Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 20.27%
2 REZ 18.18%
3 SPRE 13.14%
4 RITA 9.03%
5 RWR 8.93%
6 JPRE 8.89%
7 XLRE 8.61%
8 USRT 8.25%
9 FRI 8.21%
10 PSR 7.82%
11 DRN 7.53%
12 URE 7.36%
13 IYR 6.99%
14 SCHH 6.90%
15 REIT 6.48%
16 RWO 6.43%
17 REET 6.02%
18 JRE 5.70%
19 BYRE 5.69%
20 JRE_old 5.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 98.30M (15.35%) 2.61M
Increased by +2.66%
Dec 31, 24
2 BlackRock Inc 64.90M (10.13%) 3.36M
Increased by +5.18%
Dec 31, 24
3 Cohen & Steers Inc 37.91M (5.92%) -115.09K
Decreased by -0.30%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 37.10M (5.79%) 318.50K
Increased by +0.86%
Dec 31, 24
5 State Street Corp 36.44M (5.69%) 806.61K
Increased by +2.21%
Dec 31, 24
6 State Street Corporation 33.55M (5.24%) -2.08M
Decreased by -6.21%
Mar 31, 24
7 NORGES BANK 31.29M (4.89%) -1.62M
Decreased by -5.17%
Dec 31, 24
8 Bank of America Corp 18.71M (2.92%) 1.65M
Increased by +8.83%
Dec 31, 24
9 Wellington Management Company LLP 18.68M (2.92%) -10.72K
Decreased by -0.06%
Dec 31, 24
10 FMR Inc 15.78M (2.46%) 1.35M
Increased by +8.58%
Dec 31, 24
11 Geode Capital Management, LLC 13.56M (2.12%) 644.49K
Increased by +4.75%
Dec 31, 24
12 Principal Financial Group Inc 11.91M (1.86%) -266.15K
Decreased by -2.23%
Dec 31, 24
13 JPMorgan Chase & Co 10.14M (1.58%) -15.05M
Decreased by -148.40%
Dec 31, 24
14 Goldman Sachs Group Inc 8.60M (1.34%) 5.62M
Increased by +65.31%
Dec 31, 23
15 Northern Trust Corp 8.43M (1.32%) 2.94M
Increased by +34.86%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 7.63M (1.19%) 712.28K
Increased by +9.33%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 7.48M (1.17%) -282.63K
Decreased by -3.78%
Dec 31, 24
18 Amvescap Plc. 7.42M (1.16%) 6.65K
Increased by +0.09%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 7.07M (1.10%) -116.05K
Decreased by -1.64%
Dec 31, 24
20 Legal & General Group PLC 6.89M (1.08%) -237.44K
Decreased by -3.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 23.30M (3.64%) -130.78K
Decreased by -0.56%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 19.63M (3.07%) 68.72K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 16.41M (2.56%) 112.30K
Increased by +0.68%
Feb 28, 25
4 American Funds Washington Mutual A 14.19M (2.22%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 14.19M (2.22%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Mid Cap Index Institutional 13.45M (2.10%) 57.78K
Increased by +0.43%
Feb 28, 25
7 Fidelity 500 Index 7.38M (1.15%) 32.55K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 7.32M (1.14%) -54.29K
Decreased by -0.74%
Feb 28, 25
9 iShares Core S&P 500 ETF 6.95M (1.08%) -349.00
Decreased by -0.01%
Feb 28, 25
10 SPDR® S&P 500 ETF Trust 6.68M (1.04%) -51.98K
Decreased by -0.78%
Mar 31, 24
11 Vanguard Growth Index Investor 6.49M (1.01%) 4.21K
Increased by +0.06%
Feb 28, 25
12 Fidelity® 500 Index 6.45M (1.01%) 443.29K
Increased by +6.87%
Nov 30, 23
13 Cohen & Steers Real Estate Opportunities 6.01M (0.94%) -74.16K
Decreased by -1.23%
Dec 31, 24
14 Cohen & Steers Real Estate Securities A 6.01M (0.94%) -74.16K
Decreased by -1.23%
Dec 31, 24
15 Cohen & Steers Instl Realty Shares 5.66M (0.88%) 271.55K
Increased by +4.80%
Dec 31, 24
16 American Funds Fundamental Invs A 5.54M (0.86%) 70.86K
Increased by +1.28%
Dec 31, 24
17 Capital Group Fundamental Invtrs Comp 5.54M (0.86%) 70.86K
Increased by +1.28%
Dec 31, 24
18 Vanguard Wellington™ Inv 5.49M (0.86%) -115.93K
Decreased by -2.11%
Dec 31, 24
19 Daiwa US-REIT Open Mother Fund 5.28M (0.82%) -298.82K
Decreased by -5.66%
Mar 18, 24
20 Cohen & Steers Realty Shares L 5.20M (0.81%) 242.38K
Increased by +4.66%
Dec 31, 24