Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 4.36%
2 RSPR 3.44%
3 PSR 3.35%
4 EWRE 3.10%
5 JRE 2.84%
6 DDIV 2.70%
7 DESK 2.63%
8 KBWY 2.57%
9 FDV 2.35%
10 GQRE 2.25%
11 NBGR 1.93%
12 DEMZ 1.92%
13 SPHD 1.92%
14 SPDV 1.85%
15 IRET 1.83%
16 VGSR 1.69%
17 RWR 1.62%
18 XLRE 1.52%
19 PPTY 1.44%
20 JPRE 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 109.59M (16.75%) -732.00K
Decreased by -0.67%
Sep 30, 24
2 BlackRock Inc 67.11M (10.26%) -80.75K
Decreased by -0.12%
Jun 30, 24
3 State Street Corp 45.17M (6.90%) 882.05K
Increased by +1.95%
Sep 30, 24
4 State Street Corporation 45.15M (6.90%) 1.72M
Increased by +3.81%
Dec 31, 23
5 Cohen & Steers Inc 38.84M (5.94%) -1.78M
Decreased by -4.59%
Sep 30, 24
6 FMR Inc 22.34M (3.41%) 1.28M
Increased by +5.74%
Sep 30, 24
7 Geode Capital Management, LLC 17.22M (2.63%) 53.38K
Increased by +0.31%
Sep 30, 24
8 JPMorgan Chase & Co 17.21M (2.63%) -12.62M
Decreased by -73.35%
Sep 30, 24
9 NORGES BANK 16.99M (2.60%) 9.53M
Increased by +56.11%
Jun 30, 24
10 Nuveen Asset Management, LLC 16.34M (2.50%) 6.29M
Increased by +38.52%
Sep 30, 24
11 Capital Research Global Investors 14.99M (2.29%) -5.06M
Decreased by -33.73%
Dec 31, 23
12 Apg Investments Us Inc 14.81M (2.26%) -144.69K
Decreased by -0.98%
Sep 30, 24
13 Amvescap Plc. 14.69M (2.25%) 3.78M
Increased by +25.73%
Sep 30, 24
14 Resolution Capital Limited 14.59M (2.23%) 9.69M
Increased by +66.41%
Sep 30, 24
15 CenterSquare Investment Management LLC 13.85M (2.12%) -976.68K
Decreased by -7.05%
Sep 30, 24
16 Daiwa Securities Group Inc 12.03M (1.84%) -1.78M
Decreased by -14.79%
Sep 30, 24
17 Canada Pension Plan Investment Board 11.19M (1.71%) -208.60K
Decreased by -1.86%
Sep 30, 24
18 Bank of America Corp 10.71M (1.64%) 3.32M
Increased by +31.04%
Jun 30, 24
19 Citadel Advisors Llc 10.51M (1.61%) 4.40M
Increased by +41.81%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 10.11M (1.55%) -20.34K
Decreased by -0.20%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 26.54M (4.06%) -74.41K
Decreased by -0.28%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 21.27M (3.25%) -67.23K
Decreased by -0.32%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 17.86M (2.73%) 206.57K
Increased by +1.16%
Oct 31, 24
4 Vanguard Small Cap Index 16.91M (2.58%) 33.10K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 11.42M (1.75%) -3.94K
Decreased by -0.03%
Oct 31, 24
6 Fidelity US REIT Mother Fund 10.91M (1.67%) 1.99M
Increased by +18.24%
Mar 15, 24
7 SPDR® S&P 500® ETF Trust 8.29M (1.27%) -46.05K
Decreased by -0.56%
Nov 27, 24
8 Fidelity 500 Index 8.29M (1.27%) 64.92K
Increased by +0.78%
Sep 30, 24
9 SPDR® S&P 500 ETF Trust 8.10M (1.24%) 47.40K
Increased by +0.59%
Mar 28, 24
10 iShares Core S&P 500 ETF 7.61M (1.16%) 23.54K
Increased by +0.31%
Nov 27, 24
11 Fidelity® 500 Index 7.22M (1.10%) 45.96K
Increased by +0.64%
Nov 30, 23
12 American Funds American Mutual A 6.57M (1.00%) -7.41M
Decreased by -112.84%
Dec 31, 23
13 Capital Group American Mutual Comp 6.57M (1.00%) -7.41M
Decreased by -112.84%
Dec 31, 23
14 Cohen & Steers Realty Shares L 6.40M (0.98%) 1.04M
Increased by +16.18%
Sep 30, 24
15 Cohen & Steers Instl Realty Shares 6.33M (0.97%) -803.33K
Decreased by -12.69%
Sep 30, 24
16 CREF Stock R1 6.03M (0.92%) 197.46K
Increased by +3.27%
Aug 31, 24
17 Daiwa US-REIT Open Mother Fund 5.88M (0.90%) -2.40M
Decreased by -40.77%
Mar 18, 24
18 Invesco S&P 500® Equal Weight ETF 5.72M (0.87%) 41.76K
Increased by +0.73%
Nov 27, 24
19 Fidelity Real Estate Investment Port 5.53M (0.85%) 796.70K
Increased by +14.40%
Sep 30, 24
20 American Funds Capital Income Bldr A 5.20M (0.79%) 2.38M
Increased by +45.79%
Dec 31, 23