Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.39%
2 INDS 4.47%
3 FFR 4.29%
4 DTRE 4.27%
5 JRE 4.12%
6 SPRE 3.74%
7 IRET 3.24%
8 JPRE 2.89%
9 VNMC 2.54%
10 RORE 2.54%
11 PSR 2.39%
12 SRHR 2.33%
13 SMAP 2.22%
14 GRI_old 2.22%
15 HDGE 1.98%
16 WTRE 1.96%
17 DRW 1.81%
18 REAI 1.57%
19 ROOF 1.56%
20 EVSTC_old 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.92M (14.23%) 19.82K
Increased by +0.29%
Sep 30, 24
2 BlackRock Inc 6.18M (12.71%) 361.22K
Increased by +5.84%
Sep 30, 24
3 State Street Corp 2.43M (4.99%) 49.27K
Increased by +2.03%
Sep 30, 24
4 State Street Corporation 2.39M (4.91%) -155.48K
Decreased by -6.52%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 1.57M (3.23%) -1.63M
Decreased by -103.85%
Sep 30, 24
6 FMR Inc 1.56M (3.20%) 629.83K
Increased by +40.42%
Sep 30, 24
7 Cohen & Steers Inc 1.18M (2.43%) 930.02K
Increased by +78.66%
Sep 30, 24
8 T. Rowe Price Investment Management,Inc. 1.14M (2.35%) -237.25K
Decreased by -20.80%
Sep 30, 24
9 Nuveen Asset Management, LLC 1.12M (2.31%) 28.59K
Increased by +2.55%
Sep 30, 24
10 JPMorgan Chase & Co 1.07M (2.21%) -101.48K
Decreased by -9.46%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 995.68K (2.05%) -17.37K
Decreased by -1.74%
Sep 30, 24
12 Geode Capital Management, LLC 899.22K (1.85%) 10.44K
Increased by +1.16%
Sep 30, 24
13 Boston Partners Global Investors, Inc 787.87K (1.62%) -165.19K
Decreased by -20.97%
Sep 30, 24
14 Goldman Sachs Group Inc 753.12K (1.55%) 311.87K
Increased by +41.41%
Dec 31, 23
15 Deutsche Bank AG 747.04K (1.54%) -249.96K
Decreased by -33.46%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 721.29K (1.48%) -6.80K
Decreased by -0.94%
Sep 30, 24
17 NORGES BANK 695.24K (1.43%) 128.98K
Increased by +18.55%
Jun 30, 24
18 Wellington Management Company LLP 679.84K (1.40%) -15.37K
Decreased by -2.26%
Dec 31, 23
19 Charles Schwab Investment Management Inc 639.80K (1.32%) 22.33K
Increased by +3.49%
Sep 30, 24
20 Amvescap Plc. 517.40K (1.06%) 11.84K
Increased by +2.29%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.88M (3.86%) 1.75K
Increased by +0.09%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 1.61M (3.31%) 5.35K
Increased by +0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.56M (3.21%) 30.66K
Increased by +1.96%
Dec 31, 24
4 Vanguard Small Cap Index 1.26M (2.59%) 31.24K
Increased by +2.48%
Dec 31, 24
5 Cohen & Steers Real Estate Opportunities 1.04M (2.14%) 707.06K
Increased by +67.96%
Dec 31, 24
6 Cohen & Steers Real Estate Securities A 1.04M (2.14%) 707.06K
Increased by +67.96%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 836.91K (1.72%) 5.73K
Increased by +0.68%
Dec 31, 24
8 JHancock Disciplined Value Mid Cap I 782.63K (1.61%) 169.00K
Increased by +21.59%
Nov 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 748.09K (1.54%) 19.38K
Increased by +2.59%
Dec 31, 24
10 T. Rowe Price Real Assets Tr I-Z 476.83K (0.98%) 27.24K
Increased by +5.71%
Dec 31, 24
11 T. Rowe Price Small-Cap Stock 473.70K (0.97%) -77.90K
Decreased by -16.45%
Mar 31, 24
12 T. Rowe Price US Small-Cap Core Equity 473.70K (0.97%) -77.90K
Decreased by -16.45%
Mar 31, 24
13 T. Rowe Price Small-Cap Value 465.61K (0.96%) -250.00
Decreased by -0.05%
Nov 30, 24
14 Bridge Builder Small/Mid Cap Value 426.85K (0.88%) 30.43K
Increased by +7.13%
Dec 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 412.08K (0.85%) 17.63K
Increased by +4.28%
Dec 31, 24
16 VIP Mid Cap Initial 396.30K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity VIP Mid Cap Initial 364.20K (0.75%) 0.00
Increased by 0.00%
Nov 30, 24
18 Calvert US Small-Cap Strategy 346.88K (0.71%) -25.51K
Decreased by -7.35%
Sep 30, 24
19 DWS Global Real Estate Sec Focus Comp 330.19K (0.68%) 4.58K
Increased by +1.39%
Dec 31, 23
20 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 326.01K (0.67%) 0.00
Increased by 0.00%
Aug 31, 24