Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWY 3.89%
2 MVPA 3.70%
3 SRET 3.14%
4 RDOG 2.32%
5 GRI_old 2.25%
6 RIET 1.23%
7 ROSC 0.32%
8 VABS 0.29%
9 WMCR 0.28%
10 IWC 0.16%
11 SMLV 0.15%
12 SEIS 0.10%
13 EBIT 0.06%
14 PFF 0.06%
15 RFLR 0.05%
16 IWN 0.05%
17 USRT 0.05%
18 DES 0.04%
19 VTWV 0.04%
20 PRFZ 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.80M (13.16%) 8.38K
Increased by +0.22%
Dec 31, 24
2 Vanguard Group Inc 2.51M (8.70%) 1.36M
Increased by +54.26%
Dec 31, 24
3 Heitman Real Estate Securities LLC 885.37K (3.06%) -103.70K
Decreased by -11.71%
Dec 31, 24
4 Geode Capital Management, LLC 679.89K (2.35%) 160.59K
Increased by +23.62%
Dec 31, 24
5 UBS Group AG 654.42K (2.26%) 553.76K
Increased by +84.62%
Dec 31, 24
6 Grace & White Inc 581.67K (2.01%) 0.00
Increased by 0.00%
Dec 31, 24
7 State Street Corp 535.17K (1.85%) 83.24K
Increased by +15.55%
Dec 31, 24
8 Balyasny Asset Management LLC 514.43K (1.78%) 514.43K
Increased by +100.00%
Sep 30, 24
9 Two Sigma Advisers, LLC 509.70K (1.76%) 115.00K
Increased by +22.56%
Dec 31, 24
10 State Street Corporation 497.31K (1.72%) -5.59K
Decreased by -1.12%
Mar 31, 24
11 Acadian Asset Management LLC 468.84K (1.62%) -2.64K
Decreased by -0.56%
Dec 31, 24
12 Amvescap Plc. 468.56K (1.62%) 408.63K
Increased by +87.21%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 466.49K (1.61%) 14.70K
Increased by +3.15%
Dec 31, 24
14 Two Sigma Investments LLC 455.15K (1.57%) 9.71K
Increased by +2.13%
Dec 31, 24
15 Chilton Capital Management L P 419.87K (1.45%) -46.07K
Decreased by -10.97%
Dec 31, 23
16 Charles Schwab Investment Management Inc 392.10K (1.36%) 230.81K
Increased by +58.87%
Dec 31, 24
17 Patient Capital Management 383.90K (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
18 LSV Asset Management 381.58K (1.32%) 15.50K
Increased by +4.06%
Dec 31, 24
19 Ingalls & Snyder LLC 371.80K (1.29%) -25.31K
Decreased by -6.81%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 360.46K (1.25%) -277.35K
Decreased by -76.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.09M (3.76%) 281.48K
Increased by +25.91%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 931.67K (3.22%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 700.68K (2.42%) -8.25K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 424.02K (1.47%) 0.00
Increased by 0.00%
Feb 28, 25
5 Invesco KBW Premium Yield Eq REIT ETF 401.64K (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
6 BlackRock Advantage Small Cap Core Instl 398.53K (1.38%) -72.47K
Decreased by -18.18%
Feb 28, 25
7 Miller Income A 383.90K (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
8 Heitman US RES Total Return 305.50K (1.06%) -6.82K
Decreased by -2.23%
Dec 31, 24
9 Global X SuperDividend® REIT ETF 304.40K (1.05%) 0.00
Increased by 0.00%
Feb 28, 25
10 Chilton Capital REIT 303.89K (1.05%) 1.40K
Increased by +0.46%
Jan 31, 24
11 Fidelity Small Cap Index 302.91K (1.05%) 64.24K
Increased by +21.21%
Dec 31, 24
12 Foundry Partners Micro Cap Value 288.48K (1.00%) 0.00
Increased by 0.00%
Sep 30, 23
13 iShares Russell 2000 Value ETF 266.58K (0.92%) -2.02K
Decreased by -0.76%
Feb 28, 25
14 CREF Stock R1 260.16K (0.90%) 0.00
Increased by 0.00%
Jan 31, 25
15 Ancora/Thelen Small Mid Cap Core 250.12K (0.87%) 40.53K
Increased by +16.21%
Dec 31, 24
16 Franklin MicroCap Value A 233.61K (0.81%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity® Small Cap Index 228.83K (0.79%) 5.24K
Increased by +2.29%
Oct 31, 23
18 Heitman US RE Securities Focused 208.23K (0.72%) 1.71K
Increased by +0.82%
Dec 31, 24
19 Kennedy Micro Cap 200.67K (0.69%) -4.71K
Decreased by -2.35%
Dec 31, 24
20 Vanguard Real Estate II Index 182.62K (0.63%) 49.83K
Increased by +27.29%
Feb 28, 25