Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RESI 8.46%
2 JRE_old 6.39%
3 NURE 5.24%
4 SPRE 5.11%
5 BYRE 4.47%
6 HAUS 4.33%
7 SRHR 4.26%
8 REZ 3.75%
9 IRET 3.35%
10 RNTY 3.19%
11 FORH 2.64%
12 REIT 2.56%
13 NBGR 2.43%
14 RITA 2.30%
15 RORE 2.28%
16 SWIN_old 2.06%
17 AREA 2.00%
18 ICF 1.91%
19 VGSR 1.73%
20 CSRE 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.04M (15.74%) 93.17K
Increased by +0.52%
Jun 30, 25
2 Cohen & Steers Inc 16.66M (14.53%) 333.73K
Increased by +2.00%
Jun 30, 25
3 Dodge & Cox 14.20M (12.39%) 550.94K
Increased by +3.88%
Jun 30, 25
4 BlackRock Inc 11.41M (9.95%) 795.65K
Increased by +6.98%
Jun 30, 25
5 NORGES BANK 7.32M (6.39%) 92.52K
Increased by +1.26%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 7.05M (6.15%) 928.01K
Increased by +13.17%
Jun 30, 25
7 FMR Inc 6.73M (5.87%) -1.02M
Decreased by -15.11%
Jun 30, 25
8 State Street Corporation 5.27M (4.60%) -658.69K
Decreased by -12.49%
Mar 31, 24
9 State Street Corp 5.17M (4.51%) 67.95K
Increased by +1.31%
Jun 30, 25
10 Daiwa Securities Group Inc 2.78M (2.42%) 128.33K
Increased by +4.62%
Jun 30, 25
11 Massachusetts Financial Services Company 2.53M (2.20%) -154.24K
Decreased by -6.11%
Jun 30, 25
12 Principal Financial Group Inc 2.49M (2.17%) -1.00M
Decreased by -40.31%
Sep 30, 24
13 Geode Capital Management, LLC 2.30M (2.00%) 52.50K
Increased by +2.29%
Jun 30, 25
14 Amvescap Plc. 2.16M (1.89%) -419.80K
Decreased by -19.40%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.74M (1.52%) -36.81K
Decreased by -2.12%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 1.65M (1.44%) 243.92K
Increased by +14.80%
Jun 30, 25
17 CenterSquare Investment Management LLC 1.55M (1.35%) -508.14K
Decreased by -32.78%
Dec 31, 24
18 Deutsche Bank AG 1.28M (1.12%) -328.00K
Decreased by -25.56%
Jun 30, 25
19 CBRE Investment Management Listed Real Assets LLC 1.25M (1.09%) 74.90K
Increased by +6.01%
Sep 30, 24
20 Charles Schwab Investment Management Inc 1.20M (1.04%) 56.05K
Increased by +4.68%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.68M (9.32%) 435.20K
Increased by +4.07%
Jun 30, 25
2 M&G SA Equity Fund B 6.45M (5.63%) 6.45M
Increased by +100.00%
Mar 31, 24
3 Vanguard Real Estate Index Investor 4.74M (4.13%) 5.44K
Increased by +0.11%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.02M (3.50%) -91.41K
Decreased by -2.27%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 3.95M (3.44%) 2.84K
Increased by +0.07%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 2.85M (2.48%) 30.68K
Increased by +1.08%
Jul 31, 25
7 Cohen & Steers Real Estate Opportunities 2.48M (2.16%) -54.70K
Decreased by -2.21%
Jun 30, 25
8 Cohen & Steers Real Estate Securities A 2.48M (2.16%) -54.70K
Decreased by -2.21%
Jun 30, 25
9 Cohen & Steers Realty Shares L 2.47M (2.16%) 22.22K
Increased by +0.90%
Jun 30, 25
10 Cohen & Steers Instl Realty Shares 2.46M (2.14%) -45.52K
Decreased by -1.85%
Jun 30, 25
11 Daiwa US-REIT Open Mother Fund 1.79M (1.56%) 498.15K
Increased by +27.80%
Mar 17, 25
12 T. Rowe Price US Mid-Cap Value Equity 1.78M (1.55%) 31.84K
Increased by +1.79%
Jun 30, 25
13 T. Rowe Price Mid-Cap Value 1.78M (1.55%) -2.68K
Decreased by -0.15%
Jul 31, 25
14 M&G Balanced Fund A 1.58M (1.38%) 1.58M
Increased by +100.00%
Mar 31, 24
15 T. Rowe Price Real Assets Tr I-D 1.50M (1.31%) 160.69K
Increased by +10.71%
Jun 30, 25
16 T. Rowe Price Real Assets Tr I-Z 1.34M (1.17%) 205.83K
Increased by +15.36%
Mar 31, 25
17 Fidelity US REIT Mother Fund 1.33M (1.16%) -104.90K
Decreased by -7.86%
Mar 17, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.13%) -560.10K
Decreased by -43.42%
Jul 31, 25
19 Dodge & Cox Balanced Composite 1.11M (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
20 Dodge & Cox Balanced I 1.11M (0.97%) 0.00
Increased by 0.00%
Jun 30, 25