Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 1.58%
2 REIT 1.31%
3 VRAI 1.05%
4 PPTY 0.33%
5 GQRE 0.31%
6 FYC 0.28%
7 FRI 0.20%
8 USRT 0.20%
9 SEIS 0.19%
10 IWN 0.19%
11 RNSC 0.18%
12 FSGS 0.18%
13 DFAR 0.18%
14 VTWV 0.18%
15 SCHH 0.17%
16 FREL 0.16%
17 BBSC 0.14%
18 REET 0.14%
19 SMLF 0.14%
20 VNQ 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.72M (13.93%) 22.90K
Increased by +0.21%
Dec 31, 24
2 BlackRock Inc 7.66M (9.95%) 669.62K
Increased by +8.74%
Dec 31, 24
3 Principal Financial Group Inc 4.36M (5.67%) 245.34K
Increased by +5.62%
Dec 31, 24
4 State Street Corp 2.71M (3.52%) 228.28K
Increased by +8.43%
Dec 31, 24
5 State Street Corporation 2.50M (3.25%) -252.94K
Decreased by -10.12%
Mar 31, 24
6 Millennium Management LLC 2.46M (3.19%) 839.54K
Increased by +34.17%
Dec 31, 24
7 Geode Capital Management, LLC 1.94M (2.52%) 120.01K
Increased by +6.20%
Dec 31, 24
8 FMR Inc 1.36M (1.76%) 777.88K
Increased by +57.26%
Dec 31, 24
9 Charles Schwab Investment Management Inc 1.28M (1.66%) 98.37K
Increased by +7.70%
Dec 31, 24
10 Nuveen Asset Management, LLC 1.19M (1.55%) 315.38K
Increased by +26.42%
Dec 31, 24
11 Northern Trust Corp 1.01M (1.32%) 275.74K
Increased by +27.17%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 908.31K (1.18%) 77.30K
Increased by +8.51%
Dec 31, 24
13 Balyasny Asset Management LLC 889.38K (1.16%) -274.29K
Decreased by -30.84%
Dec 31, 24
14 CenterSquare Investment Management LLC 880.63K (1.14%) -367.78K
Decreased by -41.76%
Dec 31, 24
15 Schroder Investment Management Group 875.82K (1.14%) -36.24K
Decreased by -4.14%
Dec 31, 24
16 JPMorgan Chase & Co 681.62K (0.89%) -423.93K
Decreased by -62.19%
Dec 31, 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 Rush Island Management, LP 569.74K (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
20 Citadel Advisors Llc 541.96K (0.70%) 496.74K
Increased by +91.66%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.95M (3.83%) -38.62K
Decreased by -1.31%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.27M (2.95%) 1.85K
Increased by +0.08%
Feb 28, 25
3 Principal Real Estate Securities R5 2.06M (2.67%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 2.01M (2.62%) -23.65K
Decreased by -1.17%
Feb 28, 25
5 Vanguard Small Cap Index 1.84M (2.39%) 1.50K
Increased by +0.08%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.51%) 1.58K
Increased by +0.14%
Feb 28, 25
7 Fidelity Small Cap Index 793.94K (1.03%) 92.02K
Increased by +11.59%
Dec 31, 24
8 iShares Russell 2000 Value ETF 725.89K (0.94%) -5.50K
Decreased by -0.76%
Feb 28, 25
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 607.30K (0.79%) -1.96K
Decreased by -0.32%
Feb 28, 25
11 Principal US REIT Fund Tr-II 548.94K (0.71%) -6.96K
Decreased by -1.27%
Feb 28, 25
12 Vanguard Small Cap Growth Index Inv 515.38K (0.67%) -3.45K
Decreased by -0.67%
Feb 28, 25
13 Vanguard Real Estate II Index 494.69K (0.64%) -2.98K
Decreased by -0.60%
Feb 28, 25
14 UWS Schroder Global Prpty Sec B 481.20K (0.63%) -6.58K
Decreased by -1.37%
Jan 31, 25
15 Schwab US REIT ETF™ 442.18K (0.57%) 0.00
Increased by 0.00%
Feb 28, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 433.30K (0.56%) 6.90K
Increased by +1.59%
Feb 28, 25
17 Neuberger Berman Real Estate Tr 426.65K (0.55%) 57.54K
Increased by +13.49%
Feb 28, 25
18 Fidelity Extended Market Index 426.23K (0.55%) -6.47K
Decreased by -1.52%
Jan 31, 25
19 DFA Real Estate Securities I 395.96K (0.51%) 0.00
Increased by 0.00%
Jan 31, 25
20 Schwab US Small-Cap ETF™ 371.77K (0.48%) 0.00
Increased by 0.00%
Feb 28, 25