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 3.41%
5 FORH 2.64%
6 REIT 2.56%
7 NBGR 2.49%
8 SRHR 2.42%
9 RORE 2.28%
10 RITA 2.26%
11 IQRA 2.14%
12 SWIN_old 2.06%
13 VGSR 1.59%
14 REAI 1.55%
15 RWR 1.43%
16 OCEN 1.43%
17 HOMZ 1.40%
18 ROOF 1.36%
19 JPRE 1.35%
20 CRED 1.31%

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 11.38M (9.04%) 933.58K
Increased by +8.20%
Jun 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 State Street Corp 5.24M (4.16%) -37.51K
Decreased by -0.72%
Jun 30, 24
8 FMR Inc 5.23M (4.16%) 1.43M
Increased by +27.34%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 3.75M (2.98%) 443.71K
Increased by +11.84%
Jun 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 Daiwa Securities Group Inc 2.20M (1.75%) 424.84K
Increased by +19.35%
Jun 30, 24
14 Amvescap Plc. 2.16M (1.72%) -419.80K
Decreased by -19.40%
Dec 31, 23
15 CenterSquare Investment Management LLC 2.16M (1.72%) -12.87K
Decreased by -0.60%
Jun 30, 24
16 Geode Capital Management, LLC 2.15M (1.71%) -143.36K
Decreased by -6.67%
Jun 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 Canada Pension Plan Investment Board 1.42M (1.13%) -626.00
Decreased by -0.04%
Jun 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 1.75M (1.39%) -158.09K
Decreased by -9.05%
Sep 30, 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 Daiwa US-REIT Open Mother Fund 1.28M (1.02%) -456.58K
Decreased by -35.63%
Mar 18, 24
15 T. Rowe Price Mid-Cap Value 1.26M (1.00%) 0.00
Increased by 0.00%
Sep 30, 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%) -4.03K
Decreased by -0.41%
Sep 30, 24
20 MFS Mid Cap Value Equity 976.78K (0.78%) -4.03K
Decreased by -0.41%
Sep 30, 24