Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 JRE_old 4.40%
3 REZ 4.16%
4 UTRN 4.03%
5 PSR 3.85%
6 IRET 3.30%
7 EWRE 3.23%
8 RSPR 3.18%
9 GQRE 2.53%
10 WREI 2.44%
11 PPTY 1.99%
12 VGSR 1.91%
13 RORE 1.87%
14 RWR 1.82%
15 XLRE 1.70%
16 ROOF 1.67%
17 REAI 1.66%
18 REK 1.59%
19 SRS 1.59%
20 FRI 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.29M (16.19%) 77.48K
Increased by +0.75%
Sep 30, 24
2 BlackRock Inc 6.85M (10.77%) 352.96K
Increased by +5.16%
Sep 30, 24
3 State Street Corporation 5.50M (8.66%) -334.06K
Decreased by -6.07%
Mar 31, 24
4 State Street Corp 5.17M (8.13%) -109.66K
Decreased by -2.12%
Sep 30, 24
5 Cohen & Steers Inc 3.93M (6.18%) -1.10M
Decreased by -27.98%
Sep 30, 24
6 NORGES BANK 2.74M (4.30%) 13.43K
Increased by +0.49%
Jun 30, 24
7 Geode Capital Management, LLC 1.73M (2.71%) 25.59K
Increased by +1.48%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 1.72M (2.71%) -148.85K
Decreased by -8.65%
Sep 30, 24
9 Principal Financial Group Inc 1.42M (2.24%) -309.64K
Decreased by -21.75%
Sep 30, 24
10 Massachusetts Financial Services Company 1.33M (2.09%) 183.95K
Increased by +13.84%
Sep 30, 24
11 Legal & General Group PLC 1.06M (1.67%) -17.33K
Decreased by -1.63%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 938.26K (1.48%) -3.24K
Decreased by -0.35%
Sep 30, 24
13 JPMorgan Chase & Co 933.35K (1.47%) -35.84K
Decreased by -3.84%
Jun 30, 24
14 FMR Inc 864.31K (1.36%) -95.95K
Decreased by -11.10%
Sep 30, 24
15 Deutsche Bank AG 848.49K (1.33%) -154.89K
Decreased by -18.25%
Sep 30, 24
16 American Century Companies Inc 786.38K (1.24%) -41.81K
Decreased by -5.32%
Dec 31, 23
17 Ameriprise Financial Inc 776.88K (1.22%) -3.33K
Decreased by -0.43%
Sep 30, 24
18 Charles Schwab Investment Management Inc 754.18K (1.19%) 47.11K
Increased by +6.25%
Sep 30, 24
19 ProShare Advisors LLC 741.05K (1.17%) 6.22K
Increased by +0.84%
Jun 30, 24
20 Boston Partners Global Investors, Inc 734.84K (1.16%) -9.34K
Decreased by -1.27%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.48M (3.89%) 2.65K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.01M (3.16%) -13.10K
Decreased by -0.65%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 1.74M (2.74%) 12.54K
Increased by +0.72%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 1.38M (2.17%) 12.21K
Increased by +0.88%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 809.43K (1.27%) 9.39K
Increased by +1.16%
Dec 31, 24
6 Fidelity 500 Index 793.43K (1.25%) 5.39K
Increased by +0.68%
Nov 30, 24
7 SPDR® S&P Dividend ETF 761.17K (1.20%) 500.00
Increased by +0.07%
Dec 31, 24
8 Cohen & Steers Real Estate Opportunities 760.74K (1.20%) -13.86K
Decreased by -1.82%
Dec 31, 24
9 Cohen & Steers Real Estate Securities A 760.74K (1.20%) -13.86K
Decreased by -1.82%
Dec 31, 24
10 SPDR® S&P 500 ETF Trust 759.90K (1.20%) 1.71K
Increased by +0.23%
Apr 30, 24
11 iShares Core S&P 500 ETF 754.84K (1.19%) 532.00
Increased by +0.07%
Dec 31, 24
12 Fidelity® 500 Index 747.91K (1.18%) 4.76K
Increased by +0.64%
Nov 30, 23
13 Cohen & Steers Instl Realty Shares 687.49K (1.08%) -82.11K
Decreased by -11.94%
Dec 31, 24
14 T. Rowe Price Real Assets Tr I-Z 684.33K (1.08%) 60.77K
Increased by +8.88%
Dec 31, 24
15 Cohen & Steers Realty Shares L 624.86K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
16 ProShares S&P 500 Dividend Aristocrats 621.10K (0.98%) -530.00
Decreased by -0.09%
Dec 31, 24
17 Vanguard Value Index Inv 548.59K (0.86%) -643.00
Decreased by -0.12%
Dec 31, 24
18 JHancock Disciplined Value Mid Cap I 515.53K (0.81%) -8.44K
Decreased by -1.64%
May 31, 24
19 Invesco S&P 500® Equal Weight ETF 504.33K (0.79%) 540.00
Increased by +0.11%
Dec 31, 24
20 Principal Real Estate Securities R5 493.26K (0.78%) -24.91K
Decreased by -5.05%
Jun 30, 24