45M (2.34%) -1.27M
Decreased by -17.07%
Mar 31, 25
11 Geode Capital Management, LLC 6.93M (2.18%) 265.19K
Increased by +3.82%
Mar 31, 25
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 Dimensional Fund Advisors, Inc. 4.88M (1.53%) -53.02K
Decreased by -1.09%
Mar 31, 25
15 Resolution Capital Limited 4.62M (1.45%) 212.76K
Increased by +4.61%
Sep 30, 23
16 CenterSquare Investment Management LLC 4.51M (1.41%) 3.34M
Increased by +74.05%
Sep 30, 23
17 Charles Schwab Investment Management Inc 4.37M (1.37%) 32.83K
Increased by +0.75%
Mar 31, 25
18 Duff & Phelps Inv Mgmt Co (IL) 4.23M (1.33%) 60.52K
Increased by +1.43%
Mar 31, 25
19 Northern Trust Corp 4.18M (1.31%) 1.20M
Increased by +28.65%
Dec 31, 24
20 Burgundy Asset Management Ltd 4.11M (1.29%) 266.74K
Increased by +6.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.45M (3.91%) -209.15K
Decreased by -1.68%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 10.27M (3.22%) -33.13K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 10.08M (3.16%) 172.70K
Increased by +1.71%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 9.83M (3.09%) 5.89K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 7.89M (2.47%) 46.97K
Increased by +0.60%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.91M (1.54%) 27.11K
Increased by +0.55%
Apr 30, 25
7 Principal Real Estate Securities R5 4.83M (1.51%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 4.39M (1.38%) -4.12K
Decreased by -0.09%
Apr 30, 25
9 Fidelity US REIT Mother Fund 3.98M (1.25%) 335.00K
Increased by +8.43%
Sep 17, 24
10 T. Rowe Price Real Assets Tr I-D 3.93M (1.23%) -36.05K
Decreased by -0.92%
Mar 31, 25
11 T. Rowe Price Real Assets Tr I-Z 3.93M (1.23%) -36.05K
Decreased by -0.92%
Mar 31, 25
12 JPM US Mid Cap Value-MA 3.49M (1.10%) 65.82K
Increased by +1.89%
Mar 31, 25
13 JPMorgan Mid Cap Value L 3.49M (1.10%) 65.82K
Increased by +1.89%
Mar 31, 25
14 JPM US Mid Cap Value-Composite 3.15M (0.99%) -34.54K
Decreased by -1.10%
Jun 30, 24
15 Cohen & Steers Realty Shares L 2.83M (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
16 Cohen & Steers Instl Realty Shares 2.78M (0.87%) -188.39K
Decreased by -6.78%
Mar 31, 25
17 T. Rowe Price Real Assets 2.54M (0.80%) -166.50K
Decreased by -6.56%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.51M (0.79%) -27.84K
Decreased by -1.11%
Apr 30, 25
19 JPM Large Cap Value - MA 2.44M (0.77%) 2.44M
Increased by +100.00%
Mar 31, 25
20 JPM US Large Cap Value-Composite 2.44M (0.77%) 2.44M
Increased by +100.00%
Mar 31, 25