Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.79%
2 FFR 4.29%
3 DTRE 4.26%
4 INDS 4.11%
5 PSR 3.64%
6 SPRE 3.47%
7 JRE 3.44%
8 JPRE 3.21%
9 IRET 3.19%
10 BYRE 2.58%
11 VNMC 2.54%
12 RORE 2.54%
13 SRHR 2.49%
14 GRI_old 2.22%
15 HDGE 1.98%
16 SMAP 1.97%
17 WTRE 1.86%
18 DRW 1.81%
19 REAI 1.72%
20 PPTY 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.99M (13.49%) 72.20K
Increased by +1.03%
Dec 31, 24
2 BlackRock Inc 6.33M (12.22%) 150.81K
Increased by +2.38%
Dec 31, 24
3 Cohen & Steers Inc 2.86M (5.51%) 1.67M
Increased by +58.60%
Dec 31, 24
4 State Street Corp 2.52M (4.85%) 88.40K
Increased by +3.51%
Dec 31, 24
5 State Street Corporation 2.39M (4.60%) -155.48K
Decreased by -6.52%
Mar 31, 24
6 FMR Inc 1.58M (3.05%) 21.43K
Increased by +1.36%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.46M (2.82%) -109.29K
Decreased by -7.49%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 1.41M (2.73%) 273.22K
Increased by +19.33%
Dec 31, 24
9 Nuveen Asset Management, LLC 1.06M (2.05%) -61.13K
Decreased by -5.76%
Dec 31, 24
10 Boston Partners Global Investors, Inc 1.06M (2.04%) 268.36K
Increased by +25.41%
Dec 31, 24
11 JPMorgan Chase & Co 1.05M (2.03%) -1.09M
Decreased by -103.85%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 975.47K (1.88%) -20.21K
Decreased by -2.07%
Dec 31, 24
13 Geode Capital Management, LLC 914.53K (1.76%) 15.31K
Increased by +1.67%
Dec 31, 24
14 Northern Trust Corp 811.20K (1.57%) 387.13K
Increased by +47.72%
Dec 31, 24
15 Goldman Sachs Group Inc 753.12K (1.45%) 311.87K
Increased by +41.41%
Dec 31, 23
16 Deutsche Bank AG 747.04K (1.44%) -249.96K
Decreased by -33.46%
Sep 30, 24
17 Balyasny Asset Management LLC 718.89K (1.39%) 210.91K
Increased by +29.34%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 714.58K (1.38%) -6.71K
Decreased by -0.94%
Dec 31, 24
19 Daiwa Securities Group Inc 707.73K (1.37%) 479.87K
Increased by +67.80%
Dec 31, 24
20 Wellington Management Company LLP 679.84K (1.31%) -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 (3.64%) -3.27K
Decreased by -0.17%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.70M (3.27%) 2.98K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.64M (3.17%) 78.50K
Increased by +4.78%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.55M (2.99%) 27.37K
Increased by +1.77%
Sep 30, 24
5 Vanguard Small Cap Index 1.30M (2.50%) 34.25K
Increased by +2.64%
Mar 31, 25
6 JHancock Disciplined Value Mid Cap I 894.62K (1.73%) 129.96K
Increased by +14.53%
Feb 28, 25
7 Cohen & Steers Real Estate Opportunities 882.06K (1.70%) -158.38K
Decreased by -17.96%
Mar 31, 25
8 Cohen & Steers Real Estate Securities A 882.06K (1.70%) -158.38K
Decreased by -17.96%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 841.64K (1.62%) 9.20K
Increased by +1.09%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 797.79K (1.54%) 47.04K
Increased by +5.90%
Mar 31, 25
11 T. Rowe Price Real Assets Tr I-Z 691.10K (1.33%) 214.26K
Increased by +31.00%
Mar 31, 25
12 T. Rowe Price Real Assets Tr I-D 476.83K (0.92%) 27.24K
Increased by +5.71%
Dec 31, 24
13 T. Rowe Price Small-Cap Stock 473.70K (0.91%) -77.90K
Decreased by -16.45%
Mar 31, 24
14 T. Rowe Price US Small-Cap Core Equity 473.70K (0.91%) -77.90K
Decreased by -16.45%
Mar 31, 24
15 T. Rowe Price Small-Cap Value 447.48K (0.86%) -17.80K
Decreased by -3.98%
Mar 31, 25
16 T. Rowe Price Real Assets 446.97K (0.86%) 116.20K
Increased by +26.00%
Mar 31, 25
17 Bridge Builder Small/Mid Cap Value 434.96K (0.84%) -1.09K
Decreased by -0.25%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 414.71K (0.80%) 15.41K
Increased by +3.72%
Mar 31, 25
19 VIP Mid Cap Initial 396.30K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity VIP Mid Cap Initial 364.20K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25