Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 8.46%
2 JRE_old 6.39%
3 BYRE 4.47%
4 REZ 3.46%
5 FORH 2.64%
6 REIT 2.56%
7 NBGR 2.51%
8 SRHR 2.37%
9 RITA 2.28%
10 RORE 2.28%
11 SWIN_old 2.06%
12 IQRA 1.91%
13 VGSR 1.61%
14 HOMZ 1.51%
15 REAI 1.51%
16 RWR 1.41%
17 OCEN 1.40%
18 ROOF 1.36%
19 JPRE 1.35%
20 WREI 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.55M (13.95%) -188.82K
Decreased by -1.08%
Sep 30, 24
2 Cohen & Steers Inc 12.56M (9.98%) 1.18M
Increased by +9.42%
Sep 30, 24
3 BlackRock Inc 11.17M (8.88%) -100.93K
Decreased by -0.90%
Jun 30, 24
4 NORGES BANK 6.67M (5.30%) 2.36M
Increased by +35.32%
Jun 30, 24
5 Dodge & Cox 5.96M (4.74%) 384.43K
Increased by +6.45%
Sep 30, 24
6 State Street Corporation 5.27M (4.19%) -658.69K
Decreased by -12.49%
Mar 31, 24
7 FMR Inc 5.23M (4.16%) 1.43M
Increased by +27.34%
Sep 30, 24
8 State Street Corp 4.99M (3.96%) -247.99K
Decreased by -4.97%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 4.64M (3.69%) 891.17K
Increased by +19.22%
Sep 30, 24
10 Massachusetts Financial Services Company 2.95M (2.35%) 3.28K
Increased by +0.11%
Sep 30, 24
11 Principal Financial Group Inc 2.49M (1.98%) -1.00M
Decreased by -40.31%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 2.20M (1.75%) 108.10K
Increased by +4.91%
Jun 30, 24
13 Amvescap Plc. 2.16M (1.72%) -419.80K
Decreased by -19.40%
Dec 31, 23
14 Geode Capital Management, LLC 2.09M (1.66%) -55.06K
Decreased by -2.63%
Sep 30, 24
15 CenterSquare Investment Management LLC 2.06M (1.64%) -100.63K
Decreased by -4.89%
Sep 30, 24
16 Daiwa Securities Group Inc 1.90M (1.51%) -294.42K
Decreased by -15.48%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.78M (1.41%) -4.13K
Decreased by -0.23%
Sep 30, 24
18 Deutsche Bank AG 1.68M (1.33%) 1.27M
Increased by +75.59%
Dec 31, 23
19 JPMorgan Chase & Co 1.63M (1.29%) -671.33K
Decreased by -41.30%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 1.32M (1.05%) 1.21M
Increased by +91.39%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 M&G SA Equity Fund B 6.45M (5.13%) 6.45M
Increased by +100.00%
Mar 31, 24
2 Vanguard Real Estate Index Investor 4.91M (3.90%) -13.81K
Decreased by -0.28%
Oct 31, 24
3 Dodge & Cox Stock I 4.26M (3.39%) 384.60K
Increased by +9.02%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.93M (3.12%) -13.71K
Decreased by -0.35%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 2.65M (2.10%) 4.80K
Increased by +0.18%
Oct 31, 24
6 Cohen & Steers Instl Realty Shares 2.00M (1.59%) 198.10K
Increased by +9.90%
Sep 30, 24
7 Cohen & Steers Realty Shares L 2.00M (1.59%) 532.06K
Increased by +26.61%
Sep 30, 24
8 Cohen & Steers Real Estate Opportunities 1.87M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
9 Cohen & Steers Real Estate Securities A 1.87M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.38%) -10.53K
Decreased by -0.61%
Oct 31, 24
11 M&G Balanced Fund A 1.58M (1.26%) 1.58M
Increased by +100.00%
Mar 31, 24
12 Fidelity US REIT Mother Fund 1.57M (1.25%) 176.40K
Increased by +11.25%
Mar 15, 24
13 Vanguard Growth Index Investor 1.55M (1.24%) 9.95K
Increased by +0.64%
Oct 31, 24
14 T. Rowe Price Mid-Cap Value 1.51M (1.20%) 248.55K
Increased by +16.43%
Oct 31, 24
15 Daiwa US-REIT Open Mother Fund 1.28M (1.02%) -456.58K
Decreased by -35.63%
Mar 18, 24
16 T. Rowe Price US Mid-Cap Value Equity 1.26M (1.00%) 381.75K
Increased by +30.20%
Sep 30, 24
17 Principal Real Estate Securities R5 1.01M (0.80%) -117.71K
Decreased by -11.65%
Sep 30, 24
18 AMOne Shinko US-REIT Open 1.00M (0.80%) -22.05K
Decreased by -2.20%
Sep 5, 23
19 MFS Mid Cap Value A 976.78K (0.78%) 0.00
Increased by 0.00%
Oct 31, 24
20 MFS Mid Cap Value Equity 976.78K (0.78%) -4.03K
Decreased by -0.41%
Sep 30, 24