Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 REZ 4.68%
3 UTRN 3.97%
4 RSPR 3.44%
5 EWRE 3.22%
6 GQRE 2.52%
7 PPTY 2.08%
8 RWR 1.79%
9 XLRE 1.76%
10 ROOF 1.70%
11 FRI 1.63%
12 USRT 1.61%
13 REK 1.59%
14 SRS 1.59%
15 HOMZ 1.58%
16 EQUL 1.44%
17 IYR 1.42%
18 SCHH 1.41%
19 DFAR 1.41%
20 SPYD 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.22M (16.07%) -92.16K
Decreased by -0.90%
Dec 31, 23
2 BlackRock Inc 6.47M (10.17%) 80.06K
Increased by +1.24%
Dec 31, 23
3 State Street Corporation 5.84M (9.18%) 4.57K
Increased by +0.08%
Dec 31, 23
4 Cohen & Steers Inc 3.07M (4.83%) 730.14K
Increased by +23.77%
Dec 31, 23
5 Principal Financial Group Inc 2.72M (4.28%) -56.28K
Decreased by -2.07%
Dec 31, 23
6 NORGES BANK 2.72M (4.28%) 474.26K
Increased by +17.42%
Dec 31, 23
7 FMR Inc 2.12M (3.34%) -243.17K
Decreased by -11.44%
Dec 31, 23
8 T. Rowe Price Associates, Inc. 1.69M (2.65%) 162.81K
Increased by +9.66%
Dec 31, 23
9 Geode Capital Management, LLC 1.54M (2.42%) 30.45K
Increased by +1.98%
Dec 31, 23
10 Legal & General Group PLC 1.11M (1.75%) 130.48K
Increased by +11.74%
Dec 31, 23
11 Massachusetts Financial Services Company 1.07M (1.68%) -105.28K
Decreased by -9.88%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 937.78K (1.48%) 2.01K
Increased by +0.21%
Dec 31, 23
13 Resolution Capital Limited 813.11K (1.28%) 87.12K
Increased by +10.71%
Dec 31, 23
14 American Century Companies Inc 786.38K (1.24%) -41.81K
Decreased by -5.32%
Dec 31, 23
15 JPMorgan Chase & Co 780.78K (1.23%) 32.63K
Increased by +4.18%
Dec 31, 23
16 Northern Trust Corp 764.43K (1.20%) -214.21K
Decreased by -28.02%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 751.56K (1.18%) -42.57K
Decreased by -5.66%
Dec 31, 23
18 Ameriprise Financial Inc 750.05K (1.18%) -26.10K
Decreased by -3.48%
Dec 31, 23
19 ProShare Advisors LLC 748.01K (1.18%) -3.10K
Decreased by -0.41%
Dec 31, 23
20 Boston Partners Global Investors, Inc 733.44K (1.15%) -1.55K
Decreased by -0.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.64M (4.15%) 15.72K
Increased by +0.60%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.02M (3.17%) 6.75K
Increased by +0.33%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 1.62M (2.54%) 15.46K
Increased by +0.96%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 1.39M (2.19%) -40.23K
Decreased by -2.89%
Mar 31, 24
5 SPDR® S&P Dividend ETF 818.95K (1.29%) -98.00K
Decreased by -11.97%
Apr 30, 24
6 Fidelity 500 Index 775.94K (1.22%) 6.14K
Increased by +0.79%
Mar 31, 24
7 Cohen & Steers Real Estate Opportunities 774.60K (1.22%) 293.10K
Increased by +37.84%
Mar 31, 24
8 Cohen & Steers Real Estate Securities A 774.60K (1.22%) 293.10K
Increased by +37.84%
Mar 31, 24
9 Principal Real Estate Securities R5 768.60K (1.21%) -126.58K
Decreased by -16.47%
Mar 31, 24
10 SPDR® S&P 500 ETF Trust 759.90K (1.20%) 1.71K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 747.91K (1.18%) 4.76K
Increased by +0.64%
Nov 30, 23
12 Cohen & Steers Instl Realty Shares 734.54K (1.16%) 362.88K
Increased by +49.40%
Mar 31, 24
13 ProShares S&P 500 Dividend Aristocrats 722.31K (1.14%) 0.00
Increased by 0.00%
Apr 30, 24
14 iShares Core S&P 500 ETF 661.18K (1.04%) 570.00
Increased by +0.09%
Apr 30, 24
15 T. Rowe Price Real Assets Tr I-Z 647.66K (1.02%) 101.63K
Increased by +15.69%
Mar 31, 24
16 Cohen & Steers Realty Shares L 631.52K (0.99%) 299.68K
Increased by +47.45%
Mar 31, 24
17 Vanguard Value Index Inv 534.03K (0.84%) -2.53K
Decreased by -0.47%
Mar 31, 24
18 JHancock Disciplined Value Mid Cap I 523.98K (0.82%) 5.63K
Increased by +1.07%
Mar 31, 24
19 T. Rowe Price Real Assets 505.69K (0.80%) 45.70K
Increased by +9.04%
Mar 31, 24
20 American Century Mid Cap Value Inv 459.18K (0.72%) 0.00
Increased by 0.00%
Sep 30, 23