Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 4.92%
2 INDS 4.52%
3 PSR 3.69%
4 SPRE 3.61%
5 REIT 3.45%
6 IRET 3.32%
7 JRE 2.88%
8 AREA 2.60%
9 RORE 2.34%
10 REZ 2.13%
11 FTIF 2.10%
12 RITA 1.79%
13 JPRE 1.64%
14 REAI 1.45%
15 HOMZ 1.41%
16 GQRE 1.25%
17 IQRA 1.18%
18 VRAI 1.14%
19 CRED 1.12%
20 XMLV 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.51M (13.95%) 85.61K
Increased by +0.27%
Dec 31, 24
2 BlackRock Inc 29.38M (13.00%) 919.84K
Increased by +3.13%
Dec 31, 24
3 FMR Inc 13.44M (5.95%) -3.05M
Decreased by -22.70%
Dec 31, 24
4 State Street Corp 11.47M (5.08%) 261.88K
Increased by +2.28%
Dec 31, 24
5 State Street Corporation 11.35M (5.02%) -1.13M
Decreased by -9.96%
Mar 31, 24
6 NORGES BANK 9.52M (4.22%) -211.78K
Decreased by -2.22%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 6.73M (2.98%) 1.46M
Increased by +21.77%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 6.29M (2.78%) -522.59K
Decreased by -8.31%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 4.99M (2.21%) -97.26K
Decreased by -1.95%
Dec 31, 24
10 Geode Capital Management, LLC 4.57M (2.02%) -24.34K
Decreased by -0.53%
Dec 31, 24
11 Principal Financial Group Inc 4.40M (1.95%) -4.36M
Decreased by -99.10%
Sep 30, 23
12 JPMorgan Chase & Co 4.30M (1.90%) -3.59M
Decreased by -83.40%
Dec 31, 24
13 Northern Trust Corp 3.76M (1.66%) 1.20M
Increased by +31.80%
Dec 31, 24
14 Goldman Sachs Group Inc 3.42M (1.51%) 1.12M
Increased by +32.83%
Dec 31, 23
15 CBRE Investment Management Listed Real Assets LLC 3.37M (1.49%) 191.86K
Increased by +5.70%
Dec 31, 24
16 AllianceBernstein L.P. 3.34M (1.48%) -283.39K
Decreased by -8.49%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 3.34M (1.48%) -17.73K
Decreased by -0.53%
Dec 31, 24
18 Massachusetts Financial Services Company 3.14M (1.39%) 331.97K
Increased by +10.58%
Mar 31, 24
19 Charles Schwab Investment Management Inc 3.12M (1.38%) 91.82K
Increased by +2.94%
Dec 31, 24
20 Resolution Capital Limited 3.01M (1.33%) -1.56M
Decreased by -51.73%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.64M (3.83%) -68.94K
Decreased by -0.80%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 7.35M (3.25%) 5.52K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 7.12M (3.15%) 15.43K
Increased by +0.22%
Feb 28, 25
4 Vanguard Small Cap Index 5.77M (2.56%) 4.70K
Increased by +0.08%
Feb 28, 25
5 Fidelity US REIT Mother Fund 4.25M (1.88%) -383.40K
Decreased by -9.02%
Sep 17, 24
6 Allspring Mid Value SMA 3.78M (1.67%) 3.78M
Increased by +99.99%
Dec 31, 24
7 Allspring Special Mid Cap Value Inst 3.78M (1.67%) 0.00
Increased by 0.00%
Feb 28, 25
8 Allspring Special US Mid Cap Value Eq 3.78M (1.67%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 3.44M (1.52%) 14.50K
Increased by +0.42%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 3.24M (1.44%) -18.29K
Decreased by -0.56%
Feb 28, 25
11 American Funds Capital World Gr&Inc A 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
12 Capital Group World Growth & Inc Cmp 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
13 T. Rowe Price Real Assets Tr I-Z 2.59M (1.15%) -124.63K
Decreased by -4.81%
Dec 31, 24
14 Fidelity® Real Estate Investment Port 1.90M (0.84%) -50.60K
Decreased by -2.67%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.83M (0.81%) 17.38K
Increased by +0.95%
Feb 28, 25
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 1.74M (0.77%) -45.70K
Decreased by -2.63%
Jan 31, 25
19 Fidelity Mid-Cap Stock 1.66M (0.73%) 0.00
Increased by 0.00%
Jan 31, 25
20 T. Rowe Price Small-Cap Value 1.61M (0.71%) 49.27K
Increased by +3.05%
Jan 31, 25