Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.76%
2 JRE 4.06%
3 UTRN 3.97%
4 JPRE 3.91%
5 RITA 3.70%
6 RSPR 3.24%
7 REZ 3.19%
8 EWRE 3.18%
9 REIT 3.06%
10 PRVT 2.51%
11 RDOG 2.25%
12 PPTY 2.14%
13 PSR 2.00%
14 RORE 1.90%
15 GQRE 1.86%
16 REAI 1.67%
17 NBGR 1.64%
18 WREI 1.58%
19 HOMZ 1.54%
20 VGSR 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.63M (16.92%) 83.00K
Increased by +0.16%
Sep 30, 24
2 BlackRock Inc 32.55M (10.88%) 686.99K
Increased by +2.11%
Sep 30, 24
3 Cohen & Steers Inc 30.58M (10.22%) 1.19M
Increased by +3.89%
Sep 30, 24
4 NORGES BANK 27.89M (9.32%) 61.59K
Increased by +0.22%
Jun 30, 24
5 State Street Corporation 21.25M (7.10%) -1.26M
Decreased by -5.93%
Mar 31, 24
6 State Street Corp 20.78M (6.94%) -4.42K
Decreased by -0.02%
Sep 30, 24
7 JPMorgan Chase & Co 15.55M (5.20%) 794.00K
Increased by +5.11%
Sep 30, 24
8 FMR Inc 11.40M (3.81%) 1.47M
Increased by +12.91%
Sep 30, 24
9 CenterSquare Investment Management LLC 9.30M (3.11%) -1.58M
Decreased by -17.01%
Sep 30, 24
10 Capital Research Global Investors 7.96M (2.66%) 3.25M
Increased by +40.82%
Sep 30, 24
11 Geode Capital Management, LLC 7.70M (2.57%) -27.98K
Decreased by -0.36%
Sep 30, 24
12 Daiwa Securities Group Inc 7.11M (2.38%) 159.63K
Increased by +2.25%
Sep 30, 24
13 Wellington Management Company LLP 7.09M (2.37%) -39.46K
Decreased by -0.56%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 4.71M (1.57%) -20.00K
Decreased by -0.42%
Sep 30, 24
15 Charles Schwab Investment Management Inc 4.37M (1.46%) 95.02K
Increased by +2.18%
Dec 31, 24
16 Amvescap Plc. 3.93M (1.31%) -1.59M
Decreased by -40.55%
Sep 30, 24
17 Legal & General Group PLC 3.77M (1.26%) -317.41K
Decreased by -8.43%
Sep 30, 24
18 Deutsche Bank AG 3.46M (1.16%) -1.61M
Decreased by -46.58%
Dec 31, 23
19 Millennium Management LLC 3.41M (1.14%) -84.64K
Decreased by -2.48%
Sep 30, 24
20 Balyasny Asset Management LLC 3.23M (1.08%) 1.15M
Increased by +35.45%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 12.08M (4.04%) 13.00K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 10.29M (3.44%) -92.13K
Decreased by -0.90%
Dec 31, 24
3 American Funds Income Fund of Amer A 8.31M (2.78%) 4.31M
Increased by +51.90%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 8.14M (2.72%) 70.59K
Increased by +0.87%
Dec 31, 24
5 AMOne Shinko US-REIT Open 5.43M (1.82%) 3.05M
Increased by +56.14%
Mar 5, 24
6 Fidelity US REIT Mother Fund 5.06M (1.69%) -1.11M
Decreased by -21.98%
Mar 15, 24
7 Daiwa US-REIT Open Mother Fund 4.71M (1.57%) -428.25K
Decreased by -9.09%
Sep 17, 24
8 Vanguard Small Cap Index 4.20M (1.40%) 39.57K
Increased by +0.94%
Dec 31, 24
9 Cohen & Steers Real Estate Opportunities 4.17M (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
10 Cohen & Steers Real Estate Securities A 4.17M (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Windsor Investor Shares 4.01M (1.34%) -151.75K
Decreased by -3.78%
Dec 31, 24
12 Fidelity 500 Index 3.73M (1.25%) 18.55K
Increased by +0.50%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 3.69M (1.23%) -16.46K
Decreased by -0.45%
Jan 31, 25
14 SPDR® S&P 500 ETF Trust 3.59M (1.20%) 8.10K
Increased by +0.23%
Apr 30, 24
15 Vanguard Mid Cap Index Institutional 3.55M (1.19%) 32.19K
Increased by +0.91%
Dec 31, 24
16 Fidelity® 500 Index 3.53M (1.18%) 22.48K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 3.52M (1.18%) 708.00
Increased by +0.02%
Jan 31, 25
18 Cohen & Steers Instl Realty Shares 3.49M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 3.41M (1.14%) 10.99K
Increased by +0.32%
Jan 31, 25
20 Cohen & Steers Realty Shares L 3.22M (1.07%) 0.00
Increased by 0.00%
Dec 31, 24