Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 5.12%
2 SPRE 4.73%
3 JRE_old 4.63%
4 AREA 3.67%
5 JRE 3.51%
6 PSR 3.42%
7 BYRE 2.92%
8 REZ 2.78%
9 GREI 2.41%
10 REIT 2.35%
11 RORE 2.33%
12 RITA 2.18%
13 JPRE 1.94%
14 REAI 1.63%
15 HOMZ 1.48%
16 XMLV 1.31%
17 WREI 1.29%
18 RWR 1.23%
19 VGSR 1.22%
20 ROOF 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.66M (13.10%) -252.14K
Decreased by -1.02%
Sep 30, 24
2 BlackRock Inc 23.88M (12.68%) -248.17K
Decreased by -1.04%
Sep 30, 24
3 Aristotle Capital Management LLC 10.61M (5.63%) -86.56K
Decreased by -0.82%
Sep 30, 24
4 State Street Corporation 9.98M (5.30%) -796.86K
Decreased by -7.99%
Mar 31, 24
5 State Street Corp 9.90M (5.26%) -61.31K
Decreased by -0.62%
Sep 30, 24
6 JPMorgan Chase & Co 9.52M (5.06%) 294.66K
Increased by +3.09%
Sep 30, 24
7 Cohen & Steers Inc 7.51M (3.99%) 5.97M
Increased by +79.52%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 7.45M (3.96%) -2.22M
Decreased by -29.82%
Sep 30, 24
9 Victory Capital Management Inc. 4.65M (2.47%) 39.86K
Increased by +0.86%
Sep 30, 24
10 Geode Capital Management, LLC 3.83M (2.04%) 65.19K
Increased by +1.70%
Sep 30, 24
11 NORGES BANK 3.77M (2.00%) -2.69M
Decreased by -71.33%
Jun 30, 24
12 FMR Inc 3.65M (1.94%) -2.31M
Decreased by -63.51%
Sep 30, 24
13 Nuveen Asset Management, LLC 3.32M (1.76%) -53.74K
Decreased by -1.62%
Sep 30, 24
14 Massachusetts Financial Services Company 3.18M (1.69%) -41.40K
Decreased by -1.30%
Sep 30, 24
15 Boston Partners Global Investors, Inc 2.78M (1.47%) -517.74K
Decreased by -18.64%
Sep 30, 24
16 Chai Trust Co., LLC 2.70M (1.43%) 0.00
Increased by 0.00%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 2.69M (1.43%) -12.42K
Decreased by -0.46%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 2.68M (1.42%) 153.27K
Increased by +5.72%
Jun 30, 24
19 Goldman Sachs Group Inc 2.65M (1.41%) 1.13M
Increased by +42.47%
Dec 31, 23
20 Canada Pension Plan Investment Board 2.47M (1.31%) -38.60K
Decreased by -1.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.83M (3.63%) 8.09K
Increased by +0.12%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 6.23M (3.31%) 1.01K
Increased by +0.02%
Jan 29, 25
3 Vanguard Total Stock Mkt Idx Inv 5.40M (2.87%) 122.88K
Increased by +2.28%
Dec 31, 24
4 Vanguard Small Cap Index 4.38M (2.32%) 143.52K
Increased by +3.28%
Dec 31, 24
5 Victory Sycamore Established Value R 2.98M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.90M (1.54%) 101.53K
Increased by +3.50%
Dec 31, 24
7 Vanguard Windsor™ II Inv 2.83M (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 2.48M (1.32%) 149.90K
Increased by +6.04%
Dec 31, 24
9 JHancock Disciplined Value Mid Cap I 2.20M (1.17%) 37.26K
Increased by +1.69%
Nov 30, 24
10 T. Rowe Price Real Assets Tr I-Z 1.83M (0.97%) -45.66K
Decreased by -2.49%
Dec 31, 24
11 T. Rowe Price US Large-Cap Core 1.63M (0.87%) 172.66K
Increased by +10.59%
Dec 31, 23
12 T. Rowe Price US Large-Cap Core Eq Comp 1.63M (0.87%) 172.66K
Increased by +10.59%
Dec 31, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 1.59M (0.85%) 80.58K
Increased by +5.06%
Dec 31, 24
14 Daiwa US-REIT Open Mother Fund 1.57M (0.83%) 1.57M
Increased by +100.00%
Sep 17, 24
15 T. Rowe Price U.S. Large-Cap Core Tr-B 1.50M (0.80%) 185.19K
Increased by +12.31%
Dec 31, 23
16 Fidelity® Real Estate Income 1.41M (0.75%) 0.00
Increased by 0.00%
Oct 31, 23
17 Principal Real Estate Securities R5 1.37M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
18 Cohen & Steers Realty Shares L 1.33M (0.70%) 1.02M
Increased by +76.72%
Sep 30, 24
19 Cohen & Steers Instl Realty Shares 1.31M (0.70%) 931.01K
Increased by +71.09%
Sep 30, 24
20 Principal Equity Income A 1.29M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24