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 1.22%
6 SMDY 1.20%
7 WREI 0.53%
8 USRT 0.46%
9 IYR 0.41%
10 IJJ 0.38%
11 SRS 0.36%
12 REK 0.36%
13 REET 0.33%
14 ERET 0.27%
15 ISCV 0.22%
16 JKL 0.22%
17 IJH 0.18%
18 SMD 0.16%
19 RTLA 0.16%
20 JKJ 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 62.87M (19.19%) -659.68K
Decreased by -1.05%
Dec 31, 24
2 Vanguard Group Inc 50.08M (15.29%) -1.55M
Decreased by -3.09%
Dec 31, 24
3 BlackRock Inc 43.98M (13.43%) -356.51K
Decreased by -0.81%
Dec 31, 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 18.39M (5.62%) -276.23K
Decreased by -1.50%
Dec 31, 24
7 Rush Island Management, LP 15.68M (4.79%) 2.75M
Increased by +17.52%
Dec 31, 24
8 Daiwa Securities Group Inc 12.28M (3.75%) -267.41K
Decreased by -2.18%
Dec 31, 24
9 Principal Financial Group Inc 11.25M (3.44%) -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%
Dec 31, 24
11 Apg Investments Us Inc 10.15M (3.10%) -2.37M
Decreased by -23.35%
Dec 31, 24
12 Amvescap Plc. 7.08M (2.16%) -2.29M
Decreased by -32.36%
Dec 31, 23
13 Geode Capital Management, LLC 6.72M (2.05%) -233.91K
Decreased by -3.48%
Dec 31, 24
14 Goldman Sachs Group Inc 6.03M (1.84%) 5.18M
Increased by +85.79%
Jun 30, 24
15 Massachusetts Financial Services Company 5.97M (1.82%) 5.97M
Increased by +100.00%
Mar 31, 25
16 Bank of America Corp 5.96M (1.82%) -12.42M
Decreased by -208.26%
Dec 31, 24
17 Royal Bank of Canada 5.68M (1.73%) 4.80M
Increased by +84.41%
Sep 30, 24
18 Mariner Value Strategies, LLC 5.52M (1.69%) -5.45M
Decreased by -98.67%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 5.46M (1.67%) -133.04K
Decreased by -2.44%
Dec 31, 24
20 Charles Schwab Investment Management Inc 5.33M (1.63%) 11.38K
Increased by +0.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.81M (3.91%) -53.66K
Decreased by -0.42%
Mar 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 11.47M (3.50%) -37.00K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 11.22M (3.43%) 41.75K
Increased by +0.37%
Mar 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 8.74M (2.67%) -303.80K
Decreased by -3.47%
Mar 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 5.48M (1.67%) 58.73K
Increased by +1.07%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 4.90M (1.49%) -189.12K
Decreased by -3.86%
Mar 31, 25
14 Nuance Mid Cap Value Separate Account 4.04M (1.23%) -4.00M
Decreased by -98.79%
Mar 31, 24
15 Principal Real Estate Securities R5 3.35M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
16 COHEN & STEERS QUALITY INCOME REALTY FUND INC 3.35M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
17 Cohen & Steers Qty Inc Realty 3.35M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 2.83M (0.86%) -33.47K
Decreased by -1.18%
Mar 31, 25
19 MFS Global Real Estate I 2.39M (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Real Assets Tr I-Z 2.38M (0.73%) 146.11K
Increased by +6.13%
Mar 31, 24