Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTL_old 8.95%
2 UTRN 3.91%
3 IRET 3.43%
4 RSPR 3.25%
5 EWRE 3.03%
6 RITA 2.89%
7 DDIV 2.84%
8 DVOL 2.68%
9 COPJ 2.18%
10 GQRE 1.68%
11 ICF 1.50%
12 WREI 1.47%
13 JPEF 1.39%
14 SPYD 1.32%
15 BLDG 1.31%
16 VGSR 1.30%
17 PPTY 1.29%
18 VRAI 1.24%
19 HUSV 1.22%
20 RWR 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.18M (17.34%) -118.10K
Decreased by -0.42%
Mar 31, 25
2 BlackRock Inc 21.58M (13.28%) -284.35K
Decreased by -1.32%
Mar 31, 25
3 NORGES BANK 17.08M (10.51%) 23.96K
Increased by +0.14%
Dec 31, 24
4 State Street Corporation 11.92M (7.33%) -952.56K
Decreased by -7.99%
Mar 31, 24
5 State Street Corp 11.77M (7.25%) 108.13K
Increased by +0.92%
Mar 31, 25
6 JPMorgan Chase & Co 11.57M (7.12%) 432.40K
Increased by +3.74%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 9.91M (6.10%) -530.74K
Decreased by -5.36%
Mar 31, 25
8 Principal Financial Group Inc 9.03M (5.56%) -148.19K
Decreased by -1.64%
Mar 31, 25
9 Amvescap Plc. 5.90M (3.63%) 525.05K
Increased by +8.90%
Mar 31, 25
10 Geode Capital Management, LLC 4.72M (2.91%) 152.40K
Increased by +3.23%
Mar 31, 25
11 Boston Partners Global Investors, Inc 3.93M (2.42%) -88.03K
Decreased by -2.24%
Mar 31, 25
12 Resolution Capital Limited 2.96M (1.82%) -774.64K
Decreased by -26.20%
Dec 31, 23
13 Northern Trust Corp 2.87M (1.77%) 87.08K
Increased by +3.04%
Mar 31, 25
14 Goldman Sachs Group Inc 2.65M (1.63%) 1.34M
Increased by +50.72%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 2.63M (1.62%) -62.33K
Decreased by -2.37%
Mar 31, 25
16 CBRE Investment Management Listed Real Assets LLC 2.52M (1.55%) 979.13K
Increased by +38.83%
Mar 31, 25
17 Nuveen, LLC 2.48M (1.53%) 2.48M
Increased by +100.00%
Mar 31, 25
18 Capital World Investors 2.42M (1.49%) -2.69M
Decreased by -111.09%
Mar 31, 24
19 FMR Inc 2.37M (1.46%) 260.59K
Increased by +10.98%
Mar 31, 25
20 Charles Schwab Investment Management Inc 2.35M (1.45%) 19.68K
Increased by +0.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.39M (3.94%) -74.43K
Decreased by -1.16%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.83M (3.59%) 2.85K
Increased by +0.05%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.77M (3.55%) -74.50K
Decreased by -1.29%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.64M (2.86%) 29.14K
Increased by +0.63%
May 31, 25
5 Vanguard Small Cap Index 4.57M (2.81%) 20.07K
Increased by +0.44%
May 31, 25
6 Principal Real Estate Securities R5 3.05M (1.88%) -16.70K
Decreased by -0.55%
May 31, 25
7 Vanguard Small Cap Value Index Inv 2.94M (1.81%) -2.56K
Decreased by -0.09%
May 31, 25
8 T. Rowe Price Real Assets Tr I-D 2.92M (1.80%) -104.29K
Decreased by -3.57%
Mar 31, 25
9 T. Rowe Price Real Assets Tr I-Z 2.92M (1.80%) -104.29K
Decreased by -3.57%
Mar 31, 25
10 JHancock Disciplined Value Mid Cap I 2.53M (1.56%) -274.35K
Decreased by -10.86%
Apr 30, 25
11 American Funds Income Fund of Amer A 2.42M (1.49%) -779.30K
Decreased by -32.18%
Mar 31, 24
12 Fidelity US REIT Mother Fund 2.34M (1.44%) -201.07K
Decreased by -8.60%
Mar 15, 24
13 JPMorgan Mid Cap Value L 2.29M (1.41%) 50.45K
Increased by +2.21%
Apr 30, 25
14 JPM US Mid Cap Value-Composite 2.24M (1.38%) 42.17K
Increased by +1.89%
Mar 31, 25
15 JPM US Mid Cap Value-MA 2.24M (1.38%) 42.17K
Increased by +1.89%
Mar 31, 25
16 T. Rowe Price Mid-Cap Value 2.17M (1.33%) -533.00
Decreased by -0.02%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Value Equity 2.17M (1.33%) -62.79K
Decreased by -2.90%
Mar 31, 25
18 Vanguard Mid Cap Index Institutional 2.07M (1.27%) -982.00
Decreased by -0.05%
Jan 31, 24
19 Fidelity 500 Index 2.05M (1.26%) 2.53K
Increased by +0.12%
Apr 30, 25
20 SPDR® S&P 500 ETF 2.04M (1.25%) -29.76K
Decreased by -1.46%
Mar 31, 25