Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 8.27%
2 ICAP 3.78%
3 KBWY 3.24%
4 PSR 2.51%
5 PPTY 2.19%
6 SCAP 2.16%
7 IRET 1.81%
8 JRE 1.80%
9 REAI 1.69%
10 RIET 1.60%
11 GBLD 1.46%
12 REIT 1.42%
13 NBGR 1.33%
14 XMVM 1.32%
15 BLDG 1.22%
16 GRNR 1.18%
17 DRW 1.11%
18 RISN 1.04%
19 WTRE 1.03%
20 FLCV 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.10M (14.97%) -299.84K
Decreased by -1.86%
Mar 31, 25
2 BlackRock Inc 14.76M (13.72%) -253.23K
Decreased by -1.72%
Mar 31, 25
3 NORGES BANK 9.06M (8.42%) 0.00
Increased by 0.00%
Dec 31, 24
4 Cohen & Steers Inc 6.46M (6.01%) 6.46M
Increased by +100.00%
Mar 31, 25
5 FMR Inc 5.88M (5.46%) 5.86M
Increased by +99.74%
Mar 31, 25
6 State Street Corporation 5.77M (5.37%) -576.79K
Decreased by -9.99%
Mar 31, 24
7 State Street Corp 5.77M (5.37%) 41.22K
Increased by +0.71%
Mar 31, 25
8 Apg Investments Us Inc 4.61M (4.29%) 230.24K
Increased by +4.99%
Mar 31, 25
9 Principal Financial Group Inc 4.55M (4.23%) -313.66K
Decreased by -6.90%
Mar 31, 25
10 Resolution Capital Limited 4.49M (4.17%) 500.63K
Increased by +11.16%
Dec 31, 24
11 Rush Island Management, LP 4.44M (4.13%) 1.73M
Increased by +39.01%
Mar 31, 25
12 Canada Pension Plan Investment Board 3.87M (3.60%) 0.00
Increased by 0.00%
Mar 31, 25
13 Amvescap Plc. 3.15M (2.93%) -223.50K
Decreased by -7.10%
Jun 30, 24
14 T. Rowe Price Investment Management,Inc. 3.10M (2.89%) 99.57K
Increased by +3.21%
Mar 31, 25
15 Northern Trust Corp 2.92M (2.72%) 827.37K
Increased by +28.30%
Mar 31, 25
16 PGGM Investments 2.87M (2.66%) -90.69K
Decreased by -3.16%
Mar 31, 25
17 UBS Group AG 2.66M (2.47%) 2.55M
Increased by +95.66%
Dec 31, 24
18 JPMorgan Chase & Co 2.58M (2.40%) -15.69K
Decreased by -0.61%
Sep 30, 24
19 RIMA MANAGEMENT, LLC 2.49M (2.32%) -1.10M
Decreased by -44.11%
Mar 31, 24
20 Charles Schwab Investment Management Inc 2.22M (2.06%) 16.18K
Increased by +0.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.21M (3.91%) -73.56K
Decreased by -1.75%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.77M (3.51%) 93.67K
Increased by +2.48%
Apr 30, 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%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 2.97M (2.76%) 20.95K
Increased by +0.71%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 1.92M (1.78%) 5.98K
Increased by +0.31%
Apr 30, 25
7 Fidelity VIP Contrafund Initial 1.80M (1.68%) 206.60K
Increased by +11.46%
Apr 30, 25
8 T. Rowe Price Small-Cap Value 1.75M (1.63%) 27.82K
Increased by +1.59%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.52%) 17.40K
Increased by +1.06%
Apr 30, 25
10 Principal Real Estate Securities R5 1.61M (1.50%) -22.17K
Decreased by -1.38%
Apr 30, 25
11 AMOne Shinko US-REIT Open 1.26M (1.18%) -374.70K
Decreased by -29.64%
Mar 5, 24
12 Baron Real Estate Institutional 1.20M (1.11%) 1.20M
Increased by +100.00%
Dec 31, 24
13 Baron Real Estate Strategy 1.20M (1.11%) 1.20M
Increased by +100.00%
Dec 31, 24
14 Cohen & Steers Real Estate Opportunities 1.14M (1.06%) 1.14M
Increased by +100.00%
Mar 31, 25
15 Cohen & Steers Real Estate Securities A 1.14M (1.06%) 1.14M
Increased by +100.00%
Mar 31, 25
16 Cohen & Steers Instl Realty Shares 1.14M (1.06%) 1.14M
Increased by +100.00%
Mar 31, 25
17 Cohen & Steers Realty Shares L 1.09M (1.02%) 1.09M
Increased by +100.00%
Mar 31, 25
18 Resolution Capital Global Property Secs 1.08M (1.00%) 61.62K
Increased by +5.71%
Dec 31, 24
19 T. Rowe Price Real Assets 1.05M (0.97%) -57.40K
Decreased by -5.48%
Feb 28, 25
20 T. Rowe Price U.S. SC Value Eq Tr-D 1.04M (0.97%) 67.45K
Increased by +6.47%
Mar 31, 25