Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.66%
2 FFR 4.26%
3 DTRE 4.05%
4 SRHR 3.95%
5 NETL 3.88%
6 IRET 3.20%
7 INDS 3.16%
8 REIT 2.83%
9 PRVT 2.53%
10 GRI_old 2.25%
11 RDOG 2.20%
12 PPTY 2.05%
13 JRE 2.04%
14 PSR 1.95%
15 UDI 1.71%
16 REAI 1.64%
17 GDIV 1.47%
18 NSCS 1.46%
19 XMLV 1.25%
20 ROOF 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.83M (13.90%) -93.80K
Decreased by -0.36%
Dec 31, 24
2 BlackRock Inc 21.72M (11.69%) -1.12M
Decreased by -5.17%
Dec 31, 24
3 State Street Corporation 9.21M (4.95%) -816.87K
Decreased by -8.87%
Mar 31, 24
4 State Street Corp 9.17M (4.94%) 189.31K
Increased by +2.06%
Dec 31, 24
5 FMR Inc 9.02M (4.86%) 2.09M
Increased by +23.15%
Dec 31, 24
6 Massachusetts Financial Services Company 4.63M (2.49%) -75.54K
Decreased by -1.63%
Dec 31, 24
7 Earnest Partners LLC 3.80M (2.04%) 235.62K
Increased by +6.21%
Dec 31, 24
8 Nuveen Asset Management, LLC 3.68M (1.98%) 204.95K
Increased by +5.57%
Dec 31, 24
9 AllianceBernstein L.P. 3.67M (1.97%) -10.02K
Decreased by -0.27%
Dec 31, 24
10 Geode Capital Management, LLC 3.42M (1.84%) 18.01K
Increased by +0.53%
Dec 31, 24
11 Charles Schwab Investment Management Inc 3.12M (1.68%) -44.63K
Decreased by -1.43%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.87M (1.54%) -51.67K
Decreased by -1.80%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 2.80M (1.50%) -28.33K
Decreased by -1.01%
Dec 31, 24
14 HHG PLC 2.72M (1.46%) -185.19K
Decreased by -6.82%
Dec 31, 24
15 BTIM Corp 2.50M (1.35%) -5.79K
Decreased by -0.23%
Dec 31, 24
16 Goldman Sachs Group Inc 2.33M (1.25%) 1.07M
Increased by +45.84%
Dec 31, 23
17 Channing Capital Management, LLC 2.26M (1.22%) 164.28K
Increased by +7.27%
Dec 31, 24
18 NORGES BANK 2.23M (1.20%) 190.31K
Increased by +8.53%
Dec 31, 24
19 Deutsche Bank AG 2.19M (1.18%) -405.56K
Decreased by -18.49%
Sep 30, 24
20 Northern Trust Corp 2.09M (1.12%) 522.57K
Increased by +25.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.96M (3.75%) -81.03K
Decreased by -1.16%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 6.09M (3.28%) 10.68K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.75M (3.09%) 2.89K
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 4.65M (2.50%) 3.82K
Increased by +0.08%
Feb 28, 25
5 Fidelity US REIT Mother Fund 3.13M (1.68%) 1.38M
Increased by +44.26%
Sep 17, 24
6 Vanguard Small Cap Value Index Inv 3.06M (1.65%) -11.59K
Decreased by -0.38%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.77M (1.49%) 3.72K
Increased by +0.13%
Feb 28, 25
8 MFS Mid Cap Value A 2.19M (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
9 MFS Mid Cap Value Equity 2.19M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Real Estate Investment Port 1.69M (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 1.47M (0.79%) 14.01K
Increased by +0.95%
Feb 28, 25
12 EARNEST Small Cap Value 1.34M (0.72%) 1.34M
Increased by +99.85%
Dec 31, 23
13 Carillon Scout Mid Cap I 1.19M (0.64%) -94.47K
Decreased by -7.92%
Dec 31, 24
14 Scout Mid Cap Equity 1.19M (0.64%) -94.47K
Decreased by -7.92%
Dec 31, 24
15 Vanguard Real Estate II Index 1.17M (0.63%) -4.79K
Decreased by -0.41%
Feb 28, 25
16 EARNEST Small/Mid Cap Value 1.11M (0.60%) 1.11M
Increased by +99.84%
Dec 31, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.10M (0.59%) 4.60K
Increased by +0.42%
Feb 28, 25
18 AB Discovery Value Advisor 1.09M (0.59%) 136.64K
Increased by +12.56%
Nov 30, 23
19 Schwab US REIT ETF™ 1.07M (0.57%) 2.27K
Increased by +0.21%
Mar 29, 25
20 Harbor Small Cap Value Instl 1.07M (0.57%) -16.34K
Decreased by -1.53%
Dec 31, 24

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