Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 JRE_old 4.40%
3 REZ 4.21%
4 REIT 4.04%
5 UTRN 4.03%
6 CSRE 3.94%
7 IRET 3.58%
8 EWRE 3.23%
9 RSPR 3.15%
10 GQRE 2.71%
11 WREI 2.44%
12 PSR 2.26%
13 PPTY 2.17%
14 VGSR 1.97%
15 RWR 1.88%
16 RORE 1.87%
17 CRED 1.83%
18 XLRE 1.70%
19 ROOF 1.67%
20 HOMZ 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.44M (16.36%) 87.12K
Increased by +0.83%
Mar 31, 25
2 BlackRock Inc 6.82M (10.70%) -186.48K
Decreased by -2.73%
Mar 31, 25
3 State Street Corporation 5.50M (8.63%) -334.06K
Decreased by -6.07%
Mar 31, 24
4 State Street Corp 5.26M (8.24%) 44.71K
Increased by +0.85%
Mar 31, 25
5 Cohen & Steers Inc 4.27M (6.70%) 463.90K
Increased by +10.86%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 2.75M (4.30%) 1.10M
Increased by +39.93%
Mar 31, 25
7 Geode Capital Management, LLC 1.80M (2.82%) 43.27K
Increased by +2.40%
Mar 31, 25
8 NORGES BANK 1.65M (2.59%) -1.09M
Decreased by -65.76%
Dec 31, 24
9 Principal Financial Group Inc 1.48M (2.32%) -12.92K
Decreased by -0.87%
Mar 31, 25
10 Wealthquest Corporation 1.25M (1.97%) 1.25M
Increased by +100.00%
Mar 31, 25
11 Massachusetts Financial Services Company 1.24M (1.95%) -17.22K
Decreased by -1.39%
Mar 31, 25
12 Northern Trust Corp 1.13M (1.77%) 404.89K
Increased by +35.90%
Dec 31, 24
13 Legal & General Group PLC 948.79K (1.49%) 32.91K
Increased by +3.47%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 938.22K (1.47%) -18.81K
Decreased by -2.01%
Mar 31, 25
15 FMR Inc 864.31K (1.35%) -95.95K
Decreased by -11.10%
Sep 30, 24
16 Ameriprise Financial Inc 854.61K (1.34%) 52.79K
Increased by +6.18%
Mar 31, 25
17 Deutsche Bank AG 848.49K (1.33%) -154.89K
Decreased by -18.25%
Sep 30, 24
18 Resolution Capital Limited 821.97K (1.29%) 304.94K
Increased by +37.10%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 793.12K (1.24%) 14.60K
Increased by +1.84%
Mar 31, 25
20 American Century Companies Inc 786.38K (1.23%) -41.81K
Decreased by -5.32%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.41M (3.78%) -40.60K
Decreased by -1.68%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.07M (3.24%) 30.75K
Increased by +1.49%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.03M (3.18%) 1.36K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.81M (2.84%) 28.24K
Increased by +1.56%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 1.40M (2.19%) 13.38K
Increased by +0.96%
Apr 30, 25
6 Fidelity 500 Index 806.30K (1.26%) 1.39K
Increased by +0.17%
Mar 31, 25
7 SPDR® S&P 500 ETF 801.22K (1.26%) -11.78K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P Dividend ETF 792.15K (1.24%) 44.70K
Increased by +5.64%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 779.90K (1.22%) -4.10K
Decreased by -0.53%
Mar 31, 25
10 Cohen & Steers Instl Realty Shares 775.89K (1.22%) 88.40K
Increased by +11.39%
Mar 31, 25
11 SPDR® S&P 500® ETF 775.80K (1.22%) -4.67K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 761.74K (1.19%) -798.00
Decreased by -0.10%
Apr 30, 25
13 Cohen & Steers Real Estate Opportunities 760.74K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
14 Cohen & Steers Real Estate Securities A 760.74K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 759.90K (1.19%) 1.71K
Increased by +0.23%
Apr 30, 24
16 Cohen & Steers Realty Shares L 749.78K (1.18%) 124.93K
Increased by +16.66%
Mar 31, 25
17 Fidelity® 500 Index 747.91K (1.17%) 4.76K
Increased by +0.64%
Nov 30, 23
18 T. Rowe Price Real Assets Tr I-D 729.44K (1.14%) 45.11K
Increased by +6.18%
Mar 31, 25
19 T. Rowe Price Real Assets Tr I-Z 729.44K (1.14%) 45.11K
Increased by +6.18%
Mar 31, 25
20 ProShares S&P 500 Dividend Aristocrats 615.53K (0.96%) -265.00
Decreased by -0.04%
Apr 30, 25