Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 12.50%
2 BYRE 8.59%
3 SRHR 6.33%
4 DRW 5.69%
5 WTRE 4.90%
6 JPRE 4.70%
7 REZ 4.54%
8 JRE 4.20%
9 UTRN 3.96%
10 RSPR 3.26%
11 WREI 3.01%
12 EWRE 2.93%
13 VGSR 2.55%
14 RWR 2.53%
15 GREI 2.33%
16 XLRE 2.30%
17 ROOF 2.30%
18 NBGR 2.27%
19 FRI 2.16%
20 USRT 2.14%

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 46.00M (11.02%) 2.71M
Increased by +5.89%
Sep 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 15.99M (3.83%) 16.67K
Increased by +0.10%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 13.15M (3.15%) 157.11K
Increased by +1.20%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 11.36M (2.72%) 250.78K
Increased by +2.21%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 9.02M (2.16%) 205.54K
Increased by +2.28%
Dec 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 6.06M (1.45%) -273.12K
Decreased by -4.51%
Nov 30, 24
7 JPMorgan Equity Income I 5.73M (1.37%) 0.00
Increased by 0.00%
Nov 30, 24
8 JPM US Equity Income-Composite 5.66M (1.36%) 650.18K
Increased by +11.49%
Dec 31, 24
9 SPDR® S&P 500® ETF Trust 5.27M (1.26%) 61.01K
Increased by +1.16%
Dec 31, 24
10 Fidelity 500 Index 5.11M (1.22%) 34.68K
Increased by +0.68%
Nov 30, 24
11 iShares Core S&P 500 ETF 4.93M (1.18%) 3.46K
Increased by +0.07%
Dec 31, 24
12 SPDR® S&P 500 ETF Trust 4.85M (1.16%) -37.76K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 4.69M (1.12%) 29.84K
Increased by +0.64%
Nov 30, 23
14 JPM US Equity Income-MA 4.06M (0.97%) 4.05M
Increased by +99.90%
Sep 30, 23
15 Vanguard Value Index Inv 3.56M (0.85%) 30.31K
Increased by +0.85%
Dec 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 T. Rowe Price Real Assets Tr I-Z 2.99M (0.72%) 343.08K
Increased by +11.47%
Dec 31, 24
19 Fidelity Real Estate Investment Port 2.83M (0.68%) -289.80K
Decreased by -10.23%
Nov 30, 24
20 Vanguard Mid-Cap Value ETF 2.81M (0.67%) -37.57K
Decreased by -1.34%
Dec 31, 24