Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTRE 4.39%
2 FFR 4.31%
3 BYRE 4.14%
4 INDS 3.48%
5 SPRE 2.51%
6 PPTY 2.26%
7 RDOG 2.25%
8 SMIG 2.10%
9 PSR 1.80%
10 DRW 1.53%
11 GREI 1.42%
12 ROOF 1.41%
13 WTRE 1.25%
14 GDVD 1.23%
15 VRAI 1.22%
16 SCAP_old 0.78%
17 SCAP 0.78%
18 RWR 0.59%
19 FRI 0.55%
20 PSC 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.78M (14.52%) 799.94K
Increased by +5.80%
Jun 30, 24
2 BlackRock Inc 9.64M (10.15%) 901.02K
Increased by +9.35%
Jun 30, 24
3 FMR Inc 9.10M (9.59%) 2.03M
Increased by +22.25%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 5.10M (5.37%) 663.30K
Increased by +13.01%
Jun 30, 24
5 Amvescap Plc. 5.06M (5.33%) -523.86K
Decreased by -10.35%
Jun 30, 24
6 Principal Financial Group Inc 5.05M (5.32%) -104.27K
Decreased by -2.06%
Jun 30, 24
7 T. Rowe Price Associates, Inc. 4.31M (4.54%) 151.08K
Increased by +3.50%
Jun 30, 24
8 State Street Corp 4.16M (4.38%) 340.65K
Increased by +8.19%
Jun 30, 24
9 State Street Corporation 3.82M (4.02%) -309.20K
Decreased by -8.10%
Mar 31, 24
10 Geode Capital Management, LLC 2.41M (2.53%) 281.53K
Increased by +11.70%
Jun 30, 24
11 American Century Companies Inc 2.15M (2.27%) 146.81K
Increased by +6.83%
Jun 30, 24
12 Resolution Capital Limited 2.02M (2.12%) 777.63K
Increased by +38.55%
Jun 30, 24
13 Schroder Investment Management Group 1.68M (1.77%) 20.45K
Increased by +1.22%
Jun 30, 24
14 JPMorgan Chase & Co 1.62M (1.70%) -44.19K
Decreased by -2.74%
Mar 31, 24
15 Nuveen Asset Management, LLC 1.57M (1.65%) -84.70K
Decreased by -5.40%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 1.52M (1.60%) -211.95K
Decreased by -13.94%
Mar 31, 24
17 PGGM Investments 1.46M (1.54%) -52.08K
Decreased by -3.56%
Sep 30, 23
18 Charles Schwab Investment Management Inc 1.41M (1.49%) 79.33K
Increased by +5.62%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 1.38M (1.46%) 103.83K
Increased by +7.51%
Jun 30, 24
20 Thrivent Financial For Lutherans 1.33M (1.40%) 935.42K
Increased by +70.44%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 3.85M (4.06%) -11.43K
Decreased by -0.30%
Jul 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.08M (3.24%) -6.28K
Decreased by -0.20%
Jul 31, 24
3 Fidelity US REIT Mother Fund 2.86M (3.01%) 590.00K
Increased by +20.66%
Mar 15, 24
4 iShares Russell 2000 ETF 2.56M (2.69%) 16.20K
Increased by +0.63%
Aug 30, 24
5 Vanguard Small Cap Index 2.44M (2.57%) 8.86K
Increased by +0.36%
Jul 31, 24
6 T. Rowe Price Real Assets Tr I-Z 1.90M (2.00%) 141.79K
Increased by +7.47%
Jun 30, 24
7 Principal Real Estate Securities R5 1.85M (1.94%) -11.56K
Decreased by -0.63%
Jul 31, 24
8 T. Rowe Price Small-Cap Value 1.68M (1.77%) -62.00K
Decreased by -3.69%
Jun 30, 24
9 AMOne Shinko US-REIT Open 1.49M (1.57%) 162.96K
Increased by +10.91%
Mar 5, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.56%) 9.13K
Increased by +0.62%
Jul 31, 24
11 T. Rowe Price Real Assets 1.43M (1.50%) 54.13K
Increased by +3.79%
Jun 30, 24
12 American Century Small Cap Value Inv 1.40M (1.47%) 207.44K
Increased by +14.82%
Jun 30, 24
13 American Century U.S. Small Cap Value 1.40M (1.47%) 207.44K
Increased by +14.82%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 1.36M (1.43%) -5.37K
Decreased by -0.39%
Jul 31, 24
15 Nuveen Real Estate Sec Sel R6 1.10M (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
16 TIAA-CREF Real Estate Sec Instl 1.10M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
17 Nuveen Real Estate Sec Sel Instl 1.10M (1.16%) -600.00
Decreased by -0.05%
Feb 29, 24
18 Fidelity Small Cap Index 932.54K (0.98%) 28.31K
Increased by +3.04%
Jun 30, 24
19 iShares Russell 2000 Value ETF 905.65K (0.95%) -3.03K
Decreased by -0.33%
Aug 30, 24
20 T. Rowe Price U.S. SC Value Eq Tr-Z 883.22K (0.93%) 11.85K
Increased by +1.34%
Jun 30, 24