Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.10%
2 DTRE 4.55%
3 NRSH 4.53%
4 FFR 4.50%
5 INDS 4.20%
6 BYRE 3.58%
7 PSR 3.50%
8 SPRE 3.45%
9 DRW 3.41%
10 IRET 3.38%
11 SRHR 3.05%
12 IVRA 2.35%
13 RDOG 2.23%
14 RITA 2.19%
15 REIT 1.84%
16 SCAP 1.77%
17 ROOF 1.74%
18 GREI 1.71%
19 WTRE 1.61%
20 ICAP 1.52%

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 8.76M (3.72%) 419.84K
Increased by +4.79%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 7.70M (3.27%) 4.03K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.06M (3.00%) 4.35K
Increased by +0.06%
May 31, 25
4 American Funds Capital Income Bldr A 6.50M (2.76%) 0.00
Increased by 0.00%
Jun 30, 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%) 0.00
Increased by 0.00%
Jun 30, 25
7 Capital Group Fundamental Invtrs Comp 5.80M (2.47%) 0.00
Increased by 0.00%
Jun 30, 25
8 American Funds American Mutual A 5.62M (2.39%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group American Mutual Comp 5.62M (2.39%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Index 5.54M (2.36%) 26.69K
Increased by +0.48%
May 31, 25
11 T. Rowe Price Real Assets Tr I-D 4.42M (1.88%) 191.02K
Increased by +4.32%
Jun 30, 25
12 T. Rowe Price Real Assets Tr I-Z 4.23M (1.80%) 557.58K
Increased by +13.19%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.55M (1.51%) 23.85K
Increased by +0.67%
May 31, 25
14 Principal Real Estate Securities R5 3.30M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 3.05M (1.29%) -25.48K
Decreased by -0.84%
May 31, 25
16 T. Rowe Price Real Assets 2.75M (1.17%) 9.68K
Increased by +0.35%
Jun 30, 25
17 T. Rowe Price Mid-Cap Value 2.71M (1.15%) -3.45K
Decreased by -0.13%
Jun 30, 25
18 T. Rowe Price US Mid-Cap Value Equity 2.71M (1.15%) -1.08M
Decreased by -39.82%
Jun 30, 25
19 T. Rowe Price Equity Income 2.55M (1.08%) 186.40K
Increased by +7.30%
Jun 30, 25
20 T. Rowe Price US Lg-Cp Equity Inc Comp 2.55M (1.08%) 313.20K
Increased by +12.27%
Jun 30, 25