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 RDOG 2.45%
7 GRI_old 2.15%
8 RIET 1.81%
9 REZ 1.33%
10 SMDY 1.20%
11 WREI 0.53%
12 USRT 0.52%
13 SMMV 0.49%
14 IYR 0.48%
15 IJJ 0.37%
16 REK 0.36%
17 SRS 0.36%
18 REET 0.34%
19 ERET 0.26%
20 ISCV 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 55.56M (16.12%) -4.41M
Decreased by -7.94%
Sep 30, 25
2 BlackRock Inc 53.46M (15.51%) 4.16M
Increased by +7.79%
Sep 30, 25
3 Vanguard Group Inc 46.85M (13.59%) -315.61K
Decreased by -0.67%
Dec 31, 25
4 State Street Corporation 19.42M (5.63%) -1.89M
Decreased by -9.74%
Mar 31, 24
5 State Street Corp 17.91M (5.19%) -547.01K
Decreased by -3.05%
Sep 30, 25
6 T. Rowe Price Associates, Inc. 15.33M (4.45%) 14.39M
Increased by +93.88%
Sep 30, 25
7 Starboard Value LP 14.49M (4.20%) -4.80M
Decreased by -33.13%
Sep 30, 25
8 Apg Investments Us Inc 12.39M (3.59%) 305.10K
Increased by +2.46%
Dec 31, 25
9 Principal Financial Group Inc 11.25M (3.26%) -62.33K
Decreased by -0.55%
Jun 30, 24
10 Daiwa Securities Group Inc 10.70M (3.10%) -1.58M
Decreased by -14.77%
Sep 30, 25
11 JPMorgan Chase & Co 10.47M (3.04%) 3.67M
Increased by +35.07%
Sep 30, 25
12 Rush Island Management, LP 9.01M (2.61%) 1.20M
Increased by +13.37%
Dec 31, 25
13 Resolution Capital Limited 8.14M (2.36%) 1.74M
Increased by +21.37%
Dec 31, 25
14 Amvescap Plc. 7.70M (2.23%) 5.39M
Increased by +70.04%
Sep 30, 25
15 Geode Capital Management, LLC 7.05M (2.05%) 101.38K
Increased by +1.44%
Dec 31, 25
16 Charles Schwab Investment Management Inc 7.03M (2.04%) 216.15K
Increased by +3.07%
Dec 31, 25
17 PGGM Investments 6.69M (1.94%) 6.69M
Increased by +100.00%
Dec 31, 25
18 Goldman Sachs Group Inc 6.03M (1.75%) 5.18M
Increased by +85.79%
Jun 30, 24
19 CenterSquare Investment Management LLC 5.97M (1.73%) 1.65M
Increased by +27.56%
Dec 31, 25
20 Bank of America Corp 5.96M (1.73%) -12.42M
Decreased by -208.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.46M (3.62%) 36.01K
Increased by +0.29%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 11.58M (3.36%) -357.50K
Decreased by -3.09%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 11.36M (3.30%) -636.98K
Decreased by -5.61%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 11.17M (3.24%) 29.10K
Increased by +0.26%
Jan 31, 26
5 Cohen & Steers Instl Realty Shares 9.78M (2.84%) 810.94K
Increased by +8.29%
Dec 31, 25
6 Cohen & Steers Real Estate Opportunities 9.78M (2.84%) 670.32K
Increased by +6.85%
Dec 31, 25
7 Cohen & Steers Real Estate Securities A 9.78M (2.84%) 670.32K
Increased by +6.85%
Dec 31, 25
8 Cohen & Steers Realty Shares L 8.97M (2.60%) 1.68M
Increased by +18.68%
Dec 31, 25
9 Vanguard Small Cap Index 7.97M (2.31%) 1.12K
Increased by +0.01%
Jan 31, 26
10 Daiwa US-REIT Open Mother Fund 7.46M (2.16%) -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 US Mid-Cap Value Equity 5.52M (1.60%) -18.16K
Decreased by -0.33%
Dec 31, 25
13 T. Rowe Price Mid-Cap Value 5.50M (1.60%) -19.69K
Decreased by -0.36%
Jan 31, 26
14 BlackRock Equity Dividend Instl 5.46M (1.58%) 5.46M
Increased by +100.00%
Jan 31, 26
15 Vanguard Small Cap Growth Index Inv 4.43M (1.28%) -79.61K
Decreased by -1.80%
Jan 31, 26
16 Nuance Mid Cap Value Separate Account 4.04M (1.17%) -4.00M
Decreased by -98.79%
Mar 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 3.80M (1.10%) 4.61K
Increased by +0.12%
Jan 31, 26
18 Principal Real Estate Securities R5 3.35M (0.97%) 0.00
Increased by 0.00%
Aug 31, 24
19 COHEN & STEERS QUALITY INCOME REALTY FUND INC 3.35M (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.32M (0.96%) 18.16K
Increased by +0.55%
Dec 31, 25