Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.36%
2 FPRO 4.10%
3 PSR 3.75%
4 RSPR 3.33%
5 PAYR 3.24%
6 EWRE 3.10%
7 JRE 2.84%
8 DDIV 2.70%
9 FDV 2.69%
10 KBWY 2.59%
11 SPHD 2.54%
12 SPDV 2.26%
13 DEMZ 2.26%
14 GQRE 2.19%
15 ICF 2.01%
16 NBGR 1.95%
17 XLRE 1.79%
18 VGSR 1.65%
19 JPRE 1.65%
20 IRET 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.57M (16.51%) -43.61K
Decreased by -0.04%
Dec 31, 25
2 BlackRock Inc 73.67M (11.20%) -7.08M
Decreased by -9.61%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 58.11M (8.83%) 58.11M
Increased by +100.00%
Mar 31, 26
4 Cohen & Steers Inc 53.71M (8.17%) 7.29M
Increased by +13.58%
Mar 31, 26
5 State Street Corp 46.78M (7.11%) -634.67K
Decreased by -1.36%
Mar 31, 26
6 State Street Corporation 45.15M (6.86%) 1.72M
Increased by +3.81%
Dec 31, 23
7 Vanguard Capital Management, LLC 44.02M (6.69%) 44.02M
Increased by +100.00%
Mar 31, 26
8 FMR Inc 23.98M (3.65%) -3.86M
Decreased by -16.10%
Mar 31, 26
9 JPMorgan Chase & Co 21.55M (3.28%) 4.75M
Increased by +22.03%
Mar 31, 26
10 Geode Capital Management, LLC 19.61M (2.98%) 467.04K
Increased by +2.38%
Mar 31, 26
11 Amvescap Plc. 19.30M (2.93%) 2.29M
Increased by +11.85%
Mar 31, 26
12 Federated Hermes Inc 17.88M (2.72%) 6.58M
Increased by +36.80%
Mar 31, 26
13 Nuveen Asset Management, LLC 15.00M (2.28%) -1.34M
Decreased by -8.92%
Dec 31, 24
14 Capital Research Global Investors 14.99M (2.28%) -5.06M
Decreased by -33.73%
Dec 31, 23
15 Apg Investments Us Inc 14.80M (2.25%) 2.15M
Increased by +14.51%
Mar 31, 26
16 Daiwa Securities Group Inc 13.36M (2.03%) 1.63M
Increased by +12.18%
Mar 31, 26
17 Canada Pension Plan Investment Board 11.11M (1.69%) 10.60K
Increased by +0.10%
Dec 31, 25
18 Charles Schwab Investment Management Inc 10.91M (1.66%) 272.25K
Increased by +2.50%
Mar 31, 26
19 NORGES BANK 10.64M (1.62%) 2.27M
Increased by +21.30%
Dec 31, 25
20 Resolution Capital Limited 10.58M (1.61%) -5.47M
Decreased by -51.73%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 25.12M (3.82%) -82.23K
Decreased by -0.33%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 21.65M (3.29%) 43.46K
Increased by +0.20%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 21.34M (3.24%) 15.24K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 19.33M (2.94%) 144.95K
Increased by +0.75%
May 31, 25
5 Vanguard 500 Index Investor 17.48M (2.66%) 313.34K
Increased by +1.79%
Apr 30, 26
6 Vanguard Small Cap Index 15.66M (2.38%) -32.83K
Decreased by -0.21%
Apr 30, 26
7 Fidelity US REIT Mother Fund 13.15M (2.00%) 1.82M
Increased by +13.85%
Mar 17, 25
8 Federated Hermes Strategic Val Dividend 11.63M (1.77%) 11.63M
Increased by +100.00%
Mar 31, 26
9 Federated Hermes Strategic Value Div IS 11.63M (1.77%) 1.71M
Increased by +14.70%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 10.05M (1.53%) 71.13K
Increased by +0.71%
Apr 30, 26
11 Cohen & Steers Instl Realty Shares 9.20M (1.40%) 793.30K
Increased by +8.63%
Mar 31, 26
12 iShares Core S&P 500 ETF 8.88M (1.35%) 27.19K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 8.64M (1.31%) 29.60K
Increased by +0.34%
Apr 30, 26
14 State Street® SPDR® S&P 500® ETF 8.19M (1.24%) 8.62K
Increased by +0.11%
May 31, 26
15 Cohen & Steers Realty Shares L 8.18M (1.24%) 504.05K
Increased by +6.16%
Mar 31, 26
16 SPDR® S&P 500 ETF 8.15M (1.24%) -332.44K
Decreased by -4.08%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 8.14M (1.24%) -43.09K
Decreased by -0.53%
Mar 31, 25
18 Daiwa US-REIT Open Mother Fund 8.12M (1.24%) 1.68M
Increased by +20.65%
Sep 17, 25
19 SPDR® S&P 500® ETF 8.12M (1.23%) 100.44K
Increased by +1.24%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 8.10M (1.23%) 47.40K
Increased by +0.59%
Mar 28, 24