Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 4.26%
2 FFR 4.11%
3 DTRE 3.84%
4 DRW 2.33%
5 GREI 1.99%
6 JRE 1.79%
7 JPRE 1.72%
8 WTRE 1.67%
9 REIT 1.66%
10 PPTY 1.63%
11 PSR 1.51%
12 SMCO 1.35%
13 ROOF 1.21%
14 BLLD 1.20%
15 IQRA 0.66%
16 VGSR 0.56%
17 PRAY 0.56%
18 RWR 0.54%
19 SRS 0.53%
20 REK 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.05M (14.56%) 20.68K
Increased by +0.05%
Dec 31, 24
2 Cohen & Steers Inc 24.79M (9.48%) -1.33M
Decreased by -5.35%
Sep 30, 24
3 NORGES BANK 22.37M (8.56%) 0.00
Increased by 0.00%
Dec 31, 24
4 BlackRock Inc 19.20M (7.35%) 40.04K
Increased by +0.21%
Sep 30, 24
5 Apg Investments Us Inc 16.39M (6.27%) -378.70K
Decreased by -2.31%
Sep 30, 24
6 Principal Financial Group Inc 15.01M (5.74%) -16.86K
Decreased by -0.11%
Dec 31, 24
7 FMR Inc 13.26M (5.07%) 3.84M
Increased by +28.99%
Sep 30, 24
8 State Street Corporation 10.52M (4.03%) -1.13M
Decreased by -10.78%
Mar 31, 24
9 State Street Corp 10.20M (3.90%) -212.31K
Decreased by -2.08%
Sep 30, 24
10 Citadel Advisors Llc 5.63M (2.16%) 5.62M
Increased by +99.68%
Sep 30, 23
11 PGGM Investments 5.56M (2.13%) 655.78K
Increased by +11.80%
Dec 31, 24
12 Daiwa Securities Group Inc 5.00M (1.91%) -119.02K
Decreased by -2.38%
Dec 31, 24
13 Geode Capital Management, LLC 4.75M (1.82%) -62.95K
Decreased by -1.33%
Sep 30, 24
14 Long Pond Capital, LP 4.39M (1.68%) 123.44K
Increased by +2.81%
Jun 30, 24
15 Charles Schwab Investment Management Inc 4.16M (1.59%) 255.63K
Increased by +6.15%
Dec 31, 24
16 Darlington Partners Capital Management, LP 4.11M (1.57%) -5.48M
Decreased by -133.36%
Dec 31, 24
17 Goldman Sachs Group Inc 4.04M (1.55%) 2.79M
Increased by +68.98%
Dec 31, 23
18 CBRE Investment Management Listed Real Assets LLC 3.96M (1.52%) 1.36M
Increased by +34.40%
Sep 30, 24
19 Deutsche Bank AG 3.81M (1.46%) 3.58M
Increased by +94.17%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 3.80M (1.45%) -146.99K
Decreased by -3.87%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.41M (3.98%) 9.30K
Increased by +0.09%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 8.92M (3.41%) 8.88K
Increased by +0.10%
Dec 31, 24
3 Vanguard Small Cap Index 7.24M (2.77%) 70.86K
Increased by +0.98%
Dec 31, 24
4 Principal Real Estate Securities R5 5.01M (1.92%) 1.50K
Increased by +0.03%
Dec 31, 24
5 Cohen & Steers Real Estate Opportunities 4.68M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
6 Cohen & Steers Real Estate Securities A 4.68M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 4.11M (1.57%) 163.74K
Increased by +3.99%
Dec 31, 24
8 Cohen & Steers Instl Realty Shares 4.01M (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 3.96M (1.51%) 43.17K
Increased by +1.09%
Dec 31, 24
10 Cohen & Steers Realty Shares L 3.72M (1.42%) 334.05K
Increased by +8.98%
Dec 31, 24
11 Fidelity US REIT Mother Fund 3.53M (1.35%) 1.41M
Increased by +40.06%
Mar 15, 24
12 Daiwa US-REIT Open Mother Fund 3.38M (1.29%) -1.16M
Decreased by -34.32%
Sep 17, 24
13 Fidelity Real Estate Investment Port 3.17M (1.21%) 9.80K
Increased by +0.31%
Dec 31, 24
14 American Funds American Mutual A 2.78M (1.07%) -935.00
Decreased by -0.03%
Dec 31, 23
15 Capital Group American Mutual Comp 2.78M (1.07%) -935.00
Decreased by -0.03%
Dec 31, 23
16 American Century Small Cap Value Inv 2.25M (0.86%) 770.00K
Increased by +34.30%
Dec 31, 24
17 American Century U.S. Small Cap Value 2.25M (0.86%) 770.00K
Increased by +34.30%
Dec 31, 24
18 Vanguard Real Estate II Index 1.74M (0.66%) 14.43K
Increased by +0.83%
Dec 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.72M (0.66%) -2.90K
Decreased by -0.17%
Jan 31, 25
20 Cohen & Steers Qty Inc Realty 1.66M (0.64%) 0.00
Increased by 0.00%
Dec 31, 23