Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 20.27%
2 REZ 16.49%
3 PSR 8.81%
4 JRE 8.54%
5 JPRE 7.66%
6 XLRE 7.16%
7 RITA 7.03%
8 USRT 6.82%
9 FRI 6.61%
10 VGSR 5.94%
11 JRE_old 5.53%
12 RWO 5.39%
13 ROOF 5.16%
14 FREL 5.14%
15 REET 5.10%
16 REIT 5.08%
17 BYRE 4.95%
18 DFAR 4.90%
19 IYR 4.86%
20 AVRE 4.85%

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 58.98M (9.48%) -158.58K
Decreased by -0.27%
Jun 30, 24
3 Cohen & Steers Inc 38.92M (6.26%) -617.03K
Decreased by -1.59%
Jun 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 35.61M (5.73%) 2.06M
Increased by +5.80%
Jun 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 Bank of America Corp 17.85M (2.87%) 1.65M
Increased by +9.23%
Jun 30, 24
9 Wellington Management Company LLP 16.89M (2.72%) 247.95K
Increased by +1.47%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 14.73M (2.37%) -43.26K
Decreased by -0.29%
Jun 30, 24
11 FMR Inc 14.43M (2.32%) 3.98M
Increased by +27.57%
Sep 30, 24
12 Geode Capital Management, LLC 13.09M (2.11%) -690.08K
Decreased by -5.27%
Jun 30, 24
13 JPMorgan Chase & Co 12.83M (2.06%) 6.58M
Increased by +51.30%
Jun 30, 24
14 Principal Financial Group Inc 12.17M (1.96%) -264.38K
Decreased by -2.17%
Sep 30, 24
15 Goldman Sachs Group Inc 8.60M (1.38%) 5.62M
Increased by +65.31%
Dec 31, 23
16 Legal & General Group PLC 8.37M (1.35%) 12.42K
Increased by +0.15%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 7.76M (1.25%) -56.30K
Decreased by -0.73%
Sep 30, 24
18 Daiwa Securities Group Inc 7.22M (1.16%) -719.59K
Decreased by -9.97%
Jun 30, 24
19 UBS Asset Mgmt Americas Inc 6.92M (1.11%) 5.98M
Increased by +86.45%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 6.88M (1.11%) 177.27K
Increased by +2.58%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 23.04M (3.71%) -61.99K
Decreased by -0.27%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 19.24M (3.09%) -66.68K
Decreased by -0.35%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 15.34M (2.47%) 177.23K
Increased by +1.16%
Oct 31, 24
4 American Funds Washington Mutual A 14.19M (2.28%) 0.00
Increased by 0.00%
Sep 30, 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 12.92M (2.08%) 23.39K
Increased by +0.18%
Oct 31, 24
7 Fidelity 500 Index 7.11M (1.14%) -252.34K
Decreased by -3.55%
Sep 30, 24
8 SPDR® S&P 500® ETF Trust 7.05M (1.13%) 36.83K
Increased by +0.52%
Oct 31, 24
9 SPDR® S&P 500 ETF Trust 6.68M (1.07%) -51.98K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 6.45M (1.04%) 443.29K
Increased by +6.87%
Nov 30, 23
11 iShares Core S&P 500 ETF 6.44M (1.04%) 9.92K
Increased by +0.15%
Oct 31, 24
12 Vanguard Growth Index Investor 6.40M (1.03%) 39.31K
Increased by +0.61%
Oct 31, 24
13 Cohen & Steers Real Estate Opportunities 6.08M (0.98%) -172.90K
Decreased by -2.84%
Sep 30, 24
14 Cohen & Steers Real Estate Securities A 6.08M (0.98%) -172.90K
Decreased by -2.84%
Sep 30, 24
15 Vanguard Wellington™ Inv 5.61M (0.90%) 48.42K
Increased by +0.86%
Sep 30, 24
16 American Funds Fundamental Invs A 5.47M (0.88%) 181.35K
Increased by +3.32%
Sep 30, 24
17 Capital Group Fundamental Invtrs Comp 5.47M (0.88%) 181.35K
Increased by +3.32%
Sep 30, 24
18 Cohen & Steers Instl Realty Shares 5.39M (0.87%) -338.80K
Decreased by -6.29%
Sep 30, 24
19 Daiwa US-REIT Open Mother Fund 5.28M (0.85%) -298.82K
Decreased by -5.66%
Mar 18, 24
20 American Funds American Mutual A 5.19M (0.84%) 389.65K
Increased by +7.50%
Sep 30, 24