Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 4.92%
2 NURE 4.90%
3 INDS 4.32%
4 JRE 4.18%
5 SPRE 3.83%
6 PSR 3.71%
7 REIT 3.61%
8 DFRA 3.23%
9 IRET 3.18%
10 AREA 2.69%
11 RORE 2.34%
12 RITA 2.30%
13 REZ 2.25%
14 FTIF 1.92%
15 JPRE 1.68%
16 REAI 1.50%
17 HOMZ 1.42%
18 GQRE 1.30%
19 CRED 1.12%
20 VRAI 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 3.92M (1.74%) 162.07K
Increased by +4.13%
Mar 31, 25
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 Amvescap Plc. 3.21M (1.42%) 530.79K
Increased by +16.52%
Mar 31, 25
20 Charles Schwab Investment Management Inc 3.18M (1.41%) 58.56K
Increased by +1.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.49M (3.76%) 7.30K
Increased by +0.09%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 7.34M (3.25%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.26M (3.21%) 4.33K
Increased by +0.06%
May 31, 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 5.70M (2.52%) 26.87K
Increased by +0.47%
May 31, 25
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%
May 31, 25
8 Allspring Special US Mid Cap Value Eq 3.78M (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.53M (1.56%) 26.53K
Increased by +0.75%
May 31, 25
10 Vanguard Small Cap Growth Index Inv 3.14M (1.39%) -18.06K
Decreased by -0.57%
May 31, 25
11 T. Rowe Price Real Assets Tr I-D 3.02M (1.34%) 424.28K
Increased by +14.06%
Mar 31, 25
12 T. Rowe Price Real Assets Tr I-Z 3.02M (1.34%) 424.28K
Increased by +14.06%
Mar 31, 25
13 American Funds Capital World Gr&Inc A 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
14 Capital Group World Growth & Inc Cmp 2.85M (1.26%) 1.85M
Increased by +64.80%
Dec 31, 24
15 T. Rowe Price Real Assets 1.94M (0.86%) 141.65K
Increased by +7.29%
Mar 31, 25
16 T. Rowe Price Small-Cap Stock 1.91M (0.85%) 408.30K
Increased by +21.33%
Mar 31, 25
17 T. Rowe Price US Small-Cap Core Equity 1.91M (0.85%) 624.23K
Increased by +32.61%
Mar 31, 25
18 Fidelity® Real Estate Investment Port 1.90M (0.84%) -50.60K
Decreased by -2.67%
Nov 30, 23
19 American Funds American Mutual A 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24
20 Capital Group American Mutual Comp 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24