Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.69%
2 PSR 2.08%
3 IRET 1.67%
4 REIT 1.49%
5 REAI 1.47%
6 RORE 1.34%
7 BLDG 1.21%
8 CSRE 0.90%
9 PPTY 0.73%
10 JPRE 0.62%
11 IQRA 0.42%
12 USVM 0.39%
13 GBLD 0.34%
14 GRNR 0.34%
15 FYC 0.34%
16 FESM 0.33%
17 CVAR 0.31%
18 FSCC 0.29%
19 JPSE 0.28%
20 GQRE 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.46M (13.88%) -55.68K
Decreased by -0.29%
Dec 31, 25
2 BlackRock Inc 16.76M (11.95%) 310.94K
Increased by +1.86%
Sep 30, 25
3 Ameriprise Financial Inc 11.93M (8.51%) 1.15M
Increased by +9.67%
Sep 30, 25
4 State Street Corporation 6.23M (4.44%) -712.61K
Decreased by -11.44%
Mar 31, 24
5 State Street Corp 6.17M (4.40%) -198.99K
Decreased by -3.22%
Sep 30, 25
6 Wellington Management Company LLP 5.92M (4.22%) -69.03K
Decreased by -1.17%
Dec 31, 24
7 LaSalle Investment Management Securities LLC 5.52M (3.94%) 4.01M
Increased by +72.54%
Dec 31, 25
8 JPMorgan Chase & Co 4.60M (3.28%) 3.15M
Increased by +68.39%
Sep 30, 25
9 Massachusetts Financial Services Company 4.20M (3.00%) -2.59M
Decreased by -61.59%
Jun 30, 24
10 T. Rowe Price Investment Management,Inc. 4.09M (2.91%) 506.30K
Increased by +12.39%
Dec 31, 25
11 Principal Financial Group Inc 3.81M (2.72%) 1.42M
Increased by +37.34%
Sep 30, 25
12 Southeastern Asset Management Inc 3.70M (2.64%) 1.07M
Increased by +29.00%
Dec 31, 25
13 Geode Capital Management, LLC 3.62M (2.58%) 59.90K
Increased by +1.65%
Dec 31, 25
14 CenterSquare Investment Management LLC 3.52M (2.51%) 48.92K
Increased by +1.39%
Dec 31, 25
15 Legal & General Group PLC 3.24M (2.31%) 571.08K
Increased by +17.61%
Dec 31, 25
16 Charles Schwab Investment Management Inc 3.18M (2.27%) 64.54K
Increased by +2.03%
Dec 31, 25
17 Nuveen Asset Management, LLC 2.89M (2.06%) 601.08K
Increased by +20.82%
Dec 31, 24
18 Alyeska Investment Group, L.P. 2.83M (2.02%) 2.83M
Increased by +100.00%
Jun 30, 25
19 William Blair Investment Management, LLC 2.80M (2.00%) -294.37K
Decreased by -10.51%
Dec 31, 25
20 Millennium Management LLC 2.79M (1.99%) 1.31M
Increased by +47.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cohen & Steers Real Estate Opportunities 6.87M (4.90%) 6.87M
Increased by +100.00%
Dec 31, 25
2 Cohen & Steers Real Estate Securities A 6.87M (4.90%) 6.87M
Increased by +100.00%
Dec 31, 25
3 CT (Lux) American Smaller Com 9U USD 5.65M (4.03%) 210.56K
Increased by +3.73%
Jan 31, 26
4 Vanguard Real Estate Index Investor 5.39M (3.84%) 36.95K
Increased by +0.69%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 4.31M (3.07%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard US Total Market Shares ETF 3.96M (2.83%) 0.00
Increased by 0.00%
Sep 30, 24
7 Longleaf Partners Small-Cap 3.70M (2.64%) 1.07M
Increased by +29.00%
Dec 31, 25
8 iShares Russell 2000 ETF 3.52M (2.51%) 513.60K
Increased by +14.61%
Feb 28, 26
9 CT American Smaller Coms(US) InstAccGBP 3.15M (2.25%) 112.06K
Increased by +3.56%
Jan 31, 26
10 Vanguard Small Cap Index 3.08M (2.20%) 7.69K
Increased by +0.25%
Feb 28, 26
11 MFS New Discovery Value I 3.00M (2.14%) -74.01K
Decreased by -2.47%
May 31, 24
12 FID DC L&G Heitman Property Fund 2.23M (1.59%) 425.31K
Increased by +19.03%
Dec 31, 25
13 MFS Meridian Prudent Wealth I1 USD 2.15M (1.54%) 0.00
Increased by 0.00%
Mar 31, 24
14 Vanguard Small Cap Value Index Inv 1.97M (1.41%) 5.30K
Increased by +0.27%
Feb 28, 26
15 Columbia Small Cap Value Discv A 1.72M (1.23%) 36.60K
Increased by +2.13%
Feb 28, 26
16 Columbia Small Cap Value Discovery Fund 1.66M (1.19%) 385.71K
Increased by +23.18%
Dec 31, 25
17 Undrly L&G Heitman Property 1.66M (1.18%) -7.98K
Decreased by -0.48%
Dec 31, 24
18 T. Rowe Price Small-Cap Value 1.55M (1.11%) -146.66K
Decreased by -9.46%
Jan 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.09%) -2.41K
Decreased by -0.16%
Feb 28, 26
20 Fidelity Small Cap Index 1.37M (0.98%) -25.96K
Decreased by -1.89%
Dec 31, 25