Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 7.59%
2 JRE_old 5.76%
3 NURE 4.93%
4 HAUS 4.77%
5 UTRN 3.97%
6 RITA 3.70%
7 PSR 3.66%
8 JRE 3.50%
9 FPRO 3.29%
10 ERNZ 3.23%
11 EWRE 3.18%
12 RSPR 3.15%
13 REIT 2.78%
14 RNTY 2.58%
15 PRVT 2.51%
16 REZ 2.50%
17 RDOG 2.27%
18 JPRE 2.26%
19 CSRE 2.15%
20 SPHD 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 49.90M (17.27%) -393.98K
Decreased by -0.79%
Dec 31, 25
2 BlackRock Inc 36.18M (12.52%) -1.09M
Decreased by -3.02%
Mar 31, 26
3 NORGES BANK 29.49M (10.20%) 55.41K
Increased by +0.19%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 26.26M (9.09%) 26.26M
Increased by +100.00%
Mar 31, 26
5 Capital Research Global Investors 25.63M (8.87%) 11.37M
Increased by +44.36%
Mar 31, 26
6 State Street Corp 21.56M (7.46%) -356.55K
Decreased by -1.65%
Mar 31, 26
7 State Street Corporation 21.25M (7.35%) -1.26M
Decreased by -5.93%
Mar 31, 24
8 Cohen & Steers Inc 20.77M (7.19%) -3.50M
Decreased by -16.85%
Mar 31, 26
9 Vanguard Capital Management, LLC 20.47M (7.08%) 20.47M
Increased by +100.00%
Mar 31, 26
10 FMR Inc 13.70M (4.74%) -232.37K
Decreased by -1.70%
Mar 31, 26
11 Amvescap Plc. 13.70M (4.74%) 3.42M
Increased by +25.00%
Mar 31, 26
12 Geode Capital Management, LLC 8.75M (3.03%) 194.29K
Increased by +2.22%
Mar 31, 26
13 CenterSquare Investment Management LLC 8.37M (2.90%) -1.02M
Decreased by -12.18%
Mar 31, 26
14 Wellington Management Company LLP 6.49M (2.25%) 136.40K
Increased by +2.10%
Mar 31, 26
15 JPMorgan Chase & Co 5.69M (1.97%) 2.34M
Increased by +41.18%
Mar 31, 26
16 Charles Schwab Investment Management Inc 5.01M (1.73%) 68.19K
Increased by +1.36%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 4.85M (1.68%) 145.62K
Increased by +3.00%
Mar 31, 26
18 CBRE Investment Management Listed Real Assets LLC 4.69M (1.62%) 320.40K
Increased by +6.84%
Dec 31, 25
19 Northern Trust Corp 4.57M (1.58%) 62.76K
Increased by +1.37%
Mar 31, 26
20 Daiwa Securities Group Inc 4.45M (1.54%) -743.28K
Decreased by -16.69%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 13.94M (4.82%) 0.00
Increased by 0.00%
Jun 30, 26
2 Capital Group American Mutual Comp 13.94M (4.82%) 0.00
Increased by 0.00%
Jun 30, 26
3 Vanguard Real Estate Index Investor 11.16M (3.86%) 170.71K
Increased by +1.53%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 10.44M (3.61%) 6.80K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 10.31M (3.57%) -153.46K
Decreased by -1.49%
Jun 30, 26
6 Vanguard Institutional 500 Index Trust 8.57M (2.96%) 65.45K
Increased by +0.76%
May 31, 25
7 Vanguard 500 Index Investor 7.68M (2.66%) -198.84K
Decreased by -2.59%
Jun 30, 26
8 Vanguard Small Cap Index 7.45M (2.58%) -107.53K
Decreased by -1.44%
Jun 30, 26
9 Fidelity US REIT Mother Fund 6.19M (2.14%) 812.80K
Increased by +13.13%
Mar 17, 25
10 AMOne Shinko US-REIT Open 5.43M (1.88%) 3.05M
Increased by +56.14%
Mar 5, 24
11 American Funds Invmt Co of Amer A 5.40M (1.87%) 0.00
Increased by 0.00%
Jun 30, 26
12 Capital Group Investment Co of Amer Comp 5.40M (1.87%) 0.00
Increased by 0.00%
Jun 30, 26
13 Invesco S&P 500® Equal Weight ETF 4.63M (1.60%) 14.38K
Increased by +0.31%
Jun 30, 26
14 Vanguard Small Cap Growth Index Inv 4.31M (1.49%) 52.09K
Increased by +1.21%
Jun 30, 26
15 iShares Core S&P 500 ETF 4.08M (1.41%) 12.90K
Increased by +0.32%
Jun 30, 26
16 Fidelity 500 Index 3.85M (1.33%) -5.33K
Decreased by -0.14%
May 31, 26
17 American Funds Income Fund of Amer A 3.83M (1.32%) -266.52K
Decreased by -6.97%
Dec 31, 25
18 SPDR® S&P 500 ETF 3.74M (1.30%) -54.10K
Decreased by -1.44%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 3.65M (1.26%) -19.12K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 3.64M (1.26%) 44.78K
Increased by +1.23%
Aug 31, 25