Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYRE 4.83%
2 FFR 4.11%
3 DTRE 3.71%
4 DRW 2.33%
5 GREI 1.99%
6 JRE 1.79%
7 SMCO 1.70%
8 IRET 1.64%
9 PPTY 1.64%
10 JPRE 1.61%
11 REIT 1.60%
12 PSR 1.51%
13 WTRE 1.23%
14 ROOF 1.21%
15 BLLD 1.21%
16 IQRA 0.69%
17 VGSR 0.59%
18 RWR 0.55%
19 REK 0.53%
20 SRS 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.05M (14.55%) 20.68K
Increased by +0.05%
Dec 31, 24
2 Cohen & Steers Inc 28.84M (11.03%) 4.05M
Increased by +14.04%
Dec 31, 24
3 NORGES BANK 22.37M (8.55%) 0.00
Increased by 0.00%
Dec 31, 24
4 BlackRock Inc 19.47M (7.45%) 265.38K
Increased by +1.36%
Dec 31, 24
5 Apg Investments Us Inc 16.39M (6.27%) -3.40K
Decreased by -0.02%
Dec 31, 24
6 Principal Financial Group Inc 15.01M (5.74%) -16.86K
Decreased by -0.11%
Dec 31, 24
7 FMR Inc 13.38M (5.12%) 121.45K
Increased by +0.91%
Dec 31, 24
8 State Street Corporation 10.52M (4.02%) -1.13M
Decreased by -10.78%
Mar 31, 24
9 State Street Corp 10.26M (3.92%) 61.96K
Increased by +0.60%
Dec 31, 24
10 Alyeska Investment Group, L.P. 6.39M (2.44%) 3.43M
Increased by +53.65%
Dec 31, 24
11 Citadel Advisors Llc 5.63M (2.15%) 5.62M
Increased by +99.68%
Sep 30, 23
12 PGGM Investments 5.56M (2.13%) 655.78K
Increased by +11.80%
Dec 31, 24
13 Daiwa Securities Group Inc 5.00M (1.91%) -119.02K
Decreased by -2.38%
Dec 31, 24
14 Geode Capital Management, LLC 4.77M (1.82%) 22.16K
Increased by +0.46%
Dec 31, 24
15 Long Pond Capital, LP 4.39M (1.68%) 123.44K
Increased by +2.81%
Jun 30, 24
16 Charles Schwab Investment Management Inc 4.16M (1.59%) 255.63K
Increased by +6.15%
Dec 31, 24
17 Darlington Partners Capital Management, LP 4.11M (1.57%) -5.48M
Decreased by -133.36%
Dec 31, 24
18 Goldman Sachs Group Inc 4.04M (1.55%) 2.79M
Increased by +68.98%
Dec 31, 23
19 CBRE Investment Management Listed Real Assets LLC 3.96M (1.51%) 1.36M
Increased by +34.40%
Sep 30, 24
20 Deutsche Bank AG 3.81M (1.46%) 3.58M
Increased by +94.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 10.32M (3.95%) -121.59K
Decreased by -1.18%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 8.94M (3.42%) 5.78K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 7.26M (2.78%) 5.95K
Increased by +0.08%
Feb 28, 25
4 Fidelity US REIT Mother Fund 5.71M (2.18%) 2.19M
Increased by +38.27%
Sep 17, 24
5 Principal Real Estate Securities R5 5.66M (2.16%) 645.80K
Increased by +11.41%
Feb 28, 25
6 Cohen & Steers Real Estate Opportunities 4.68M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
7 Cohen & Steers Real Estate Securities A 4.68M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 4.08M (1.56%) -23.12K
Decreased by -0.57%
Feb 28, 25
9 Cohen & Steers Instl Realty Shares 4.01M (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.97M (1.52%) 11.04K
Increased by +0.28%
Feb 28, 25
11 Cohen & Steers Realty Shares L 3.72M (1.42%) 334.05K
Increased by +8.98%
Dec 31, 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 3.23M (1.23%) 42.90K
Increased by +1.33%
Feb 28, 25
14 American Funds American Mutual A 2.78M (1.06%) -935.00
Decreased by -0.03%
Dec 31, 23
15 Capital Group American Mutual Comp 2.78M (1.06%) -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 JPMorgan Large Cap Value I 1.85M (0.71%) 898.56K
Increased by +48.67%
Feb 28, 25
19 Vanguard Real Estate II Index 1.73M (0.66%) -7.11K
Decreased by -0.41%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.73M (0.66%) 1.70K
Increased by +0.10%
Feb 28, 25