Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.10%
2 REAI 5.05%
3 DTRE 4.84%
4 NRSH 4.74%
5 FFR 4.50%
6 INDS 4.27%
7 SPRE 3.57%
8 DRW 3.41%
9 SRHR 3.39%
10 IRET 3.23%
11 BYRE 2.30%
12 RDOG 2.19%
13 REIT 1.84%
14 SCAP 1.77%
15 ROOF 1.74%
16 WTRE 1.73%
17 ICAP 1.71%
18 GREI 1.71%
19 DESK 1.56%
20 BLDG 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.46M (14.10%) 1.75M
Increased by +5.39%
Jun 30, 25
2 BlackRock Inc 27.62M (12.00%) -7.09K
Decreased by -0.03%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 26.59M (11.55%) -853.57K
Decreased by -3.21%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 20.95M (9.10%) -35.08K
Decreased by -0.17%
Jun 30, 25
5 State Street Corp 11.35M (4.93%) 228.54K
Increased by +2.01%
Mar 31, 25
6 State Street Corporation 10.64M (4.62%) -973.35K
Decreased by -9.15%
Mar 31, 24
7 Principal Financial Group Inc 10.14M (4.40%) 362.53K
Increased by +3.58%
Jun 30, 25
8 Goldman Sachs Group Inc 8.81M (3.83%) 7.00M
Increased by +79.44%
Jun 30, 25
9 Massachusetts Financial Services Company 7.66M (3.33%) -88.93K
Decreased by -1.16%
Jun 30, 25
10 Amvescap Plc. 5.95M (2.58%) -1.18M
Decreased by -19.79%
Sep 30, 24
11 Soroban Capital Partners LP 5.85M (2.54%) 5.85M
Increased by +100.00%
Mar 31, 25
12 CenterSquare Investment Management LLC 4.81M (2.09%) 315.87K
Increased by +6.57%
Mar 31, 25
13 Geode Capital Management, LLC 4.36M (1.89%) 212.60K
Increased by +4.88%
Mar 31, 25
14 Nomura Holdings Inc 4.22M (1.83%) 4.21M
Increased by +99.72%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 4.16M (1.81%) 281.73K
Increased by +6.76%
Jun 30, 24
16 JPMorgan Chase & Co 3.86M (1.68%) 595.76K
Increased by +15.45%
Mar 31, 25
17 Nuveen, LLC 3.73M (1.62%) 3.73M
Increased by +100.00%
Mar 31, 25
18 Nuveen Asset Management, LLC 3.56M (1.55%) -1.71M
Decreased by -47.94%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 3.43M (1.49%) 78.56K
Increased by +2.29%
Jun 30, 25
20 CBRE Investment Management Listed Real Assets LLC 3.37M (1.46%) -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 8.78M (3.81%) 11.48K
Increased by +0.13%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 7.69M (3.34%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.45M (3.24%) -157.64K
Decreased by -2.12%
Jul 31, 25
4 American Funds Capital Income Bldr A 6.50M (2.83%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 6.50M (2.82%) 101.75K
Increased by +1.57%
Sep 30, 24
6 American Funds Fundamental Invs A 5.80M (2.52%) 0.00
Increased by 0.00%
Jun 30, 25
7 Capital Group Fundamental Invtrs Comp 5.80M (2.52%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 5.74M (2.50%) -39.49K
Decreased by -0.69%
Jul 31, 25
9 American Funds American Mutual A 5.62M (2.44%) 0.00
Increased by 0.00%
Jun 30, 25
10 Capital Group American Mutual Comp 5.62M (2.44%) 0.00
Increased by 0.00%
Jun 30, 25
11 T. Rowe Price Real Assets Tr I-D 4.42M (1.92%) 191.02K
Increased by +4.32%
Jun 30, 25
12 T. Rowe Price Real Assets Tr I-Z 4.23M (1.84%) 557.58K
Increased by +13.19%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 3.24M (1.41%) -7.75K
Decreased by -0.24%
Jul 31, 25
14 Principal Real Estate Securities R5 3.23M (1.40%) -70.12K
Decreased by -2.17%
Jul 31, 25
15 T. Rowe Price Real Assets 2.79M (1.21%) 37.40K
Increased by +1.34%
Jul 31, 25
16 T. Rowe Price US Mid-Cap Value Equity 2.71M (1.18%) -1.08M
Decreased by -39.82%
Jun 30, 25
17 T. Rowe Price Mid-Cap Value 2.71M (1.18%) -4.08K
Decreased by -0.15%
Jul 31, 25
18 T. Rowe Price US Lg-Cp Equity Inc Comp 2.55M (1.11%) 313.20K
Increased by +12.27%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.10%) -1.10M
Decreased by -43.30%
Jul 31, 25
20 T. Rowe Price Equity Income 2.51M (1.09%) -41.62K
Decreased by -1.66%
Jul 31, 25