Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 4.92%
2 NURE 4.70%
3 PSR 4.66%
4 INDS 3.65%
5 JRE 3.63%
6 SPRE 3.59%
7 REIT 3.54%
8 IRET 3.00%
9 AREA 2.34%
10 RORE 2.34%
11 DFRA 2.21%
12 FTIF 1.92%
13 REZ 1.90%
14 JPRE 1.73%
15 REAI 1.50%
16 GQRE 1.30%
17 HOMZ 1.21%
18 CRED 1.12%
19 XMLV 1.04%
20 FPRO 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.02M (16.38%) 5.23M
Increased by +14.13%
Jun 30, 25
2 Vanguard Group Inc 31.23M (13.81%) -175.04K
Decreased by -0.56%
Jun 30, 25
3 State Street Corp 11.61M (5.14%) 8.66K
Increased by +0.07%
Jun 30, 25
4 State Street Corporation 11.35M (5.02%) -1.13M
Decreased by -9.96%
Mar 31, 24
5 NORGES BANK 10.78M (4.77%) 1.25M
Increased by +11.63%
Jun 30, 25
6 FMR Inc 10.52M (4.65%) -141.28K
Decreased by -1.34%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 7.99M (3.53%) -676.08K
Decreased by -8.46%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 6.89M (3.05%) 56.51K
Increased by +0.82%
Jun 30, 25
9 JPMorgan Chase & Co 5.25M (2.32%) -312.03K
Decreased by -5.94%
Jun 30, 25
10 Allspring Global Investments Holdings, LLC 5.09M (2.25%) 27.28K
Increased by +0.54%
Jun 30, 25
11 Geode Capital Management, LLC 4.53M (2.00%) -247.97K
Decreased by -5.48%
Jun 30, 25
12 Principal Financial Group Inc 4.40M (1.94%) -4.36M
Decreased by -99.10%
Sep 30, 23
13 Northern Trust Corp 3.68M (1.63%) -241.80K
Decreased by -6.57%
Jun 30, 25
14 Goldman Sachs Group Inc 3.42M (1.51%) 1.12M
Increased by +32.83%
Dec 31, 23
15 AllianceBernstein L.P. 3.34M (1.48%) -283.39K
Decreased by -8.49%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 3.32M (1.47%) 13.52K
Increased by +0.41%
Jun 30, 25
17 Amvescap Plc. 3.24M (1.43%) 25.99K
Increased by +0.80%
Jun 30, 25
18 Charles Schwab Investment Management Inc 3.23M (1.43%) 44.29K
Increased by +1.37%
Jun 30, 25
19 Alyeska Investment Group, L.P. 3.14M (1.39%) -403.89K
Decreased by -12.86%
Jun 30, 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 8.37M (3.70%) 10.78K
Increased by +0.13%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 7.42M (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 7.14M (3.16%) 5.11K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.13M (3.15%) -151.19K
Decreased by -2.12%
Jul 31, 25
5 Vanguard Small Cap Index 5.53M (2.45%) -37.57K
Decreased by -0.68%
Jul 31, 25
6 Allspring Mid Value SMA 3.78M (1.67%) 3.78M
Increased by +99.99%
Jun 30, 25
7 Allspring Special US Mid Cap Value Eq 3.78M (1.67%) 0.00
Increased by 0.00%
Jun 30, 25
8 Allspring Special Mid Cap Value Inst 3.73M (1.65%) -52.40K
Decreased by -1.41%
Jul 31, 25
9 Vanguard Small Cap Growth Index Inv 3.12M (1.38%) -3.88K
Decreased by -0.12%
Jul 31, 25
10 T. Rowe Price Real Assets Tr I-D 3.11M (1.37%) 88.86K
Increased by +2.86%
Jun 30, 25
11 T. Rowe Price Real Assets Tr I-Z 3.02M (1.33%) 424.28K
Increased by +14.06%
Mar 31, 25
12 American Funds Capital World Gr&Inc A 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
13 Capital Group World Growth & Inc Cmp 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.08%) -1.06M
Decreased by -43.35%
Jul 31, 25
15 T. Rowe Price Real Assets 2.02M (0.89%) 96.57K
Increased by +4.78%
Jul 31, 25
16 Fidelity® Real Estate Investment Port 1.90M (0.84%) -50.60K
Decreased by -2.67%
Nov 30, 23
17 American Funds American Mutual A 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24
18 Capital Group American Mutual Comp 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24
19 T. Rowe Price US Small-Cap Core Equity 1.80M (0.80%) -113.16K
Decreased by -6.28%
Jun 30, 25
20 Fidelity US REIT Mother Fund 1.79M (0.79%) -2.46M
Decreased by -137.11%
Mar 17, 25