Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 BYRE 9.62%
3 SRHR 7.79%
4 WTRE 5.96%
5 REZ 5.80%
6 DRW 5.69%
7 JPRE 5.37%
8 JRE 5.05%
9 UTRN 4.36%
10 BOUT 4.33%
11 REIT 3.71%
12 RSPR 3.45%
13 VGSR 3.34%
14 RWR 3.23%
15 AREA 3.13%
16 CRED 3.06%
17 WREI 3.01%
18 EWRE 2.93%
19 XLRE 2.89%
20 FRI 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.50M (15.29%) 912.81K
Increased by +1.37%
Dec 31, 24
2 BlackRock Inc 47.71M (10.97%) 1.71M
Increased by +3.58%
Dec 31, 24
3 JPMorgan Chase & Co 29.74M (6.84%) -25.38M
Decreased by -85.35%
Dec 31, 24
4 State Street Corp 27.20M (6.25%) 526.62K
Increased by +1.94%
Dec 31, 24
5 State Street Corporation 26.54M (6.10%) -1.97M
Decreased by -7.41%
Mar 31, 24
6 FMR Inc 21.90M (5.04%) -1.46M
Decreased by -6.66%
Dec 31, 24
7 Principal Financial Group Inc 18.64M (4.29%) -233.63K
Decreased by -1.25%
Dec 31, 24
8 Apg Investments Us Inc 11.64M (2.67%) -1.22M
Decreased by -10.47%
Dec 31, 24
9 Geode Capital Management, LLC 10.95M (2.52%) 537.25K
Increased by +4.91%
Dec 31, 24
10 Resolution Capital Limited 7.14M (1.64%) -2.02M
Decreased by -28.25%
Dec 31, 24
11 Goldman Sachs Group Inc 7.09M (1.63%) 3.00M
Increased by +42.26%
Dec 31, 23
12 CenterSquare Investment Management LLC 6.83M (1.57%) -55.51K
Decreased by -0.81%
Dec 31, 24
13 Northern Trust Corp 6.21M (1.43%) 2.35M
Increased by +37.82%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 6.13M (1.41%) 335.19K
Increased by +5.47%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 6.10M (1.40%) 138.80K
Increased by +2.27%
Dec 31, 24
16 Massachusetts Financial Services Company 5.80M (1.33%) 382.08K
Increased by +6.58%
Dec 31, 24
17 NORGES BANK 5.78M (1.33%) 561.58K
Increased by +9.72%
Dec 31, 24
18 Legal & General Group PLC 5.25M (1.21%) -4.65K
Decreased by -0.09%
Dec 31, 24
19 Charles Schwab Investment Management Inc 5.03M (1.16%) 123.94K
Increased by +2.46%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 4.54M (1.04%) -54.08K
Decreased by -1.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.03M (3.69%) -14.88K
Decreased by -0.09%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 13.23M (3.04%) 55.73K
Increased by +0.42%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 11.63M (2.67%) 78.84K
Increased by +0.68%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 9.06M (2.08%) 39.08K
Increased by +0.43%
Feb 28, 25
5 Principal Real Estate Securities R5 6.08M (1.40%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity US REIT Mother Fund 6.00M (1.38%) -1.89M
Decreased by -31.51%
Sep 17, 24
7 JPM US Equity Income-Composite 5.66M (1.30%) 650.18K
Increased by +11.49%
Dec 31, 24
8 JPMorgan Equity Income I 5.66M (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
9 iShares Core S&P 500 ETF 5.33M (1.23%) 15.48K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 5.29M (1.22%) -27.76K
Decreased by -0.52%
Mar 31, 25
11 Fidelity 500 Index 5.25M (1.21%) 23.40K
Increased by +0.45%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 4.85M (1.11%) -37.76K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 4.69M (1.08%) 29.84K
Increased by +0.64%
Nov 30, 23
14 JPM US Equity Income-MA 4.06M (0.93%) 4.05M
Increased by +99.90%
Sep 30, 23
15 Vanguard Value Index Inv 3.62M (0.83%) 15.60K
Increased by +0.43%
Feb 28, 25
16 Fidelity® Real Estate Investment Port 3.26M (0.75%) 50.00K
Increased by +1.53%
Nov 30, 23
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 3.19M (0.73%) 0.00
Increased by 0.00%
Aug 31, 24
18 The Real Estate Select Sector SPDR® 3.00M (0.69%) 56.97K
Increased by +1.90%
Mar 31, 25
19 T. Rowe Price Real Assets Tr I-Z 2.99M (0.69%) 343.08K
Increased by +11.47%
Dec 31, 24
20 Vanguard Mid-Cap Value ETF 2.82M (0.65%) 5.14K
Increased by +0.18%
Feb 28, 25