Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSR 4.93%
2 JRE_old 4.92%
3 NURE 4.84%
4 INDS 3.61%
5 SPRE 3.59%
6 IRET 3.32%
7 LPRE 3.16%
8 JRE 2.65%
9 REIT 2.39%
10 AREA 2.34%
11 RORE 2.34%
12 DFRA 2.16%
13 FTIF 1.92%
14 REZ 1.92%
15 JPRE 1.88%
16 HOMZ 1.65%
17 REAI 1.50%
18 RITA 1.45%
19 REGL 1.43%
20 GHTA 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.49M (16.22%) -529.37K
Decreased by -1.45%
Sep 30, 25
2 Vanguard Group Inc 31.27M (13.90%) -10.53K
Decreased by -0.03%
Dec 31, 25
3 State Street Corp 11.54M (5.13%) -69.42K
Decreased by -0.60%
Sep 30, 25
4 State Street Corporation 11.35M (5.05%) -1.13M
Decreased by -9.96%
Mar 31, 24
5 NORGES BANK 10.98M (4.88%) 207.19K
Increased by +1.89%
Dec 31, 25
6 JPMorgan Chase & Co 10.68M (4.75%) 5.43M
Increased by +50.86%
Sep 30, 25
7 T. Rowe Price Associates, Inc. 8.99M (4.00%) 2.10M
Increased by +23.35%
Sep 30, 25
8 FMR Inc 8.05M (3.58%) -1.78M
Decreased by -22.15%
Dec 31, 25
9 T. Rowe Price Investment Management,Inc. 5.84M (2.60%) -525.68K
Decreased by -9.00%
Dec 31, 25
10 Citadel Advisors Llc 5.21M (2.32%) 3.99M
Increased by +76.66%
Dec 31, 25
11 Allspring Global Investments Holdings, LLC 5.07M (2.25%) -25.45K
Decreased by -0.50%
Sep 30, 25
12 Geode Capital Management, LLC 4.71M (2.10%) 52.21K
Increased by +1.11%
Dec 31, 25
13 Principal Financial Group Inc 4.40M (1.95%) -4.36M
Decreased by -99.10%
Sep 30, 23
14 Alyeska Investment Group, L.P. 3.67M (1.63%) -612.22K
Decreased by -16.67%
Dec 31, 25
15 CBRE Investment Management Listed Real Assets LLC 3.47M (1.54%) 105.11K
Increased by +3.03%
Dec 31, 25
16 Goldman Sachs Group Inc 3.42M (1.52%) 1.12M
Increased by +32.83%
Dec 31, 23
17 Charles Schwab Investment Management Inc 3.41M (1.52%) 171.54K
Increased by +5.03%
Dec 31, 25
18 Northern Trust Corp 3.36M (1.49%) -318.36K
Decreased by -9.47%
Sep 30, 25
19 AllianceBernstein L.P. 3.34M (1.48%) -283.39K
Decreased by -8.49%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 3.31M (1.47%) 21.79K
Increased by +0.66%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.38M (3.72%) 12.19K
Increased by +0.15%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 7.37M (3.27%) 234.83K
Increased by +3.19%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 7.21M (3.21%) 12.07K
Increased by +0.17%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 7.14M (3.18%) 5.11K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 5.18M (2.30%) 12.12K
Increased by +0.23%
Feb 28, 26
6 Allspring Mid Value SMA 3.78M (1.68%) 3.78M
Increased by +99.99%
Jun 30, 25
7 Allspring Special US Mid Cap Value Eq 3.78M (1.68%) 0.00
Increased by 0.00%
Jun 30, 25
8 Allspring Special Mid Cap Value Inst 3.73M (1.66%) -52.40K
Decreased by -1.41%
Jul 31, 25
9 T. Rowe Price Real Assets Tr I-D 3.40M (1.51%) -112.19K
Decreased by -3.30%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 3.33M (1.48%) 9.48K
Increased by +0.29%
Feb 28, 26
11 Vanguard Small Cap Growth Index Inv 3.12M (1.39%) -3.88K
Decreased by -0.12%
Jul 31, 25
12 T. Rowe Price Real Assets Tr I-Z 3.02M (1.34%) 424.28K
Increased by +14.06%
Mar 31, 25
13 American Funds Capital World Gr&Inc A 2.85M (1.27%) 1.85M
Increased by +64.80%
Dec 31, 24
14 Capital Group World Growth & Inc Cmp 2.85M (1.27%) 1.85M
Increased by +64.80%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.10%) 22.94K
Increased by +0.92%
Feb 28, 26
16 T. Rowe Price Real Assets 1.90M (0.84%) -48.67K
Decreased by -2.56%
Jan 31, 26
17 Fidelity® Real Estate Investment Port 1.90M (0.84%) -50.60K
Decreased by -2.67%
Nov 30, 23
18 Fidelity US REIT Mother Fund 1.84M (0.82%) 44.00K
Increased by +2.40%
Sep 16, 25
19 American Funds American Mutual A 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24
20 Capital Group American Mutual Comp 1.82M (0.81%) -358.36K
Decreased by -19.67%
Dec 31, 24