Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 4.93%
2 SRET 3.26%
3 PPTY 2.72%
4 PSR 2.51%
5 KBWY 2.48%
6 SCAP 2.26%
7 RIET 1.96%
8 REAI 1.87%
9 IRET 1.81%
10 JRE 1.80%
11 ICAP 1.70%
12 GBLD 1.52%
13 BLDG 1.49%
14 REIT 1.42%
15 NBGR 1.33%
16 GRNR 1.18%
17 DRW 1.11%
18 WDIV 1.08%
19 TIME 1.07%
20 XMVM 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.82M (16.69%) -135.75K
Decreased by -0.86%
Dec 31, 25
2 BlackRock Inc 14.87M (15.69%) 178.58K
Increased by +1.20%
Dec 31, 25
3 D1 Capital Partners L.P. 10.40M (10.97%) 1.92M
Increased by +18.44%
Dec 31, 25
4 Cohen & Steers Inc 9.57M (10.10%) -5.57M
Decreased by -58.23%
Dec 31, 25
5 NORGES BANK 9.10M (9.60%) 44.69K
Increased by +0.49%
Dec 31, 25
6 State Street Corporation 5.77M (6.09%) -576.79K
Decreased by -9.99%
Mar 31, 24
7 State Street Corp 5.63M (5.94%) -124.51K
Decreased by -2.21%
Dec 31, 25
8 FMR Inc 4.97M (5.25%) -2.07M
Decreased by -41.70%
Dec 31, 25
9 Principal Financial Group Inc 4.56M (4.81%) -666.42K
Decreased by -14.61%
Mar 31, 26
10 Resolution Capital Limited 4.49M (4.73%) 500.63K
Increased by +11.16%
Dec 31, 24
11 Apg Investments Us Inc 4.29M (4.52%) 0.00
Increased by 0.00%
Dec 31, 25
12 T. Rowe Price Investment Management,Inc. 3.87M (4.09%) 781.92K
Increased by +20.18%
Dec 31, 25
13 Daiwa Securities Group Inc 3.49M (3.68%) -86.34K
Decreased by -2.47%
Dec 31, 25
14 Amvescap Plc. 3.15M (3.32%) -223.50K
Decreased by -7.10%
Jun 30, 24
15 Northern Trust Corp 3.04M (3.21%) -106.36K
Decreased by -3.49%
Dec 31, 25
16 Route One Investment Co, LP 2.94M (3.10%) 315.76K
Increased by +10.76%
Dec 31, 25
17 Canada Pension Plan Investment Board 2.84M (3.00%) -1.03M
Decreased by -36.45%
Jun 30, 25
18 Wellington Management Company LLP 2.70M (2.85%) 1.31M
Increased by +48.34%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 2.64M (2.79%) 1.85M
Increased by +69.83%
Dec 31, 25
20 Rush Island Management, LP 2.63M (2.78%) -157.94K
Decreased by -6.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.18M (4.41%) -10.08K
Decreased by -0.24%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 3.77M (3.98%) 20.40K
Increased by +0.54%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 3.68M (3.88%) -1.86K
Decreased by -0.05%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.67M (3.87%) 3.37K
Increased by +0.09%
Sep 30, 24
5 Vanguard Small Cap Index 2.74M (2.89%) 50.04K
Increased by +1.83%
Mar 31, 26
6 Daiwa US-REIT Open Mother Fund 2.43M (2.56%) 2.02M
Increased by +83.32%
Sep 17, 25
7 Cohen & Steers Real Estate Opportunities 2.39M (2.52%) 1.25M
Increased by +52.21%
Jun 30, 25
8 Cohen & Steers Real Estate Securities A 2.39M (2.52%) 1.25M
Increased by +52.21%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.74M (1.84%) 15.59K
Increased by +0.90%
Mar 31, 26
10 Principal Real Estate Securities R5 1.68M (1.78%) -266.79K
Decreased by -15.85%
Mar 31, 26
11 T. Rowe Price Small-Cap Value 1.52M (1.60%) 0.00
Increased by 0.00%
Mar 31, 26
12 Fidelity VIP Contrafund Initial 1.40M (1.48%) -793.35K
Decreased by -56.54%
Jan 31, 26
13 AMOne Shinko US-REIT Open 1.26M (1.33%) -374.70K
Decreased by -29.64%
Mar 5, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.22M (1.28%) 32.97K
Increased by +2.71%
Mar 31, 26
15 Baron Real Estate Institutional 1.20M (1.26%) 1.20M
Increased by +100.00%
Dec 31, 24
16 Baron Real Estate Strategy 1.20M (1.26%) 1.20M
Increased by +100.00%
Dec 31, 24
17 Cohen & Steers Qty Inc Realty 1.08M (1.14%) 482.31K
Increased by +44.47%
Mar 31, 26
18 Resolution Capital Global Property Secs 1.08M (1.14%) 61.62K
Increased by +5.71%
Dec 31, 24
19 T. Rowe Price Real Assets 1.05M (1.10%) -57.40K
Decreased by -5.48%
Feb 28, 25
20 T. Rowe Price U.S. SC Value Eq Tr-Z 1.04M (1.10%) 67.45K
Increased by +6.47%
Mar 31, 25