Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 5.64%
2 RESI 4.85%
3 JRE 4.33%
4 JPRE 3.47%
5 REZ 2.95%
6 PPTY 2.77%
7 FTIF 2.25%
8 RITA 2.24%
9 GREI 2.20%
10 PSR 1.91%
11 HOMZ 1.78%
12 GQRE 1.73%
13 XMLV 1.57%
14 CRED 1.42%
15 RWR 1.26%
16 NBGR 1.24%
17 ROOF 1.19%
18 USRT 1.13%
19 HSMV 1.13%
20 FRI 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.95M (15.13%) 240.58K
Increased by +0.54%
Dec 31, 24
2 BlackRock Inc 43.95M (14.79%) 2.17M
Increased by +4.93%
Dec 31, 24
3 NORGES BANK 21.97M (7.39%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 17.80M (5.99%) 2.25M
Increased by +12.64%
Mar 31, 24
5 State Street Corp 17.77M (5.98%) 399.02K
Increased by +2.25%
Dec 31, 24
6 Principal Financial Group Inc 15.99M (5.38%) 1.02M
Increased by +6.35%
Dec 31, 24
7 JPMorgan Chase & Co 13.81M (4.65%) -12.43M
Decreased by -90.01%
Dec 31, 24
8 FMR Inc 8.98M (3.02%) 757.77K
Increased by +8.44%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 8.72M (2.93%) 675.08K
Increased by +7.74%
Dec 31, 24
10 Cohen & Steers Inc 7.84M (2.64%) -860.77K
Decreased by -10.99%
Dec 31, 24
11 Geode Capital Management, LLC 6.67M (2.24%) -21.80K
Decreased by -0.33%
Dec 31, 24
12 Amvescap Plc. 6.29M (2.12%) 4.09M
Increased by +65.06%
Dec 31, 24
13 Citadel Advisors Llc 5.84M (1.96%) 4.76M
Increased by +81.46%
Sep 30, 23
14 Deutsche Bank AG 5.26M (1.77%) 576.63K
Increased by +10.96%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 4.94M (1.66%) 28.38K
Increased by +0.58%
Dec 31, 24
16 Resolution Capital Limited 4.62M (1.55%) 212.76K
Increased by +4.61%
Sep 30, 23
17 CenterSquare Investment Management LLC 4.51M (1.52%) 3.34M
Increased by +74.05%
Sep 30, 23
18 Charles Schwab Investment Management Inc 4.33M (1.46%) 110.02K
Increased by +2.54%
Dec 31, 24
19 Northern Trust Corp 4.18M (1.41%) 1.20M
Increased by +28.65%
Dec 31, 24
20 Duff & Phelps Inv Mgmt Co (IL) 4.17M (1.40%) 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 (4.27%) -49.09K
Decreased by -0.39%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 10.36M (3.49%) 18.15K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.88M (3.32%) 46.53K
Increased by +0.47%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 9.83M (3.31%) 5.89K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 8.01M (2.69%) 6.55K
Increased by +0.08%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.83M (1.62%) 27.16K
Increased by +0.56%
Feb 28, 25
7 Principal Real Estate Securities R5 4.83M (1.62%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 4.50M (1.51%) -19.58K
Decreased by -0.44%
Feb 28, 25
9 Fidelity US REIT Mother Fund 3.98M (1.34%) 335.00K
Increased by +8.43%
Sep 17, 24
10 T. Rowe Price Real Assets Tr I-D 3.97M (1.34%) 648.05K
Increased by +16.32%
Dec 31, 24
11 T. Rowe Price Real Assets Tr I-Z 3.97M (1.34%) 648.05K
Increased by +16.32%
Dec 31, 24
12 JPM US Mid Cap Value-MA 3.49M (1.17%) 65.82K
Increased by +1.89%
Mar 31, 25
13 JPMorgan Mid Cap Value L 3.42M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
14 JPM US Mid Cap Value-Composite 3.15M (1.06%) -34.54K
Decreased by -1.10%
Jun 30, 24
15 Cohen & Steers Instl Realty Shares 2.97M (1.00%) -155.39K
Decreased by -5.24%
Dec 31, 24
16 Cohen & Steers Realty Shares L 2.83M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price Real Assets 2.71M (0.91%) 22.97K
Increased by +0.85%
Feb 28, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.56M (0.86%) 24.39K
Increased by +0.95%
Feb 28, 25
19 CREF Stock R1 2.35M (0.79%) -79.52K
Decreased by -3.38%
Jan 31, 24
20 CI High Income Class A 2.33M (0.79%) 0.00
Increased by 0.00%
Dec 31, 23