Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.74%
2 DTRE 4.60%
3 FFR 4.26%
4 SRHR 3.95%
5 NETL 3.93%
6 IRET 3.44%
7 INDS 3.14%
8 REIT 2.83%
9 FPRO 2.72%
10 PRVT 2.53%
11 GRI_old 2.25%
12 TMFS 2.21%
13 RDOG 2.14%
14 PPTY 2.10%
15 JRE 2.04%
16 PSR 1.95%
17 UDI 1.76%
18 XVOL 1.68%
19 REAI 1.55%
20 GDIV 1.42%

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 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 (1.94%) 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 6.06M (3.26%) 0.00
Increased by 0.00%
May 31, 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 (2.71%) 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 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 2.12M (1.14%) 368.20K
Increased by +17.40%
Apr 30, 25
12 BlackRock Equity Dividend Instl 2.09M (1.12%) 539.27K
Increased by +25.82%
May 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.44M (0.77%) -32.81K
Decreased by -2.28%
May 31, 25
14 Fidelity SAI Real Estate Fund 1.35M (0.73%) 446.60K
Increased by +33.06%
Apr 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 1.34M (0.72%) 149.19K
Increased by +11.12%
Mar 31, 25
17 Scout Mid Cap Equity 1.34M (0.72%) 149.19K
Increased by +11.12%
Mar 31, 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%) 0.00
Increased by 0.00%
May 31, 25
20 EARNEST Small/Mid Cap Value 1.11M (0.60%) 1.11M
Increased by +99.84%
Dec 31, 23