Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.06%
2 REZ 5.39%
3 SPRE 4.86%
4 RITA 4.38%
5 UTRN 3.99%
6 PSR 3.90%
7 REIT 3.42%
8 WREI 3.42%
9 GQRE 3.42%
10 IRET 3.41%
11 RSPR 3.26%
12 EWRE 3.25%
13 PPTY 3.05%
14 PRVT 2.56%
15 VGSR 2.52%
16 ROOF 2.43%
17 RWR 2.40%
18 USRT 2.26%
19 XLRE 2.25%
20 SRS 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.69M (16.27%) -184.92K
Decreased by -0.33%
Sep 30, 24
2 BlackRock Inc 39.10M (11.42%) 682.77K
Increased by +1.75%
Sep 30, 24
3 NORGES BANK 35.12M (10.26%) 72.22K
Increased by +0.21%
Jun 30, 24
4 State Street Corp 23.92M (6.99%) 321.00K
Increased by +1.34%
Sep 30, 24
5 State Street Corporation 23.69M (6.92%) -1.49M
Decreased by -6.27%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 19.80M (5.78%) -192.12K
Decreased by -0.97%
Sep 30, 24
7 Apg Investments Us Inc 11.61M (3.39%) 38.66K
Increased by +0.33%
Sep 30, 24
8 Geode Capital Management, LLC 9.35M (2.73%) 132.64K
Increased by +1.42%
Sep 30, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 9.27M (2.71%) -28.37K
Decreased by -0.31%
Sep 30, 24
10 JPMorgan Chase & Co 8.15M (2.38%) -11.53M
Decreased by -141.54%
Sep 30, 24
11 FMR Inc 7.75M (2.26%) 1.74M
Increased by +22.49%
Sep 30, 24
12 Principal Financial Group Inc 7.75M (2.26%) 591.87K
Increased by +7.64%
Sep 30, 24
13 D1 Capital Partners L.P. 6.93M (2.02%) 2.49M
Increased by +35.95%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 6.67M (1.95%) 326.76K
Increased by +4.90%
Jun 30, 24
15 Amvescap Plc. 5.83M (1.70%) -1.29M
Decreased by -22.21%
Sep 30, 24
16 Legal & General Group PLC 5.60M (1.64%) -116.94K
Decreased by -2.09%
Sep 30, 24
17 Resolution Capital Limited 5.46M (1.60%) -2.36M
Decreased by -43.28%
Sep 30, 24
18 Chai Trust Co., LLC 5.36M (1.57%) -42.56K
Decreased by -0.79%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 5.16M (1.51%) -68.40K
Decreased by -1.32%
Sep 30, 24
20 Canada Pension Plan Investment Board 5.05M (1.47%) 45.33K
Increased by +0.90%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 13.16M (3.84%) 13.96K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 11.32M (3.31%) 9.56K
Increased by +0.08%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 9.25M (2.70%) 74.15K
Increased by +0.80%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 7.75M (2.26%) 68.79K
Increased by +0.89%
Dec 31, 24
5 First Eagle Global A 6.19M (1.81%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity 500 Index 4.24M (1.24%) 22.34K
Increased by +0.53%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 4.21M (1.23%) -201.00
Decreased by -0.00%
Jan 30, 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 3.99M (1.16%) -6.83K
Decreased by -0.17%
Jan 29, 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%
Dec 31, 24
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 3.35M (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
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 3.08M (0.90%) -3.94K
Decreased by -0.13%
Dec 31, 24
17 Fidelity US REIT Mother Fund 2.76M (0.81%) 224.40K
Increased by +8.12%
Mar 15, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 2.60M (0.76%) 79.49K
Increased by +3.06%
Dec 31, 24
19 Vanguard Mid-Cap Value ETF 2.42M (0.71%) -67.53K
Decreased by -2.79%
Dec 31, 24
20 T. Rowe Price Real Assets Tr I-Z 2.37M (0.69%) 220.72K
Increased by +9.30%
Dec 31, 24