Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 4.39%
2 INDS 4.36%
3 FFR 4.29%
4 DTRE 4.25%
5 NRSH 3.67%
6 IRET 3.47%
7 BYRE 3.00%
8 SRHR 2.93%
9 PSR 2.88%
10 CSRE 2.88%
11 RITA 2.82%
12 VNMC 2.54%
13 RORE 2.54%
14 JRE 2.35%
15 JPRE 2.29%
16 GRI_old 2.22%
17 SMAP 2.18%
18 REAI 2.07%
19 TSRS 2.03%
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 7.00M (13.22%) 264.65K
Increased by +3.78%
Sep 30, 25
3 Cohen & Steers Inc 2.86M (5.41%) 218.01K
Increased by +7.61%
Sep 30, 25
4 State Street Corp 2.68M (5.07%) 15.92K
Increased by +0.59%
Sep 30, 25
5 State Street Corporation 2.39M (4.50%) -155.48K
Decreased by -6.52%
Mar 31, 24
6 JPMorgan Chase & Co 2.05M (3.87%) 1.14M
Increased by +55.74%
Sep 30, 25
7 Principal Financial Group Inc 1.99M (3.75%) 602.25K
Increased by +30.33%
Sep 30, 25
8 T. Rowe Price Associates, Inc. 1.78M (3.36%) 182.88K
Increased by +10.27%
Sep 30, 25
9 NORGES BANK 1.58M (2.98%) 67.40K
Increased by +4.27%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 1.29M (2.43%) -33.08K
Decreased by -2.57%
Sep 30, 25
11 Boston Partners Global Investors, Inc 1.18M (2.23%) -21.21K
Decreased by -1.79%
Dec 31, 25
12 Geode Capital Management, LLC 1.15M (2.18%) 26.19K
Increased by +2.27%
Dec 31, 25
13 Nuveen Asset Management, LLC 1.06M (2.00%) -61.13K
Decreased by -5.76%
Dec 31, 24
14 Nuveen, LLC 1.01M (1.91%) -32.10K
Decreased by -3.17%
Dec 31, 25
15 Amvescap Plc. 891.95K (1.68%) -35.62K
Decreased by -3.99%
Sep 30, 25
16 T. Rowe Price Investment Management,Inc. 881.55K (1.66%) 54.19K
Increased by +6.15%
Dec 31, 25
17 Charles Schwab Investment Management Inc 781.93K (1.48%) 34.70K
Increased by +4.44%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 773.27K (1.46%) 18.73K
Increased by +2.42%
Dec 31, 25
19 Goldman Sachs Group Inc 753.12K (1.42%) 311.87K
Increased by +41.41%
Dec 31, 23
20 Balyasny Asset Management LLC 718.89K (1.36%) 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 (3.75%) -7.83K
Decreased by -0.39%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 1.76M (3.33%) 1.40K
Increased by +0.08%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.70M (3.21%) 7.40K
Increased by +0.44%
Mar 31, 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%) 19.75K
Increased by +1.60%
Mar 31, 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 JHancock Disciplined Value Mid Cap I 963.90K (1.82%) 99.96K
Increased by +10.37%
Feb 28, 26
9 T. Rowe Price Real Assets Tr I-D 939.76K (1.77%) -4.93K
Decreased by -0.52%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 783.61K (1.48%) 5.52K
Increased by +0.70%
Mar 31, 26
11 Principal Real Estate Securities R5 719.71K (1.36%) 0.00
Increased by 0.00%
Feb 28, 26
12 T. Rowe Price Real Assets Tr I-Z 691.10K (1.30%) 214.26K
Increased by +31.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 594.87K (1.12%) 14.74K
Increased by +2.48%
Mar 31, 26
14 T. Rowe Price Real Assets 521.33K (0.98%) -2.54K
Decreased by -0.49%
Mar 31, 26
15 Daiwa US-REIT Open Mother Fund 473.98K (0.89%) -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 SPDR® S&P MIDCAP 400 ETF Trust 401.70K (0.76%) -10.04K
Decreased by -2.50%
Jul 31, 25
20 State Street® SPDR® S&P MIDCAP 400® ETF 401.32K (0.76%) 10.83K
Increased by +2.70%
Mar 31, 26