Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.58%
2 PSR 4.84%
3 SRHR 4.05%
4 IRET 3.83%
5 REIT 2.90%
6 FOVL 2.60%
7 PRVT 2.51%
8 GBLD 1.80%
9 JPRE 1.76%
10 PPTY 1.40%
11 RFV 1.25%
12 WTRE 1.20%
13 ERTH 1.07%
14 DRW 1.02%
15 GRNR 0.91%
16 XMVM 0.91%
17 PZD 0.88%
18 GQRE 0.63%
19 CRED 0.61%
20 WREI 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.80M (14.96%) 985.93K
Increased by +3.98%
Dec 31, 24
2 BlackRock Inc 22.23M (13.40%) 1.54M
Increased by +6.94%
Dec 31, 24
3 Principal Financial Group Inc 13.49M (8.13%) 1.35M
Increased by +10.01%
Dec 31, 24
4 State Street Corp 8.22M (4.96%) 612.92K
Increased by +7.46%
Dec 31, 24
5 Apg Investments Us Inc 7.85M (4.74%) 19.66K
Increased by +0.25%
Dec 31, 24
6 State Street Corporation 7.69M (4.64%) -763.73K
Decreased by -9.93%
Mar 31, 24
7 CenterSquare Investment Management LLC 5.60M (3.38%) 585.66K
Increased by +10.46%
Dec 31, 24
8 Resolution Capital Limited 4.41M (2.66%) 4.41M
Increased by +100.00%
Dec 31, 24
9 JPMorgan Chase & Co 3.50M (2.11%) 619.14K
Increased by +17.69%
Sep 30, 24
10 Weiss Multi-Strategy Advisers Llc 3.32M (2.00%) 673.90K
Increased by +20.27%
Dec 31, 23
11 Geode Capital Management, LLC 3.07M (1.85%) 208.04K
Increased by +6.77%
Dec 31, 24
12 Rush Island Management, LP 3.01M (1.82%) 1.44M
Increased by +47.75%
Dec 31, 24
13 Massachusetts Financial Services Company 2.88M (1.73%) 538.07K
Increased by +18.71%
Dec 31, 24
14 Charles Schwab Investment Management Inc 2.68M (1.61%) 189.41K
Increased by +7.07%
Dec 31, 24
15 Alyeska Investment Group, L.P. 2.51M (1.51%) 172.09K
Increased by +6.87%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.50M (1.51%) -1.39M
Decreased by -55.50%
Jun 30, 24
17 Jennison Associates LLC 2.20M (1.33%) -3.91K
Decreased by -0.18%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 2.14M (1.29%) -56.49K
Decreased by -2.64%
Dec 31, 24
19 GRS Advisors, LLC 2.08M (1.25%) 2.08M
Increased by +100.00%
Dec 31, 24
20 PGGM Investments 2.05M (1.23%) 50.96K
Increased by +2.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.40M (3.86%) -6.54K
Decreased by -0.10%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 5.48M (3.30%) 10.25K
Increased by +0.19%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.29M (3.19%) 185.92K
Increased by +3.52%
Mar 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 4.18M (2.52%) 57.85K
Increased by +1.38%
Mar 31, 25
6 Principal Real Estate Securities R5 3.69M (2.23%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 2.71M (1.64%) -6.86K
Decreased by -0.25%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.56M (1.55%) 24.60K
Increased by +0.96%
Mar 31, 25
9 Vanguard Strategic Equity Inv 1.70M (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 1.34M (0.81%) -12.91K
Decreased by -0.96%
Mar 31, 25
11 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.27M (0.77%) 0.00
Increased by 0.00%
Feb 28, 25
12 AEW Global Diversified REIT (EPRA) 1.13M (0.68%) -289.95K
Decreased by -25.65%
Dec 31, 23
13 Vanguard Real Estate II Index 1.08M (0.65%) 7.95K
Increased by +0.73%
Mar 31, 25
14 Jennison SMid Cap Core Equity 1.08M (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
15 PGIM Jennison Small Company A 1.08M (0.65%) 0.00
Increased by 0.00%
Mar 31, 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 991.60K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
18 Schwab US REIT ETF™ 960.11K (0.58%) 2.04K
Increased by +0.21%
Mar 29, 25
19 iShares S&P Mid-Cap 400 Value ETF 946.42K (0.57%) 2.59K
Increased by +0.27%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 932.17K (0.56%) -9.20K
Decreased by -0.99%
Mar 31, 25