Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.10%
2 NRSH 4.74%
3 FFR 4.50%
4 DTRE 4.25%
5 SPRE 3.57%
6 INDS 3.51%
7 DRW 3.41%
8 REAI 3.33%
9 IRET 3.26%
10 SRHR 2.77%
11 BYRE 2.27%
12 RDOG 2.17%
13 REIT 1.84%
14 SCAP 1.77%
15 ROOF 1.74%
16 GREI 1.71%
17 RITA 1.54%
18 WTRE 1.44%
19 ICAP 1.42%
20 BLCV 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.01M (17.10%) 2.81M
Increased by +7.39%
Dec 31, 25
2 Vanguard Group Inc 31.93M (14.36%) -393.59K
Decreased by -1.23%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 28.34M (12.75%) 667.59K
Increased by +2.36%
Dec 31, 25
4 Capital Research & Mgmt Co - Division 3 14.47M (6.51%) -6.37M
Decreased by -44.04%
Mar 31, 26
5 State Street Corp 11.48M (5.17%) -365.05K
Decreased by -3.18%
Dec 31, 25
6 Principal Financial Group Inc 11.47M (5.16%) -47.98K
Decreased by -0.42%
Mar 31, 26
7 State Street Corporation 10.64M (4.78%) -973.35K
Decreased by -9.15%
Mar 31, 24
8 Soroban Capital Partners LP 9.19M (4.13%) 0.00
Increased by 0.00%
Dec 31, 25
9 Goldman Sachs Group Inc 8.81M (3.96%) 7.00M
Increased by +79.44%
Jun 30, 25
10 The Goldman Sachs Group Inc 8.11M (3.65%) -702.46K
Decreased by -8.66%
Sep 30, 25
11 Amvescap Plc. 5.95M (2.67%) -1.18M
Decreased by -19.79%
Sep 30, 24
12 Massachusetts Financial Services Company 5.22M (2.35%) -1.04M
Decreased by -19.84%
Mar 31, 26
13 Geode Capital Management, LLC 4.64M (2.09%) -46.71K
Decreased by -1.01%
Dec 31, 25
14 Nomura Holdings Inc 4.22M (1.90%) 4.21M
Increased by +99.72%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 3.58M (1.61%) 85.14K
Increased by +2.38%
Mar 31, 26
16 Nuveen Asset Management, LLC 3.56M (1.60%) -1.71M
Decreased by -47.94%
Sep 30, 24
17 CBRE Investment Management Listed Real Assets LLC 3.37M (1.51%) -370.29K
Decreased by -11.00%
Dec 31, 24
18 Northern Trust Corp 3.33M (1.50%) -46.60K
Decreased by -1.40%
Mar 31, 26
19 Charles Schwab Investment Management Inc 3.33M (1.50%) 110.35K
Increased by +3.32%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 3.27M (1.47%) -1.18M
Decreased by -36.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.67M (3.90%) -32.50K
Decreased by -0.38%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 7.77M (3.50%) -3.92K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 7.32M (3.29%) -29.20K
Decreased by -0.40%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 6.50M (2.92%) 101.75K
Increased by +1.57%
Sep 30, 24
5 American Funds Fundamental Invs A 5.78M (2.60%) -23.71K
Decreased by -0.41%
Mar 31, 26
6 Capital Group Fundamental Invtrs Comp 5.78M (2.60%) -23.71K
Decreased by -0.41%
Mar 31, 26
7 American Funds American Mutual A 5.62M (2.53%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group American Mutual Comp 5.62M (2.53%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Index 5.35M (2.41%) 59.19K
Increased by +1.11%
Mar 31, 26
10 American Funds Capital Income Bldr A 5.31M (2.39%) -2.24M
Decreased by -42.23%
Mar 31, 26
11 T. Rowe Price Real Assets Tr I-D 4.95M (2.23%) 138.21K
Increased by +2.79%
Mar 31, 26
12 T. Rowe Price Real Assets Tr I-Z 4.23M (1.90%) 557.58K
Increased by +13.19%
Mar 31, 25
13 BlackRock Equity Dividend Instl 4.09M (1.84%) -18.76K
Decreased by -0.46%
Mar 31, 26
14 Principal Real Estate Securities R5 3.75M (1.69%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 3.24M (1.46%) -7.75K
Decreased by -0.24%
Jul 31, 25
16 T. Rowe Price Mid-Cap Value 3.15M (1.42%) 0.00
Increased by 0.00%
Mar 31, 26
17 T. Rowe Price US Mid-Cap Value Equity 3.15M (1.42%) -11.30K
Decreased by -0.36%
Mar 31, 26
18 T. Rowe Price Real Assets 2.76M (1.24%) -138.63K
Decreased by -5.03%
Mar 31, 26
19 Vanguard Explorer Inv 2.73M (1.23%) 247.54K
Increased by +9.06%
Mar 31, 26
20 American Funds Washington Mutual A 2.73M (1.23%) 0.00
Increased by 0.00%
Mar 31, 26