Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.36%
2 GRI_old 2.22%
3 JPRE 1.03%
4 NXTE 0.90%
5 WREI 0.69%
6 FYT 0.59%
7 NBGR 0.57%
8 GYLD 0.51%
9 AFSM 0.50%
10 SRS 0.45%
11 REK 0.45%
12 GRNR 0.40%
13 RZV 0.27%
14 ISMD 0.22%
15 USVM 0.18%
16 ETHO 0.16%
17 GQRE 0.15%
18 PSC 0.15%
19 PFF 0.14%
20 RNSC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.34M (3.81%) 392.61K
Increased by +2.74%
Mar 31, 25
2 Vanguard Group Inc 13.86M (3.69%) -2.68M
Decreased by -19.31%
Mar 31, 25
3 State Street Corporation 8.64M (2.30%) -670.49K
Decreased by -7.76%
Mar 31, 24
4 Balyasny Asset Management LLC 7.07M (1.88%) -2.99M
Decreased by -42.28%
Mar 31, 25
5 Charles Schwab Investment Management Inc 6.24M (1.66%) 573.23K
Increased by +9.18%
Mar 31, 25
6 Millennium Management LLC 5.60M (1.49%) -1.78M
Decreased by -31.84%
Mar 31, 25
7 Legal & General Group PLC 5.32M (1.41%) 1.31M
Increased by +24.58%
Mar 31, 25
8 State Street Corp 4.63M (1.23%) -124.91K
Decreased by -2.70%
Mar 31, 25
9 Canada Pension Plan Investment Board 4.32M (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
10 Blackstone Inc 3.80M (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
11 Neuberger Berman Group LLC 3.60M (0.96%) -125.80K
Decreased by -3.49%
Mar 31, 25
12 Nuveen, LLC 3.50M (0.93%) 3.50M
Increased by +100.00%
Mar 31, 25
13 Geode Capital Management, LLC 3.49M (0.93%) 1.25K
Increased by +0.04%
Mar 31, 25
14 Presima Inc. 2.77M (0.74%) 260.79K
Increased by +9.43%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.74M (0.73%) -430.56K
Decreased by -15.69%
Dec 31, 24
16 Conversant Capital LLC 2.72M (0.72%) 2.72M
Increased by +100.00%
Mar 31, 25
17 D. E. Shaw & Co LP 2.61M (0.69%) 1.28M
Increased by +48.94%
Dec 31, 24
18 Jane Street Group LLC 2.58M (0.69%) 2.21M
Increased by +85.40%
Dec 31, 24
19 Citadel Advisors Llc 2.56M (0.68%) 1.19M
Increased by +46.35%
Dec 31, 24
20 Goldman Sachs Group Inc 2.51M (0.67%) -1.58M
Decreased by -62.85%
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 (2.89%) 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 iShares Russell 2000 ETF 7.70M (2.05%) -124.40K
Decreased by -1.62%
Jul 30, 25
8 Cohen & Steers Realty Shares L 7.68M (2.04%) 7.68M
Increased by +100.00%
Jun 30, 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 (1.38%) 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 30, 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 Undrly L&G Heitman Property 2.79M (0.74%) 481.76K
Increased by +17.26%
Sep 30, 24