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 3.62%
6 IRET 3.33%
7 RITA 2.83%
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 REAI 1.72%
15 HOMZ 1.68%
16 RWR 1.57%
17 USRT 1.42%
18 OCEN 1.42%
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 7.04M (5.94%) 2.78M
Increased by +39.48%
Dec 31, 24
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 4.87M (4.11%) 46.19K
Increased by +0.95%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 4.01M (3.39%) 14.63K
Increased by +0.36%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 2.75M (2.32%) 12.19K
Increased by +0.44%
Feb 28, 25
6 Cohen & Steers Instl Realty Shares 2.72M (2.30%) 722.62K
Increased by +26.52%
Dec 31, 24
7 Cohen & Steers Real Estate Opportunities 2.54M (2.14%) 662.24K
Increased by +26.12%
Dec 31, 24
8 Cohen & Steers Real Estate Securities A 2.54M (2.14%) 662.24K
Increased by +26.12%
Dec 31, 24
9 Cohen & Steers Realty Shares L 2.45M (2.07%) 450.86K
Increased by +18.40%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.53%) 6.62K
Increased by +0.36%
Feb 28, 25
11 M&G Balanced Fund A 1.58M (1.33%) 1.58M
Increased by +100.00%
Mar 31, 24
12 T. Rowe Price US Mid-Cap Value Equity 1.54M (1.30%) 273.42K
Increased by +17.79%
Dec 31, 24
13 T. Rowe Price Mid-Cap Value 1.54M (1.30%) -1.14K
Decreased by -0.07%
Jan 31, 25
14 Fidelity US REIT Mother Fund 1.44M (1.21%) -127.70K
Decreased by -8.87%
Sep 17, 24
15 Daiwa US-REIT Open Mother Fund 1.29M (1.09%) 12.62K
Increased by +0.97%
Sep 17, 24
16 T. Rowe Price Real Assets Tr I-Z 1.13M (0.96%) 197.15K
Increased by +17.39%
Dec 31, 24
17 Principal Real Estate Securities R5 1.01M (0.85%) -117.71K
Decreased by -11.65%
Sep 30, 24
18 AMOne Shinko US-REIT Open 1.00M (0.85%) -22.05K
Decreased by -2.20%
Sep 5, 23
19 MFS Mid Cap Value A 976.78K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
20 MFS Mid Cap Value Equity 976.78K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24