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 4.17%
5 REZ 3.65%
6 IRET 3.34%
7 RITA 2.70%
8 FORH 2.64%
9 REIT 2.56%
10 NBGR 2.43%
11 RORE 2.28%
12 SWIN_old 2.06%
13 VGSR 1.73%
14 HOMZ 1.69%
15 REAI 1.54%
16 RWR 1.52%
17 OCEN 1.42%
18 CRED 1.38%
19 ROOF 1.36%
20 JPRE 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.95M (15.10%) 403.92K
Increased by +2.25%
Mar 31, 25
2 Cohen & Steers Inc 16.32M (13.74%) -51.75K
Decreased by -0.32%
Mar 31, 25
3 Dodge & Cox 13.65M (11.49%) 4.04M
Increased by +29.62%
Mar 31, 25
4 BlackRock Inc 10.61M (8.93%) 371.06K
Increased by +3.50%
Mar 31, 25
5 FMR Inc 7.74M (6.52%) -174.20K
Decreased by -2.25%
Mar 31, 25
6 NORGES BANK 7.23M (6.08%) 559.41K
Increased by +7.74%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 6.12M (5.15%) 568.51K
Increased by +9.29%
Mar 31, 25
8 State Street Corporation 5.27M (4.44%) -658.69K
Decreased by -12.49%
Mar 31, 24
9 State Street Corp 5.10M (4.29%) 93.69K
Increased by +1.84%
Mar 31, 25
10 Massachusetts Financial Services Company 2.68M (2.26%) -254.51K
Decreased by -9.50%
Mar 31, 25
11 Daiwa Securities Group Inc 2.65M (2.23%) 303.56K
Increased by +11.47%
Mar 31, 25
12 Principal Financial Group Inc 2.49M (2.09%) -1.00M
Decreased by -40.31%
Sep 30, 24
13 Geode Capital Management, LLC 2.24M (1.89%) 101.06K
Increased by +4.50%
Mar 31, 25
14 Amvescap Plc. 2.16M (1.82%) -419.80K
Decreased by -19.40%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.77M (1.49%) -55.49K
Decreased by -3.13%
Mar 31, 25
16 Deutsche Bank AG 1.61M (1.36%) 820.42K
Increased by +50.91%
Mar 31, 25
17 CenterSquare Investment Management LLC 1.55M (1.30%) -508.14K
Decreased by -32.78%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 1.40M (1.18%) 39.85K
Increased by +2.84%
Mar 31, 25
19 CBRE Investment Management Listed Real Assets LLC 1.25M (1.05%) 74.90K
Increased by +6.01%
Sep 30, 24
20 Acadian Asset Management LLC 1.17M (0.98%) 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 10.24M (8.62%) 3.20M
Increased by +31.25%
Mar 31, 25
2 M&G SA Equity Fund B 6.45M (5.43%) 6.45M
Increased by +100.00%
Mar 31, 24
3 Vanguard Real Estate Index Investor 4.78M (4.02%) -79.86K
Decreased by -1.67%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 4.09M (3.45%) 64.91K
Increased by +1.59%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 3.95M (3.32%) 2.84K
Increased by +0.07%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 2.77M (2.33%) 26.56K
Increased by +0.96%
Apr 30, 25
7 Cohen & Steers Real Estate Opportunities 2.54M (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
8 Cohen & Steers Real Estate Securities A 2.54M (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
9 Cohen & Steers Instl Realty Shares 2.50M (2.10%) -223.92K
Decreased by -8.95%
Mar 31, 25
10 Cohen & Steers Realty Shares L 2.45M (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.56%) 7.73K
Increased by +0.42%
Apr 30, 25
12 T. Rowe Price Mid-Cap Value 1.75M (1.47%) 190.22K
Increased by +10.87%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Value Equity 1.75M (1.47%) 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-D 1.34M (1.13%) 205.83K
Increased by +15.36%
Mar 31, 25
17 T. Rowe Price Real Assets Tr I-Z 1.34M (1.13%) 205.83K
Increased by +15.36%
Mar 31, 25
18 Daiwa US-REIT Open Mother Fund 1.29M (1.09%) 12.62K
Increased by +0.97%
Sep 17, 24
19 Dodge & Cox Balanced Composite 1.11M (0.93%) 197.90K
Increased by +17.85%
Mar 31, 25
20 Dodge & Cox Balanced I 1.11M (0.93%) 197.90K
Increased by +17.85%
Mar 31, 25