Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 8.46%
2 JRE_old 6.39%
3 NURE 5.34%
4 HAUS 4.69%
5 BYRE 4.47%
6 SRHR 4.32%
7 REZ 3.86%
8 IRET 3.43%
9 RITA 3.07%
10 FORH 2.64%
11 REIT 2.56%
12 NBGR 2.43%
13 RORE 2.28%
14 SWIN_old 2.06%
15 ICF 1.88%
16 VGSR 1.73%
17 REAI 1.61%
18 RWR 1.59%
19 BBRE 1.52%
20 FPRO 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.95M (15.43%) 403.92K
Increased by +2.25%
Mar 31, 25
2 Cohen & Steers Inc 16.32M (14.04%) -51.75K
Decreased by -0.32%
Mar 31, 25
3 Dodge & Cox 13.65M (11.74%) 4.04M
Increased by +29.62%
Mar 31, 25
4 BlackRock Inc 10.61M (9.13%) 371.06K
Increased by +3.50%
Mar 31, 25
5 FMR Inc 7.74M (6.66%) -174.20K
Decreased by -2.25%
Mar 31, 25
6 NORGES BANK 7.23M (6.22%) 559.41K
Increased by +7.74%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 6.12M (5.26%) 568.51K
Increased by +9.29%
Mar 31, 25
8 State Street Corporation 5.27M (4.53%) -658.69K
Decreased by -12.49%
Mar 31, 24
9 State Street Corp 5.10M (4.39%) 93.69K
Increased by +1.84%
Mar 31, 25
10 Massachusetts Financial Services Company 2.68M (2.30%) -254.51K
Decreased by -9.50%
Mar 31, 25
11 Daiwa Securities Group Inc 2.65M (2.28%) 303.56K
Increased by +11.47%
Mar 31, 25
12 Principal Financial Group Inc 2.49M (2.14%) -1.00M
Decreased by -40.31%
Sep 30, 24
13 Geode Capital Management, LLC 2.24M (1.93%) 101.06K
Increased by +4.50%
Mar 31, 25
14 Amvescap Plc. 2.16M (1.86%) -419.80K
Decreased by -19.40%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.77M (1.53%) -55.49K
Decreased by -3.13%
Mar 31, 25
16 Deutsche Bank AG 1.61M (1.39%) 820.42K
Increased by +50.91%
Mar 31, 25
17 CenterSquare Investment Management LLC 1.55M (1.33%) -508.14K
Decreased by -32.78%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 1.40M (1.21%) 39.85K
Increased by +2.84%
Mar 31, 25
19 CBRE Investment Management Listed Real Assets LLC 1.25M (1.07%) 74.90K
Increased by +6.01%
Sep 30, 24
20 Acadian Asset Management LLC 1.17M (1.01%) 239.02K
Increased by +20.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.68M (9.18%) 435.20K
Increased by +4.07%
Jun 30, 25
2 M&G SA Equity Fund B 6.45M (5.55%) 6.45M
Increased by +100.00%
Mar 31, 24
3 Vanguard Real Estate Index Investor 4.73M (4.07%) -48.32K
Decreased by -1.02%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.10M (3.52%) 2.55K
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.95M (3.39%) 2.84K
Increased by +0.07%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 2.80M (2.40%) 26.52K
Increased by +0.95%
May 31, 25
7 Cohen & Steers Real Estate Opportunities 2.48M (2.13%) -54.70K
Decreased by -2.21%
Jun 30, 25
8 Cohen & Steers Real Estate Securities A 2.48M (2.13%) -54.70K
Decreased by -2.21%
Jun 30, 25
9 Cohen & Steers Realty Shares L 2.47M (2.13%) 22.22K
Increased by +0.90%
Jun 30, 25
10 Cohen & Steers Instl Realty Shares 2.46M (2.11%) -45.52K
Decreased by -1.85%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.87M (1.61%) 14.88K
Increased by +0.80%
May 31, 25
12 Daiwa US-REIT Open Mother Fund 1.79M (1.54%) 498.15K
Increased by +27.80%
Mar 17, 25
13 T. Rowe Price Mid-Cap Value 1.78M (1.53%) -2.27K
Decreased by -0.13%
Jun 30, 25
14 T. Rowe Price US Mid-Cap Value Equity 1.78M (1.53%) 31.84K
Increased by +1.79%
Jun 30, 25
15 M&G Balanced Fund A 1.58M (1.36%) 1.58M
Increased by +100.00%
Mar 31, 24
16 T. Rowe Price Real Assets Tr I-D 1.50M (1.29%) 160.69K
Increased by +10.71%
Jun 30, 25
17 T. Rowe Price Real Assets Tr I-Z 1.34M (1.15%) 205.83K
Increased by +15.36%
Mar 31, 25
18 Fidelity US REIT Mother Fund 1.33M (1.15%) -104.90K
Decreased by -7.86%
Mar 17, 25
19 Dodge & Cox Balanced Composite 1.11M (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
20 Dodge & Cox Balanced I 1.11M (0.95%) 0.00
Increased by 0.00%
Jun 30, 25