Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.32%
2 GRI_old 2.22%
3 NXTE 2.19%
4 JPRE 0.70%
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 CSRE 0.32%
14 RZV 0.27%
15 GBLD 0.25%
16 ISMD 0.22%
17 USVM 0.18%
18 ETHO 0.16%
19 GQRE 0.15%
20 PSC 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 60.66M (112.93%) -3.13M
Decreased by -5.17%
Sep 30, 25
2 BlackRock Inc 33.50M (62.37%) -834.10K
Decreased by -2.49%
Sep 30, 25
3 Balyasny Asset Management LLC 15.71M (29.25%) 8.65M
Increased by +55.03%
Jun 30, 25
4 Principal Financial Group Inc 12.20M (22.71%) 2.04M
Increased by +16.72%
Sep 30, 25
5 Prudential Financial Inc 11.06M (20.58%) 369.93K
Increased by +3.35%
Sep 30, 25
6 T. Rowe Price Investment Management,Inc. 10.81M (20.13%) -2.98K
Decreased by -0.03%
Sep 30, 25
7 State Street Corp 10.29M (19.15%) 3.07M
Increased by +29.82%
Sep 30, 25
8 Deutsche Bank AG 9.94M (18.51%) -2.60M
Decreased by -26.14%
Sep 30, 25
9 Geode Capital Management, LLC 9.57M (17.82%) 1.31M
Increased by +13.66%
Sep 30, 25
10 Charles Schwab Investment Management Inc 9.43M (17.55%) 3.18M
Increased by +33.78%
Jun 30, 25
11 State Street Corporation 8.64M (16.09%) -670.49K
Decreased by -7.76%
Mar 31, 24
12 JPMorgan Chase & Co 8.64M (16.09%) 5.51M
Increased by +63.80%
Sep 30, 25
13 Citadel Advisors Llc 8.57M (15.96%) 4.53M
Increased by +52.85%
Sep 30, 25
14 Conversant Capital LLC 8.27M (15.40%) -2.43M
Decreased by -29.31%
Sep 30, 25
15 Millennium Management LLC 8.01M (14.92%) -1.94M
Decreased by -24.27%
Sep 30, 25
16 Wellington Management Company LLP 7.45M (13.86%) 7.45M
Increased by +100.00%
Jun 30, 25
17 Hudson Bay Capital Management LP 6.92M (12.88%) 4.82M
Increased by +69.63%
Jun 30, 25
18 FMR Inc 6.25M (11.64%) 3.75M
Increased by +59.97%
Jun 30, 25
19 Alyeska Investment Group, L.P. 6.25M (11.64%) 6.25M
Increased by +100.00%
Jun 30, 25
20 Neuberger Berman Group LLC 5.94M (11.07%) -2.04M
Decreased by -34.39%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.11M (16.96%) 0.00
Increased by 0.00%
Nov 27, 24
2 Neuberger Berman REIT 4.97M (9.26%) 2.76M
Increased by +55.43%
Jun 30, 25
3 Neuberger Berman Real Estate Tr 4.95M (9.22%) -36.38K
Decreased by -0.73%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.47M (8.31%) 0.00
Increased by 0.00%
Sep 30, 24
5 Cohen & Steers U.S. Realty CIT A 4.35M (8.10%) 4.35M
Increased by +100.00%
Jun 30, 25
6 Northern Tr Presima Glbl Rl Estt Concntr 3.98M (7.41%) -271.45K
Decreased by -6.82%
Aug 31, 25
7 FID DC L&G Heitman Property Fund 3.37M (6.28%) -1.43M
Decreased by -42.55%
Jun 30, 25
8 DWS RREEF Real Assets Inst 3.10M (5.77%) 3.10M
Increased by +100.00%
Jul 31, 25
9 DWS Global Real Estate Sec Focus Comp 3.00M (5.59%) 164.00K
Increased by +5.46%
Aug 31, 25
10 Nuveen Real Estate Sec Sel R6 3.00M (5.58%) 3.00M
Increased by +100.00%
Jun 30, 25
11 Undrly L&G Heitman Property 2.79M (5.20%) 481.76K
Increased by +17.26%
Sep 30, 24
12 iShares Russell 2000 Value ETF 2.77M (5.16%) 2.06K
Increased by +0.07%
Jul 31, 25
13 Vanguard Real Estate II Index 2.19M (4.09%) 1.33M
Increased by +60.75%
Jun 30, 25
14 Schwab Fundamental US Small Company ETF 2.10M (3.90%) 0.00
Increased by 0.00%
Mar 29, 24
15 Vanguard Real Estate Index Investor 2.03M (3.77%) 15.24K
Increased by +0.75%
Jan 31, 26
16 JPMorgan Realty Income ETF 1.91M (3.55%) 0.00
Increased by 0.00%
Jun 30, 25
17 BlackRock Real Estate Securities Instl 1.90M (3.54%) 1.90M
Increased by +100.00%
Jun 30, 25
18 Neuberger Berman US RE Scs USD I Acc 1.89M (3.53%) -72.20K
Decreased by -3.81%
Nov 30, 25
19 Vanguard Small Cap Index 1.80M (3.36%) 1.47K
Increased by +0.08%
Feb 28, 25
20 Cohen & Steers Qty Inc Realty 1.78M (3.31%) 1.78M
Increased by +100.00%
Jun 30, 25