Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 BYRE 7.72%
3 SRHR 6.95%
4 WTRE 5.96%
5 DRW 5.69%
6 JRE 5.26%
7 REZ 5.19%
8 AREA 4.51%
9 UTRN 4.36%
10 BOUT 4.33%
11 FPRO 4.20%
12 REIT 4.10%
13 JPRE 3.70%
14 RSPR 3.07%
15 WREI 3.01%
16 VGSR 2.94%
17 EWRE 2.93%
18 RWR 2.81%
19 CRED 2.69%
20 XLRE 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.94M (15.36%) 2.44M
Increased by +3.54%
Mar 31, 25
2 BlackRock Inc 50.46M (11.24%) 2.75M
Increased by +5.44%
Mar 31, 25
3 JPMorgan Chase & Co 32.35M (7.20%) 2.61M
Increased by +8.07%
Mar 31, 25
4 State Street Corp 26.61M (5.93%) -587.90K
Decreased by -2.21%
Mar 31, 25
5 State Street Corporation 26.54M (5.91%) -1.97M
Decreased by -7.41%
Mar 31, 24
6 FMR Inc 23.05M (5.13%) 1.14M
Increased by +4.97%
Mar 31, 25
7 Principal Financial Group Inc 16.46M (3.67%) -2.18M
Decreased by -13.23%
Mar 31, 25
8 Geode Capital Management, LLC 11.65M (2.60%) 703.07K
Increased by +6.03%
Mar 31, 25
9 Apg Investments Us Inc 11.64M (2.59%) 0.00
Increased by 0.00%
Mar 31, 25
10 Resolution Capital Limited 7.89M (1.76%) 751.59K
Increased by +9.53%
Mar 31, 25
11 Goldman Sachs Group Inc 7.09M (1.58%) 3.00M
Increased by +42.26%
Dec 31, 23
12 CenterSquare Investment Management LLC 6.84M (1.52%) 11.04K
Increased by +0.16%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 6.41M (1.43%) 281.23K
Increased by +4.38%
Mar 31, 25
14 Northern Trust Corp 6.40M (1.43%) 194.86K
Increased by +3.04%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 6.34M (1.41%) 233.64K
Increased by +3.69%
Mar 31, 25
16 NORGES BANK 5.78M (1.29%) 561.58K
Increased by +9.72%
Dec 31, 24
17 Massachusetts Financial Services Company 5.52M (1.23%) -285.55K
Decreased by -5.18%
Mar 31, 25
18 Charles Schwab Investment Management Inc 5.27M (1.17%) 238.29K
Increased by +4.52%
Mar 31, 25
19 Legal & General Group PLC 5.25M (1.17%) 4.87K
Increased by +0.09%
Mar 31, 25
20 Nuveen, LLC 5.22M (1.16%) 5.22M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.74M (3.51%) -261.25K
Decreased by -1.66%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 14.03M (3.12%) 228.17K
Increased by +1.63%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 13.11M (2.92%) 272.63K
Increased by +2.08%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 12.35M (2.75%) 195.83K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 9.51M (2.12%) 91.09K
Increased by +0.96%
Apr 30, 25
6 Fidelity US REIT Mother Fund 6.00M (1.34%) -1.89M
Decreased by -31.51%
Sep 17, 24
7 JPM US Equity Income-Composite 5.66M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
8 JPMorgan Equity Income I 5.66M (1.26%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity 500 Index 5.49M (1.22%) 6.78K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 5.44M (1.21%) 139.57K
Increased by +2.57%
Mar 31, 25
11 Principal Real Estate Securities R5 5.35M (1.19%) -21.02K
Decreased by -0.39%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 5.29M (1.18%) -27.76K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.23M (1.17%) -23.39K
Decreased by -0.45%
May 31, 25
14 iShares Core S&P 500 ETF 5.06M (1.13%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® S&P 500 ETF Trust 4.85M (1.08%) -37.76K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.69M (1.04%) 29.84K
Increased by +0.64%
Nov 30, 23
17 JPM US Equity Income-MA 4.06M (0.90%) 4.05M
Increased by +99.90%
Sep 30, 23
18 Vanguard Value Index Inv 3.84M (0.85%) 5.55K
Increased by +0.14%
Apr 30, 25
19 Fidelity® Real Estate Investment Port 3.26M (0.73%) 50.00K
Increased by +1.53%
Nov 30, 23
20 T. Rowe Price Real Assets Tr I-D 3.22M (0.72%) 231.26K
Increased by +7.17%
Mar 31, 25