Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 4.42%
2 IRET 3.69%
3 JRE 3.16%
4 TXSS 2.54%
5 RDOG 2.48%
6 SCAP 1.78%
7 PSR 0.84%
8 SMLV 0.48%
9 ICAP 0.43%
10 PPTY 0.39%
11 IWC 0.34%
12 RNSC 0.16%
13 FSGS 0.16%
14 RWR 0.13%
15 USRT 0.12%
16 FYC 0.11%
17 FRI 0.11%
18 LVHD 0.11%
19 DFAR 0.11%
20 SCHH 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 9.92M (12.21%) 497.57K
Increased by +5.02%
Jun 30, 24
2 BlackRock Inc 9.58M (11.80%) 1.44M
Increased by +15.01%
Mar 31, 25
3 Vanguard Group Inc 8.28M (10.19%) 315.89K
Increased by +3.82%
Mar 31, 25
4 Principal Financial Group Inc 7.74M (9.53%) 2.94M
Increased by +38.00%
Mar 31, 25
5 Cohen & Steers Inc 6.83M (8.41%) 164.40K
Increased by +2.41%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 6.72M (8.28%) -112.15K
Decreased by -1.67%
Mar 31, 25
7 Wellington Management Company LLP 3.44M (4.24%) -742.67K
Decreased by -21.56%
Jun 30, 24
8 State Street Corp 3.39M (4.18%) 158.86K
Increased by +4.68%
Mar 31, 25
9 LaSalle Investment Management Securities LLC 3.37M (4.15%) -77.64K
Decreased by -2.30%
Mar 31, 25
10 DePrince Race & Zollo Inc 3.16M (3.89%) 116.35K
Increased by +3.68%
Mar 31, 25
11 State Street Corporation 2.96M (3.64%) -311.64K
Decreased by -10.53%
Mar 31, 24
12 Deutsche Bank AG 2.85M (3.50%) -351.19K
Decreased by -12.34%
Dec 31, 24
13 Sumitomo Mitsui Trust Group Inc 2.39M (2.94%) 181.88K
Increased by +7.61%
Mar 31, 25
14 CenterSquare Investment Management LLC 2.39M (2.94%) 459.49K
Increased by +19.23%
Mar 31, 25
15 Heitman Real Estate Securities LLC 2.37M (2.92%) 103.01K
Increased by +4.35%
Dec 31, 23
16 Rush Island Management, LP 2.36M (2.91%) 359.99K
Increased by +15.22%
Sep 30, 24
17 AEW Capital Management LP 2.23M (2.75%) -126.96K
Decreased by -5.69%
Sep 30, 23
18 American Century Companies Inc 2.16M (2.66%) 304.74K
Increased by +14.13%
Sep 30, 23
19 Nuveen Asset Management, LLC 2.16M (2.65%) 357.68K
Increased by +16.60%
Dec 31, 24
20 Geode Capital Management, LLC 2.14M (2.63%) 116.21K
Increased by +5.43%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Real Estate Opportunities 4.06M (5.00%) 0.00
Increased by 0.00%
Mar 31, 25
2 Cohen & Steers Real Estate Securities A 4.06M (5.00%) 0.00
Increased by 0.00%
Mar 31, 25
3 Principal Real Estate Securities R5 3.97M (4.88%) 0.00
Increased by 0.00%
Apr 30, 25
4 T. Rowe Price Small-Cap Value 3.82M (4.71%) -128.22K
Decreased by -3.36%
Mar 31, 25
5 Calvert Small-Cap A 3.20M (3.94%) 0.00
Increased by 0.00%
May 31, 24
6 Calvert US Small-Cap Strategy 3.20M (3.94%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Real Estate Index Investor 3.06M (3.77%) -47.00K
Decreased by -1.53%
Apr 30, 25
8 Vanguard Total Stock Mkt Idx Inv 2.60M (3.20%) 20.26K
Increased by +0.78%
Apr 30, 25
9 Vanguard US Total Market Shares ETF 2.45M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
10 T. Rowe Price U.S. SC Value Eq Tr-D 2.30M (2.83%) 59.09K
Increased by +2.57%
Mar 31, 25
11 T. Rowe Price U.S. SC Value Eq Tr-Z 2.30M (2.83%) 59.09K
Increased by +2.57%
Mar 31, 25
12 iShares Russell 2000 ETF 1.95M (2.40%) 330.00
Increased by +0.02%
Apr 30, 25
13 AEW Global Diversified REIT (EPRA) 1.40M (1.72%) 66.47K
Increased by +4.76%
Sep 30, 23
14 American Century Small Cap Value Inv 1.27M (1.57%) 220.00K
Increased by +17.25%
Sep 30, 23
15 American Century U.S. Small Cap Value 1.27M (1.57%) 220.00K
Increased by +17.25%
Sep 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.53%) 8.17K
Increased by +0.66%
Apr 30, 25
17 Nikko World REIT Mother 1.15M (1.42%) 1.15M
Increased by +100.00%
Aug 21, 24
18 COHEN & STEERS QUALITY INCOME REALTY FUND INC 1.10M (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
19 Cohen & Steers Qty Inc Realty 1.10M (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
20 Principal US REIT Fund Tr-II 1.07M (1.32%) 0.00
Increased by 0.00%
Apr 30, 25