Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFR 4.29%
2 DTRE 4.28%
3 SPRE 4.12%
4 INDS 4.09%
5 NRSH 3.67%
6 BYRE 3.39%
7 IRET 3.24%
8 PSR 3.11%
9 JPRE 2.97%
10 JRE 2.77%
11 VNMC 2.54%
12 RORE 2.54%
13 SRHR 2.52%
14 GRI_old 2.22%
15 HDGE 1.98%
16 PPTY 1.92%
17 SMAP 1.84%
18 DRW 1.81%
19 CSRE 1.66%
20 WTRE 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.31M (13.89%) 108.56K
Increased by +1.49%
Jun 30, 25
2 BlackRock Inc 6.45M (12.26%) 116.38K
Increased by +1.80%
Mar 31, 25
3 Cohen & Steers Inc 2.64M (5.03%) -36.54K
Decreased by -1.38%
Jun 30, 25
4 State Street Corp 2.60M (4.95%) 86.93K
Increased by +3.34%
Mar 31, 25
5 State Street Corporation 2.39M (4.53%) -155.48K
Decreased by -6.52%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 1.60M (3.04%) 279.49K
Increased by +17.49%
Jun 30, 25
7 NORGES BANK 1.51M (2.87%) 883.62K
Increased by +58.51%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 1.39M (2.65%) -66.30K
Decreased by -4.76%
Mar 31, 25
9 Principal Financial Group Inc 1.38M (2.63%) 161.23K
Increased by +11.66%
Jun 30, 25
10 T. Rowe Price Investment Management,Inc. 1.22M (2.31%) -71.85K
Decreased by -5.91%
Jun 30, 25
11 FMR Inc 1.21M (2.30%) -368.62K
Decreased by -30.44%
Mar 31, 25
12 Boston Partners Global Investors, Inc 1.20M (2.29%) 146.23K
Increased by +12.16%
Mar 31, 25
13 Nuveen, LLC 1.08M (2.05%) 1.08M
Increased by +100.00%
Mar 31, 25
14 Nuveen Asset Management, LLC 1.06M (2.02%) -61.13K
Decreased by -5.76%
Dec 31, 24
15 Geode Capital Management, LLC 1.04M (1.99%) 130.12K
Increased by +12.46%
Mar 31, 25
16 JPMorgan Chase & Co 943.02K (1.79%) -109.49K
Decreased by -11.61%
Mar 31, 25
17 CBRE Investment Management Listed Real Assets LLC 814.10K (1.55%) 192.80K
Increased by +23.68%
Jun 30, 25
18 Daiwa Securities Group Inc 773.27K (1.47%) 65.54K
Increased by +8.48%
Mar 31, 25
19 Goldman Sachs Group Inc 753.12K (1.43%) 311.87K
Increased by +41.41%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 752.01K (1.43%) 5.21K
Increased by +0.69%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.94M (3.69%) 1.00K
Increased by +0.05%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.71M (3.25%) -3.08K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.69M (3.22%) 24.92K
Increased by +1.47%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.55M (2.94%) 27.37K
Increased by +1.77%
Sep 30, 24
5 Vanguard Small Cap Index 1.28M (2.44%) -28.79K
Decreased by -2.24%
Jun 30, 25
6 T. Rowe Price Real Assets Tr I-D 869.54K (1.65%) 178.45K
Increased by +20.52%
Jun 30, 25
7 JHancock Disciplined Value Mid Cap I 848.61K (1.61%) 0.00
Increased by 0.00%
Jun 30, 25
8 Cohen & Steers Real Estate Opportunities 825.87K (1.57%) -56.20K
Decreased by -6.80%
Jun 30, 25
9 Cohen & Steers Real Estate Securities A 825.87K (1.57%) -56.20K
Decreased by -6.80%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 818.77K (1.56%) -24.83K
Decreased by -3.03%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 807.04K (1.53%) -3.09K
Decreased by -0.38%
Jun 30, 25
12 T. Rowe Price Real Assets Tr I-Z 691.10K (1.31%) 214.26K
Increased by +31.00%
Mar 31, 25
13 Daiwa US-REIT Open Mother Fund 551.34K (1.05%) 405.08K
Increased by +73.47%
Mar 17, 25
14 T. Rowe Price Real Assets 546.48K (1.04%) 4.96K
Increased by +0.91%
Jun 30, 25
15 T. Rowe Price Small-Cap Stock 473.70K (0.90%) -77.90K
Decreased by -16.45%
Mar 31, 24
16 T. Rowe Price US Small-Cap Core Equity 473.70K (0.90%) -77.90K
Decreased by -16.45%
Mar 31, 24
17 Bridge Builder Small/Mid Cap Value 434.96K (0.83%) -1.09K
Decreased by -0.25%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 411.74K (0.78%) 10.71K
Increased by +2.60%
Jun 30, 25
19 T. Rowe Price Small-Cap Value 409.36K (0.78%) -20.50K
Decreased by -5.01%
Jun 30, 25
20 VIP Mid Cap Initial 396.30K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23