Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.79%
2 FFR 4.29%
3 INDS 4.15%
4 DTRE 4.08%
5 JRE 3.46%
6 SPRE 3.38%
7 PSR 3.32%
8 IRET 3.12%
9 JPRE 2.87%
10 VNMC 2.54%
11 RORE 2.54%
12 SRHR 2.46%
13 BYRE 2.30%
14 GRI_old 2.22%
15 HDGE 1.98%
16 SMAP 1.94%
17 WTRE 1.91%
18 DRW 1.81%
19 REAI 1.65%
20 PPTY 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.99M (13.62%) 72.20K
Increased by +1.03%
Dec 31, 24
2 BlackRock Inc 6.33M (12.34%) 150.81K
Increased by +2.38%
Dec 31, 24
3 Cohen & Steers Inc 2.86M (5.56%) 1.67M
Increased by +58.60%
Dec 31, 24
4 State Street Corp 2.52M (4.90%) 88.40K
Increased by +3.51%
Dec 31, 24
5 State Street Corporation 2.39M (4.65%) -155.48K
Decreased by -6.52%
Mar 31, 24
6 FMR Inc 1.58M (3.08%) 21.43K
Increased by +1.36%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.46M (2.84%) -109.29K
Decreased by -7.49%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 1.41M (2.75%) 273.22K
Increased by +19.33%
Dec 31, 24
9 Nuveen Asset Management, LLC 1.06M (2.07%) -61.13K
Decreased by -5.76%
Dec 31, 24
10 Boston Partners Global Investors, Inc 1.06M (2.06%) 268.36K
Increased by +25.41%
Dec 31, 24
11 JPMorgan Chase & Co 1.05M (2.05%) -1.09M
Decreased by -103.85%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 975.47K (1.90%) -20.21K
Decreased by -2.07%
Dec 31, 24
13 Geode Capital Management, LLC 914.53K (1.78%) 15.31K
Increased by +1.67%
Dec 31, 24
14 Northern Trust Corp 811.20K (1.58%) 387.13K
Increased by +47.72%
Dec 31, 24
15 Goldman Sachs Group Inc 753.12K (1.47%) 311.87K
Increased by +41.41%
Dec 31, 23
16 Deutsche Bank AG 747.04K (1.46%) -249.96K
Decreased by -33.46%
Sep 30, 24
17 Balyasny Asset Management LLC 718.89K (1.40%) 210.91K
Increased by +29.34%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 714.58K (1.39%) -6.71K
Decreased by -0.94%
Dec 31, 24
19 Daiwa Securities Group Inc 707.73K (1.38%) 479.87K
Increased by +67.80%
Dec 31, 24
20 Wellington Management Company LLP 679.84K (1.32%) -15.37K
Decreased by -2.26%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.89M (3.69%) 7.08K
Increased by +0.37%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.70M (3.31%) 2.98K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.56M (3.05%) 759.00
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 1.26M (2.46%) 1.03K
Increased by +0.08%
Feb 28, 25
5 Cohen & Steers Real Estate Opportunities 1.04M (2.03%) 707.06K
Increased by +67.96%
Dec 31, 24
6 Cohen & Steers Real Estate Securities A 1.04M (2.03%) 707.06K
Increased by +67.96%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 832.45K (1.62%) -2.90K
Decreased by -0.35%
Feb 28, 25
8 JHancock Disciplined Value Mid Cap I 764.66K (1.49%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 750.74K (1.46%) 2.47K
Increased by +0.33%
Feb 28, 25
10 T. Rowe Price Real Assets Tr I-Z 476.83K (0.93%) 27.24K
Increased by +5.71%
Dec 31, 24
11 T. Rowe Price Small-Cap Stock 473.70K (0.92%) -77.90K
Decreased by -16.45%
Mar 31, 24
12 T. Rowe Price US Small-Cap Core Equity 473.70K (0.92%) -77.90K
Decreased by -16.45%
Mar 31, 24
13 T. Rowe Price Small-Cap Value 465.28K (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
14 Bridge Builder Small/Mid Cap Value 434.96K (0.85%) -1.09K
Decreased by -0.25%
Mar 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 399.30K (0.78%) 3.81K
Increased by +0.95%
Feb 28, 25
16 VIP Mid Cap Initial 396.30K (0.77%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity VIP Mid Cap Initial 364.20K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25
18 T. Rowe Price Real Assets 330.77K (0.64%) -63.00
Decreased by -0.02%
Feb 28, 25
19 DWS Global Real Estate Sec Focus Comp 330.19K (0.64%) 4.58K
Increased by +1.39%
Dec 31, 23
20 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 326.01K (0.64%) 0.00
Increased by 0.00%
Aug 31, 24