Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 5.21%
2 JRE_old 4.92%
3 SPRE 4.64%
4 INDS 4.47%
5 PSR 3.35%
6 IRET 3.03%
7 JRE 2.95%
8 RORE 2.34%
9 REZ 2.33%
10 RITA 1.72%
11 REAI 1.49%
12 HOMZ 1.46%
13 GQRE 1.38%
14 IQRA 1.26%
15 CRED 1.20%
16 RWR 1.02%
17 VRAI 0.96%
18 FRI 0.86%
19 USRT 0.86%
20 DFAR 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.42M (14.01%) -308.34K
Decreased by -0.98%
Sep 30, 24
2 BlackRock Inc 27.13M (12.10%) 1.11M
Increased by +4.09%
Jun 30, 24
3 FMR Inc 16.49M (7.35%) -1.47M
Decreased by -8.89%
Sep 30, 24
4 State Street Corporation 11.35M (5.06%) -1.13M
Decreased by -9.96%
Mar 31, 24
5 State Street Corp 11.21M (5.00%) -91.94K
Decreased by -0.82%
Sep 30, 24
6 NORGES BANK 9.73M (4.34%) 137.91K
Increased by +1.42%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 6.81M (3.04%) 829.18K
Increased by +12.17%
Sep 30, 24
8 Deutsche Bank AG 5.36M (2.39%) -75.01K
Decreased by -1.40%
Sep 30, 24
9 T. Rowe Price Investment Management,Inc. 5.26M (2.35%) -98.72K
Decreased by -1.88%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 5.09M (2.27%) 624.66K
Increased by +12.27%
Sep 30, 24
11 Geode Capital Management, LLC 4.59M (2.05%) 50.34K
Increased by +1.10%
Sep 30, 24
12 Resolution Capital Limited 4.56M (2.04%) 21.01K
Increased by +0.46%
Sep 30, 24
13 Principal Financial Group Inc 4.40M (1.96%) -4.36M
Decreased by -99.10%
Sep 30, 23
14 JPMorgan Chase & Co 3.94M (1.76%) -867.69K
Decreased by -22.01%
Sep 30, 24
15 Amvescap Plc. 3.57M (1.59%) -279.15K
Decreased by -7.82%
Sep 30, 24
16 Goldman Sachs Group Inc 3.42M (1.52%) 1.12M
Increased by +32.83%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 3.40M (1.52%) -2.69M
Decreased by -78.98%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 3.35M (1.50%) -24.99K
Decreased by -0.75%
Sep 30, 24
19 AllianceBernstein L.P. 3.34M (1.49%) -283.39K
Decreased by -8.49%
Sep 30, 23
20 CBRE Investment Management Listed Real Assets LLC 3.18M (1.42%) 589.91K
Increased by +18.57%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.86M (3.95%) -25.08K
Decreased by -0.28%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 7.23M (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.12M (3.18%) -23.97K
Decreased by -0.34%
Oct 31, 24
4 Vanguard Small Cap Index 5.65M (2.52%) 11.05K
Increased by +0.20%
Oct 31, 24
5 Fidelity US REIT Mother Fund 4.63M (2.07%) -105.00K
Decreased by -2.27%
Mar 15, 24
6 Allspring Special Mid Cap Value Inst 3.78M (1.69%) 0.00
Increased by 0.00%
Oct 31, 24
7 Allspring Special US Mid Cap Value Eq 3.78M (1.69%) 430.40K
Increased by +11.39%
Sep 30, 24
8 Allspring Mid Value SMA 3.35M (1.49%) 3.35M
Increased by +99.99%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 3.34M (1.49%) -23.13K
Decreased by -0.69%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 3.10M (1.38%) -13.72K
Decreased by -0.44%
Oct 31, 24
11 T. Rowe Price Real Assets Tr I-Z 2.72M (1.21%) 459.15K
Increased by +16.90%
Sep 30, 24
12 American Funds American Mutual A 2.18M (0.97%) -1.27K
Decreased by -0.06%
Sep 30, 24
13 Capital Group American Mutual Comp 2.18M (0.97%) -1.27K
Decreased by -0.06%
Sep 30, 24
14 AMOne Shinko US-REIT Open 1.99M (0.89%) -77.82K
Decreased by -3.90%
Mar 5, 24
15 T. Rowe Price Real Assets 1.96M (0.87%) 332.00
Increased by +0.02%
Oct 31, 24
16 Fidelity® Real Estate Investment Port 1.90M (0.85%) -50.60K
Decreased by -2.67%
Nov 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 1.77M (0.79%) -26.08K
Decreased by -1.47%
Oct 31, 24
18 Fidelity Mid-Cap Stock 1.67M (0.75%) 498.38K
Increased by +29.78%
Oct 31, 24
19 T. Rowe Price Small-Cap Value 1.59M (0.71%) -2.43K
Decreased by -0.15%
Oct 31, 24
20 Sterling Capital Equity Income Instl 1.54M (0.69%) -53.73K
Decreased by -3.50%
Jan 31, 24