Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.66%
2 DTRE 4.57%
3 FFR 4.26%
4 NETL 4.14%
5 SRHR 3.95%
6 IRET 3.44%
7 INDS 3.16%
8 REIT 2.83%
9 PRVT 2.53%
10 RDOG 2.39%
11 GRI_old 2.25%
12 PPTY 2.15%
13 JRE 2.04%
14 PSR 1.95%
15 UDI 1.82%
16 REAI 1.63%
17 GDIV 1.46%
18 NSCS 1.41%
19 XMLV 1.29%
20 SCAP 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.18M (14.08%) 347.73K
Increased by +1.33%
Mar 31, 25
2 BlackRock Inc 24.72M (13.30%) 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 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 3.64M (1.96%) 216.13K
Increased by +5.94%
Mar 31, 25
11 Charles Schwab Investment Management Inc 3.21M (1.73%) 87.66K
Increased by +2.73%
Mar 31, 25
12 BTIM Corp 2.94M (1.58%) 437.53K
Increased by +14.87%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.87M (1.54%) -51.67K
Decreased by -1.80%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 2.85M (1.53%) 56.30K
Increased by +1.97%
Mar 31, 25
15 NORGES BANK 2.23M (1.20%) 190.31K
Increased by +8.53%
Dec 31, 24
16 Deutsche Bank AG 2.19M (1.18%) -405.56K
Decreased by -18.49%
Sep 30, 24
17 Northern Trust Corp 2.09M (1.12%) 522.57K
Increased by +25.00%
Dec 31, 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 6.83M (3.67%) -123.30K
Decreased by -1.81%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 6.04M (3.25%) -19.48K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.99M (3.22%) 86.04K
Increased by +1.44%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 5.78M (3.11%) 3.36K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 4.68M (2.52%) 26.71K
Increased by +0.57%
Apr 30, 25
6 Fidelity US REIT Mother Fund 3.13M (1.68%) 1.38M
Increased by +44.26%
Sep 17, 24
7 Vanguard Small Cap Value Index Inv 3.03M (1.63%) 9.54K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.89M (1.55%) 16.90K
Increased by +0.59%
Apr 30, 25
9 MFS Mid Cap Value A 2.19M (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
10 MFS Mid Cap Value Equity 2.19M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Real Estate Investment Port 1.75M (0.94%) 60.40K
Increased by +3.46%
Mar 31, 25
12 BlackRock Equity Dividend Instl 1.55M (0.83%) 148.16K
Increased by +9.56%
Apr 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.47M (0.79%) -16.34K
Decreased by -1.11%
Apr 30, 25
14 EARNEST Small Cap Value 1.34M (0.72%) 1.34M
Increased by +99.85%
Dec 31, 23
15 Carillon Scout Mid Cap I 1.34M (0.72%) 149.19K
Increased by +11.12%
Mar 31, 25
16 Scout Mid Cap Equity 1.34M (0.72%) 149.19K
Increased by +11.12%
Mar 31, 25
17 Vanguard Real Estate II Index 1.18M (0.63%) 0.00
Increased by 0.00%
Apr 30, 25
18 Schwab US REIT ETF™ 1.12M (0.60%) 1.06K
Increased by +0.09%
Apr 30, 25
19 EARNEST Small/Mid Cap Value 1.11M (0.60%) 1.11M
Increased by +99.84%
Dec 31, 23
20 AB Discovery Value Advisor 1.09M (0.59%) 136.64K
Increased by +12.56%
Nov 30, 23