Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 4.92%
2 INDS 4.61%
3 SPRE 4.13%
4 PSR 3.89%
5 JRE 3.71%
6 REIT 3.65%
7 IRET 3.58%
8 AREA 2.77%
9 RORE 2.34%
10 REZ 2.24%
11 FTIF 2.03%
12 RITA 1.90%
13 JPRE 1.73%
14 REAI 1.56%
15 HOMZ 1.54%
16 GQRE 1.30%
17 VRAI 1.21%
18 IQRA 1.19%
19 XMLV 1.13%
20 CRED 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.79M (14.07%) 2.41M
Increased by +7.58%
Mar 31, 25
2 Vanguard Group Inc 31.40M (13.90%) -105.87K
Decreased by -0.34%
Mar 31, 25
3 State Street Corp 11.60M (5.13%) 126.28K
Increased by +1.09%
Mar 31, 25
4 State Street Corporation 11.35M (5.02%) -1.13M
Decreased by -9.96%
Mar 31, 24
5 FMR Inc 10.66M (4.72%) -2.78M
Decreased by -26.04%
Mar 31, 25
6 NORGES BANK 9.52M (4.21%) -211.78K
Decreased by -2.22%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 8.66M (3.83%) 1.94M
Increased by +22.36%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 6.83M (3.02%) 543.16K
Increased by +7.95%
Mar 31, 25
9 JPMorgan Chase & Co 5.56M (2.46%) 1.26M
Increased by +22.69%
Mar 31, 25
10 Allspring Global Investments Holdings, LLC 5.07M (2.24%) 72.51K
Increased by +1.43%
Mar 31, 25
11 Geode Capital Management, LLC 4.78M (2.11%) 208.05K
Increased by +4.36%
Mar 31, 25
12 Principal Financial Group Inc 4.40M (1.95%) -4.36M
Decreased by -99.10%
Sep 30, 23
13 Northern Trust Corp 3.76M (1.66%) 1.20M
Increased by +31.80%
Dec 31, 24
14 CBRE Investment Management Listed Real Assets LLC 3.56M (1.57%) 188.35K
Increased by +5.30%
Mar 31, 25
15 Alyeska Investment Group, L.P. 3.54M (1.57%) 969.74K
Increased by +27.36%
Mar 31, 25
16 Goldman Sachs Group Inc 3.42M (1.51%) 1.12M
Increased by +32.83%
Dec 31, 23
17 AllianceBernstein L.P. 3.34M (1.48%) -283.39K
Decreased by -8.49%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 3.31M (1.46%) -27.85K
Decreased by -0.84%
Mar 31, 25
19 Charles Schwab Investment Management Inc 3.18M (1.41%) 58.56K
Increased by +1.84%
Mar 31, 25
20 Massachusetts Financial Services Company 3.14M (1.39%) 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 8.48M (3.75%) -148.20K
Decreased by -1.75%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 7.32M (3.24%) -23.62K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.26M (3.21%) 99.43K
Increased by +1.37%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 7.14M (3.16%) 5.11K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 5.68M (2.51%) 33.19K
Increased by +0.58%
Apr 30, 25
6 Fidelity US REIT Mother Fund 4.25M (1.88%) -383.40K
Decreased by -9.02%
Sep 17, 24
7 Allspring Mid Value SMA 3.78M (1.67%) 3.78M
Increased by +99.99%
Dec 31, 24
8 Allspring Special Mid Cap Value Inst 3.78M (1.67%) 0.00
Increased by 0.00%
Apr 30, 25
9 Allspring Special US Mid Cap Value Eq 3.78M (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.50M (1.55%) 25.80K
Increased by +0.74%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 3.16M (1.40%) -3.89K
Decreased by -0.12%
Apr 30, 25
12 T. Rowe Price Real Assets Tr I-D 3.02M (1.34%) 424.28K
Increased by +14.06%
Mar 31, 25
13 T. Rowe Price Real Assets Tr I-Z 3.02M (1.34%) 424.28K
Increased by +14.06%
Mar 31, 25
14 American Funds Capital World Gr&Inc A 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
15 Capital Group World Growth & Inc Cmp 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
16 T. Rowe Price Real Assets 1.94M (0.86%) 141.65K
Increased by +7.29%
Mar 31, 25
17 T. Rowe Price Small-Cap Stock 1.91M (0.85%) 408.30K
Increased by +21.33%
Mar 31, 25
18 T. Rowe Price US Small-Cap Core Equity 1.91M (0.85%) 624.23K
Increased by +32.61%
Mar 31, 25
19 Fidelity® Real Estate Investment Port 1.90M (0.84%) -50.60K
Decreased by -2.67%
Nov 30, 23
20 American Funds American Mutual A 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24