Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REIT 2.77%
2 VRAI 1.20%
3 HAPS 1.05%
4 PPTY 0.37%
5 GQRE 0.30%
6 FYC 0.28%
7 FRI 0.20%
8 SEIS 0.19%
9 RNSC 0.18%
10 FSGS 0.18%
11 SCHH 0.18%
12 USRT 0.17%
13 DFAR 0.16%
14 FREL 0.16%
15 SMLF 0.16%
16 IWN 0.16%
17 VTWV 0.15%
18 BBSC 0.14%
19 REET 0.13%
20 VNQ 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 Corporation 2.50M (3.25%) -252.94K
Decreased by -10.12%
Mar 31, 24
5 State Street Corp 2.48M (3.23%) -29.35K
Decreased by -1.18%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 1.88M (2.45%) -558.83K
Decreased by -29.72%
Jun 30, 24
7 Geode Capital Management, LLC 1.82M (2.37%) 92.37K
Increased by +5.08%
Sep 30, 24
8 Millennium Management LLC 1.62M (2.11%) 618.89K
Increased by +38.26%
Sep 30, 24
9 CenterSquare Investment Management LLC 1.25M (1.63%) 1.25M
Increased by +100.00%
Sep 30, 24
10 Charles Schwab Investment Management Inc 1.18M (1.54%) 175.84K
Increased by +14.91%
Sep 30, 24
11 Balyasny Asset Management LLC 1.16M (1.52%) 808.08K
Increased by +69.44%
Sep 30, 24
12 Schroder Investment Management Group 912.06K (1.19%) 912.06K
Increased by +100.00%
Sep 30, 24
13 Nuveen Asset Management, LLC 878.31K (1.14%) 431.39K
Increased by +49.12%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 831.01K (1.08%) 18.18K
Increased by +2.19%
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 (0.85%) 504.47K
Increased by +77.51%
Sep 30, 24
17 V3 Capital Management, LP 641.13K (0.84%) -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 (0.76%) 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 2.99M (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 2.06M (2.68%) 36.82K
Increased by +1.79%
Oct 31, 24
4 iShares Russell 2000 ETF 1.93M (2.51%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Small Cap Index 1.81M (2.36%) 3.55K
Increased by +0.20%
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 1.13M (1.47%) -4.03K
Decreased by -0.36%
Oct 31, 24
8 Fidelity Small Cap Index 712.00K (0.93%) -376.00
Decreased by -0.05%
Sep 30, 24
9 iShares Russell 2000 Value ETF 676.15K (0.88%) 0.00
Increased by 0.00%
Nov 30, 24
10 Fidelity® Small Cap Index 664.88K (0.87%) 16.93K
Increased by +2.55%
Oct 31, 23
11 Principal US REIT Fund Tr-II 531.03K (0.69%) 42.24K
Increased by +7.95%
Oct 31, 24
12 Vanguard Real Estate II Index 487.47K (0.63%) 681.00
Increased by +0.14%
Oct 31, 24
13 Schwab US REIT ETF™ 440.50K (0.57%) 558.00
Increased by +0.13%
Nov 30, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 433.54K (0.56%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity Extended Market Index 425.30K (0.55%) -16.49K
Decreased by -3.88%
Oct 31, 24
16 DFA Real Estate Securities I 384.65K (0.50%) 32.04K
Increased by +8.33%
Oct 31, 24
17 Schwab US Small-Cap ETF™ 367.46K (0.48%) 416.00
Increased by +0.11%
Nov 30, 24
18 Fidelity® Extended Market Index 363.93K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
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