Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.10%
2 DTRE 4.87%
3 NRSH 4.74%
4 FFR 4.50%
5 INDS 4.44%
6 BYRE 3.74%
7 PSR 3.67%
8 IRET 3.65%
9 SPRE 3.57%
10 DRW 3.41%
11 SRHR 3.25%
12 IVRA 2.52%
13 RITA 2.40%
14 RDOG 2.34%
15 REIT 1.84%
16 SCAP 1.77%
17 ROOF 1.74%
18 GREI 1.71%
19 WTRE 1.68%
20 ICAP 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.46M (13.80%) 1.75M
Increased by +5.39%
Jun 30, 25
2 BlackRock Inc 27.62M (11.74%) -7.09K
Decreased by -0.03%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 26.59M (11.30%) -853.57K
Decreased by -3.21%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 20.95M (8.91%) -35.08K
Decreased by -0.17%
Jun 30, 25
5 State Street Corp 11.35M (4.82%) 228.54K
Increased by +2.01%
Mar 31, 25
6 State Street Corporation 10.64M (4.52%) -973.35K
Decreased by -9.15%
Mar 31, 24
7 Principal Financial Group Inc 10.14M (4.31%) 362.53K
Increased by +3.58%
Jun 30, 25
8 Goldman Sachs Group Inc 8.81M (3.75%) 7.00M
Increased by +79.44%
Jun 30, 25
9 Massachusetts Financial Services Company 7.66M (3.26%) -88.93K
Decreased by -1.16%
Jun 30, 25
10 Amvescap Plc. 5.95M (2.53%) -1.18M
Decreased by -19.79%
Sep 30, 24
11 Soroban Capital Partners LP 5.85M (2.49%) 5.85M
Increased by +100.00%
Mar 31, 25
12 CenterSquare Investment Management LLC 4.81M (2.04%) 315.87K
Increased by +6.57%
Mar 31, 25
13 Geode Capital Management, LLC 4.36M (1.85%) 212.60K
Increased by +4.88%
Mar 31, 25
14 Nomura Holdings Inc 4.22M (1.79%) 4.21M
Increased by +99.72%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 4.16M (1.77%) 281.73K
Increased by +6.76%
Jun 30, 24
16 JPMorgan Chase & Co 3.86M (1.64%) 595.76K
Increased by +15.45%
Mar 31, 25
17 Nuveen, LLC 3.73M (1.59%) 3.73M
Increased by +100.00%
Mar 31, 25
18 Nuveen Asset Management, LLC 3.56M (1.51%) -1.71M
Decreased by -47.94%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 3.43M (1.46%) 78.56K
Increased by +2.29%
Jun 30, 25
20 CBRE Investment Management Listed Real Assets LLC 3.37M (1.43%) -370.29K
Decreased by -11.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.76M (3.73%) 4.80K
Increased by +0.05%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 7.69M (3.27%) -13.80K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.61M (3.24%) 551.77K
Increased by +7.25%
Jun 30, 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 Vanguard Small Cap Index 5.78M (2.46%) 241.56K
Increased by +4.18%
Jun 30, 25
9 American Funds American Mutual A 5.62M (2.39%) 0.00
Increased by 0.00%
Jun 30, 25
10 Capital Group American Mutual Comp 5.62M (2.39%) 0.00
Increased by 0.00%
Jun 30, 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 3.64M (1.55%) 94.16K
Increased by +2.59%
Jun 30, 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 3.25M (1.38%) 199.07K
Increased by +6.13%
Jun 30, 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 (1.09%) 186.40K
Increased by +7.30%
Jun 30, 25
20 T. Rowe Price US Lg-Cp Equity Inc Comp 2.55M (1.09%) 313.20K
Increased by +12.27%
Jun 30, 25