Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JRE_old 5.76%
2 JRE 4.37%
3 UTRN 3.97%
4 RITA 3.70%
5 RSPR 3.35%
6 REZ 3.31%
7 EWRE 3.18%
8 REIT 3.06%
9 JPRE 2.87%
10 PRVT 2.51%
11 PPTY 2.30%
12 RDOG 2.25%
13 CRED 2.01%
14 GQRE 1.97%
15 RORE 1.90%
16 PSR 1.86%
17 REAI 1.80%
18 HOMZ 1.67%
19 NBGR 1.64%
20 WREI 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.81M (16.98%) 180.55K
Increased by +0.36%
Dec 31, 24
2 BlackRock Inc 33.32M (11.13%) 772.13K
Increased by +2.32%
Dec 31, 24
3 Cohen & Steers Inc 30.59M (10.22%) 14.24K
Increased by +0.05%
Dec 31, 24
4 NORGES BANK 29.34M (9.80%) 1.45M
Increased by +4.93%
Dec 31, 24
5 State Street Corporation 21.25M (7.10%) -1.26M
Decreased by -5.93%
Mar 31, 24
6 State Street Corp 20.69M (6.91%) -87.85K
Decreased by -0.42%
Dec 31, 24
7 Capital Research Global Investors 13.06M (4.36%) 5.10M
Increased by +39.06%
Dec 31, 24
8 FMR Inc 12.59M (4.21%) 1.19M
Increased by +9.46%
Dec 31, 24
9 CenterSquare Investment Management LLC 8.99M (3.00%) -301.88K
Decreased by -3.36%
Dec 31, 24
10 Geode Capital Management, LLC 7.92M (2.65%) 220.29K
Increased by +2.78%
Dec 31, 24
11 Amvescap Plc. 7.54M (2.52%) 3.61M
Increased by +47.91%
Dec 31, 24
12 JPMorgan Chase & Co 7.23M (2.42%) -8.32M
Decreased by -115.03%
Dec 31, 24
13 Daiwa Securities Group Inc 7.00M (2.34%) -111.88K
Decreased by -1.60%
Dec 31, 24
14 Wellington Management Company LLP 6.93M (2.31%) -166.65K
Decreased by -2.41%
Dec 31, 24
15 Northern Trust Corp 4.85M (1.62%) 1.71M
Increased by +35.15%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 4.76M (1.59%) 44.60K
Increased by +0.94%
Dec 31, 24
17 Charles Schwab Investment Management Inc 4.37M (1.46%) 95.02K
Increased by +2.18%
Dec 31, 24
18 Deutsche Bank AG 3.46M (1.15%) -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 11.98M (4.00%) -146.92K
Decreased by -1.23%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 10.39M (3.47%) 58.05K
Increased by +0.56%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 8.33M (2.78%) 50.73K
Increased by +0.61%
Feb 28, 25
4 American Funds Income Fund of Amer A 8.31M (2.78%) 4.31M
Increased by +51.90%
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 5.38M (1.80%) 320.30K
Increased by +5.95%
Sep 17, 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 4.21M (1.41%) 3.45K
Increased by +0.08%
Feb 28, 25
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 3.74M (1.25%) 16.52K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 3.72M (1.24%) -27.61K
Decreased by -0.74%
Feb 28, 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 3.56M (1.19%) 11.89K
Increased by +0.33%
Feb 28, 25
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%) -177.00
Decreased by -0.01%
Feb 28, 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 3.44M (1.15%) 3.90K
Increased by +0.11%
Feb 28, 25
20 Cohen & Steers Realty Shares L 3.22M (1.07%) 0.00
Increased by 0.00%
Dec 31, 24