Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 4.16%
2 KBWY 4.08%
3 GRI_old 2.15%
4 RIET 1.55%
5 REZ 1.35%
6 SMDY 1.20%
7 WREI 0.53%
8 USRT 0.50%
9 IYR 0.46%
10 IJJ 0.41%
11 REET 0.37%
12 SRS 0.36%
13 REK 0.36%
14 ERET 0.31%
15 ISCV 0.24%
16 JKL 0.24%
17 IJH 0.20%
18 RTLA 0.16%
19 SMD 0.16%
20 ISCB 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 63.53M (19.40%) 771.28K
Increased by +1.21%
Sep 30, 24
2 Vanguard Group Inc 50.08M (15.29%) -1.55M
Decreased by -3.09%
Dec 31, 24
3 BlackRock Inc 44.34M (13.54%) 621.23K
Increased by +1.40%
Sep 30, 24
4 Starboard Value LP 20.18M (6.16%) 20.18M
Increased by +100.00%
Dec 31, 24
5 State Street Corporation 19.42M (5.93%) -1.89M
Decreased by -9.74%
Mar 31, 24
6 State Street Corp 18.67M (5.70%) -515.77K
Decreased by -2.76%
Sep 30, 24
7 Bank of America Corp 18.38M (5.61%) 8.48M
Increased by +46.11%
Sep 30, 24
8 Rush Island Management, LP 15.68M (4.79%) 2.75M
Increased by +17.52%
Dec 31, 24
9 Apg Investments Us Inc 12.52M (3.82%) -47.97K
Decreased by -0.38%
Sep 30, 24
10 Daiwa Securities Group Inc 12.28M (3.75%) -267.41K
Decreased by -2.18%
Dec 31, 24
11 Principal Financial Group Inc 11.25M (3.44%) -62.33K
Decreased by -0.55%
Jun 30, 24
12 Canada Pension Plan Investment Board 10.94M (3.34%) 0.00
Increased by 0.00%
Dec 31, 24
13 Amvescap Plc. 7.08M (2.16%) -2.29M
Decreased by -32.36%
Dec 31, 23
14 Geode Capital Management, LLC 6.95M (2.12%) -102.73K
Decreased by -1.48%
Sep 30, 24
15 Goldman Sachs Group Inc 6.03M (1.84%) 5.18M
Increased by +85.79%
Jun 30, 24
16 Royal Bank of Canada 5.68M (1.74%) 4.80M
Increased by +84.41%
Sep 30, 24
17 Mariner Value Strategies, LLC 5.52M (1.69%) -5.45M
Decreased by -98.67%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 5.46M (1.67%) -133.04K
Decreased by -2.44%
Dec 31, 24
19 Charles Schwab Investment Management Inc 5.33M (1.63%) 11.38K
Increased by +0.21%
Dec 31, 24
20 JPMorgan Chase & Co 5.20M (1.59%) -8.34M
Decreased by -160.42%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 13.99M (4.27%) 12.38K
Increased by +0.09%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 11.57M (3.53%) -3.01K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 11.15M (3.40%) -278.45K
Decreased by -2.50%
Dec 31, 24
4 Cohen & Steers Real Estate Opportunities 9.11M (2.78%) 0.00
Increased by 0.00%
Dec 31, 24
5 Cohen & Steers Real Estate Securities A 9.11M (2.78%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Small Cap Index 9.02M (2.76%) -132.68K
Decreased by -1.47%
Dec 31, 24
7 Daiwa US-REIT Open Mother Fund 8.68M (2.65%) -903.71K
Decreased by -10.42%
Sep 17, 24
8 Cohen & Steers Instl Realty Shares 8.35M (2.55%) 0.00
Increased by 0.00%
Dec 31, 24
9 Cohen & Steers Realty Shares L 7.15M (2.18%) 0.00
Increased by 0.00%
Dec 31, 24
10 Nuance Mid Cap Value Institutional 5.57M (1.70%) -360.14K
Decreased by -6.47%
Jan 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 5.41M (1.65%) -18.33K
Decreased by -0.34%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 5.12M (1.56%) 82.55K
Increased by +1.61%
Dec 31, 24
13 Nuance Mid Cap Value Separate Account 4.04M (1.24%) -4.00M
Decreased by -98.79%
Mar 31, 24
14 Principal Real Estate Securities R5 3.35M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
15 Cohen & Steers Qty Inc Realty 3.35M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 2.84M (0.87%) -118.92K
Decreased by -4.19%
Jan 31, 25
17 T. Rowe Price Real Assets Tr I-Z 2.38M (0.73%) 146.11K
Increased by +6.13%
Mar 31, 24
18 Vanguard Real Estate II Index 2.34M (0.71%) 18.48K
Increased by +0.79%
Dec 31, 24
19 Pzena Mid Cap Value 2.23M (0.68%) 0.00
Increased by 0.00%
Jan 31, 25
20 Vanguard Selected Value Inv 2.23M (0.68%) 0.00
Increased by 0.00%
Dec 31, 24