Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.85%
2 FFR 4.26%
3 DTRE 4.21%
4 SRHR 3.95%
5 NETL 3.89%
6 IRET 3.44%
7 INDS 3.19%
8 FPRO 2.86%
9 REIT 2.83%
10 PRVT 2.53%
11 PPTY 2.38%
12 GRI_old 2.25%
13 TMFS 2.16%
14 RDOG 2.14%
15 JRE 2.04%
16 PSR 1.95%
17 UDI 1.73%
18 XVOL 1.62%
19 REAI 1.62%
20 GDIV 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.18M (14.07%) 347.73K
Increased by +1.33%
Mar 31, 25
2 BlackRock Inc 24.72M (13.29%) 3.00M
Increased by +12.12%
Mar 31, 25
3 FMR Inc 10.92M (5.87%) 1.89M
Increased by +17.32%
Mar 31, 25
4 State Street Corp 9.40M (5.05%) 223.00K
Increased by +2.37%
Mar 31, 25
5 State Street Corporation 9.21M (4.95%) -816.87K
Decreased by -8.87%
Mar 31, 24
6 Massachusetts Financial Services Company 4.63M (2.49%) -75.54K
Decreased by -1.63%
Dec 31, 24
7 Earnest Partners LLC 3.82M (2.05%) 25.14K
Increased by +0.66%
Mar 31, 25
8 AllianceBernstein L.P. 3.79M (2.04%) 120.44K
Increased by +3.18%
Mar 31, 25
9 Nuveen Asset Management, LLC 3.68M (1.98%) 204.95K
Increased by +5.57%
Dec 31, 24
10 Geode Capital Management, LLC 3.64M (1.96%) 216.13K
Increased by +5.94%
Mar 31, 25
11 Nuveen, LLC 3.60M (1.93%) 3.60M
Increased by +100.00%
Mar 31, 25
12 Charles Schwab Investment Management Inc 3.21M (1.73%) 87.66K
Increased by +2.73%
Mar 31, 25
13 BTIM Corp 2.94M (1.58%) 437.53K
Increased by +14.87%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.87M (1.54%) -51.67K
Decreased by -1.80%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 2.85M (1.53%) 56.30K
Increased by +1.97%
Mar 31, 25
16 NORGES BANK 2.23M (1.20%) 190.31K
Increased by +8.53%
Dec 31, 24
17 Deutsche Bank AG 2.19M (1.18%) -405.56K
Decreased by -18.49%
Sep 30, 24
18 Vaughan Nelson Scarbrgh & Mccullough LP 2.06M (1.11%) 229.46K
Increased by +11.14%
Mar 31, 25
19 Channing Capital Management, LLC 2.04M (1.10%) -220.48K
Decreased by -10.81%
Mar 31, 25
20 CBRE Investment Management Listed Real Assets LLC 1.94M (1.04%) 1.17M
Increased by +60.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.92M (3.72%) 90.20K
Increased by +1.30%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 6.08M (3.27%) 3.18K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.99M (3.22%) 3.46K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 5.78M (3.11%) 3.36K
Increased by +0.06%
Sep 30, 24
5 Fidelity US REIT Mother Fund 5.03M (2.70%) 1.90M
Increased by +37.83%
Mar 17, 25
6 Vanguard Small Cap Index 4.71M (2.53%) 22.51K
Increased by +0.48%
May 31, 25
7 Vanguard Small Cap Value Index Inv 3.03M (1.63%) -2.58K
Decreased by -0.09%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.91M (1.56%) 22.23K
Increased by +0.76%
May 31, 25
9 Fidelity Real Estate Investment Port 2.49M (1.34%) 370.70K
Increased by +14.91%
May 31, 25
10 MFS Mid Cap Value A 2.19M (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
11 MFS Mid Cap Value Equity 2.19M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
12 BlackRock Equity Dividend Instl 2.07M (1.11%) -18.70K
Decreased by -0.90%
Jun 30, 25
13 Fidelity SAI Real Estate Fund 1.62M (0.87%) 268.70K
Increased by +16.59%
May 31, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 1.47M (0.79%) 24.81K
Increased by +1.69%
Jun 30, 25
15 EARNEST Small Cap Value 1.34M (0.72%) 1.34M
Increased by +99.85%
Dec 31, 23
16 Carillon Scout Mid Cap I 1.29M (0.69%) -53.75K
Decreased by -4.17%
Jun 30, 25
17 Scout Mid Cap Equity 1.29M (0.69%) -53.75K
Decreased by -4.17%
Jun 30, 25
18 Vanguard Real Estate II Index 1.20M (0.64%) 19.93K
Increased by +1.66%
May 31, 25
19 Schwab US REIT ETF™ 1.14M (0.61%) 2.27K
Increased by +0.20%
Jun 28, 25
20 EARNEST Small/Mid Cap Value 1.11M (0.60%) 1.11M
Increased by +99.84%
Dec 31, 23