Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 BYRE 8.53%
3 DRW 5.69%
4 WTRE 4.94%
5 JPRE 4.52%
6 REZ 4.48%
7 UTRN 3.96%
8 RSPR 3.09%
9 WREI 3.01%
10 EWRE 2.93%
11 VGSR 2.62%
12 RWR 2.41%
13 ROOF 2.30%
14 GREI 2.29%
15 XLRE 2.27%
16 NBGR 2.22%
17 FRI 2.09%
18 AGNG 2.07%
19 USRT 2.03%
20 BLLD 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.59M (15.72%) 1.09M
Increased by +1.66%
Sep 30, 24
2 BlackRock Inc 43.30M (10.37%) 413.10K
Increased by +0.95%
Jun 30, 24
3 JPMorgan Chase & Co 27.56M (6.60%) 599.60K
Increased by +2.18%
Sep 30, 24
4 State Street Corp 26.67M (6.39%) 581.87K
Increased by +2.18%
Sep 30, 24
5 State Street Corporation 26.54M (6.36%) -1.97M
Decreased by -7.41%
Mar 31, 24
6 FMR Inc 23.36M (5.60%) 982.79K
Increased by +4.21%
Sep 30, 24
7 Principal Financial Group Inc 18.88M (4.52%) -396.93K
Decreased by -2.10%
Sep 30, 24
8 Apg Investments Us Inc 12.85M (3.08%) -2.27M
Decreased by -17.68%
Sep 30, 24
9 Geode Capital Management, LLC 10.41M (2.49%) 245.92K
Increased by +2.36%
Sep 30, 24
10 Resolution Capital Limited 9.15M (2.19%) 2.09M
Increased by +22.88%
Sep 30, 24
11 Goldman Sachs Group Inc 7.09M (1.70%) 3.00M
Increased by +42.26%
Dec 31, 23
12 CenterSquare Investment Management LLC 6.89M (1.65%) -870.00K
Decreased by -12.63%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 5.97M (1.43%) 34.11K
Increased by +0.57%
Sep 30, 24
14 T. Rowe Price Associates, Inc. 5.80M (1.39%) 151.56K
Increased by +2.61%
Sep 30, 24
15 Legal & General Group PLC 5.79M (1.39%) -113.74K
Decreased by -1.97%
Sep 30, 24
16 Massachusetts Financial Services Company 5.42M (1.30%) 2.78M
Increased by +51.26%
Sep 30, 24
17 NORGES BANK 5.22M (1.25%) 571.60K
Increased by +10.96%
Jun 30, 24
18 Charles Schwab Investment Management Inc 4.90M (1.18%) 231.35K
Increased by +4.72%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 4.59M (1.10%) -4.19M
Decreased by -91.13%
Sep 30, 24
20 Bank of New York Mellon Corp 4.02M (0.96%) 101.31K
Increased by +2.52%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.94M (3.82%) -43.25K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 13.06M (3.13%) -46.82K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 10.95M (2.63%) 134.03K
Increased by +1.22%
Oct 31, 24
4 Vanguard Mid Cap Index Institutional 8.77M (2.10%) 15.77K
Increased by +0.18%
Oct 31, 24
5 Fidelity US REIT Mother Fund 7.89M (1.89%) 663.20K
Increased by +8.40%
Mar 15, 24
6 Principal Real Estate Securities R5 6.33M (1.52%) 39.97K
Increased by +0.63%
Oct 31, 24
7 JPMorgan Equity Income I 5.73M (1.37%) 722.40K
Increased by +12.61%
Oct 31, 24
8 SPDR® S&P 500® ETF Trust 5.11M (1.22%) 30.13K
Increased by +0.59%
Nov 30, 24
9 Fidelity 500 Index 5.07M (1.22%) -8.32K
Decreased by -0.16%
Oct 31, 24
10 JPM US Equity Income-Composite 5.01M (1.20%) 1.39M
Increased by +27.71%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 4.85M (1.16%) -37.76K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 4.69M (1.12%) 29.84K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 4.67M (1.12%) 0.00
Increased by 0.00%
Nov 30, 24
14 JPM US Equity Income-MA 4.06M (0.97%) 4.05M
Increased by +99.90%
Sep 30, 23
15 Vanguard Value Index Inv 3.51M (0.84%) 8.86K
Increased by +0.25%
Oct 31, 24
16 Fidelity® Real Estate Investment Port 3.26M (0.78%) 50.00K
Increased by +1.53%
Nov 30, 23
17 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 3.19M (0.76%) 0.00
Increased by 0.00%
Aug 31, 24
18 Fidelity Real Estate Investment Port 3.12M (0.75%) 190.10K
Increased by +6.09%
Oct 31, 24
19 The Real Estate Select Sector SPDR® 2.85M (0.68%) 11.37K
Increased by +0.40%
Nov 29, 24
20 Vanguard Mid-Cap Value ETF 2.84M (0.68%) 11.37K
Increased by +0.40%
Oct 31, 24