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 1.52%
6 SMDY 1.20%
7 USRT 0.56%
8 WREI 0.53%
9 IYR 0.47%
10 IJJ 0.43%
11 REET 0.42%
12 REK 0.36%
13 SRS 0.36%
14 ERET 0.32%
15 IJH 0.21%
16 SMD 0.16%
17 RTLA 0.16%
18 DMRM 0.10%
19 IWS 0.07%
20 IWR 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 63.53M (18.06%) 771.28K
Increased by +1.21%
Sep 30, 24
2 Vanguard Group Inc 51.63M (14.68%) -1.89M
Decreased by -3.66%
Sep 30, 24
3 BlackRock Inc 43.72M (12.43%) -329.82K
Decreased by -0.75%
Jun 30, 24
4 State Street Corporation 19.42M (5.52%) -1.89M
Decreased by -9.74%
Mar 31, 24
5 State Street Corp 18.67M (5.31%) -515.77K
Decreased by -2.76%
Sep 30, 24
6 Bank of America Corp 18.38M (5.23%) 8.48M
Increased by +46.11%
Sep 30, 24
7 Rush Island Management, LP 12.93M (3.68%) -4.09M
Decreased by -31.61%
Sep 30, 24
8 Daiwa Securities Group Inc 12.55M (3.57%) -54.55K
Decreased by -0.43%
Sep 30, 24
9 Apg Investments Us Inc 12.52M (3.56%) -47.97K
Decreased by -0.38%
Sep 30, 24
10 Principal Financial Group Inc 11.25M (3.20%) -62.33K
Decreased by -0.55%
Jun 30, 24
11 Canada Pension Plan Investment Board 10.94M (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
12 Amvescap Plc. 7.08M (2.01%) -2.29M
Decreased by -32.36%
Dec 31, 23
13 Geode Capital Management, LLC 6.95M (1.98%) -102.73K
Decreased by -1.48%
Sep 30, 24
14 JPMorgan Chase & Co 6.77M (1.92%) -122.61K
Decreased by -1.81%
Jun 30, 24
15 Goldman Sachs Group Inc 6.03M (1.72%) 5.18M
Increased by +85.79%
Jun 30, 24
16 Royal Bank of Canada 5.68M (1.62%) 4.80M
Increased by +84.41%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 5.60M (1.59%) -260.70K
Decreased by -4.66%
Sep 30, 24
18 Mariner Value Strategies, LLC 5.52M (1.57%) -5.45M
Decreased by -98.67%
Mar 31, 24
19 Charles Schwab Investment Management Inc 5.32M (1.51%) 6.20K
Increased by +0.12%
Sep 30, 24
20 Thrivent Financial For Lutherans 4.77M (1.36%) -12.37K
Decreased by -0.26%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 14.90M (4.24%) -1.05K
Decreased by -0.01%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 11.66M (3.31%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.53M (3.28%) -45.09K
Decreased by -0.39%
Oct 31, 24
4 Daiwa US-REIT Open Mother Fund 9.58M (2.72%) -314.04K
Decreased by -3.28%
Mar 18, 24
5 Cohen & Steers Real Estate Opportunities 9.11M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
6 Cohen & Steers Real Estate Securities A 9.11M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Index 9.10M (2.59%) 17.80K
Increased by +0.20%
Oct 31, 24
8 Cohen & Steers Instl Realty Shares 8.35M (2.37%) 0.00
Increased by 0.00%
Sep 30, 24
9 Cohen & Steers Realty Shares L 7.15M (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
10 Nuance Mid Cap Value Institutional 5.57M (1.58%) -360.14K
Decreased by -6.47%
Jan 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 5.41M (1.54%) -30.71K
Decreased by -0.57%
Oct 31, 24
12 Vanguard Small Cap Growth Index Inv 5.00M (1.42%) -17.50K
Decreased by -0.35%
Oct 31, 24
13 Nuance Mid Cap Value Separate Account 4.04M (1.15%) -4.00M
Decreased by -98.79%
Mar 31, 24
14 Principal Real Estate Securities R5 3.35M (0.95%) 0.00
Increased by 0.00%
Aug 31, 24
15 Cohen & Steers Qty Inc Realty 3.35M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 2.86M (0.81%) -42.04K
Decreased by -1.47%
Oct 31, 24
17 Vanguard Real Estate II Index 2.43M (0.69%) 3.95K
Increased by +0.16%
Oct 31, 24
18 T. Rowe Price Real Assets Tr I-Z 2.38M (0.68%) 146.11K
Increased by +6.13%
Mar 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 2.38M (0.68%) 0.00
Increased by 0.00%
Nov 30, 24
20 Daiwa US REIT Mother Fund 2.30M (0.65%) -113.90K
Decreased by -4.96%
Mar 15, 24