Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 JRE_old 4.40%
3 REZ 4.29%
4 UTRN 4.03%
5 IRET 3.41%
6 EWRE 3.23%
7 RSPR 3.22%
8 GQRE 2.56%
9 WREI 2.44%
10 PPTY 1.99%
11 VGSR 1.95%
12 RWR 1.89%
13 RORE 1.87%
14 XLRE 1.77%
15 REAI 1.67%
16 ROOF 1.67%
17 SRS 1.59%
18 REK 1.59%
19 FRI 1.58%
20 USRT 1.57%

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 6.49M (10.21%) -35.36K
Decreased by -0.54%
Jun 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 2.53M (3.98%) -6.74K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.03M (3.19%) -6.31K
Decreased by -0.31%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 1.70M (2.68%) 19.20K
Increased by +1.13%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 1.36M (2.14%) 2.48K
Increased by +0.18%
Oct 31, 24
5 SPDR® S&P 500® ETF Trust 793.92K (1.25%) 4.71K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 788.05K (1.24%) -1.29K
Decreased by -0.16%
Oct 31, 24
7 Cohen & Steers Real Estate Opportunities 774.60K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
8 Cohen & Steers Real Estate Securities A 774.60K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
9 Cohen & Steers Instl Realty Shares 769.60K (1.21%) 35.06K
Increased by +4.56%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 759.90K (1.20%) 1.71K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P Dividend ETF 759.65K (1.19%) 0.00
Increased by 0.00%
Nov 30, 24
12 Fidelity® 500 Index 747.91K (1.18%) 4.76K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 725.70K (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
14 Daiwa US-REIT Open Mother Fund 679.47K (1.07%) 558.16K
Increased by +82.15%
Mar 18, 24
15 ProShares S&P 500 Dividend Aristocrats 626.23K (0.98%) -530.00
Decreased by -0.08%
Nov 29, 24
16 Cohen & Steers Realty Shares L 624.86K (0.98%) -6.66K
Decreased by -1.07%
Sep 30, 24
17 T. Rowe Price Real Assets Tr I-Z 623.56K (0.98%) -63.72K
Decreased by -10.22%
Sep 30, 24
18 Vanguard Value Index Inv 545.45K (0.86%) 1.40K
Increased by +0.26%
Oct 31, 24
19 JHancock Disciplined Value Mid Cap I 515.53K (0.81%) -8.44K
Decreased by -1.64%
May 31, 24
20 Principal Real Estate Securities R5 493.26K (0.78%) -24.91K
Decreased by -5.05%
Jun 30, 24