Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.42%
2 GRI_old 2.22%
3 NXTE 1.22%
4 JPRE 1.13%
5 WREI 0.69%
6 CSRE 0.66%
7 FYT 0.59%
8 NBGR 0.57%
9 GYLD 0.51%
10 AFSM 0.50%
11 SRS 0.45%
12 REK 0.45%
13 GRNR 0.40%
14 RZV 0.27%
15 ISMD 0.22%
16 USVM 0.18%
17 ETHO 0.16%
18 PFF 0.15%
19 GQRE 0.15%
20 PSC 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 63.80M (16.98%) 63.80M
Increased by +100.00%
Jun 30, 25
2 Vanguard Group Inc 33.64M (8.95%) 19.78M
Increased by +58.80%
Jun 30, 25
3 BlackRock Inc 14.34M (3.82%) 392.61K
Increased by +2.74%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 10.81M (2.88%) 10.81M
Increased by +100.00%
Jun 30, 25
5 Principal Financial Group Inc 10.16M (2.70%) 10.16M
Increased by +100.00%
Jun 30, 25
6 Charles Schwab Investment Management Inc 9.43M (2.51%) 3.18M
Increased by +33.78%
Jun 30, 25
7 State Street Corporation 8.64M (2.30%) -670.49K
Decreased by -7.76%
Mar 31, 24
8 Wellington Management Company LLP 7.45M (1.98%) 7.45M
Increased by +100.00%
Jun 30, 25
9 Balyasny Asset Management LLC 7.07M (1.88%) -2.99M
Decreased by -42.28%
Mar 31, 25
10 Millennium Management LLC 5.60M (1.49%) -1.78M
Decreased by -31.84%
Mar 31, 25
11 Presima Inc. 5.42M (1.44%) 2.65M
Increased by +48.98%
Jun 30, 25
12 State Street Corp 4.63M (1.23%) -124.91K
Decreased by -2.70%
Mar 31, 25
13 Rush Island Management, LP 4.53M (1.21%) 4.53M
Increased by +100.00%
Jun 30, 25
14 Canada Pension Plan Investment Board 4.32M (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
15 Blackstone Inc 3.80M (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
16 Legal & General Group PLC 3.77M (1.00%) -1.55M
Decreased by -41.09%
Jun 30, 25
17 D. E. Shaw & Co LP 3.70M (0.98%) 2.63M
Increased by +71.13%
Jun 30, 25
18 Neuberger Berman Group LLC 3.60M (0.96%) -125.80K
Decreased by -3.49%
Mar 31, 25
19 Nuveen, LLC 3.50M (0.93%) 3.50M
Increased by +100.00%
Mar 31, 25
20 Geode Capital Management, LLC 3.49M (0.93%) 1.25K
Increased by +0.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.58M (3.35%) 7.61M
Increased by +60.50%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 10.88M (2.90%) 6.43M
Increased by +59.14%
Jun 30, 25
3 iShares Core S&P Small-Cap ETF 9.11M (2.42%) 0.00
Increased by 0.00%
Nov 27, 24
4 Cohen & Steers Real Estate Opportunities 7.96M (2.12%) 7.96M
Increased by +100.00%
Jun 30, 25
5 Cohen & Steers Real Estate Securities A 7.96M (2.12%) 7.96M
Increased by +100.00%
Jun 30, 25
6 Cohen & Steers Instl Realty Shares 7.71M (2.05%) 7.71M
Increased by +100.00%
Jun 30, 25
7 Cohen & Steers Realty Shares L 7.68M (2.04%) 7.68M
Increased by +100.00%
Jun 30, 25
8 iShares Russell 2000 ETF 7.55M (2.01%) -143.53K
Decreased by -1.90%
Jul 31, 25
9 T. Rowe Price Small-Cap Value 6.00M (1.60%) 6.00M
Increased by +100.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 5.23M (1.39%) 3.00M
Increased by +57.31%
Jun 30, 25
11 Principal Real Estate Securities R5 5.20M (1.39%) 5.20M
Increased by +100.00%
Jun 30, 25
12 Neuberger Berman Real Estate Tr 4.99M (1.33%) 2.77M
Increased by +55.44%
Jun 30, 25
13 Neuberger Berman REIT 4.97M (1.32%) 2.76M
Increased by +55.43%
Jun 30, 25
14 Vanguard US Total Market Shares ETF 4.47M (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
15 Cohen & Steers U.S. Realty CIT A 4.35M (1.16%) 4.35M
Increased by +100.00%
Jun 30, 25
16 Northern Tr Presima Glbl Rl Estt Concntr 4.12M (1.10%) 2.06M
Increased by +50.00%
Jun 30, 25
17 Schwab Fundamental U.S. Small CompanyETF 3.73M (0.99%) 0.00
Increased by 0.00%
Jul 31, 25
18 T. Rowe Price U.S. SC Value Eq Tr-D 3.64M (0.97%) 3.64M
Increased by +100.00%
Jun 30, 25
19 FID DC L&G Heitman Property Fund 3.37M (0.90%) -1.43M
Decreased by -42.55%
Jun 30, 25
20 Nuveen Real Estate Sec Sel R6 3.00M (0.80%) 3.00M
Increased by +100.00%
Jun 30, 25