Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFR 4.31%
2 DTRE 4.19%
3 BYRE 4.14%
4 INDS 3.51%
5 SPRE 2.52%
6 PPTY 2.04%
7 RDOG 2.00%
8 PSR 1.80%
9 SMIG 1.69%
10 CSMD 1.54%
11 WTRE 1.54%
12 DRW 1.53%
13 GREI 1.42%
14 GDVD 1.23%
15 ROOF 1.07%
16 VRAI 1.01%
17 SCAP_old 0.78%
18 SCAP 0.78%
19 JPSV 0.73%
20 RWR 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.78M (14.10%) 799.94K
Increased by +5.80%
Jun 30, 24
2 BlackRock Inc 9.64M (9.86%) 901.02K
Increased by +9.35%
Jun 30, 24
3 FMR Inc 9.10M (9.31%) 2.03M
Increased by +22.25%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 5.10M (5.21%) 663.30K
Increased by +13.01%
Jun 30, 24
5 Amvescap Plc. 5.06M (5.18%) -523.86K
Decreased by -10.35%
Jun 30, 24
6 Principal Financial Group Inc 4.94M (5.05%) -109.27K
Decreased by -2.21%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 4.31M (4.41%) 151.08K
Increased by +3.50%
Jun 30, 24
8 State Street Corp 4.16M (4.25%) 340.65K
Increased by +8.19%
Jun 30, 24
9 State Street Corporation 3.82M (3.91%) -309.20K
Decreased by -8.10%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 3.04M (3.11%) 4.71K
Increased by +0.15%
Jun 30, 24
11 Geode Capital Management, LLC 2.41M (2.46%) 281.53K
Increased by +11.70%
Jun 30, 24
12 American Century Companies Inc 2.15M (2.20%) 146.81K
Increased by +6.83%
Jun 30, 24
13 Resolution Capital Limited 2.02M (2.06%) 777.63K
Increased by +38.55%
Jun 30, 24
14 Schroder Investment Management Group 1.68M (1.72%) 20.45K
Increased by +1.22%
Jun 30, 24
15 JPMorgan Chase & Co 1.62M (1.65%) -44.19K
Decreased by -2.74%
Mar 31, 24
16 Nuveen Asset Management, LLC 1.57M (1.60%) -84.70K
Decreased by -5.40%
Jun 30, 24
17 PGGM Investments 1.46M (1.49%) -52.08K
Decreased by -3.56%
Sep 30, 23
18 Charles Schwab Investment Management Inc 1.41M (1.44%) 79.33K
Increased by +5.62%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 1.38M (1.41%) 103.83K
Increased by +7.51%
Jun 30, 24
20 Thrivent Financial For Lutherans 1.33M (1.36%) 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 3.82M (3.90%) -53.13K
Decreased by -1.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.09M (3.16%) 2.31K
Increased by +0.07%
Sep 30, 24
3 Fidelity US REIT Mother Fund 2.86M (2.92%) 590.00K
Increased by +20.66%
Mar 15, 24
4 iShares Russell 2000 ETF 2.47M (2.53%) -1.58K
Decreased by -0.06%
Oct 30, 24
5 Vanguard Small Cap Index 2.43M (2.48%) -20.06K
Decreased by -0.83%
Sep 30, 24
6 T. Rowe Price Real Assets Tr I-Z 1.92M (1.97%) 23.10K
Increased by +1.20%
Sep 30, 24
7 Principal Real Estate Securities R5 1.85M (1.89%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price Small-Cap Value 1.66M (1.70%) -15.05K
Decreased by -0.90%
Sep 30, 24
9 AMOne Shinko US-REIT Open 1.49M (1.53%) 162.96K
Increased by +10.91%
Mar 5, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.48%) -34.01K
Decreased by -2.34%
Sep 30, 24
11 T. Rowe Price Real Assets 1.38M (1.41%) -38.31K
Decreased by -2.77%
Sep 30, 24
12 American Century Small Cap Value Inv 1.35M (1.38%) -50.00K
Decreased by -3.70%
Sep 30, 24
13 American Century U.S. Small Cap Value 1.35M (1.38%) -50.00K
Decreased by -3.70%
Sep 30, 24
14 Vanguard Small Cap Growth Index Inv 1.34M (1.37%) -14.94K
Decreased by -1.12%
Sep 30, 24
15 Nuveen Real Estate Sec Sel R6 1.10M (1.13%) 0.00
Increased by 0.00%
Aug 31, 24
16 TIAA-CREF Real Estate Sec Instl 1.10M (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
17 Nuveen Real Estate Sec Sel Instl 1.10M (1.12%) -600.00
Decreased by -0.05%
Feb 29, 24
18 Fidelity Small Cap Index 986.65K (1.01%) -24.65K
Decreased by -2.50%
Aug 31, 24
19 iShares Russell 2000 Value ETF 910.42K (0.93%) 0.00
Increased by 0.00%
Oct 30, 24
20 T. Rowe Price U.S. SC Value Eq Tr-Z 895.05K (0.92%) 11.83K
Increased by +1.32%
Sep 30, 24