Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 7.25%
2 PSR 4.84%
3 SRHR 3.92%
4 IRET 3.83%
5 FOVL 2.65%
6 PRVT 2.51%
7 JPRE 2.00%
8 PPTY 1.69%
9 GBLD 1.61%
10 REIT 1.49%
11 RFV 1.25%
12 WTRE 1.20%
13 BLDG 1.10%
14 XMLV 1.08%
15 DRW 1.02%
16 GRNR 0.91%
17 PZD 0.88%
18 ERTH 0.78%
19 PXMV 0.65%
20 XMVM 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.57M (15.40%) -186.47K
Decreased by -0.73%
Jun 30, 25
2 BlackRock Inc 21.17M (12.75%) -1.21M
Decreased by -5.71%
Jun 30, 25
3 Principal Financial Group Inc 12.82M (7.72%) -501.26K
Decreased by -3.91%
Jun 30, 25
4 State Street Corp 8.58M (5.17%) 5.20K
Increased by +0.06%
Jun 30, 25
5 Apg Investments Us Inc 7.86M (4.73%) 123.07K
Increased by +1.57%
Jun 30, 25
6 State Street Corporation 7.69M (4.63%) -763.73K
Decreased by -9.93%
Mar 31, 24
7 Resolution Capital Limited 5.92M (3.56%) 33.10K
Increased by +0.56%
Jun 30, 25
8 CenterSquare Investment Management LLC 5.54M (3.33%) 352.08K
Increased by +6.36%
Jun 30, 25
9 Jennison Associates LLC 3.54M (2.13%) 1.20M
Increased by +33.97%
Jun 30, 25
10 Weiss Multi-Strategy Advisers Llc 3.32M (2.00%) 673.90K
Increased by +20.27%
Dec 31, 23
11 Geode Capital Management, LLC 3.31M (1.99%) 12.04K
Increased by +0.36%
Jun 30, 25
12 Massachusetts Financial Services Company 3.23M (1.95%) 440.96K
Increased by +13.64%
Jun 30, 25
13 Hudson Bay Capital Management LP 2.76M (1.66%) 797.82K
Increased by +28.91%
Jun 30, 25
14 Rush Island Management, LP 2.74M (1.65%) -269.87K
Decreased by -9.84%
Mar 31, 25
15 Charles Schwab Investment Management Inc 2.64M (1.59%) -1.62K
Decreased by -0.06%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 2.50M (1.50%) -1.39M
Decreased by -55.50%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 2.43M (1.46%) -2.68K
Decreased by -0.11%
Jun 30, 25
18 JPMorgan Chase & Co 2.35M (1.41%) 719.81K
Increased by +30.66%
Jun 30, 25
19 Alyeska Investment Group, L.P. 2.32M (1.39%) 831.73K
Increased by +35.92%
Jun 30, 25
20 GRS Advisors, LLC 2.08M (1.25%) 2.08M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.24M (3.76%) 7.99K
Increased by +0.13%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 5.47M (3.29%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.26M (3.17%) -138.28K
Decreased by -2.63%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.75M (2.86%) 4.68K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 4.08M (2.45%) -24.83K
Decreased by -0.61%
Jul 31, 25
6 Principal Real Estate Securities R5 3.69M (2.22%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 2.63M (1.58%) 7.33K
Increased by +0.28%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.08%) -784.32K
Decreased by -43.54%
Jul 31, 25
9 Vanguard Strategic Equity Inv 1.70M (1.03%) 0.00
Increased by 0.00%
Jun 30, 25
10 SPDR® S&P MIDCAP 400 ETF Trust 1.29M (0.77%) -32.18K
Decreased by -2.50%
Jul 31, 25
11 AEW Global Diversified REIT (EPRA) 1.13M (0.68%) -289.95K
Decreased by -25.65%
Dec 31, 23
12 Jennison SMid Cap Core Equity 1.11M (0.67%) 29.05K
Increased by +2.62%
Jun 30, 25
13 PGIM Jennison Small Company A 1.11M (0.67%) 3.17K
Increased by +0.29%
Jul 31, 25
14 Vanguard Real Estate II Index 1.09M (0.65%) 694.00
Increased by +0.06%
Jul 31, 25
15 Schwab US REIT ETF™ 1.07M (0.64%) 3.42K
Increased by +0.32%
Aug 30, 25
16 Resolution Capital Global Property Secs 1.04M (0.63%) 333.69K
Increased by +32.01%
Dec 31, 24
17 Principal US REIT Fund Tr-II 1.02M (0.61%) 23.59K
Increased by +2.32%
Jul 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 967.07K (0.58%) 0.00
Increased by 0.00%
Jul 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 941.27K (0.57%) 9.10K
Increased by +0.97%
Apr 30, 25
20 Heitman US RES Total Return 916.65K (0.55%) 296.05K
Increased by +32.30%
Mar 31, 24