Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.10%
2 NRSH 4.60%
3 FFR 4.50%
4 INDS 4.07%
5 BYRE 3.76%
6 DTRE 3.71%
7 PSR 3.49%
8 DRW 3.41%
9 SPRE 3.29%
10 IRET 3.10%
11 SRHR 2.84%
12 WTRE 2.19%
13 RDOG 2.04%
14 REIT 1.84%
15 SCAP 1.77%
16 ROOF 1.74%
17 GREI 1.71%
18 RITA 1.70%
19 ICAP 1.62%
20 VRAI 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.37M (12.95%) -54.88K
Decreased by -0.19%
Sep 30, 24
2 T. Rowe Price Associates, Inc. 28.28M (12.47%) 1.48M
Increased by +5.23%
Sep 30, 24
3 BlackRock Inc 28.03M (12.36%) 550.88K
Increased by +1.97%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 21.10M (9.30%) 168.68K
Increased by +0.80%
Sep 30, 24
5 State Street Corp 10.64M (4.69%) -57.61K
Decreased by -0.54%
Sep 30, 24
6 State Street Corporation 10.64M (4.69%) -973.35K
Decreased by -9.15%
Mar 31, 24
7 Principal Financial Group Inc 10.29M (4.54%) -424.58K
Decreased by -4.13%
Dec 31, 24
8 JPMorgan Chase & Co 9.01M (3.97%) 1.91M
Increased by +21.19%
Sep 30, 24
9 Amvescap Plc. 5.95M (2.62%) -1.18M
Decreased by -19.79%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 4.16M (1.84%) 281.73K
Increased by +6.76%
Jun 30, 24
11 Geode Capital Management, LLC 4.07M (1.80%) 74.86K
Increased by +1.84%
Sep 30, 24
12 Nuveen Asset Management, LLC 3.56M (1.57%) -1.71M
Decreased by -47.94%
Sep 30, 24
13 CenterSquare Investment Management LLC 3.39M (1.50%) -544.10K
Decreased by -16.03%
Sep 30, 24
14 CBRE Investment Management Listed Real Assets LLC 3.37M (1.48%) -370.29K
Decreased by -11.00%
Dec 31, 24
15 Massachusetts Financial Services Company 3.34M (1.47%) 431.66K
Increased by +12.93%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 3.33M (1.47%) 3.87K
Increased by +0.12%
Sep 30, 24
17 Canada Pension Plan Investment Board 3.18M (1.40%) 0.00
Increased by 0.00%
Sep 30, 24
18 PGGM Investments 2.96M (1.30%) 124.29K
Increased by +4.20%
Sep 30, 24
19 Boston Partners Global Investors, Inc 2.94M (1.30%) 61.98K
Increased by +2.11%
Sep 30, 24
20 Charles Schwab Investment Management Inc 2.78M (1.23%) 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 8.50M (3.75%) 6.97K
Increased by +0.08%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 7.22M (3.18%) 5.43K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 6.63M (2.92%) 3.88K
Increased by +0.06%
Feb 28, 25
4 American Funds Capital Income Bldr A 6.50M (2.87%) 0.00
Increased by 0.00%
Dec 31, 24
5 American Funds Fundamental Invs A 5.82M (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group Fundamental Invtrs Comp 5.82M (2.57%) 0.00
Increased by 0.00%
Dec 31, 24
7 American Funds American Mutual A 5.64M (2.49%) 0.00
Increased by 0.00%
Dec 31, 24
8 Capital Group American Mutual Comp 5.64M (2.49%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Small Cap Index 5.36M (2.36%) 4.40K
Increased by +0.08%
Feb 28, 25
10 T. Rowe Price US Mid-Cap Value Equity 3.71M (1.64%) -11.38K
Decreased by -0.31%
Dec 31, 24
11 T. Rowe Price Mid-Cap Value 3.71M (1.64%) -2.74K
Decreased by -0.07%
Jan 31, 25
12 T. Rowe Price Real Assets Tr I-Z 3.67M (1.62%) 115.14K
Increased by +3.14%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 3.38M (1.49%) 4.63K
Increased by +0.14%
Feb 28, 25
14 Vanguard Small Cap Growth Index Inv 3.01M (1.33%) -4.02K
Decreased by -0.13%
Feb 28, 25
15 Principal Real Estate Securities R5 2.83M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
16 T. Rowe Price Real Assets 2.54M (1.12%) 40.41K
Increased by +1.59%
Jan 31, 25
17 AMOne Shinko US-REIT Open 2.49M (1.10%) -379.92K
Decreased by -15.25%
Sep 5, 24
18 Vanguard Explorer Inv 2.28M (1.00%) 268.89K
Increased by +11.81%
Dec 31, 24
19 JHancock Disciplined Value Mid Cap I 2.26M (1.00%) 0.00
Increased by 0.00%
Jan 31, 25
20 T. Rowe Price Dividend Growth 2.22M (0.98%) 0.00
Increased by 0.00%
Dec 31, 23