Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.10%
2 FFR 4.50%
3 BYRE 4.26%
4 INDS 4.20%
5 DTRE 4.16%
6 SPRE 3.95%
7 DRW 3.41%
8 SRHR 3.00%
9 IRET 2.80%
10 WTRE 2.41%
11 PSR 2.03%
12 REIT 1.84%
13 ROOF 1.74%
14 SCAP 1.73%
15 GREI 1.69%
16 ICAP 1.65%
17 RITA 1.61%
18 TSME 1.33%
19 JPRE 1.04%
20 PAMC 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.37M (13.27%) -54.88K
Decreased by -0.19%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 28.28M (12.78%) 1.48M
Increased by +5.23%
Sep 30, 24
3 BlackRock Inc 27.48M (12.42%) -24.10K
Decreased by -0.09%
Jun 30, 24
4 Capital Research & Mgmt Co - Division 3 21.10M (9.54%) 168.68K
Increased by +0.80%
Sep 30, 24
5 Principal Financial Group Inc 10.71M (4.84%) -1.76M
Decreased by -16.43%
Sep 30, 24
6 State Street Corp 10.64M (4.81%) -57.61K
Decreased by -0.54%
Sep 30, 24
7 State Street Corporation 10.64M (4.81%) -973.35K
Decreased by -9.15%
Mar 31, 24
8 Amvescap Plc. 5.95M (2.69%) -1.18M
Decreased by -19.79%
Sep 30, 24
9 JPMorgan Chase & Co 4.50M (2.04%) 954.20K
Increased by +21.19%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.16M (1.88%) 281.73K
Increased by +6.76%
Jun 30, 24
11 Geode Capital Management, LLC 4.07M (1.84%) 74.86K
Increased by +1.84%
Sep 30, 24
12 CBRE Investment Management Listed Real Assets LLC 3.74M (1.69%) 21.61K
Increased by +0.58%
Sep 30, 24
13 Nuveen Asset Management, LLC 3.56M (1.61%) -1.71M
Decreased by -47.94%
Sep 30, 24
14 CenterSquare Investment Management LLC 3.39M (1.53%) -544.10K
Decreased by -16.03%
Sep 30, 24
15 Massachusetts Financial Services Company 3.34M (1.51%) 431.66K
Increased by +12.93%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 3.33M (1.51%) 3.87K
Increased by +0.12%
Sep 30, 24
17 Canada Pension Plan Investment Board 3.18M (1.44%) 0.00
Increased by 0.00%
Sep 30, 24
18 PGGM Investments 2.96M (1.34%) 124.29K
Increased by +4.20%
Sep 30, 24
19 Boston Partners Global Investors, Inc 2.94M (1.33%) 61.98K
Increased by +2.11%
Sep 30, 24
20 Charles Schwab Investment Management Inc 2.69M (1.22%) -5.94K
Decreased by -0.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.57M (3.88%) -24.89K
Decreased by -0.29%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 7.04M (3.18%) 0.00
Increased by 0.00%
Nov 30, 24
3 American Funds Capital Income Bldr A 6.50M (2.94%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.48M (2.93%) -21.34K
Decreased by -0.33%
Oct 31, 24
5 American Funds Fundamental Invs A 5.82M (2.63%) -2.11K
Decreased by -0.04%
Sep 30, 24
6 Capital Group Fundamental Invtrs Comp 5.82M (2.63%) -2.11K
Decreased by -0.04%
Sep 30, 24
7 American Funds American Mutual A 5.64M (2.55%) -3.29K
Decreased by -0.06%
Sep 30, 24
8 Capital Group American Mutual Comp 5.64M (2.55%) -3.29K
Decreased by -0.06%
Sep 30, 24
9 Vanguard Small Cap Index 5.12M (2.31%) 10.00K
Increased by +0.20%
Oct 31, 24
10 T. Rowe Price US Mid-Cap Value Equity 3.73M (1.68%) 586.68K
Increased by +15.75%
Sep 30, 24
11 T. Rowe Price Mid-Cap Value 3.72M (1.68%) -6.49K
Decreased by -0.17%
Oct 31, 24
12 T. Rowe Price Real Assets Tr I-Z 3.55M (1.61%) 304.38K
Increased by +8.56%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 3.25M (1.47%) -15.59K
Decreased by -0.48%
Oct 31, 24
14 Principal Real Estate Securities R5 2.81M (1.27%) 17.75K
Increased by +0.63%
Oct 31, 24
15 Vanguard Small Cap Growth Index Inv 2.81M (1.27%) -3.54K
Decreased by -0.13%
Oct 31, 24
16 T. Rowe Price Real Assets 2.64M (1.19%) 83.08K
Increased by +3.15%
Oct 31, 24
17 AMOne Shinko US-REIT Open 2.49M (1.13%) -379.92K
Decreased by -15.25%
Sep 5, 24
18 JHancock Disciplined Value Mid Cap I 2.28M (1.03%) 125.87K
Increased by +5.53%
Oct 31, 24
19 T. Rowe Price Dividend Growth 2.22M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23
20 T. Rowe Price US Dividend Growth Eq Comp 2.22M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23