Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRET 4.59%
2 OLD 4.10%
3 PSR 3.79%
4 KBWY 2.91%
5 GLRY 2.83%
6 AREA 2.54%
7 GRI_old 2.47%
8 REZ 2.37%
9 DIV 2.36%
10 HIPS 2.35%
11 REIT 2.26%
12 FTIF 2.20%
13 RORE 2.02%
14 IRET 1.71%
15 REAI 1.62%
16 PXMG 1.61%
17 RIET 1.47%
18 SYE 1.46%
19 SYV 1.44%
20 CRED 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.25M (13.47%) 853.64K
Increased by +2.35%
Sep 30, 24
2 BlackRock Inc 31.93M (11.86%) 1.83M
Increased by +5.74%
Sep 30, 24
3 Cohen & Steers Inc 17.39M (6.46%) 13.90M
Increased by +79.96%
Sep 30, 24
4 State Street Corporation 12.51M (4.65%) -1.08M
Decreased by -8.64%
Mar 31, 24
5 State Street Corp 12.34M (4.58%) 114.08K
Increased by +0.92%
Sep 30, 24
6 Geode Capital Management, LLC 6.43M (2.39%) 192.47K
Increased by +3.00%
Sep 30, 24
7 FMR Inc 4.22M (1.57%) 380.63K
Increased by +9.03%
Sep 30, 24
8 Daiwa Securities Group Inc 3.95M (1.47%) 3.00M
Increased by +76.06%
Sep 30, 24
9 Charles Schwab Investment Management Inc 3.83M (1.42%) 240.01K
Increased by +6.27%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 3.78M (1.40%) 48.69K
Increased by +1.29%
Sep 30, 24
11 Deutsche Bank AG 3.39M (1.26%) -697.83K
Decreased by -20.61%
Dec 31, 23
12 Bank of New York Mellon Corp 3.03M (1.13%) -210.09K
Decreased by -6.93%
Sep 30, 24
13 CenterSquare Investment Management LLC 3.02M (1.12%) -349.25K
Decreased by -11.55%
Sep 30, 24
14 Bank of America Corp 2.82M (1.05%) 442.26K
Increased by +15.69%
Sep 30, 24
15 NORGES BANK 2.24M (0.83%) 232.56K
Increased by +10.36%
Jun 30, 24
16 Northern Trust Corp 2.19M (0.81%) 235.62K
Increased by +10.75%
Sep 30, 24
17 Balyasny Asset Management LLC 2.14M (0.79%) -646.08K
Decreased by -30.20%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 2.13M (0.79%) -2.14M
Decreased by -100.37%
Sep 30, 24
19 JPMorgan Chase & Co 2.00M (0.74%) 103.01K
Increased by +5.16%
Sep 30, 24
20 Prudential Financial Inc 1.84M (0.68%) 368.63K
Increased by +20.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 9.94M (3.69%) 15.41K
Increased by +0.16%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 8.79M (3.27%) 29.09K
Increased by +0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 8.43M (3.13%) 326.34K
Increased by +3.87%
Dec 31, 24
4 Vanguard Small Cap Index 6.87M (2.55%) 368.65K
Increased by +5.36%
Dec 31, 24
5 Cohen & Steers Instl Realty Shares 5.38M (2.00%) 1.88M
Increased by +34.95%
Dec 31, 24
6 Cohen & Steers Realty Shares L 5.07M (1.88%) 1.31M
Increased by +25.83%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 4.56M (1.70%) 165.64K
Increased by +3.63%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 4.08M (1.51%) 204.09K
Increased by +5.01%
Dec 31, 24
9 Daiwa US-REIT Open Mother Fund 2.70M (1.00%) 2.70M
Increased by +100.00%
Sep 17, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 2.25M (0.84%) 160.14K
Increased by +7.12%
Dec 31, 24
11 Cohen & Steers Real Estate Opportunities 2.08M (0.77%) 2.08M
Increased by +100.00%
Dec 31, 24
12 Cohen & Steers Real Estate Securities A 2.08M (0.77%) 2.08M
Increased by +100.00%
Dec 31, 24
13 Vanguard Real Estate II Index 1.66M (0.62%) 15.13K
Increased by +0.91%
Dec 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.62M (0.60%) 99.21K
Increased by +6.13%
Dec 31, 24
15 Schwab US REIT ETF™ 1.53M (0.57%) -122.00
Decreased by -0.01%
Dec 31, 24
16 DFA Real Estate Securities I 1.47M (0.55%) 19.55K
Increased by +1.33%
Nov 30, 24
17 Fidelity Extended Market Index 1.44M (0.53%) -411.00
Decreased by -0.03%
Nov 30, 24
18 Fidelity® Extended Market Index 1.32M (0.49%) 12.83K
Increased by +0.97%
Nov 30, 23
19 Fidelity High Dividend ETF 1.30M (0.48%) 0.00
Increased by 0.00%
Dec 31, 24
20 State St S&P Midcap® Indx SL Cl II 1.22M (0.45%) 64.40K
Increased by +5.29%
Dec 31, 24