Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REET 1000.00%
2 IWB 1000.00%
3 JKE 1000.00%
4 RESI 5.12%
5 SPRE 4.88%
6 JRE_old 4.63%
7 JRE 3.61%
8 JPRE 3.08%
9 REZ 2.88%
10 GREI 2.70%
11 REIT 2.62%
12 RORE 2.33%
13 HOMZ 1.59%
14 XMLV 1.33%
15 WREI 1.29%
16 RWR 1.27%
17 SMIG 1.25%
18 RFFC 1.24%
19 ROOF 1.18%
20 FRI 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.07M (13.64%) 240.85K
Increased by +0.96%
Mar 31, 24
2 BlackRock Inc 23.69M (12.90%) 146.56K
Increased by +0.62%
Mar 31, 24
3 Aristotle Capital Management LLC 10.99M (5.98%) -99.44K
Decreased by -0.91%
Mar 31, 24
4 State Street Corporation 9.98M (5.43%) -796.86K
Decreased by -7.99%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 9.57M (5.21%) -3.88M
Decreased by -40.53%
Mar 31, 24
6 FMR Inc 6.82M (3.71%) -596.76K
Decreased by -8.75%
Mar 31, 24
7 Chai Trust Co., LLC 6.59M (3.59%) -2.38M
Decreased by -36.18%
Mar 31, 24
8 NORGES BANK 6.46M (3.52%) 2.91M
Increased by +45.05%
Dec 31, 23
9 Principal Financial Group Inc 4.82M (2.62%) -2.45M
Decreased by -50.91%
Sep 30, 23
10 Victory Capital Management Inc. 4.28M (2.33%) -686.99K
Decreased by -16.06%
Mar 31, 24
11 Geode Capital Management, LLC 3.65M (1.99%) 166.47K
Increased by +4.56%
Mar 31, 24
12 Massachusetts Financial Services Company 3.06M (1.67%) 321.33K
Increased by +10.48%
Mar 31, 24
13 Nuveen Asset Management, LLC 3.06M (1.67%) 73.48K
Increased by +2.40%
Mar 31, 24
14 JPMorgan Chase & Co 2.85M (1.55%) 260.07K
Increased by +9.12%
Mar 31, 24
15 Boston Partners Global Investors, Inc 2.84M (1.55%) 113.89K
Increased by +4.01%
Mar 31, 24
16 Goldman Sachs Group Inc 2.65M (1.44%) 1.13M
Increased by +42.47%
Dec 31, 23
17 Deutsche Bank AG 2.61M (1.42%) -14.62K
Decreased by -0.56%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 2.53M (1.38%) -32.12K
Decreased by -1.27%
Mar 31, 24
19 Canada Pension Plan Investment Board 2.47M (1.34%) -38.60K
Decreased by -1.56%
Sep 30, 23
20 Charles Schwab Investment Management Inc 2.35M (1.28%) 58.06K
Increased by +2.47%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 7.12M (3.88%) 4.55K
Increased by +0.06%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 5.81M (3.16%) 9.59K
Increased by +0.17%
Jun 28, 24
3 Vanguard Total Stock Mkt Idx Inv 5.32M (2.90%) 2.69K
Increased by +0.05%
Jun 30, 24
4 Vanguard Small Cap Index 4.22M (2.30%) -61.99K
Decreased by -1.47%
Jun 30, 24
5 Victory Sycamore Established Value R 2.85M (1.55%) 240.00K
Increased by +8.44%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.55%) 19.88K
Increased by +0.70%
Jun 30, 24
7 Vanguard Windsor™ II Inv 2.83M (1.54%) 0.00
Increased by 0.00%
Mar 31, 24
8 JHancock Disciplined Value Mid Cap I 2.43M (1.32%) -38.53K
Decreased by -1.58%
May 31, 24
9 Vanguard Small Cap Growth Index Inv 2.37M (1.29%) -62.61K
Decreased by -2.64%
Jun 30, 24
10 T. Rowe Price U.S. Value Equity Tr-Z 2.17M (1.18%) 142.20K
Increased by +6.54%
Jun 30, 24
11 T. Rowe Price US Value Equity Composite 2.12M (1.16%) -28.20K
Decreased by -1.33%
Jun 30, 24
12 T. Rowe Price Value 2.12M (1.16%) -28.20K
Decreased by -1.33%
Jun 30, 24
13 T. Rowe Price Real Assets Tr I-Z 1.97M (1.07%) 111.97K
Increased by +5.69%
Jun 30, 24
14 T. Rowe Price US Large-Cap Core 1.63M (0.89%) 172.66K
Increased by +10.59%
Dec 31, 23
15 T. Rowe Price US Large-Cap Core Eq Comp 1.63M (0.89%) 172.66K
Increased by +10.59%
Dec 31, 23
16 T. Rowe Price U.S. Large-Cap Core Tr-B 1.50M (0.82%) 185.19K
Increased by +12.31%
Dec 31, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 1.50M (0.82%) -37.44K
Decreased by -2.50%
Jun 30, 24
18 T. Rowe Price Real Assets 1.48M (0.81%) 9.52K
Increased by +0.64%
Jun 30, 24
19 Fidelity® Real Estate Income 1.41M (0.77%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity Real Estate Income 1.31M (0.71%) 0.00
Increased by 0.00%
Apr 30, 24