Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.10%
2 NRSH 4.60%
3 FFR 4.50%
4 DTRE 4.37%
5 INDS 3.79%
6 DRW 3.41%
7 SPRE 3.39%
8 BYRE 3.31%
9 PSR 3.28%
10 IRET 3.11%
11 SRHR 2.88%
12 RDOG 2.09%
13 REIT 1.84%
14 SCAP 1.77%
15 ROOF 1.74%
16 GREI 1.71%
17 RITA 1.67%
18 WTRE 1.66%
19 ICAP 1.59%
20 TSME 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.37M (12.48%) -54.88K
Decreased by -0.19%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 28.28M (12.01%) 1.48M
Increased by +5.23%
Sep 30, 24
3 BlackRock Inc 28.03M (11.91%) 550.88K
Increased by +1.97%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 21.10M (8.97%) 168.68K
Increased by +0.80%
Sep 30, 24
5 State Street Corp 10.64M (4.52%) -57.61K
Decreased by -0.54%
Sep 30, 24
6 State Street Corporation 10.64M (4.52%) -973.35K
Decreased by -9.15%
Mar 31, 24
7 Principal Financial Group Inc 10.29M (4.37%) -424.58K
Decreased by -4.13%
Dec 31, 24
8 JPMorgan Chase & Co 9.01M (3.83%) 1.91M
Increased by +21.19%
Sep 30, 24
9 Amvescap Plc. 5.95M (2.53%) -1.18M
Decreased by -19.79%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.16M (1.77%) 281.73K
Increased by +6.76%
Jun 30, 24
11 Geode Capital Management, LLC 4.07M (1.73%) 74.86K
Increased by +1.84%
Sep 30, 24
12 Nuveen Asset Management, LLC 3.56M (1.51%) -1.71M
Decreased by -47.94%
Sep 30, 24
13 CenterSquare Investment Management LLC 3.39M (1.44%) -544.10K
Decreased by -16.03%
Sep 30, 24
14 CBRE Investment Management Listed Real Assets LLC 3.37M (1.43%) -370.29K
Decreased by -11.00%
Dec 31, 24
15 Massachusetts Financial Services Company 3.34M (1.42%) 431.66K
Increased by +12.93%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 3.33M (1.42%) 3.87K
Increased by +0.12%
Sep 30, 24
17 Canada Pension Plan Investment Board 3.18M (1.35%) 0.00
Increased by 0.00%
Sep 30, 24
18 PGGM Investments 2.96M (1.26%) 124.29K
Increased by +4.20%
Sep 30, 24
19 Boston Partners Global Investors, Inc 2.94M (1.25%) 61.98K
Increased by +2.11%
Sep 30, 24
20 Charles Schwab Investment Management Inc 2.78M (1.18%) 93.36K
Increased by +3.35%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.34M (3.54%) -148.33K
Decreased by -1.78%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 7.37M (3.13%) -23.75K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.05M (3.00%) 107.89K
Increased by +1.53%
Apr 30, 25
4 American Funds Capital Income Bldr A 6.50M (2.76%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 6.50M (2.76%) 101.75K
Increased by +1.57%
Sep 30, 24
6 American Funds Fundamental Invs A 5.80M (2.47%) -15.90K
Decreased by -0.27%
Mar 31, 25
7 Capital Group Fundamental Invtrs Comp 5.80M (2.47%) -15.90K
Decreased by -0.27%
Mar 31, 25
8 American Funds American Mutual A 5.62M (2.39%) -23.48K
Decreased by -0.42%
Mar 31, 25
9 Capital Group American Mutual Comp 5.62M (2.39%) -23.48K
Decreased by -0.42%
Mar 31, 25
10 Vanguard Small Cap Index 5.52M (2.34%) 31.35K
Increased by +0.57%
Apr 30, 25
11 T. Rowe Price Real Assets Tr I-D 4.23M (1.80%) 557.58K
Increased by +13.19%
Mar 31, 25
12 T. Rowe Price Real Assets Tr I-Z 4.23M (1.80%) 557.58K
Increased by +13.19%
Mar 31, 25
13 T. Rowe Price Mid-Cap Value 3.79M (1.61%) -933.00
Decreased by -0.02%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Value Equity 3.79M (1.61%) 75.32K
Increased by +1.99%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.52M (1.50%) 17.47K
Increased by +0.50%
Apr 30, 25
16 Principal Real Estate Securities R5 3.30M (1.40%) 462.15K
Increased by +14.02%
Apr 30, 25
17 Vanguard Small Cap Growth Index Inv 3.07M (1.31%) -4.66K
Decreased by -0.15%
Apr 30, 25
18 T. Rowe Price Real Assets 2.71M (1.15%) 255.34K
Increased by +9.41%
Mar 31, 25
19 AMOne Shinko US-REIT Open 2.49M (1.06%) -379.92K
Decreased by -15.25%
Sep 5, 24
20 Vanguard Explorer Inv 2.39M (1.01%) 112.30K
Increased by +4.70%
Mar 31, 25