Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AREA 4.89%
2 KBWY 4.45%
3 JRE 4.09%
4 ACTV 3.85%
5 LSAT 3.57%
6 SRET 3.56%
7 RDOG 2.45%
8 GRI_old 2.15%
9 RIET 1.81%
10 REZ 1.41%
11 SMDY 1.20%
12 BLCV 0.65%
13 USRT 0.56%
14 WREI 0.53%
15 IYR 0.52%
16 SMMV 0.49%
17 IJJ 0.37%
18 REET 0.37%
19 SRS 0.36%
20 REK 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 56.31M (16.36%) 744.73K
Increased by +1.32%
Dec 31, 25
2 BlackRock Inc 53.62M (15.58%) 158.98K
Increased by +0.30%
Dec 31, 25
3 Vanguard Group Inc 46.85M (13.61%) -315.61K
Decreased by -0.67%
Dec 31, 25
4 State Street Corporation 19.42M (5.64%) -1.89M
Decreased by -9.74%
Mar 31, 24
5 State Street Corp 17.45M (5.07%) -455.25K
Decreased by -2.61%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 14.98M (4.35%) -347.29K
Decreased by -2.32%
Dec 31, 25
7 Starboard Value LP 12.60M (3.66%) -1.89M
Decreased by -15.00%
Dec 31, 25
8 Apg Investments Us Inc 12.39M (3.60%) 305.10K
Increased by +2.46%
Dec 31, 25
9 Principal Financial Group Inc 11.25M (3.27%) -62.33K
Decreased by -0.55%
Jun 30, 24
10 Rush Island Management, LP 9.01M (2.62%) 1.20M
Increased by +13.37%
Dec 31, 25
11 Daiwa Securities Group Inc 8.63M (2.51%) -2.07M
Decreased by -23.95%
Dec 31, 25
12 Resolution Capital Limited 8.14M (2.37%) 1.74M
Increased by +21.37%
Dec 31, 25
13 Geode Capital Management, LLC 7.05M (2.05%) 101.38K
Increased by +1.44%
Dec 31, 25
14 Charles Schwab Investment Management Inc 7.03M (2.04%) 216.15K
Increased by +3.07%
Dec 31, 25
15 Amvescap Plc. 6.75M (1.96%) -952.42K
Decreased by -14.11%
Dec 31, 25
16 PGGM Investments 6.69M (1.94%) 6.69M
Increased by +100.00%
Dec 31, 25
17 Goldman Sachs Group Inc 6.03M (1.75%) 5.18M
Increased by +85.79%
Jun 30, 24
18 CenterSquare Investment Management LLC 5.97M (1.73%) 1.65M
Increased by +27.56%
Dec 31, 25
19 Bank of America Corp 5.96M (1.73%) -12.42M
Decreased by -208.26%
Dec 31, 24
20 Massachusetts Financial Services Company 5.76M (1.67%) -1.02M
Decreased by -17.71%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.43M (3.61%) -48.54K
Decreased by -0.39%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 11.78M (3.42%) -5.94K
Decreased by -0.05%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 11.58M (3.36%) -357.50K
Decreased by -3.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 11.08M (3.22%) -105.21K
Decreased by -0.95%
Mar 31, 26
5 Cohen & Steers Instl Realty Shares 9.69M (2.82%) -87.39K
Decreased by -0.90%
Mar 31, 26
6 Cohen & Steers Realty Shares L 8.57M (2.49%) -397.95K
Decreased by -4.64%
Mar 31, 26
7 Vanguard Small Cap Index 8.06M (2.34%) 68.71K
Increased by +0.85%
Mar 31, 26
8 Cohen & Steers Real Estate Opportunities 7.70M (2.24%) -2.08M
Decreased by -26.98%
Mar 31, 26
9 Cohen & Steers Real Estate Securities A 7.70M (2.24%) -2.08M
Decreased by -26.98%
Mar 31, 26
10 Daiwa US-REIT Open Mother Fund 7.46M (2.17%) -919.15K
Decreased by -12.32%
Sep 17, 25
11 Nuance Mid Cap Value Institutional 5.57M (1.62%) -360.14K
Decreased by -6.47%
Jan 31, 24
12 T. Rowe Price Mid-Cap Value 5.50M (1.60%) 0.00
Increased by 0.00%
Mar 31, 26
13 T. Rowe Price US Mid-Cap Value Equity 5.50M (1.60%) -19.69K
Decreased by -0.36%
Mar 31, 26
14 BlackRock Equity Dividend Instl 5.39M (1.56%) -24.70K
Decreased by -0.46%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 4.51M (1.31%) 72.38K
Increased by +1.61%
Mar 31, 26
16 Nuance Mid Cap Value Separate Account 4.04M (1.18%) -4.00M
Decreased by -98.79%
Mar 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 3.90M (1.13%) 63.81K
Increased by +1.64%
Mar 31, 26
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.54M (1.03%) 219.76K
Increased by +6.20%
Mar 31, 26
19 Principal Real Estate Securities R5 3.35M (0.97%) 0.00
Increased by 0.00%
Aug 31, 24
20 COHEN & STEERS QUALITY INCOME REALTY FUND INC 3.35M (0.97%) 0.00
Increased by 0.00%
Mar 31, 25