Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE 3.75%
2 VRAI 1.11%
3 XSLV 0.91%
4 RFDA 0.88%
5 PSCF 0.83%
6 PSR 0.77%
7 PPTY 0.58%
8 GQRE 0.42%
9 PSC 0.40%
10 ESIX 0.33%
11 JPSE 0.31%
12 RWR 0.27%
13 WREI 0.27%
14 SLY 0.26%
15 QVMS 0.24%
16 FRI 0.24%
17 SLYV 0.23%
18 DFAR 0.23%
19 SPSM 0.22%
20 VIOV 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.75M (72.62%) 168.37K
Increased by +0.48%
Jun 30, 24
2 State Street Corporation 11.03M (23.04%) -938.10K
Decreased by -8.51%
Mar 31, 24
3 FMR Inc 7.78M (16.25%) 1.64M
Increased by +21.08%
Sep 30, 24
4 Vanguard Group Inc 6.62M (13.84%) -760.85K
Decreased by -11.49%
Sep 30, 24
5 Rush Island Management, LP 6.32M (13.21%) 1.84M
Increased by +29.04%
Jun 30, 24
6 Long Pond Capital, LP 5.57M (11.64%) -222.92K
Decreased by -4.00%
Jun 30, 24
7 PGGM Investments 4.16M (8.70%) 0.00
Increased by 0.00%
Dec 31, 23
8 HHG PLC 4.06M (8.48%) -959.83K
Decreased by -23.66%
Dec 31, 23
9 Prudential Financial Inc 3.43M (7.18%) 1.54M
Increased by +44.92%
Dec 31, 23
10 NORGES BANK 3.23M (6.76%) 685.25K
Increased by +21.19%
Jun 30, 24
11 Waterfront Capital Partners, LLC 2.78M (5.81%) 2.78M
Increased by +100.00%
Mar 31, 24
12 State Street Corp 2.74M (5.73%) 37.50K
Increased by +1.37%
Sep 30, 24
13 Nuveen Asset Management, LLC 2.57M (5.37%) -585.26K
Decreased by -22.76%
Mar 31, 24
14 Bank of New York Mellon Corp 2.03M (4.24%) 3.64K
Increased by +0.18%
Jun 30, 24
15 Legal & General Group PLC 1.58M (3.30%) -187.92K
Decreased by -11.90%
Jun 30, 24
16 Balyasny Asset Management LLC 1.37M (2.86%) 530.86K
Increased by +38.72%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.25M (2.61%) 1.25M
Increased by +100.00%
Sep 30, 24
18 Geode Capital Management, LLC 1.19M (2.49%) 30.77K
Increased by +2.58%
Sep 30, 24
19 Goldman Sachs Group Inc 1.01M (2.11%) 22.55K
Increased by +2.23%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 1.00M (2.10%) -146.88K
Decreased by -14.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity US REIT Mother Fund 4.87M (10.18%) 515.30K
Increased by +10.58%
Mar 15, 24
2 iShares Core S&P Small-Cap ETF 3.00M (6.28%) 0.00
Increased by 0.00%
Nov 30, 24
3 Fidelity Advisor® Strategic Div & Inc® I 2.25M (4.70%) 51.20K
Increased by +2.28%
Oct 31, 23
4 Fidelity Advisor® Strategic Real Ret I 2.25M (4.70%) 51.20K
Increased by +2.28%
Oct 31, 23
5 Janus Henderson Global Eq-Property Eq 2.10M (4.38%) -576.61K
Decreased by -27.51%
Dec 31, 23
6 Janus Henderson Hrzn GlblPtyEqsI2USD 2.10M (4.38%) -290.06K
Decreased by -13.84%
Dec 31, 23
7 Janus Henderson US Real Estate MA 2.10M (4.38%) 2.09M
Increased by +99.95%
Dec 31, 23
8 Daiwa US-REIT Open Mother Fund 2.08M (4.35%) 0.00
Increased by 0.00%
Mar 18, 24
9 Fidelity® Small Cap Index 1.86M (3.89%) 48.69K
Increased by +2.62%
Oct 31, 23
10 Vanguard Real Estate Index Investor 1.86M (3.88%) -5.06K
Decreased by -0.27%
Oct 31, 24
11 Fidelity® Real Estate Investment Port 1.82M (3.80%) 120.00K
Increased by +6.61%
Nov 30, 23
12 SPDR® Portfolio S&P 600 Sm Cap ETF 1.60M (3.33%) 0.00
Increased by 0.00%
Apr 30, 24
13 iShares Russell 2000 ETF 1.38M (2.89%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity Small Cap Value Fund 1.38M (2.89%) 90.00K
Increased by +6.50%
Sep 30, 24
15 Fidelity® Real Estate Income 1.38M (2.88%) 0.00
Increased by 0.00%
Oct 31, 23
16 FIAM Small Cap Core Composite 1.35M (2.83%) 1.35M
Increased by +100.00%
Jun 30, 24
17 Vanguard Tax-Managed Small Cap Adm 1.31M (2.74%) -74.47K
Decreased by -5.67%
Jun 30, 24
18 Fidelity Balanced 1.20M (2.50%) 504.56K
Increased by +42.18%
Jul 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.19M (2.49%) 5.10K
Increased by +0.43%
Jun 30, 24
20 Vanguard Total Stock Mkt Idx Inv 1.14M (2.39%) 1.73K
Increased by +0.15%
Oct 31, 24