Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.59%
2 PSR 2.08%
3 IRET 1.68%
4 REIT 1.49%
5 REAI 1.47%
6 RORE 1.34%
7 BLDG 1.21%
8 CSRE 0.96%
9 PPTY 0.74%
10 FYT 0.65%
11 JPRE 0.64%
12 IQRA 0.42%
13 USVM 0.39%
14 GBLD 0.34%
15 GRNR 0.34%
16 FYC 0.34%
17 FESM 0.33%
18 CVAR 0.31%
19 FSCC 0.29%
20 JPSE 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.46M (13.76%) -55.68K
Decreased by -0.29%
Dec 31, 25
2 BlackRock Inc 16.43M (11.62%) -324.99K
Decreased by -1.98%
Dec 31, 25
3 Ameriprise Financial Inc 12.05M (8.52%) 113.66K
Increased by +0.94%
Dec 31, 25
4 Cohen & Steers Inc 11.13M (7.87%) 9.13M
Increased by +82.04%
Dec 31, 25
5 LaSalle Investment Management Securities LLC 9.06M (6.41%) 3.53M
Increased by +39.02%
Mar 31, 26
6 State Street Corporation 6.23M (4.41%) -712.61K
Decreased by -11.44%
Mar 31, 24
7 State Street Corp 6.04M (4.27%) -130.95K
Decreased by -2.17%
Dec 31, 25
8 Wellington Management Company LLP 5.92M (4.19%) -69.03K
Decreased by -1.17%
Dec 31, 24
9 Sumitomo Mitsui Trust Group Inc 4.91M (3.47%) 1.75M
Increased by +35.68%
Mar 31, 26
10 JPMorgan Chase & Co 4.60M (3.25%) 3.15M
Increased by +68.39%
Sep 30, 25
11 Massachusetts Financial Services Company 4.20M (2.97%) -2.59M
Decreased by -61.59%
Jun 30, 24
12 T. Rowe Price Investment Management,Inc. 4.09M (2.89%) 506.30K
Increased by +12.39%
Dec 31, 25
13 Southeastern Asset Management Inc 3.70M (2.62%) 1.07M
Increased by +29.00%
Dec 31, 25
14 Geode Capital Management, LLC 3.62M (2.56%) 59.90K
Increased by +1.65%
Dec 31, 25
15 CenterSquare Investment Management LLC 3.25M (2.30%) -272.72K
Decreased by -8.39%
Mar 31, 26
16 Charles Schwab Investment Management Inc 3.18M (2.25%) 64.54K
Increased by +2.03%
Dec 31, 25
17 Legal & General Group PLC 2.90M (2.05%) -339.57K
Decreased by -11.70%
Mar 31, 26
18 Nuveen Asset Management, LLC 2.89M (2.04%) 601.08K
Increased by +20.82%
Dec 31, 24
19 Alyeska Investment Group, L.P. 2.83M (2.00%) 2.83M
Increased by +100.00%
Jun 30, 25
20 William Blair Investment Management, LLC 2.80M (1.98%) -294.37K
Decreased by -10.51%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Real Estate Opportunities 6.87M (4.85%) 0.00
Increased by 0.00%
Mar 31, 26
2 Cohen & Steers Real Estate Securities A 6.87M (4.85%) 0.00
Increased by 0.00%
Mar 31, 26
3 Longleaf Partners Small-Cap 6.46M (4.57%) 2.76M
Increased by +42.77%
Mar 31, 26
4 CT (Lux) American Smaller Com 9U USD 6.02M (4.26%) 90.86K
Increased by +1.51%
Mar 31, 26
5 Vanguard Real Estate Index Investor 5.36M (3.79%) -24.07K
Decreased by -0.45%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 4.31M (3.05%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 3.96M (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 3.38M (2.39%) 28.53K
Increased by +0.84%
Apr 30, 26
9 CT American Smaller Coms(US) InstAccGBP 3.24M (2.29%) 86.67K
Increased by +2.68%
Mar 31, 26
10 Vanguard Small Cap Index 3.14M (2.22%) 55.29K
Increased by +1.76%
Mar 31, 26
11 MFS New Discovery Value I 3.00M (2.12%) -74.01K
Decreased by -2.47%
May 31, 24
12 MFS Meridian Prudent Wealth I1 USD 2.15M (1.52%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Small Cap Value Index Inv 1.99M (1.41%) 15.43K
Increased by +0.78%
Mar 31, 26
14 FID DC L&G Heitman Property Fund 1.89M (1.34%) -341.62K
Decreased by -18.05%
Mar 31, 26
15 Columbia Small Cap Value Discovery Fund 1.74M (1.23%) 78.60K
Increased by +4.51%
Mar 31, 26
16 Columbia Small Cap Value Discv A 1.74M (1.23%) -4.84K
Decreased by -0.28%
Apr 30, 26
17 Undrly L&G Heitman Property 1.66M (1.17%) -7.98K
Decreased by -0.48%
Dec 31, 24
18 T. Rowe Price Small-Cap Value 1.55M (1.10%) 0.00
Increased by 0.00%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.09%) 18.21K
Increased by +1.18%
Mar 31, 26
20 Fidelity Small Cap Index 1.38M (0.98%) 17.65K
Increased by +1.28%
Feb 28, 26