Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 8.41%
2 PSR 4.84%
3 SRHR 3.99%
4 IRET 3.83%
5 FOVL 2.65%
6 PRVT 2.51%
7 PPTY 1.76%
8 JPRE 1.74%
9 GBLD 1.63%
10 REIT 1.49%
11 RFV 1.25%
12 WTRE 1.20%
13 BLDG 1.13%
14 DRW 1.02%
15 ERTH 0.93%
16 GRNR 0.91%
17 PZD 0.88%
18 IQRA 0.79%
19 XMVM 0.73%
20 GQRE 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.75M (15.51%) 951.64K
Increased by +3.70%
Mar 31, 25
2 BlackRock Inc 22.38M (13.48%) 157.04K
Increased by +0.70%
Mar 31, 25
3 Principal Financial Group Inc 13.32M (8.02%) -171.06K
Decreased by -1.28%
Mar 31, 25
4 State Street Corp 8.57M (5.16%) 352.57K
Increased by +4.11%
Mar 31, 25
5 Apg Investments Us Inc 7.74M (4.66%) -115.58K
Decreased by -1.49%
Mar 31, 25
6 State Street Corporation 7.69M (4.63%) -763.73K
Decreased by -9.93%
Mar 31, 24
7 Resolution Capital Limited 5.89M (3.54%) 1.48M
Increased by +25.09%
Mar 31, 25
8 CenterSquare Investment Management LLC 5.18M (3.12%) -417.33K
Decreased by -8.05%
Mar 31, 25
9 Weiss Multi-Strategy Advisers Llc 3.32M (2.00%) 673.90K
Increased by +20.27%
Dec 31, 23
10 Geode Capital Management, LLC 3.30M (1.99%) 224.65K
Increased by +6.81%
Mar 31, 25
11 Massachusetts Financial Services Company 2.79M (1.68%) -84.74K
Decreased by -3.04%
Mar 31, 25
12 Rush Island Management, LP 2.74M (1.65%) -269.87K
Decreased by -9.84%
Mar 31, 25
13 Charles Schwab Investment Management Inc 2.64M (1.59%) -32.99K
Decreased by -1.25%
Mar 31, 25
14 Alyeska Investment Group, L.P. 2.51M (1.51%) 172.09K
Increased by +6.87%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.50M (1.50%) -1.39M
Decreased by -55.50%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 2.43M (1.47%) 290.53K
Increased by +11.94%
Mar 31, 25
17 Jennison Associates LLC 2.33M (1.41%) 132.65K
Increased by +5.68%
Mar 31, 25
18 GRS Advisors, LLC 2.08M (1.25%) 2.08M
Increased by +100.00%
Dec 31, 24
19 PGGM Investments 2.05M (1.23%) 50.96K
Increased by +2.49%
Sep 30, 23
20 Hudson Bay Capital Management LP 1.96M (1.18%) 528.31K
Increased by +26.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.23M (3.75%) -63.90K
Decreased by -1.03%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 5.47M (3.29%) 2.86K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.38M (3.24%) 3.32K
Increased by +0.06%
May 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 4.23M (2.55%) 20.89K
Increased by +0.49%
May 31, 25
6 Principal Real Estate Securities R5 3.69M (2.22%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 2.72M (1.64%) -2.40K
Decreased by -0.09%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.61M (1.57%) 17.68K
Increased by +0.68%
May 31, 25
9 Vanguard Strategic Equity Inv 1.70M (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
10 SPDR® S&P MIDCAP 400 ETF Trust 1.32M (0.79%) 23.91K
Increased by +1.81%
Jun 30, 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%) 25.88K
Increased by +2.34%
Jun 30, 25
14 Vanguard Real Estate II Index 1.08M (0.65%) -6.09K
Decreased by -0.57%
May 31, 25
15 Resolution Capital Global Property Secs 1.04M (0.63%) 333.69K
Increased by +32.01%
Dec 31, 24
16 Schwab US REIT ETF™ 1.02M (0.62%) 2.04K
Increased by +0.20%
Jun 28, 25
17 Principal US REIT Fund Tr-II 991.60K (0.60%) 0.00
Increased by 0.00%
Jun 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 967.07K (0.58%) -15.60K
Decreased by -1.61%
Jun 30, 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 iShares S&P Mid-Cap 400 Value ETF 933.77K (0.56%) 0.00
Increased by 0.00%
Jun 30, 25