Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRE 4.88%
2 DTRE 4.37%
3 INDS 4.29%
4 FFR 4.29%
5 NRSH 3.67%
6 IRET 3.46%
7 SRHR 2.92%
8 RITA 2.80%
9 PSR 2.62%
10 CSRE 2.58%
11 VNMC 2.54%
12 RORE 2.54%
13 JRE 2.35%
14 BYRE 2.33%
15 JPRE 2.27%
16 GRI_old 2.22%
17 SMAP 2.14%
18 REAI 2.07%
19 HDGE 1.98%
20 TSRS 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.35M (13.98%) -4.93K
Decreased by -0.07%
Dec 31, 25
2 BlackRock Inc 7.00M (13.33%) 264.65K
Increased by +3.78%
Sep 30, 25
3 Cohen & Steers Inc 2.86M (5.45%) 218.01K
Increased by +7.61%
Sep 30, 25
4 State Street Corp 2.68M (5.11%) 15.92K
Increased by +0.59%
Sep 30, 25
5 State Street Corporation 2.39M (4.54%) -155.48K
Decreased by -6.52%
Mar 31, 24
6 JPMorgan Chase & Co 2.05M (3.90%) 1.14M
Increased by +55.74%
Sep 30, 25
7 Principal Financial Group Inc 1.99M (3.78%) 602.25K
Increased by +30.33%
Sep 30, 25
8 T. Rowe Price Associates, Inc. 1.78M (3.39%) 182.88K
Increased by +10.27%
Sep 30, 25
9 NORGES BANK 1.58M (3.00%) 67.40K
Increased by +4.27%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 1.29M (2.45%) -33.08K
Decreased by -2.57%
Sep 30, 25
11 Boston Partners Global Investors, Inc 1.18M (2.25%) -21.21K
Decreased by -1.79%
Dec 31, 25
12 Geode Capital Management, LLC 1.15M (2.20%) 26.19K
Increased by +2.27%
Dec 31, 25
13 Nuveen Asset Management, LLC 1.06M (2.02%) -61.13K
Decreased by -5.76%
Dec 31, 24
14 Nuveen, LLC 1.01M (1.92%) -32.10K
Decreased by -3.17%
Dec 31, 25
15 Amvescap Plc. 891.95K (1.70%) -35.62K
Decreased by -3.99%
Sep 30, 25
16 T. Rowe Price Investment Management,Inc. 881.55K (1.68%) 54.19K
Increased by +6.15%
Dec 31, 25
17 Charles Schwab Investment Management Inc 781.93K (1.49%) 34.70K
Increased by +4.44%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 773.27K (1.47%) 18.73K
Increased by +2.42%
Dec 31, 25
19 Goldman Sachs Group Inc 753.12K (1.43%) 311.87K
Increased by +41.41%
Dec 31, 23
20 Balyasny Asset Management LLC 718.89K (1.37%) 210.91K
Increased by +29.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.99M (3.79%) 3.12K
Increased by +0.16%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 1.72M (3.27%) 196.84K
Increased by +11.44%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.69M (3.22%) 2.65K
Increased by +0.16%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.55M (2.95%) 27.37K
Increased by +1.77%
Sep 30, 24
5 Vanguard Small Cap Index 1.21M (2.31%) 2.77K
Increased by +0.23%
Feb 28, 26
6 Cohen & Steers Real Estate Opportunities 1.07M (2.04%) 119.83K
Increased by +11.19%
Dec 31, 25
7 Cohen & Steers Real Estate Securities A 1.07M (2.04%) 119.83K
Increased by +11.19%
Dec 31, 25
8 T. Rowe Price Real Assets Tr I-D 944.69K (1.80%) -63.65K
Decreased by -6.74%
Dec 31, 25
9 JHancock Disciplined Value Mid Cap I 863.94K (1.64%) 6.78K
Increased by +0.78%
Jan 31, 26
10 Vanguard Small Cap Value Index Inv 778.09K (1.48%) 2.21K
Increased by +0.28%
Feb 28, 26
11 Principal Real Estate Securities R5 719.71K (1.37%) 719.71K
Increased by +100.00%
Jan 31, 26
12 T. Rowe Price Real Assets Tr I-Z 691.10K (1.32%) 214.26K
Increased by +31.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 580.13K (1.10%) 5.49K
Increased by +0.95%
Feb 28, 26
14 T. Rowe Price Real Assets 523.87K (1.00%) -13.20K
Decreased by -2.52%
Jan 31, 26
15 Daiwa US-REIT Open Mother Fund 473.98K (0.90%) -77.36K
Decreased by -16.32%
Sep 17, 25
16 T. Rowe Price Small-Cap Stock 473.70K (0.90%) -77.90K
Decreased by -16.45%
Mar 31, 24
17 T. Rowe Price US Small-Cap Core Equity 473.70K (0.90%) -77.90K
Decreased by -16.45%
Mar 31, 24
18 Bridge Builder Small/Mid Cap Value 434.96K (0.83%) -1.09K
Decreased by -0.25%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 401.70K (0.76%) -10.04K
Decreased by -2.50%
Jul 31, 25
20 VIP Mid Cap Initial 396.30K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23