Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REIT 2.73%
2 VRAI 1.06%
3 HAPS 1.05%
4 PPTY 0.34%
5 GQRE 0.30%
6 FYC 0.28%
7 FRI 0.20%
8 USRT 0.19%
9 SEIS 0.19%
10 RNSC 0.18%
11 FSGS 0.18%
12 DFAR 0.18%
13 IWN 0.18%
14 SCHH 0.18%
15 VTWV 0.17%
16 FREL 0.16%
17 REET 0.15%
18 BBSC 0.14%
19 SMLF 0.13%
20 VNQ 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.72M (13.92%) 22.90K
Increased by +0.21%
Dec 31, 24
2 BlackRock Inc 6.99M (9.07%) 248.48K
Increased by +3.56%
Sep 30, 24
3 Principal Financial Group Inc 4.36M (5.66%) 245.34K
Increased by +5.62%
Dec 31, 24
4 State Street Corporation 2.50M (3.24%) -252.94K
Decreased by -10.12%
Mar 31, 24
5 State Street Corp 2.48M (3.22%) -29.35K
Decreased by -1.18%
Sep 30, 24
6 Geode Capital Management, LLC 1.82M (2.36%) 92.37K
Increased by +5.08%
Sep 30, 24
7 Millennium Management LLC 1.62M (2.10%) 618.89K
Increased by +38.26%
Sep 30, 24
8 Charles Schwab Investment Management Inc 1.28M (1.66%) 98.37K
Increased by +7.70%
Dec 31, 24
9 Balyasny Asset Management LLC 1.16M (1.51%) 808.08K
Increased by +69.44%
Sep 30, 24
10 JPMorgan Chase & Co 1.11M (1.43%) 70.86K
Increased by +6.41%
Sep 30, 24
11 Schroder Investment Management Group 912.06K (1.18%) 912.06K
Increased by +100.00%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 908.31K (1.18%) 77.30K
Increased by +8.51%
Dec 31, 24
13 CenterSquare Investment Management LLC 880.63K (1.14%) -367.78K
Decreased by -41.76%
Dec 31, 24
14 Nuveen Asset Management, LLC 878.31K (1.14%) 431.39K
Increased by +49.12%
Sep 30, 24
15 Northern Trust Corp 739.00K (0.96%) 15.32K
Increased by +2.07%
Sep 30, 24
16 Arrowstreet Capital Limited Partnership 650.86K (0.84%) 504.47K
Increased by +77.51%
Sep 30, 24
17 V3 Capital Management, LP 641.13K (0.83%) -58.20K
Decreased by -9.08%
Sep 30, 23
18 Prudential Financial Inc 630.88K (0.82%) -126.82K
Decreased by -20.10%
Sep 30, 24
19 FMR Inc 580.60K (0.75%) 578.03K
Increased by +99.56%
Sep 30, 24
20 Rush Island Management, LP 569.74K (0.74%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.97M (3.86%) -1.25K
Decreased by -0.04%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.26M (2.93%) 3.06K
Increased by +0.14%
Dec 31, 24
3 iShares Russell 2000 ETF 2.12M (2.76%) -16.15K
Decreased by -0.76%
Jan 31, 25
4 Principal Real Estate Securities R5 2.06M (2.67%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Small Cap Index 1.84M (2.38%) 14.46K
Increased by +0.79%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.50%) 22.48K
Increased by +1.94%
Dec 31, 24
7 iShares Russell 2000 Value ETF 722.87K (0.94%) 984.00
Increased by +0.14%
Jan 31, 25
8 Fidelity Small Cap Index 701.91K (0.91%) -10.88K
Decreased by -1.55%
Nov 30, 24
9 Fidelity® Small Cap Index 664.88K (0.86%) 16.93K
Increased by +2.55%
Oct 31, 23
10 Vanguard Small Cap Value Index Inv 610.40K (0.79%) -622.49K
Decreased by -101.98%
Dec 31, 24
11 Principal US REIT Fund Tr-II 554.12K (0.72%) 10.18K
Increased by +1.84%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 518.73K (0.67%) 518.73K
Increased by +100.00%
Dec 31, 24
13 Vanguard Real Estate II Index 496.10K (0.64%) 3.88K
Increased by +0.78%
Dec 31, 24
14 UWS Schroder Global Prpty Sec B 495.21K (0.64%) -37.16K
Decreased by -7.50%
Oct 31, 24
15 Schwab US REIT ETF™ 440.75K (0.57%) 0.00
Increased by 0.00%
Jan 31, 25
16 Fidelity Extended Market Index 432.70K (0.56%) 8.94K
Increased by +2.07%
Dec 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 426.40K (0.55%) 0.00
Increased by 0.00%
Jan 31, 25
18 DFA Real Estate Securities I 395.96K (0.51%) 9.61K
Increased by +2.43%
Dec 31, 24
19 Schwab US Small-Cap ETF™ 370.51K (0.48%) 0.00
Increased by 0.00%
Jan 31, 25
20 Vanguard Russell 2000 ETF 368.51K (0.48%) 48.45K
Increased by +13.15%
Dec 31, 24