Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 20.27%
2 REZ 16.63%
3 PSR 8.37%
4 JPRE 7.26%
5 XLRE 7.17%
6 RITA 6.75%
7 FRI 6.68%
8 USRT 6.64%
9 VGSR 5.61%
10 JRE_old 5.53%
11 RWO 5.40%
12 BYRE 5.38%
13 ROOF 5.17%
14 REET 5.14%
15 REIT 5.01%
16 URE 4.90%
17 DFAR 4.81%
18 AVRE 4.79%
19 IYR 4.71%
20 DFGR 4.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.68M (15.39%) 1.31M
Increased by +1.36%
Sep 30, 24
2 BlackRock Inc 61.54M (9.90%) 2.56M
Increased by +4.16%
Sep 30, 24
3 Cohen & Steers Inc 38.03M (6.12%) -890.36K
Decreased by -2.34%
Sep 30, 24
4 Capital Research & Mgmt Co - Division 3 36.78M (5.91%) 832.53K
Increased by +2.26%
Sep 30, 24
5 State Street Corp 35.63M (5.73%) 16.73K
Increased by +0.05%
Sep 30, 24
6 State Street Corporation 33.55M (5.40%) -2.08M
Decreased by -6.21%
Mar 31, 24
7 NORGES BANK 32.91M (5.29%) 5.71M
Increased by +17.34%
Jun 30, 24
8 Wellington Management Company LLP 18.69M (3.01%) 1.80M
Increased by +9.62%
Sep 30, 24
9 Bank of America Corp 17.05M (2.74%) -795.84K
Decreased by -4.67%
Sep 30, 24
10 FMR Inc 14.43M (2.32%) 3.98M
Increased by +27.57%
Sep 30, 24
11 Geode Capital Management, LLC 12.91M (2.08%) -176.58K
Decreased by -1.37%
Sep 30, 24
12 JPMorgan Chase & Co 12.46M (2.00%) -368.16K
Decreased by -2.96%
Sep 30, 24
13 Principal Financial Group Inc 12.17M (1.96%) -264.38K
Decreased by -2.17%
Sep 30, 24
14 Goldman Sachs Group Inc 8.60M (1.38%) 5.62M
Increased by +65.31%
Dec 31, 23
15 Legal & General Group PLC 8.14M (1.31%) -226.33K
Decreased by -2.78%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 7.76M (1.25%) -56.30K
Decreased by -0.73%
Sep 30, 24
17 Amvescap Plc. 7.42M (1.19%) 542.47K
Increased by +7.31%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 7.19M (1.16%) -7.54M
Decreased by -104.88%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 6.92M (1.11%) 5.98M
Increased by +86.45%
Sep 30, 24
20 Daiwa Securities Group Inc 6.70M (1.08%) -519.45K
Decreased by -7.75%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 23.35M (3.75%) 26.05K
Increased by +0.11%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 19.51M (3.14%) 372.44K
Increased by +1.91%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 16.02M (2.58%) 460.56K
Increased by +2.87%
Dec 31, 24
4 American Funds Washington Mutual A 14.19M (2.28%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 14.19M (2.28%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 13.39M (2.15%) 397.33K
Increased by +2.97%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 7.44M (1.20%) 85.96K
Increased by +1.16%
Dec 31, 24
8 Fidelity 500 Index 7.15M (1.15%) 48.59K
Increased by +0.68%
Nov 30, 24
9 iShares Core S&P 500 ETF 6.95M (1.12%) 4.89K
Increased by +0.07%
Dec 31, 24
10 SPDR® S&P 500 ETF Trust 6.68M (1.07%) -51.98K
Decreased by -0.78%
Mar 31, 24
11 Vanguard Growth Index Investor 6.46M (1.04%) 23.62K
Increased by +0.37%
Dec 31, 24
12 Fidelity® 500 Index 6.45M (1.04%) 443.29K
Increased by +6.87%
Nov 30, 23
13 Cohen & Steers Real Estate Opportunities 6.01M (0.97%) -74.16K
Decreased by -1.23%
Dec 31, 24
14 Cohen & Steers Real Estate Securities A 6.01M (0.97%) -74.16K
Decreased by -1.23%
Dec 31, 24
15 Cohen & Steers Instl Realty Shares 5.66M (0.91%) 271.55K
Increased by +4.80%
Dec 31, 24
16 Vanguard Wellington™ Inv 5.61M (0.90%) 48.42K
Increased by +0.86%
Sep 30, 24
17 American Funds Fundamental Invs A 5.54M (0.89%) 70.86K
Increased by +1.28%
Dec 31, 24
18 Capital Group Fundamental Invtrs Comp 5.47M (0.88%) 181.35K
Increased by +3.32%
Sep 30, 24
19 Daiwa US-REIT Open Mother Fund 5.28M (0.85%) -298.82K
Decreased by -5.66%
Mar 18, 24
20 Cohen & Steers Realty Shares L 5.20M (0.84%) 242.38K
Increased by +4.66%
Dec 31, 24