Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 8.95%
2 UTRN 3.91%
3 IRET 3.56%
4 RSPR 3.42%
5 EWRE 3.03%
6 COPJ 2.35%
7 RITA 2.12%
8 DESK 1.89%
9 PPTY 1.82%
10 JPEF 1.80%
11 GQRE 1.63%
12 WREI 1.47%
13 SPYD 1.36%
14 VGSR 1.36%
15 IQRA 1.23%
16 RWR 1.21%
17 VRAI 1.21%
18 USRT 1.16%
19 XLRE 1.14%
20 FRI 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.46M (15.86%) -316.34K
Decreased by -1.11%
Sep 30, 24
2 BlackRock Inc 20.44M (11.38%) 561.15K
Increased by +2.75%
Jun 30, 24
3 NORGES BANK 17.05M (9.50%) 33.44K
Increased by +0.20%
Jun 30, 24
4 State Street Corporation 11.92M (6.64%) -952.56K
Decreased by -7.99%
Mar 31, 24
5 State Street Corp 11.77M (6.56%) 131.30K
Increased by +1.12%
Sep 30, 24
6 JPMorgan Chase & Co 11.09M (6.18%) 435.93K
Increased by +3.93%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 10.27M (5.72%) 626.50K
Increased by +6.10%
Sep 30, 24
8 Principal Financial Group Inc 8.82M (4.91%) -106.75K
Decreased by -1.21%
Sep 30, 24
9 Geode Capital Management, LLC 4.48M (2.50%) -25.92K
Decreased by -0.58%
Sep 30, 24
10 Boston Partners Global Investors, Inc 3.76M (2.09%) -399.07K
Decreased by -10.63%
Sep 30, 24
11 Apg Investments Us Inc 3.06M (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
12 Resolution Capital Limited 2.96M (1.65%) -774.64K
Decreased by -26.20%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 2.67M (1.49%) 29.61K
Increased by +1.11%
Sep 30, 24
14 Goldman Sachs Group Inc 2.65M (1.48%) 1.34M
Increased by +50.72%
Dec 31, 23
15 Amvescap Plc. 2.43M (1.35%) -226.37K
Decreased by -9.32%
Sep 30, 24
16 Capital World Investors 2.42M (1.35%) -2.69M
Decreased by -111.09%
Mar 31, 24
17 Charles Schwab Investment Management Inc 2.31M (1.29%) 71.28K
Increased by +3.08%
Sep 30, 24
18 American Century Companies Inc 2.28M (1.27%) 37.25K
Increased by +1.64%
Sep 30, 24
19 Nuveen Asset Management, LLC 2.15M (1.20%) -624.48K
Decreased by -29.01%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 2.08M (1.16%) 1.91M
Increased by +91.93%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.91M (3.85%) -19.72K
Decreased by -0.29%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.75M (3.20%) -18.02K
Decreased by -0.31%
Oct 31, 24
3 Vanguard Small Cap Index 4.55M (2.54%) 8.90K
Increased by +0.20%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 4.33M (2.41%) 49.67K
Increased by +1.15%
Oct 31, 24
5 Principal Real Estate Securities R5 3.16M (1.76%) 60.80K
Increased by +1.92%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 3.08M (1.71%) -1.06K
Decreased by -0.03%
Oct 31, 24
7 JHancock Disciplined Value Mid Cap I 2.91M (1.62%) 160.72K
Increased by +5.53%
Oct 31, 24
8 T. Rowe Price Real Assets Tr I-Z 2.78M (1.55%) 6.02K
Increased by +0.22%
Sep 30, 24
9 American Funds Income Fund of Amer A 2.42M (1.35%) -779.30K
Decreased by -32.18%
Mar 31, 24
10 JPM US Mid Cap Value-MA 2.39M (1.33%) 165.13K
Increased by +6.92%
Sep 30, 24
11 JPMorgan Mid Cap Value L 2.39M (1.33%) 0.00
Increased by 0.00%
Oct 31, 24
12 Fidelity US REIT Mother Fund 2.34M (1.30%) -201.07K
Decreased by -8.60%
Mar 15, 24
13 T. Rowe Price US Mid-Cap Value Equity 2.28M (1.27%) 413.37K
Increased by +18.10%
Sep 30, 24
14 T. Rowe Price Mid-Cap Value 2.28M (1.27%) -3.98K
Decreased by -0.17%
Oct 31, 24
15 JPM US Mid Cap Value-Composite 2.22M (1.24%) 742.47K
Increased by +33.45%
Jun 30, 24
16 T. Rowe Price Real Assets 2.07M (1.15%) 72.70K
Increased by +3.51%
Oct 31, 24
17 Vanguard Mid Cap Index Institutional 2.07M (1.15%) -982.00
Decreased by -0.05%
Jan 31, 24
18 SPDR® S&P 500® ETF Trust 2.02M (1.12%) 11.90K
Increased by +0.59%
Nov 30, 24
19 JPM America Equity A (dist) USD 2.01M (1.12%) -19.86K
Decreased by -0.99%
Oct 31, 24
20 Fidelity 500 Index 2.00M (1.12%) -3.31K
Decreased by -0.17%
Oct 31, 24