Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 5.01%
2 FFR 4.29%
3 DTRE 4.27%
4 INDS 4.22%
5 NRSH 3.67%
6 IRET 3.31%
7 PSR 2.85%
8 SRHR 2.83%
9 CSRE 2.58%
10 RITA 2.58%
11 VNMC 2.54%
12 RORE 2.54%
13 JRE 2.35%
14 BYRE 2.29%
15 GRI_old 2.22%
16 JPRE 2.21%
17 SMAP 2.18%
18 REAI 2.07%
19 HDGE 1.98%
20 TSRS 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.35M (13.98%) -4.93K
Decreased by -0.07%
Dec 31, 25
2 BlackRock Inc 7.00M (13.33%) 264.65K
Increased by +3.78%
Sep 30, 25
3 Cohen & Steers Inc 2.86M (5.45%) 218.01K
Increased by +7.61%
Sep 30, 25
4 State Street Corp 2.68M (5.11%) 15.92K
Increased by +0.59%
Sep 30, 25
5 State Street Corporation 2.39M (4.54%) -155.48K
Decreased by -6.52%
Mar 31, 24
6 JPMorgan Chase & Co 2.05M (3.90%) 1.14M
Increased by +55.74%
Sep 30, 25
7 Principal Financial Group Inc 1.99M (3.78%) 602.25K
Increased by +30.33%
Sep 30, 25
8 T. Rowe Price Associates, Inc. 1.78M (3.39%) 182.88K
Increased by +10.27%
Sep 30, 25
9 NORGES BANK 1.58M (3.00%) 67.40K
Increased by +4.27%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 1.29M (2.45%) -33.08K
Decreased by -2.57%
Sep 30, 25
11 Boston Partners Global Investors, Inc 1.20M (2.29%) 25.05K
Increased by +2.08%
Sep 30, 25
12 Geode Capital Management, LLC 1.13M (2.15%) 64.39K
Increased by +5.71%
Sep 30, 25
13 Nuveen Asset Management, LLC 1.06M (2.02%) -61.13K
Decreased by -5.76%
Dec 31, 24
14 Nuveen, LLC 1.01M (1.92%) -32.10K
Decreased by -3.17%
Dec 31, 25
15 Amvescap Plc. 891.95K (1.70%) -35.62K
Decreased by -3.99%
Sep 30, 25
16 T. Rowe Price Investment Management,Inc. 827.36K (1.57%) -388.32K
Decreased by -46.94%
Sep 30, 25
17 Charles Schwab Investment Management Inc 781.93K (1.49%) 34.70K
Increased by +4.44%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 773.27K (1.47%) 18.73K
Increased by +2.42%
Dec 31, 25
19 Goldman Sachs Group Inc 753.12K (1.43%) 311.87K
Increased by +41.41%
Dec 31, 23
20 Balyasny Asset Management LLC 718.89K (1.37%) 210.91K
Increased by +29.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.99M (3.79%) 6.19K
Increased by +0.31%
Jan 31, 26
2 iShares Core S&P Mid-Cap ETF 1.72M (3.27%) 196.84K
Increased by +11.44%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.69M (3.22%) 3.50K
Increased by +0.21%
Jan 31, 26
4 Vanguard US Total Market Shares ETF 1.55M (2.95%) 27.37K
Increased by +1.77%
Sep 30, 24
5 Vanguard Small Cap Index 1.21M (2.30%) 216.00
Increased by +0.02%
Jan 31, 26
6 Cohen & Steers Real Estate Opportunities 1.07M (2.04%) 119.83K
Increased by +11.19%
Dec 31, 25
7 Cohen & Steers Real Estate Securities A 1.07M (2.04%) 119.83K
Increased by +11.19%
Dec 31, 25
8 T. Rowe Price Real Assets Tr I-D 944.69K (1.80%) -63.65K
Decreased by -6.74%
Dec 31, 25
9 JHancock Disciplined Value Mid Cap I 857.17K (1.63%) -23.11K
Decreased by -2.70%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 775.87K (1.48%) -5.82K
Decreased by -0.75%
Jan 31, 26
11 Principal Real Estate Securities R5 719.71K (1.37%) 719.71K
Increased by +100.00%
Jan 31, 26
12 T. Rowe Price Real Assets Tr I-Z 691.10K (1.32%) 214.26K
Increased by +31.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 574.63K (1.09%) 948.00
Increased by +0.16%
Jan 31, 26
14 T. Rowe Price Real Assets 523.87K (1.00%) -13.20K
Decreased by -2.52%
Jan 31, 26
15 Daiwa US-REIT Open Mother Fund 473.98K (0.90%) -77.36K
Decreased by -16.32%
Sep 17, 25
16 T. Rowe Price Small-Cap Stock 473.70K (0.90%) -77.90K
Decreased by -16.45%
Mar 31, 24
17 T. Rowe Price US Small-Cap Core Equity 473.70K (0.90%) -77.90K
Decreased by -16.45%
Mar 31, 24
18 Bridge Builder Small/Mid Cap Value 434.96K (0.83%) -1.09K
Decreased by -0.25%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 401.70K (0.76%) -10.04K
Decreased by -2.50%
Jul 31, 25
20 VIP Mid Cap Initial 396.30K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23