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 1.37%
11 SMDY 1.20%
12 BLCV 0.62%
13 USRT 0.55%
14 WREI 0.53%
15 IYR 0.52%
16 ISVL 0.45%
17 REET 0.37%
18 REK 0.36%
19 SRS 0.36%
20 IFGL 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 54.84M (15.94%) 1.23M
Increased by +2.24%
Mar 31, 26
2 Cohen & Steers Inc 52.45M (15.24%) -3.86M
Decreased by -7.36%
Mar 31, 26
3 Vanguard Group Inc 46.85M (13.61%) -315.61K
Decreased by -0.67%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 28.62M (8.32%) 28.62M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 19.42M (5.64%) -1.89M
Decreased by -9.74%
Mar 31, 24
6 State Street Corp 17.07M (4.96%) -381.41K
Decreased by -2.23%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 16.00M (4.65%) 1.02M
Increased by +6.39%
Mar 31, 26
8 Vanguard Capital Management, LLC 15.57M (4.52%) 15.57M
Increased by +100.00%
Mar 31, 26
9 Resolution Capital Limited 14.03M (4.08%) 5.89M
Increased by +41.99%
Mar 31, 26
10 Principal Financial Group Inc 11.25M (3.27%) -62.33K
Decreased by -0.55%
Jun 30, 24
11 Apg Investments Us Inc 10.22M (2.97%) -2.17M
Decreased by -21.20%
Mar 31, 26
12 Daiwa Securities Group Inc 8.42M (2.45%) -209.11K
Decreased by -2.48%
Mar 31, 26
13 Charles Schwab Investment Management Inc 7.33M (2.13%) 297.54K
Increased by +4.06%
Mar 31, 26
14 Geode Capital Management, LLC 7.26M (2.11%) 207.65K
Increased by +2.86%
Mar 31, 26
15 Rush Island Management, LP 7.23M (2.10%) -1.78M
Decreased by -24.67%
Mar 31, 26
16 Starboard Value LP 6.82M (1.98%) -5.78M
Decreased by -84.72%
Mar 31, 26
17 Amvescap Plc. 6.75M (1.96%) -952.42K
Decreased by -14.11%
Dec 31, 25
18 CenterSquare Investment Management LLC 6.43M (1.87%) 458.41K
Increased by +7.13%
Mar 31, 26
19 Goldman Sachs Group Inc 6.03M (1.75%) 5.18M
Increased by +85.79%
Jun 30, 24
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 12.39M (3.60%) -40.79K
Decreased by -0.33%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 11.83M (3.44%) 2.22K
Increased by +0.02%
May 29, 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 11.11M (3.23%) 29.16K
Increased by +0.26%
Apr 30, 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 8.04M (2.34%) -17.75K
Decreased by -0.22%
Apr 30, 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 US Mid-Cap Value Equity 5.50M (1.60%) -19.69K
Decreased by -0.36%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 5.50M (1.60%) -3.59K
Decreased by -0.07%
Apr 30, 26
14 BlackRock Equity Dividend Instl 5.34M (1.55%) -50.78K
Decreased by -0.95%
Apr 30, 26
15 Vanguard Small Cap Growth Index Inv 4.50M (1.31%) -3.68K
Decreased by -0.08%
Apr 30, 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 3.93M (1.14%) 35.20K
Increased by +0.89%
Apr 30, 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