Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 5.12%
2 SPRE 4.80%
3 JRE_old 4.63%
4 AREA 3.73%
5 JRE 3.69%
6 JPRE 3.66%
7 PSR 3.29%
8 REZ 2.86%
9 REIT 2.48%
10 GREI 2.40%
11 RORE 2.33%
12 RITA 2.00%
13 REAI 1.67%
14 HOMZ 1.50%
15 XMLV 1.38%
16 WREI 1.29%
17 RWR 1.28%
18 VGSR 1.27%
19 ROOF 1.14%
20 FRI 1.10%

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 24.13M (12.81%) 431.48K
Increased by +1.79%
Jun 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 9.96M (5.29%) -13.84K
Decreased by -0.14%
Jun 30, 24
6 T. Rowe Price Associates, Inc. 9.67M (5.14%) 97.29K
Increased by +1.01%
Jun 30, 24
7 Victory Capital Management Inc. 4.65M (2.47%) 39.86K
Increased by +0.86%
Sep 30, 24
8 JPMorgan Chase & Co 4.61M (2.45%) 1.76M
Increased by +38.19%
Jun 30, 24
9 Geode Capital Management, LLC 3.83M (2.04%) 65.19K
Increased by +1.70%
Sep 30, 24
10 NORGES BANK 3.77M (2.00%) -2.69M
Decreased by -71.33%
Jun 30, 24
11 FMR Inc 3.65M (1.94%) -2.31M
Decreased by -63.51%
Sep 30, 24
12 Nuveen Asset Management, LLC 3.37M (1.79%) 310.84K
Increased by +9.22%
Jun 30, 24
13 Massachusetts Financial Services Company 3.18M (1.69%) -41.40K
Decreased by -1.30%
Sep 30, 24
14 Boston Partners Global Investors, Inc 2.78M (1.47%) -517.74K
Decreased by -18.64%
Sep 30, 24
15 Chai Trust Co., LLC 2.70M (1.43%) -3.89M
Decreased by -144.38%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 2.69M (1.43%) -12.42K
Decreased by -0.46%
Sep 30, 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 Deutsche Bank AG 2.61M (1.39%) -14.62K
Decreased by -0.56%
Sep 30, 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 6.97M (3.70%) -20.53K
Decreased by -0.29%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 5.87M (3.12%) 3.18K
Increased by +0.05%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 5.31M (2.82%) -19.19K
Decreased by -0.36%
Oct 31, 24
4 Vanguard Small Cap Index 4.21M (2.24%) 8.25K
Increased by +0.20%
Oct 31, 24
5 Victory Sycamore Established Value R 2.98M (1.59%) 140.00K
Increased by +4.69%
Sep 30, 24
6 Vanguard Windsor™ II Inv 2.83M (1.50%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.78M (1.47%) -12.82K
Decreased by -0.46%
Oct 31, 24
8 Vanguard Small Cap Growth Index Inv 2.31M (1.23%) -8.01K
Decreased by -0.35%
Oct 31, 24
9 JHancock Disciplined Value Mid Cap I 2.04M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
10 Principal Real Estate Securities R5 1.90M (1.01%) 1.83M
Increased by +96.22%
Oct 31, 24
11 T. Rowe Price Real Assets Tr I-Z 1.88M (1.00%) -90.75K
Decreased by -4.84%
Sep 30, 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 T. Rowe Price U.S. Large-Cap Core Tr-B 1.50M (0.80%) 185.19K
Increased by +12.31%
Dec 31, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.47M (0.78%) -21.60K
Decreased by -1.47%
Oct 31, 24
16 Fidelity® Real Estate Income 1.41M (0.75%) 0.00
Increased by 0.00%
Oct 31, 23
17 T. Rowe Price U.S. Value Equity Tr-Z 1.37M (0.73%) -806.56K
Decreased by -59.03%
Sep 30, 24
18 T. Rowe Price Real Assets 1.35M (0.72%) -49.09K
Decreased by -3.63%
Sep 30, 24
19 Cohen & Steers Realty Shares L 1.33M (0.70%) 1.02M
Increased by +76.72%
Sep 30, 24
20 Cohen & Steers Instl Realty Shares 1.31M (0.70%) 931.01K
Increased by +71.09%
Sep 30, 24