Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 7.20%
2 JRE_old 4.40%
3 REZ 4.06%
4 UTRN 4.03%
5 EWRE 3.23%
6 RSPR 3.21%
7 GQRE 2.60%
8 WREI 2.44%
9 PPTY 2.02%
10 VGSR 1.95%
11 RWR 1.89%
12 RORE 1.87%
13 XLRE 1.75%
14 REAI 1.71%
15 ROOF 1.69%
16 FRI 1.62%
17 SRS 1.59%
18 REK 1.59%
19 USRT 1.58%
20 HOMZ 1.53%

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 5.28M (8.31%) -222.25K
Decreased by -4.21%
Jun 30, 24
5 Cohen & Steers Inc 5.03M (7.91%) 7.40K
Increased by +0.15%
Jun 30, 24
6 NORGES BANK 2.74M (4.30%) 13.43K
Increased by +0.49%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 1.87M (2.94%) 36.77K
Increased by +1.97%
Jun 30, 24
8 Geode Capital Management, LLC 1.70M (2.67%) 117.28K
Increased by +6.90%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 1.47M (2.31%) 71.23K
Increased by +4.84%
Jun 30, 24
10 Principal Financial Group Inc 1.42M (2.24%) -309.64K
Decreased by -21.75%
Sep 30, 24
11 Massachusetts Financial Services Company 1.33M (2.09%) 183.95K
Increased by +13.84%
Sep 30, 24
12 Legal & General Group PLC 1.08M (1.70%) -28.84K
Decreased by -2.68%
Jun 30, 24
13 Deutsche Bank AG 1.00M (1.58%) 193.74K
Increased by +19.31%
Jun 30, 24
14 Daiwa Securities Group Inc 1.00M (1.58%) 3.98K
Increased by +0.40%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 938.26K (1.48%) -3.24K
Decreased by -0.35%
Sep 30, 24
16 JPMorgan Chase & Co 933.35K (1.47%) -35.84K
Decreased by -3.84%
Jun 30, 24
17 FMR Inc 864.31K (1.36%) -95.95K
Decreased by -11.10%
Sep 30, 24
18 American Century Companies Inc 786.38K (1.24%) -41.81K
Decreased by -5.32%
Dec 31, 23
19 Ameriprise Financial Inc 780.21K (1.23%) 23.43K
Increased by +3.00%
Jun 30, 24
20 Charles Schwab Investment Management Inc 754.18K (1.19%) 47.11K
Increased by +6.25%
Sep 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 Fidelity 500 Index 789.34K (1.24%) -1.71K
Decreased by -0.22%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 782.87K (1.23%) 4.10K
Increased by +0.52%
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 758.25K (1.19%) -17.45K
Decreased by -2.30%
Oct 31, 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 714.94K (1.12%) 1.10K
Increased by +0.15%
Oct 31, 24
14 Daiwa US-REIT Open Mother Fund 679.47K (1.07%) 558.16K
Increased by +82.15%
Mar 18, 24
15 Cohen & Steers Realty Shares L 624.86K (0.98%) -6.66K
Decreased by -1.07%
Sep 30, 24
16 T. Rowe Price Real Assets Tr I-Z 623.56K (0.98%) -63.72K
Decreased by -10.22%
Sep 30, 24
17 ProShares S&P 500 Dividend Aristocrats 619.16K (0.97%) -262.00
Decreased by -0.04%
Oct 31, 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