Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 9.44%
2 PPTY 3.35%
3 SCAP 2.88%
4 KBWY 2.68%
5 PSR 2.51%
6 ICAP 2.11%
7 RIET 1.96%
8 REAI 1.87%
9 IRET 1.81%
10 JRE 1.80%
11 GBLD 1.68%
12 BLDG 1.46%
13 REIT 1.42%
14 XMVM 1.35%
15 PXMV 1.35%
16 BYRE 1.34%
17 NBGR 1.33%
18 NXTE 1.18%
19 GRNR 1.18%
20 DRW 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Inc 16.71M (16.86%) 10.25M
Increased by +61.34%
Jun 30, 25
2 Vanguard Group Inc 16.00M (16.14%) -103.77K
Decreased by -0.65%
Jun 30, 25
3 BlackRock Inc 15.91M (16.05%) 1.15M
Increased by +7.22%
Jun 30, 25
4 NORGES BANK 9.06M (9.14%) 0.00
Increased by 0.00%
Jun 30, 25
5 State Street Corp 5.84M (5.89%) 67.55K
Increased by +1.16%
Jun 30, 25
6 State Street Corporation 5.77M (5.83%) -576.79K
Decreased by -9.99%
Mar 31, 24
7 Resolution Capital Limited 4.49M (4.53%) 500.63K
Increased by +11.16%
Dec 31, 24
8 FMR Inc 4.37M (4.41%) -1.50M
Decreased by -34.36%
Jun 30, 25
9 Principal Financial Group Inc 4.37M (4.41%) -176.41K
Decreased by -4.03%
Jun 30, 25
10 Apg Investments Us Inc 4.29M (4.33%) -323.49K
Decreased by -7.54%
Jun 30, 25
11 Rush Island Management, LP 4.05M (4.09%) -388.67K
Decreased by -9.60%
Jun 30, 25
12 Daiwa Securities Group Inc 3.56M (3.59%) 2.24M
Increased by +62.77%
Jun 30, 25
13 Amvescap Plc. 3.15M (3.17%) -223.50K
Decreased by -7.10%
Jun 30, 24
14 T. Rowe Price Investment Management,Inc. 3.12M (3.15%) 20.01K
Increased by +0.64%
Jun 30, 25
15 PGGM Investments 3.10M (3.13%) 234.62K
Increased by +7.57%
Jun 30, 25
16 Northern Trust Corp 3.03M (3.06%) 110.93K
Increased by +3.66%
Jun 30, 25
17 Canada Pension Plan Investment Board 2.84M (2.86%) -1.03M
Decreased by -36.45%
Jun 30, 25
18 JPMorgan Chase & Co 2.58M (2.60%) -15.69K
Decreased by -0.61%
Sep 30, 24
19 RIMA MANAGEMENT, LLC 2.49M (2.52%) -1.10M
Decreased by -44.11%
Mar 31, 24
20 Charles Schwab Investment Management Inc 2.23M (2.24%) 8.52K
Increased by +0.38%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.17M (4.21%) 5.61K
Increased by +0.13%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.73M (3.76%) -78.32K
Decreased by -2.10%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.67M (3.70%) 3.37K
Increased by +0.09%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.47M (3.50%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 2.87M (2.90%) -19.17K
Decreased by -0.67%
Jul 31, 25
6 Cohen & Steers Real Estate Opportunities 2.39M (2.41%) 1.25M
Increased by +52.21%
Jun 30, 25
7 Cohen & Steers Real Estate Securities A 2.39M (2.41%) 1.25M
Increased by +52.21%
Jun 30, 25
8 Fidelity VIP Contrafund Initial 2.34M (2.36%) 536.90K
Increased by +22.95%
Jul 31, 25
9 Cohen & Steers Instl Realty Shares 2.01M (2.03%) 868.03K
Increased by +43.19%
Jun 30, 25
10 Cohen & Steers Realty Shares L 1.98M (1.99%) 881.07K
Increased by +44.59%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.84M (1.86%) -1.63K
Decreased by -0.09%
Jul 31, 25
12 T. Rowe Price Small-Cap Value 1.75M (1.76%) -4.00K
Decreased by -0.23%
Jul 31, 25
13 Principal Real Estate Securities R5 1.61M (1.62%) 0.00
Increased by 0.00%
Jul 31, 25
14 AMOne Shinko US-REIT Open 1.26M (1.28%) -374.70K
Decreased by -29.64%
Mar 5, 24
15 Baron Real Estate Institutional 1.20M (1.21%) 1.20M
Increased by +100.00%
Dec 31, 24
16 Baron Real Estate Strategy 1.20M (1.21%) 1.20M
Increased by +100.00%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.15%) -496.94K
Decreased by -43.45%
Jul 31, 25
18 Resolution Capital Global Property Secs 1.08M (1.09%) 61.62K
Increased by +5.71%
Dec 31, 24
19 T. Rowe Price U.S. SC Value Eq Tr-D 1.05M (1.06%) 4.97K
Increased by +0.47%
Jun 30, 25
20 T. Rowe Price Real Assets 1.05M (1.06%) -57.40K
Decreased by -5.48%
Feb 28, 25