Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.06%
2 SPRE 4.93%
3 RITA 4.62%
4 REZ 4.44%
5 UTRN 3.99%
6 REIT 3.42%
7 WREI 3.42%
8 IRET 3.42%
9 GQRE 3.39%
10 RSPR 3.29%
11 EWRE 3.25%
12 PPTY 3.16%
13 PSR 2.91%
14 VGSR 2.71%
15 PRVT 2.56%
16 RWR 2.49%
17 ROOF 2.43%
18 USRT 2.33%
19 XLRE 2.24%
20 SRS 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.80M (16.30%) 114.17K
Increased by +0.20%
Dec 31, 24
2 BlackRock Inc 39.94M (11.66%) 832.81K
Increased by +2.09%
Dec 31, 24
3 NORGES BANK 34.75M (10.15%) -371.06K
Decreased by -1.07%
Dec 31, 24
4 State Street Corp 23.79M (6.95%) -136.38K
Decreased by -0.57%
Dec 31, 24
5 State Street Corporation 23.69M (6.92%) -1.49M
Decreased by -6.27%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 19.61M (5.73%) -190.69K
Decreased by -0.97%
Dec 31, 24
7 Apg Investments Us Inc 11.66M (3.41%) 57.66K
Increased by +0.49%
Dec 31, 24
8 Geode Capital Management, LLC 9.52M (2.78%) 165.68K
Increased by +1.74%
Dec 31, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 9.25M (2.70%) -26.15K
Decreased by -0.28%
Dec 31, 24
10 Principal Financial Group Inc 7.90M (2.31%) 152.25K
Increased by +1.93%
Dec 31, 24
11 FMR Inc 7.71M (2.25%) -39.31K
Decreased by -0.51%
Dec 31, 24
12 D1 Capital Partners L.P. 6.93M (2.02%) 2.49M
Increased by +35.95%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 6.67M (1.95%) 326.76K
Increased by +4.90%
Jun 30, 24
14 Amvescap Plc. 6.52M (1.91%) 696.34K
Increased by +10.68%
Dec 31, 24
15 Northern Trust Corp 6.48M (1.89%) 2.25M
Increased by +34.69%
Dec 31, 24
16 Chai Trust Co., LLC 5.36M (1.57%) -42.56K
Decreased by -0.79%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 5.22M (1.53%) 60.10K
Increased by +1.15%
Dec 31, 24
18 Legal & General Group PLC 4.91M (1.44%) -242.53K
Decreased by -4.94%
Dec 31, 24
19 Resolution Capital Limited 4.89M (1.43%) -570.49K
Decreased by -11.66%
Dec 31, 24
20 Canada Pension Plan Investment Board 4.85M (1.42%) -193.24K
Decreased by -3.98%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 13.05M (3.81%) -152.43K
Decreased by -1.17%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 11.36M (3.32%) 16.63K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 9.47M (2.77%) 64.60K
Increased by +0.68%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 7.79M (2.27%) 33.29K
Increased by +0.43%
Feb 28, 25
5 First Eagle Global A 6.19M (1.81%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity 500 Index 4.26M (1.24%) 18.78K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 4.21M (1.23%) -31.36K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 4.13M (1.21%) -32.39K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 4.02M (1.17%) 25.57K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 4.01M (1.17%) -202.00
Decreased by -0.01%
Feb 28, 25
11 T. Rowe Price US Dividend Growth Eq SMA 3.73M (1.09%) 3.73M
Increased by +99.98%
Dec 31, 23
12 T. Rowe Price Dividend Growth 3.61M (1.06%) 0.00
Increased by 0.00%
Jan 31, 25
13 T. Rowe Price US Dividend Growth Eq Comp 3.61M (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
14 T. Rowe Price Equity Income 3.48M (1.01%) 120.00K
Increased by +3.45%
Jan 31, 25
15 T. Rowe Price US Lg-Cp Equity Inc Comp 3.35M (0.98%) -190.00K
Decreased by -5.66%
Dec 31, 24
16 Vanguard Value Index Inv 3.11M (0.91%) 13.35K
Increased by +0.43%
Feb 28, 25
17 Fidelity US REIT Mother Fund 2.98M (0.87%) 213.30K
Increased by +7.17%
Sep 17, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.66M (0.78%) 59.47K
Increased by +2.24%
Jan 31, 25
19 Vanguard Mid-Cap Value ETF 2.43M (0.71%) 4.55K
Increased by +0.19%
Feb 28, 25
20 T. Rowe Price Real Assets Tr I-Z 2.37M (0.69%) 220.72K
Increased by +9.30%
Dec 31, 24