Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 4.88%
2 INDS 4.35%
3 FFR 4.29%
4 DTRE 4.25%
5 NRSH 3.67%
6 IRET 3.41%
7 BYRE 2.94%
8 CSRE 2.88%
9 SRHR 2.85%
10 RITA 2.82%
11 PSR 2.77%
12 VNMC 2.54%
13 RORE 2.54%
14 JPRE 2.43%
15 JRE 2.35%
16 GRI_old 2.22%
17 SMAP 2.16%
18 REAI 2.07%
19 TSRS 2.00%
20 HDGE 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.35M (13.87%) -4.93K
Decreased by -0.07%
 Dec 31, 25
2 BlackRock Inc 7.25M (13.70%) 125.81K
Increased by +1.73%
 Mar 31, 26
3 Vanguard Portfolio Management, LLC 4.58M (8.66%) 4.58M
Increased by +100.00%
 Mar 31, 26
4 Cohen & Steers Inc 3.67M (6.93%) 603.58K
Increased by +16.46%
 Mar 31, 26
5 State Street Corp 2.61M (4.93%) -37.20K
Decreased by -1.43%
 Mar 31, 26
6 Vanguard Capital Management, LLC 2.40M (4.54%) 2.40M
Increased by +100.00%
 Mar 31, 26
7 State Street Corporation 2.39M (4.51%) -155.48K
Decreased by -6.52%
 Mar 31, 24
8 Principal Financial Group Inc 2.33M (4.40%) 24.91K
Increased by +1.07%
 Mar 31, 26
9 T. Rowe Price Associates, Inc. 1.63M (3.07%) -20.27K
Decreased by -1.25%
 Mar 31, 26
10 NORGES BANK 1.58M (2.98%) 67.40K
Increased by +4.27%
 Dec 31, 25
11 Boston Partners Global Investors, Inc 1.30M (2.46%) 116.94K
Increased by +9.00%
 Mar 31, 26
12 Nuveen, LLC 1.28M (2.41%) 265.54K
Increased by +20.80%
 Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 1.14M (2.16%) -90.18K
Decreased by -7.89%
 Mar 31, 26
14 Geode Capital Management, LLC 1.12M (2.11%) -34.50K
Decreased by -3.08%
 Mar 31, 26
15 Nuveen Asset Management, LLC 1.06M (2.00%) -61.13K
Decreased by -5.76%
 Dec 31, 24
16 Daiwa Securities Group Inc 880.16K (1.66%) 187.66K
Increased by +21.32%
 Mar 31, 26
17 Amvescap Plc. 848.70K (1.60%) -176.13K
Decreased by -20.75%
 Mar 31, 26
18 Charles Schwab Investment Management Inc 809.83K (1.53%) 27.90K
Increased by +3.45%
 Mar 31, 26
19 Dimensional Fund Advisors, Inc. 800.00K (1.51%) 26.73K
Increased by +3.34%
 Mar 31, 26
20 CBRE Investment Management Listed Real Assets LLC 791.42K (1.49%) 80.31K
Increased by +10.15%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.98M (3.74%) -6.43K
Decreased by -0.33%
 Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 1.81M (3.41%) 342.00
Increased by +0.02%
 May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.70M (3.22%) 3.39K
Increased by +0.20%
 Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.55M (2.93%) 27.37K
Increased by +1.77%
 Sep 30, 24
5 Vanguard Small Cap Index 1.23M (2.32%) -2.48K
Decreased by -0.20%
 Apr 30, 26
6 Cohen & Steers Real Estate Opportunities 1.09M (2.06%) 22.09K
Increased by +2.02%
 Mar 31, 26
7 Cohen & Steers Real Estate Securities A 1.09M (2.06%) 22.09K
Increased by +2.02%
 Mar 31, 26
8 T. Rowe Price Real Assets Tr I-D 939.76K (1.78%) -4.93K
Decreased by -0.52%
 Mar 31, 26
9 JHancock Disciplined Value Mid Cap I 917.87K (1.73%) -46.03K
Decreased by -5.01%
 Mar 31, 26
10 Vanguard Small Cap Value Index Inv 788.85K (1.49%) 5.24K
Increased by +0.66%
 Apr 30, 26
11 Principal Real Estate Securities R5 722.42K (1.36%) -9.00K
Decreased by -1.25%
 Apr 30, 26
12 T. Rowe Price Real Assets Tr I-Z 691.10K (1.31%) 214.26K
Increased by +31.00%
 Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 600.66K (1.13%) 5.79K
Increased by +0.96%
 Apr 30, 26
14 T. Rowe Price Real Assets 527.30K (1.00%) 5.97K
Increased by +1.13%
 Apr 30, 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 (0.89%) -77.90K
Decreased by -16.45%
 Mar 31, 24
17 T. Rowe Price US Small-Cap Core Equity 473.70K (0.89%) -77.90K
Decreased by -16.45%
 Mar 31, 24
18 Bridge Builder Small/Mid Cap Value 434.96K (0.82%) -1.09K
Decreased by -0.25%
 Mar 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 402.83K (0.76%) 1.51K
Increased by +0.38%
 Apr 30, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 401.70K (0.76%) -10.04K
Decreased by -2.50%
 Jul 31, 25