Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 8.46%
2 JRE_old 6.39%
3 BYRE 4.47%
4 SRHR 4.24%
5 REZ 3.59%
6 IRET 3.35%
7 RITA 2.76%
8 FORH 2.64%
9 REIT 2.56%
10 NBGR 2.43%
11 RORE 2.28%
12 SWIN_old 2.06%
13 HOMZ 1.75%
14 VGSR 1.73%
15 REAI 1.73%
16 RWR 1.58%
17 OCEN 1.42%
18 USRT 1.38%
19 CRED 1.38%
20 ROOF 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.54M (14.80%) -11.19K
Decreased by -0.06%
Dec 31, 24
2 Cohen & Steers Inc 16.37M (13.81%) 3.81M
Increased by +23.28%
Dec 31, 24
3 BlackRock Inc 10.24M (8.64%) -684.89K
Decreased by -6.69%
Dec 31, 24
4 Dodge & Cox 9.61M (8.10%) 3.64M
Increased by +37.94%
Dec 31, 24
5 FMR Inc 7.92M (6.68%) 2.68M
Increased by +33.90%
Dec 31, 24
6 NORGES BANK 7.23M (6.10%) 559.41K
Increased by +7.74%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 5.55M (4.68%) 911.86K
Increased by +16.43%
Dec 31, 24
8 State Street Corporation 5.27M (4.45%) -658.69K
Decreased by -12.49%
Mar 31, 24
9 State Street Corp 5.01M (4.22%) 20.04K
Increased by +0.40%
Dec 31, 24
10 Massachusetts Financial Services Company 2.93M (2.47%) -19.09K
Decreased by -0.65%
Dec 31, 24
11 Principal Financial Group Inc 2.49M (2.10%) -1.00M
Decreased by -40.31%
Sep 30, 24
12 Daiwa Securities Group Inc 2.34M (1.98%) 442.56K
Increased by +18.88%
Dec 31, 24
13 Amvescap Plc. 2.16M (1.83%) -419.80K
Decreased by -19.40%
Dec 31, 23
14 Geode Capital Management, LLC 2.14M (1.81%) 48.85K
Increased by +2.28%
Dec 31, 24
15 JPMorgan Chase & Co 1.98M (1.67%) -1.27M
Decreased by -64.19%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.83M (1.54%) 49.40K
Increased by +2.70%
Dec 31, 24
17 Deutsche Bank AG 1.68M (1.41%) 1.27M
Increased by +75.59%
Dec 31, 23
18 CenterSquare Investment Management LLC 1.55M (1.31%) -508.14K
Decreased by -32.78%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 1.36M (1.15%) 40.83K
Increased by +2.99%
Dec 31, 24
20 CBRE Investment Management Listed Real Assets LLC 1.25M (1.05%) 74.90K
Increased by +6.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.24M (8.64%) 3.20M
Increased by +31.25%
Mar 31, 25
2 M&G SA Equity Fund B 6.45M (5.44%) 6.45M
Increased by +100.00%
Mar 31, 24
3 Vanguard Real Estate Index Investor 4.86M (4.10%) -9.36K
Decreased by -0.19%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.03M (3.40%) 15.54K
Increased by +0.39%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 3.95M (3.33%) 2.84K
Increased by +0.07%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 2.74M (2.31%) -8.31K
Decreased by -0.30%
Mar 31, 25
7 Cohen & Steers Real Estate Opportunities 2.54M (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
8 Cohen & Steers Real Estate Securities A 2.54M (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
9 Cohen & Steers Instl Realty Shares 2.50M (2.11%) -223.92K
Decreased by -8.95%
Mar 31, 25
10 Cohen & Steers Realty Shares L 2.45M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.56%) 26.96K
Increased by +1.46%
Mar 31, 25
12 T. Rowe Price Mid-Cap Value 1.75M (1.48%) 190.22K
Increased by +10.87%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Value Equity 1.75M (1.48%) 212.98K
Increased by +12.17%
Mar 31, 25
14 M&G Balanced Fund A 1.58M (1.33%) 1.58M
Increased by +100.00%
Mar 31, 24
15 Fidelity US REIT Mother Fund 1.44M (1.21%) -127.70K
Decreased by -8.87%
Sep 17, 24
16 T. Rowe Price Real Assets Tr I-Z 1.34M (1.13%) 205.83K
Increased by +15.36%
Mar 31, 25
17 Daiwa US-REIT Open Mother Fund 1.29M (1.09%) 12.62K
Increased by +0.97%
Sep 17, 24
18 T. Rowe Price Real Assets Tr I-D 1.13M (0.96%) 197.15K
Increased by +17.39%
Dec 31, 24
19 Dodge & Cox Balanced Composite 1.11M (0.94%) 197.90K
Increased by +17.85%
Mar 31, 25
20 Dodge & Cox Balanced I 1.11M (0.94%) 197.90K
Increased by +17.85%
Mar 31, 25