Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 10.89%
2 RESI 7.54%
3 REZ 6.45%
4 RITA 6.03%
5 JRE 5.01%
6 PSR 4.78%
7 GQRE 4.45%
8 SRHR 4.23%
9 PPTY 4.14%
10 UTRN 3.87%
11 WREI 3.56%
12 CRED 3.48%
13 IRET 3.37%
14 VGSR 3.33%
15 RSPR 3.27%
16 NBGR 3.25%
17 EWRE 3.19%
18 RWR 3.17%
19 REIT 3.03%
20 XLRE 2.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.55M (15.96%) -18.21K
Decreased by -0.08%
Sep 30, 24
2 BlackRock Inc 17.06M (12.08%) 567.64K
Increased by +3.33%
Sep 30, 24
3 State Street Corp 9.25M (6.55%) 196.94K
Increased by +2.13%
Sep 30, 24
4 State Street Corporation 9.12M (6.45%) -791.93K
Decreased by -8.69%
Mar 31, 24
5 NORGES BANK 6.82M (4.83%) 29.38K
Increased by +0.43%
Jun 30, 24
6 Principal Financial Group Inc 4.56M (3.23%) -181.22K
Decreased by -3.97%
Sep 30, 24
7 JPMorgan Chase & Co 4.06M (2.87%) 55.59K
Increased by +1.37%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 3.82M (2.70%) -328.91K
Decreased by -8.62%
Sep 30, 24
9 Geode Capital Management, LLC 3.59M (2.54%) 27.99K
Increased by +0.78%
Sep 30, 24
10 Cohen & Steers Inc 2.49M (1.76%) 2.07M
Increased by +82.94%
Sep 30, 24
11 Legal & General Group PLC 2.45M (1.73%) 121.56K
Increased by +4.97%
Sep 30, 24
12 Charles Schwab Investment Management Inc 2.24M (1.59%) 78.80K
Increased by +3.52%
Sep 30, 24
13 Goldman Sachs Group Inc 2.09M (1.48%) 901.41K
Increased by +43.18%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 2.07M (1.47%) -3.31K
Decreased by -0.16%
Sep 30, 24
15 Canada Pension Plan Investment Board 2.03M (1.44%) 48.93K
Increased by +2.40%
Sep 30, 24
16 Deutsche Bank AG 1.97M (1.39%) -153.07K
Decreased by -7.79%
Sep 30, 24
17 ClearBridge Advisors, LLC 1.83M (1.30%) -7.40K
Decreased by -0.40%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.79M (1.27%) -1.74M
Decreased by -97.08%
Sep 30, 24
19 Ameriprise Financial Inc 1.76M (1.24%) -22.53K
Decreased by -1.28%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 1.72M (1.21%) 1.49M
Increased by +87.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.48M (3.88%) 5.90K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.45M (3.15%) -24.70K
Decreased by -0.56%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 3.85M (2.72%) 27.84K
Increased by +0.72%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 3.06M (2.17%) 25.29K
Increased by +0.83%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 1.79M (1.26%) 20.75K
Increased by +1.16%
Dec 31, 24
6 Fidelity 500 Index 1.76M (1.24%) 11.92K
Increased by +0.68%
Nov 30, 24
7 SPDR® S&P 500 ETF Trust 1.69M (1.20%) -13.27K
Decreased by -0.78%
Mar 31, 24
8 iShares Core S&P 500 ETF 1.67M (1.18%) 1.18K
Increased by +0.07%
Dec 31, 24
9 Fidelity® 500 Index 1.65M (1.17%) 10.53K
Increased by +0.64%
Nov 30, 23
10 Principal Real Estate Securities R5 1.52M (1.08%) 0.00
Increased by 0.00%
Nov 30, 24
11 Vanguard Value Index Inv 1.21M (0.86%) -10.20K
Decreased by -0.84%
Dec 31, 24
12 JPM US Equity Income-MA 1.18M (0.83%) 1.17M
Increased by +99.90%
Sep 30, 23
13 Columbia Dividend Value 1.00M (0.71%) -9.18K
Decreased by -0.91%
Sep 30, 24
14 JPMorgan Equity Income I 1.00M (0.71%) 0.00
Increased by 0.00%
Nov 30, 24
15 Columbia Dividend Income Inst 997.09K (0.71%) -8.83K
Decreased by -0.89%
Dec 31, 24
16 JPM US Equity Income-Composite 991.23K (0.70%) -12.65K
Decreased by -1.28%
Dec 31, 24
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 966.95K (0.68%) 29.06K
Increased by +3.01%
Dec 31, 24
18 Vanguard Mid-Cap Value ETF 954.15K (0.68%) -27.27K
Decreased by -2.86%
Dec 31, 24
19 The Real Estate Select Sector SPDR® 938.03K (0.66%) 496.00
Increased by +0.05%
Dec 31, 24
20 T. Rowe Price Real Assets Tr I-Z 924.12K (0.65%) 61.16K
Increased by +6.62%
Dec 31, 24