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 1.26%
6 SMDY 1.20%
7 WREI 0.53%
8 USRT 0.47%
9 SMMV 0.46%
10 IYR 0.43%
11 IJJ 0.40%
12 REK 0.36%
13 SRS 0.36%
14 REET 0.33%
15 ERET 0.28%
16 ISCV 0.21%
17 JKL 0.21%
18 XJH 0.21%
19 IJH 0.19%
20 SMD 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 61.46M (18.76%) -1.41M
Decreased by -2.29%
Mar 31, 25
2 Vanguard Group Inc 48.36M (14.76%) -1.73M
Decreased by -3.57%
Mar 31, 25
3 BlackRock Inc 45.05M (13.75%) 1.06M
Increased by +2.36%
Mar 31, 25
4 Starboard Value LP 20.07M (6.13%) -111.46K
Decreased by -0.56%
Mar 31, 25
5 State Street Corporation 19.42M (5.93%) -1.89M
Decreased by -9.74%
Mar 31, 24
6 State Street Corp 19.04M (5.81%) 646.79K
Increased by +3.40%
Mar 31, 25
7 Rush Island Management, LP 12.53M (3.83%) -3.15M
Decreased by -25.13%
Mar 31, 25
8 Daiwa Securities Group Inc 12.43M (3.79%) 146.18K
Increased by +1.18%
Mar 31, 25
9 Principal Financial Group Inc 11.25M (3.43%) -62.33K
Decreased by -0.55%
Jun 30, 24
10 Canada Pension Plan Investment Board 10.94M (3.34%) 0.00
Increased by 0.00%
Mar 31, 25
11 Apg Investments Us Inc 10.15M (3.10%) 0.00
Increased by 0.00%
Mar 31, 25
12 Amvescap Plc. 7.08M (2.16%) -2.29M
Decreased by -32.36%
Dec 31, 23
13 Geode Capital Management, LLC 6.91M (2.11%) 190.88K
Increased by +2.76%
Mar 31, 25
14 JPMorgan Chase & Co 6.11M (1.87%) 4.67M
Increased by +76.35%
Mar 31, 25
15 Goldman Sachs Group Inc 6.03M (1.84%) 5.18M
Increased by +85.79%
Jun 30, 24
16 Massachusetts Financial Services Company 5.97M (1.82%) 5.97M
Increased by +100.00%
Mar 31, 25
17 Bank of America Corp 5.96M (1.82%) -12.42M
Decreased by -208.26%
Dec 31, 24
18 Royal Bank of Canada 5.68M (1.73%) 4.80M
Increased by +84.41%
Sep 30, 24
19 Mariner Value Strategies, LLC 5.52M (1.69%) -5.45M
Decreased by -98.67%
Mar 31, 24
20 Charles Schwab Investment Management Inc 5.47M (1.67%) 139.02K
Increased by +2.54%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.37M (3.77%) -268.55K
Decreased by -2.17%
May 31, 25
2 Vanguard US Total Market Shares ETF 11.58M (3.53%) -357.50K
Decreased by -3.09%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 11.51M (3.51%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 11.27M (3.44%) 8.24K
Increased by +0.07%
May 31, 25
5 Cohen & Steers Real Estate Opportunities 9.11M (2.78%) 0.00
Increased by 0.00%
Mar 31, 25
6 Cohen & Steers Real Estate Securities A 9.11M (2.78%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Index 8.85M (2.70%) 43.24K
Increased by +0.49%
May 31, 25
8 Daiwa US-REIT Open Mother Fund 8.68M (2.65%) -903.71K
Decreased by -10.42%
Sep 17, 24
9 Cohen & Steers Instl Realty Shares 8.43M (2.57%) 83.89K
Increased by +0.99%
Mar 31, 25
10 Cohen & Steers Realty Shares L 7.15M (2.18%) 0.00
Increased by 0.00%
Mar 31, 25
11 Nuance Mid Cap Value Institutional 5.57M (1.70%) -360.14K
Decreased by -6.47%
Jan 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 5.53M (1.69%) 38.45K
Increased by +0.70%
May 31, 25
13 Vanguard Small Cap Growth Index Inv 4.87M (1.49%) -18.55K
Decreased by -0.38%
May 31, 25
14 Nuance Mid Cap Value Separate Account 4.04M (1.23%) -4.00M
Decreased by -98.79%
Mar 31, 24
15 BlackRock Equity Dividend Instl 3.79M (1.16%) 1.12M
Increased by +29.45%
May 31, 25
16 Principal Real Estate Securities R5 3.35M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
17 COHEN & STEERS QUALITY INCOME REALTY FUND INC 3.35M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
18 Cohen & Steers Qty Inc Realty 3.35M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 2.74M (0.84%) -62.28K
Decreased by -2.28%
May 31, 25
20 MFS Global Real Estate I 2.41M (0.73%) 0.00
Increased by 0.00%
May 31, 25