Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REIT 2.23%
2 VRAI 1.17%
3 HAPS 1.04%
4 PPTY 0.36%
5 GQRE 0.30%
6 FYC 0.28%
7 FRI 0.19%
8 RNSC 0.19%
9 USRT 0.17%
10 SCHH 0.17%
11 SMLF 0.16%
12 DFAR 0.16%
13 IWN 0.16%
14 FREL 0.15%
15 VTWV 0.15%
16 BBSC 0.15%
17 PRFZ 0.13%
18 VNQ 0.13%
19 FYT 0.13%
20 REET 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.70M (13.94%) 1.08M
Increased by +10.11%
Sep 30, 24
2 BlackRock Inc 6.74M (8.78%) 154.96K
Increased by +2.30%
Jun 30, 24
3 Principal Financial Group Inc 4.12M (5.36%) 738.78K
Increased by +17.94%
Sep 30, 24
4 State Street Corp 2.51M (3.27%) 10.13K
Increased by +0.40%
Jun 30, 24
5 State Street Corporation 2.50M (3.25%) -252.94K
Decreased by -10.12%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 1.88M (2.45%) -558.83K
Decreased by -29.72%
Jun 30, 24
7 Geode Capital Management, LLC 1.72M (2.25%) 80.15K
Increased by +4.65%
Jun 30, 24
8 Charles Schwab Investment Management Inc 1.18M (1.54%) 175.84K
Increased by +14.91%
Sep 30, 24
9 Millennium Management LLC 998.88K (1.30%) 122.25K
Increased by +12.24%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 831.01K (1.08%) 18.18K
Increased by +2.19%
Sep 30, 24
11 Northern Trust Corp 739.00K (0.96%) 15.32K
Increased by +2.07%
Sep 30, 24
12 V3 Capital Management, LP 641.13K (0.84%) -58.20K
Decreased by -9.08%
Sep 30, 23
13 Prudential Financial Inc 630.88K (0.82%) -126.82K
Decreased by -20.10%
Sep 30, 24
14 FMR Inc 580.60K (0.76%) 578.03K
Increased by +99.56%
Sep 30, 24
15 Rush Island Management, LP 569.74K (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
16 Mitsubishi UFJ Trust & Banking Corp 520.23K (0.68%) -6.34K
Decreased by -1.22%
Sep 30, 24
17 JPMorgan Chase & Co 517.35K (0.67%) -56.28K
Decreased by -10.88%
Jun 30, 24
18 Goldman Sachs Group Inc 497.72K (0.65%) 203.37K
Increased by +40.86%
Dec 31, 23
19 Jacobs Levy Equity Management, Inc. 487.24K (0.63%) 473.18K
Increased by +97.11%
Jun 30, 24
20 Allianz Asset Management AG 469.93K (0.61%) -15.99K
Decreased by -3.40%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.99M (3.89%) -6.35K
Decreased by -0.21%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.27M (2.95%) -14.38K
Decreased by -0.63%
Oct 31, 24
3 Principal Real Estate Securities R5 2.02M (2.63%) 392.91K
Increased by +19.45%
Sep 30, 24
4 Vanguard Small Cap Index 1.81M (2.36%) 3.55K
Increased by +0.20%
Oct 31, 24
5 iShares Russell 2000 ETF 1.78M (2.31%) -3.99K
Decreased by -0.22%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 1.22M (1.59%) -420.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.48%) 80.53K
Increased by +7.09%
Sep 30, 24
8 Fidelity Small Cap Index 712.38K (0.93%) -22.65K
Decreased by -3.18%
Aug 31, 24
9 Fidelity® Small Cap Index 664.88K (0.87%) 16.93K
Increased by +2.55%
Oct 31, 23
10 iShares Russell 2000 Value ETF 656.97K (0.86%) 0.00
Increased by 0.00%
Oct 31, 24
11 Principal US REIT Fund Tr-II 488.79K (0.64%) 103.33K
Increased by +21.14%
Sep 30, 24
12 Vanguard Real Estate II Index 487.47K (0.63%) 681.00
Increased by +0.14%
Oct 31, 24
13 Fidelity Extended Market Index 441.79K (0.58%) 24.15K
Increased by +5.47%
Sep 30, 24
14 Schwab US REIT ETF™ 434.44K (0.57%) 0.00
Increased by 0.00%
Oct 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 433.54K (0.56%) -14.90K
Decreased by -3.44%
Oct 31, 24
16 Schwab US Small-Cap ETF™ 366.21K (0.48%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity® Extended Market Index 363.93K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA Real Estate Securities I 352.61K (0.46%) -341.00
Decreased by -0.10%
Sep 30, 24
19 Chilton Capital REIT 337.58K (0.44%) -2.38K
Decreased by -0.71%
Jun 30, 24
20 Nuveen Real Estate Securities 327.16K (0.43%) 327.16K
Increased by +100.00%
Sep 30, 24