Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 5.12%
2 SPRE 4.92%
3 JRE_old 4.63%
4 AREA 3.75%
5 JRE 3.68%
6 IRET 3.30%
7 BYRE 2.90%
8 REZ 2.81%
9 PSR 2.50%
10 REIT 2.45%
11 GREI 2.41%
12 RORE 2.33%
13 RITA 2.30%
14 JPRE 2.01%
15 REAI 1.71%
16 HOMZ 1.57%
17 IQRA 1.53%
18 VGSR 1.35%
19 XMLV 1.33%
20 RWR 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.66M (13.62%) 1.78M
Increased by +6.94%
Dec 31, 24
2 Vanguard Group Inc 25.05M (13.30%) 388.89K
Increased by +1.55%
Dec 31, 24
3 Aristotle Capital Management LLC 10.50M (5.57%) -101.44K
Decreased by -0.97%
Dec 31, 24
4 State Street Corp 10.38M (5.51%) 475.05K
Increased by +4.58%
Dec 31, 24
5 State Street Corporation 9.98M (5.30%) -796.86K
Decreased by -7.99%
Mar 31, 24
6 Cohen & Steers Inc 6.68M (3.55%) -827.43K
Decreased by -12.39%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 6.54M (3.47%) -914.91K
Decreased by -14.00%
Dec 31, 24
8 Principal Financial Group Inc 6.07M (3.22%) 3.84M
Increased by +63.23%
Dec 31, 24
9 Victory Capital Management Inc. 4.63M (2.46%) -19.48K
Decreased by -0.42%
Dec 31, 24
10 Amvescap Plc. 3.92M (2.08%) 3.35M
Increased by +85.56%
Dec 31, 24
11 Geode Capital Management, LLC 3.89M (2.06%) 53.77K
Increased by +1.38%
Dec 31, 24
12 JPMorgan Chase & Co 3.73M (1.98%) -5.79M
Decreased by -154.99%
Dec 31, 24
13 Massachusetts Financial Services Company 3.20M (1.70%) 23.84K
Increased by +0.74%
Dec 31, 24
14 Boston Partners Global Investors, Inc 2.97M (1.58%) 193.93K
Increased by +6.53%
Dec 31, 24
15 Chai Trust Co., LLC 2.70M (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 2.70M (1.43%) 1.81K
Increased by +0.07%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.68M (1.42%) 153.27K
Increased by +5.72%
Jun 30, 24
18 Goldman Sachs Group Inc 2.65M (1.41%) 1.13M
Increased by +42.47%
Dec 31, 23
19 Charles Schwab Investment Management Inc 2.55M (1.36%) 112.14K
Increased by +4.39%
Dec 31, 24
20 FMR Inc 2.47M (1.31%) -1.18M
Decreased by -47.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.94M (3.68%) 82.81K
Increased by +1.19%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 6.21M (3.30%) 4.67K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 5.42M (2.88%) 10.43K
Increased by +0.19%
Feb 28, 25
4 Vanguard Small Cap Index 4.39M (2.33%) 3.57K
Increased by +0.08%
Feb 28, 25
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%) 3.95K
Increased by +0.14%
Feb 28, 25
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 2.47M (1.31%) -10.81K
Decreased by -0.44%
Feb 28, 25
9 JHancock Disciplined Value Mid Cap I 2.15M (1.14%) 0.00
Increased by 0.00%
Jan 31, 25
10 SPDR® S&P Dividend ETF 2.10M (1.12%) -2.12K
Decreased by -0.10%
Feb 28, 25
11 T. Rowe Price Real Assets Tr I-Z 1.83M (0.97%) -45.66K
Decreased by -2.49%
Dec 31, 24
12 T. Rowe Price US Large-Cap Core 1.63M (0.87%) 172.66K
Increased by +10.59%
Dec 31, 23
13 T. Rowe Price US Large-Cap Core Eq Comp 1.63M (0.87%) 172.66K
Increased by +10.59%
Dec 31, 23
14 Principal Equity Income A 1.60M (0.85%) 0.00
Increased by 0.00%
Feb 28, 25
15 Daiwa US-REIT Open Mother Fund 1.57M (0.83%) 1.57M
Increased by +100.00%
Sep 17, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 1.54M (0.82%) 14.69K
Increased by +0.95%
Feb 28, 25
17 T. Rowe Price U.S. Large-Cap Core Tr-B 1.50M (0.80%) 185.19K
Increased by +12.31%
Dec 31, 23
18 Fidelity® Real Estate Income 1.41M (0.75%) 0.00
Increased by 0.00%
Oct 31, 23
19 Principal Real Estate Securities R5 1.37M (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
20 Cohen & Steers Realty Shares L 1.33M (0.70%) 1.02M
Increased by +76.72%
Sep 30, 24