Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 4.92%
2 NURE 4.72%
3 PSR 3.90%
4 INDS 3.73%
5 SPRE 3.59%
6 IRET 3.27%
7 LPRE 3.09%
8 REIT 2.36%
9 AREA 2.34%
10 RORE 2.34%
11 JRE 2.28%
12 DFRA 2.16%
13 FTIF 1.92%
14 REZ 1.92%
15 HOMZ 1.79%
16 REGL 1.56%
17 REAI 1.50%
18 RITA 1.45%
19 GHTA 1.39%
20 JPRE 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.62M (15.83%) -2.87M
Decreased by -8.54%
Dec 31, 25
2 Vanguard Group Inc 31.27M (14.72%) -10.53K
Decreased by -0.03%
Dec 31, 25
3 State Street Corporation 11.35M (5.34%) -1.13M
Decreased by -9.96%
Mar 31, 24
4 State Street Corp 11.32M (5.33%) -215.70K
Decreased by -1.90%
Dec 31, 25
5 NORGES BANK 10.98M (5.17%) 207.19K
Increased by +1.89%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 8.54M (4.02%) -447.31K
Decreased by -5.24%
Dec 31, 25
7 FMR Inc 8.05M (3.79%) -1.78M
Decreased by -22.15%
Dec 31, 25
8 T. Rowe Price Investment Management,Inc. 5.84M (2.75%) -525.68K
Decreased by -9.00%
Dec 31, 25
9 Citadel Advisors Llc 5.21M (2.45%) 3.99M
Increased by +76.66%
Dec 31, 25
10 Allspring Global Investments Holdings, LLC 5.07M (2.39%) -25.45K
Decreased by -0.50%
Sep 30, 25
11 Geode Capital Management, LLC 4.71M (2.22%) 52.21K
Increased by +1.11%
Dec 31, 25
12 Principal Financial Group Inc 4.40M (2.07%) -4.36M
Decreased by -99.10%
Sep 30, 23
13 JPMorgan Chase & Co 3.80M (1.79%) 49.55K
Increased by +1.30%
Mar 31, 26
14 Alyeska Investment Group, L.P. 3.67M (1.73%) -612.22K
Decreased by -16.67%
Dec 31, 25
15 HSBC Holdings PLC 3.45M (1.63%) 2.46M
Increased by +71.20%
Dec 31, 25
16 Goldman Sachs Group Inc 3.42M (1.61%) 1.12M
Increased by +32.83%
Dec 31, 23
17 Charles Schwab Investment Management Inc 3.41M (1.61%) 171.54K
Increased by +5.03%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 3.35M (1.58%) 48.27K
Increased by +1.44%
Mar 31, 26
19 Northern Trust Corp 3.33M (1.57%) 58.48K
Increased by +1.76%
Mar 31, 26
20 Massachusetts Financial Services Company 3.14M (1.48%) 331.97K
Increased by +10.58%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.35M (3.93%) -32.12K
Decreased by -0.38%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 7.70M (3.62%) -3.87K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 7.25M (3.41%) 34.08K
Increased by +0.47%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 7.14M (3.36%) 5.11K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 5.27M (2.48%) 86.64K
Increased by +1.65%
Mar 31, 26
6 Allspring Mid Value SMA 3.78M (1.78%) 3.78M
Increased by +99.99%
Jun 30, 25
7 Allspring Special US Mid Cap Value Eq 3.78M (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
8 Allspring Special Mid Cap Value Inst 3.73M (1.75%) -52.40K
Decreased by -1.41%
Jul 31, 25
9 T. Rowe Price Real Assets Tr I-D 3.43M (1.61%) 21.90K
Increased by +0.64%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 3.35M (1.58%) 24.49K
Increased by +0.73%
Mar 31, 26
11 Vanguard Small Cap Growth Index Inv 3.12M (1.47%) -3.88K
Decreased by -0.12%
Jul 31, 25
12 T. Rowe Price Real Assets Tr I-Z 3.02M (1.42%) 424.28K
Increased by +14.06%
Mar 31, 25
13 American Funds Capital World Gr&Inc A 2.85M (1.34%) 1.85M
Increased by +64.80%
Dec 31, 24
14 Capital Group World Growth & Inc Cmp 2.85M (1.34%) 1.85M
Increased by +64.80%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 2.55M (1.20%) 65.25K
Increased by +2.56%
Mar 31, 26
16 T. Rowe Price Real Assets 1.91M (0.90%) -32.98K
Decreased by -1.73%
Mar 31, 26
17 Fidelity® Real Estate Investment Port 1.90M (0.89%) -50.60K
Decreased by -2.67%
Nov 30, 23
18 Fidelity US REIT Mother Fund 1.84M (0.86%) 44.00K
Increased by +2.40%
Sep 16, 25
19 American Funds American Mutual A 1.82M (0.86%) -358.36K
Decreased by -19.67%
Dec 31, 24
20 Capital Group American Mutual Comp 1.82M (0.86%) -358.36K
Decreased by -19.67%
Dec 31, 24