Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 8.36%
2 ICAP 3.56%
3 KBWY 2.70%
4 PSR 2.51%
5 PPTY 1.98%
6 SCAP 1.85%
7 JRE 1.80%
8 IRET 1.63%
9 REAI 1.48%
10 REIT 1.42%
11 GBLD 1.35%
12 NBGR 1.33%
13 RIET 1.27%
14 GRNR 1.18%
15 DRW 1.11%
16 XMVM 1.05%
17 RISN 1.04%
18 WTRE 1.03%
19 FLCV 1.00%
20 WREI 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.40M (15.25%) -271.51K
Decreased by -1.66%
Dec 31, 24
2 BlackRock Inc 15.01M (13.95%) -1.36M
Decreased by -9.04%
Dec 31, 24
3 NORGES BANK 9.06M (8.42%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 5.77M (5.37%) -576.79K
Decreased by -9.99%
Mar 31, 24
5 State Street Corp 5.73M (5.33%) 74.74K
Increased by +1.30%
Dec 31, 24
6 Principal Financial Group Inc 4.55M (4.23%) -313.66K
Decreased by -6.90%
Mar 31, 25
7 Resolution Capital Limited 4.49M (4.17%) 500.63K
Increased by +11.16%
Dec 31, 24
8 Apg Investments Us Inc 4.38M (4.07%) -744.03K
Decreased by -16.98%
Dec 31, 24
9 Canada Pension Plan Investment Board 3.87M (3.60%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 3.27M (3.04%) 193.29K
Increased by +5.92%
Dec 31, 24
11 Amvescap Plc. 3.15M (2.92%) -223.50K
Decreased by -7.10%
Jun 30, 24
12 T. Rowe Price Investment Management,Inc. 3.00M (2.79%) 680.87K
Increased by +22.67%
Dec 31, 24
13 PGGM Investments 2.96M (2.75%) -330.47K
Decreased by -11.18%
Dec 31, 24
14 Rush Island Management, LP 2.71M (2.52%) 2.71M
Increased by +100.00%
Dec 31, 24
15 UBS Group AG 2.66M (2.47%) 2.55M
Increased by +95.66%
Dec 31, 24
16 JPMorgan Chase & Co 2.58M (2.40%) -15.69K
Decreased by -0.61%
Sep 30, 24
17 RIMA MANAGEMENT, LLC 2.49M (2.32%) -1.10M
Decreased by -44.11%
Mar 31, 24
18 Charles Schwab Investment Management Inc 2.20M (2.05%) 28.90K
Increased by +1.31%
Dec 31, 24
19 Northern Trust Corp 2.10M (1.95%) 1.09M
Increased by +51.80%
Dec 31, 24
20 Geode Capital Management, LLC 2.07M (1.92%) 14.20K
Increased by +0.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.28M (3.98%) -3.43K
Decreased by -0.08%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.68M (3.42%) 13.23K
Increased by +0.36%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.67M (3.41%) 3.37K
Increased by +0.09%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.45M (3.21%) -1.70K
Decreased by -0.05%
Apr 29, 25
5 Vanguard Small Cap Index 2.94M (2.74%) -69.31K
Decreased by -2.35%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 1.91M (1.78%) -74.33K
Decreased by -3.89%
Mar 31, 25
7 T. Rowe Price Small-Cap Value 1.75M (1.63%) 27.82K
Increased by +1.59%
Mar 31, 25
8 T. Rowe Price Real Assets Tr I-D 1.73M (1.61%) 218.76K
Increased by +12.63%
Dec 31, 24
9 Principal Real Estate Securities R5 1.63M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.51%) 17.17K
Increased by +1.06%
Mar 31, 25
11 Fidelity VIP Contrafund Initial 1.53M (1.42%) 1.53M
Increased by +100.00%
Feb 28, 25
12 AMOne Shinko US-REIT Open 1.26M (1.18%) -374.70K
Decreased by -29.64%
Mar 5, 24
13 Baron Real Estate Institutional 1.20M (1.11%) 1.20M
Increased by +100.00%
Dec 31, 24
14 Baron Real Estate Strategy 1.20M (1.11%) 1.20M
Increased by +100.00%
Dec 31, 24
15 Cohen & Steers Real Estate Opportunities 1.14M (1.06%) 1.14M
Increased by +100.00%
Mar 31, 25
16 Cohen & Steers Real Estate Securities A 1.14M (1.06%) 1.14M
Increased by +100.00%
Mar 31, 25
17 Cohen & Steers Instl Realty Shares 1.14M (1.06%) 1.14M
Increased by +100.00%
Mar 31, 25
18 Cohen & Steers Realty Shares L 1.09M (1.02%) 1.09M
Increased by +100.00%
Mar 31, 25
19 Resolution Capital Global Property Secs 1.08M (1.00%) 61.62K
Increased by +5.71%
Dec 31, 24
20 T. Rowe Price Real Assets 1.05M (0.97%) -57.40K
Decreased by -5.48%
Feb 28, 25