Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.06%
2 REZ 5.50%
3 SPRE 4.76%
4 PSR 4.69%
5 RITA 4.40%
6 UTRN 3.99%
7 GQRE 3.48%
8 WREI 3.42%
9 REIT 3.42%
10 IRET 3.34%
11 RSPR 3.27%
12 EWRE 3.25%
13 PPTY 2.97%
14 PRVT 2.56%
15 VGSR 2.54%
16 JPRE 2.54%
17 RWR 2.44%
18 ROOF 2.43%
19 XLRE 2.26%
20 USRT 2.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.69M (14.78%) -184.92K
Decreased by -0.33%
Sep 30, 24
2 BlackRock Inc 39.10M (10.38%) 682.77K
Increased by +1.75%
Sep 30, 24
3 NORGES BANK 35.12M (9.32%) 72.22K
Increased by +0.21%
Jun 30, 24
4 State Street Corp 23.92M (6.35%) 321.00K
Increased by +1.34%
Sep 30, 24
5 State Street Corporation 23.69M (6.29%) -1.49M
Decreased by -6.27%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 19.80M (5.26%) -192.12K
Decreased by -0.97%
Sep 30, 24
7 Apg Investments Us Inc 11.61M (3.08%) 38.66K
Increased by +0.33%
Sep 30, 24
8 Geode Capital Management, LLC 9.35M (2.48%) 132.64K
Increased by +1.42%
Sep 30, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 9.27M (2.46%) -28.37K
Decreased by -0.31%
Sep 30, 24
10 FMR Inc 7.75M (2.06%) 1.74M
Increased by +22.49%
Sep 30, 24
11 Principal Financial Group Inc 7.75M (2.06%) 591.87K
Increased by +7.64%
Sep 30, 24
12 D1 Capital Partners L.P. 6.93M (1.84%) 2.49M
Increased by +35.95%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 6.67M (1.77%) 326.76K
Increased by +4.90%
Jun 30, 24
14 Amvescap Plc. 5.83M (1.55%) -1.29M
Decreased by -22.21%
Sep 30, 24
15 Legal & General Group PLC 5.60M (1.49%) -116.94K
Decreased by -2.09%
Sep 30, 24
16 Resolution Capital Limited 5.46M (1.45%) -2.36M
Decreased by -43.28%
Sep 30, 24
17 Chai Trust Co., LLC 5.36M (1.42%) -42.56K
Decreased by -0.79%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 5.16M (1.37%) -68.40K
Decreased by -1.32%
Sep 30, 24
19 Canada Pension Plan Investment Board 5.05M (1.34%) 45.33K
Increased by +0.90%
Sep 30, 24
20 Macquarie Group Ltd 4.92M (1.31%) -415.24K
Decreased by -8.44%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 13.16M (3.49%) 13.96K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 11.32M (3.00%) 9.56K
Increased by +0.08%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 9.25M (2.45%) 74.15K
Increased by +0.80%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 7.75M (2.06%) 68.79K
Increased by +0.89%
Dec 31, 24
5 First Eagle Global A 6.19M (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
6 SPDR® S&P 500® ETF Trust 4.30M (1.14%) 49.65K
Increased by +1.15%
Dec 31, 24
7 Fidelity 500 Index 4.22M (1.12%) 28.65K
Increased by +0.68%
Nov 30, 24
8 SPDR® S&P 500 ETF Trust 4.13M (1.10%) -32.39K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 4.02M (1.07%) 25.57K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 4.01M (1.06%) 2.81K
Increased by +0.07%
Dec 31, 24
11 T. Rowe Price US Dividend Growth Eq SMA 3.73M (0.99%) 3.73M
Increased by +99.98%
Dec 31, 23
12 T. Rowe Price Dividend Growth 3.61M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
13 T. Rowe Price US Dividend Growth Eq Comp 3.61M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
14 T. Rowe Price Equity Income 3.35M (0.89%) -10.00K
Decreased by -0.30%
Nov 30, 24
15 T. Rowe Price US Lg-Cp Equity Inc Comp 3.35M (0.89%) -190.00K
Decreased by -5.66%
Dec 31, 24
16 Vanguard Value Index Inv 3.08M (0.82%) -3.94K
Decreased by -0.13%
Dec 31, 24
17 Fidelity US REIT Mother Fund 2.76M (0.73%) 224.40K
Increased by +8.12%
Mar 15, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.60M (0.69%) 79.49K
Increased by +3.06%
Dec 31, 24
19 Vanguard Mid-Cap Value ETF 2.42M (0.64%) -67.53K
Decreased by -2.79%
Dec 31, 24
20 T. Rowe Price Real Assets Tr I-Z 2.37M (0.63%) 220.72K
Increased by +9.30%
Dec 31, 24