Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 4.93%
2 JRE_old 4.92%
3 SPRE 4.42%
4 INDS 4.03%
5 IRET 3.09%
6 JRE 2.95%
7 PSR 2.68%
8 RORE 2.34%
9 REZ 2.10%
10 FTIF 1.88%
11 RITA 1.79%
12 REAI 1.41%
13 HOMZ 1.37%
14 GQRE 1.29%
15 IQRA 1.21%
16 JPRE 1.15%
17 CRED 1.11%
18 VRAI 1.03%
19 RWR 0.93%
20 FRI 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.42M (14.02%) -308.34K
Decreased by -0.98%
Sep 30, 24
2 BlackRock Inc 28.46M (12.69%) 1.33M
Increased by +4.66%
Sep 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 8.68M (3.87%) 10.53K
Increased by +0.12%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 7.37M (3.29%) 24.34K
Increased by +0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 7.09M (3.16%) 5.59K
Increased by +0.08%
Dec 31, 24
4 Vanguard Small Cap Index 5.76M (2.57%) 77.49K
Increased by +1.35%
Dec 31, 24
5 Fidelity US REIT Mother Fund 4.63M (2.07%) -105.00K
Decreased by -2.27%
Mar 15, 24
6 Allspring Mid Value SMA 3.78M (1.69%) 3.78M
Increased by +99.99%
Dec 31, 24
7 Allspring Special Mid Cap Value Inst 3.78M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
8 Allspring Special US Mid Cap Value Eq 3.78M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 3.42M (1.53%) 45.63K
Increased by +1.33%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 3.26M (1.45%) 136.21K
Increased by +4.18%
Dec 31, 24
11 American Funds Capital World Gr&Inc A 2.85M (1.27%) 1.85M
Increased by +64.80%
Dec 31, 24
12 Capital Group World Growth & Inc Cmp 2.85M (1.27%) 1.85M
Increased by +64.80%
Dec 31, 24
13 T. Rowe Price Real Assets Tr I-Z 2.59M (1.16%) -124.63K
Decreased by -4.81%
Dec 31, 24
14 Fidelity® Real Estate Investment Port 1.90M (0.85%) -50.60K
Decreased by -2.67%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.89M (0.84%) 59.65K
Increased by +3.16%
Dec 31, 24
16 American Funds American Mutual A 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24
17 Capital Group American Mutual Comp 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24
18 T. Rowe Price Real Assets 1.79M (0.80%) 11.64K
Increased by +0.65%
Dec 31, 24
19 Fidelity Mid-Cap Stock 1.67M (0.75%) 0.00
Increased by 0.00%
Nov 30, 24
20 T. Rowe Price Small-Cap Value 1.56M (0.70%) -24.00K
Decreased by -1.53%
Dec 31, 24