Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 4.63%
2 SRET 2.86%
3 PSR 2.51%
4 PPTY 2.50%
5 KBWY 2.48%
6 SCAP 2.10%
7 RIET 1.96%
8 REAI 1.87%
9 IRET 1.81%
10 JRE 1.80%
11 ICAP 1.56%
12 GBLD 1.52%
13 REIT 1.42%
14 BLDG 1.36%
15 NBGR 1.33%
16 GRNR 1.18%
17 DRW 1.11%
18 TIME 1.07%
19 XMVM 1.07%
20 PXMV 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.82M (16.31%) -135.75K
Decreased by -0.86%
Dec 31, 25
2 Cohen & Steers Inc 15.14M (15.61%) -1.56M
Decreased by -10.33%
Sep 30, 25
3 BlackRock Inc 14.69M (15.14%) -1.22M
Decreased by -8.28%
Sep 30, 25
4 D1 Capital Partners L.P. 10.40M (10.72%) 1.92M
Increased by +18.44%
Dec 31, 25
5 NORGES BANK 9.10M (9.38%) 44.69K
Increased by +0.49%
Dec 31, 25
6 State Street Corporation 5.77M (5.95%) -576.79K
Decreased by -9.99%
Mar 31, 24
7 State Street Corp 5.76M (5.93%) -86.25K
Decreased by -1.50%
Sep 30, 25
8 FMR Inc 4.97M (5.13%) -2.07M
Decreased by -41.70%
Dec 31, 25
9 Resolution Capital Limited 4.49M (4.63%) 500.63K
Increased by +11.16%
Dec 31, 24
10 Apg Investments Us Inc 4.29M (4.42%) 0.00
Increased by 0.00%
Dec 31, 25
11 Principal Financial Group Inc 4.23M (4.37%) -137.88K
Decreased by -3.26%
Sep 30, 25
12 T. Rowe Price Investment Management,Inc. 3.87M (3.99%) 781.92K
Increased by +20.18%
Dec 31, 25
13 Daiwa Securities Group Inc 3.58M (3.69%) 15.19K
Increased by +0.42%
Sep 30, 25
14 Northern Trust Corp 3.15M (3.25%) 115.05K
Increased by +3.65%
Sep 30, 25
15 Amvescap Plc. 3.15M (3.24%) -223.50K
Decreased by -7.10%
Jun 30, 24
16 Route One Investment Co, LP 2.94M (3.03%) 315.76K
Increased by +10.76%
Dec 31, 25
17 Canada Pension Plan Investment Board 2.84M (2.93%) -1.03M
Decreased by -36.45%
Jun 30, 25
18 Wellington Management Company LLP 2.70M (2.78%) 1.31M
Increased by +48.34%
Dec 31, 25
19 Rush Island Management, LP 2.63M (2.72%) -157.94K
Decreased by -6.00%
Dec 31, 25
20 PGGM Investments 2.63M (2.71%) 148.38K
Increased by +5.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 4.19M (4.32%) 601.00
Increased by +0.01%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 3.75M (3.87%) 6.93K
Increased by +0.18%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 3.67M (3.78%) 3.37K
Increased by +0.09%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.51M (3.62%) 128.48K
Increased by +3.66%
Feb 28, 26
5 Vanguard Small Cap Index 2.69M (2.77%) 6.31K
Increased by +0.23%
Feb 28, 26
6 Daiwa US-REIT Open Mother Fund 2.43M (2.50%) 2.02M
Increased by +83.32%
Sep 17, 25
7 Cohen & Steers Real Estate Opportunities 2.39M (2.46%) 1.25M
Increased by +52.21%
Jun 30, 25
8 Cohen & Steers Real Estate Securities A 2.39M (2.46%) 1.25M
Increased by +52.21%
Jun 30, 25
9 Principal Real Estate Securities R5 1.95M (2.01%) 929.95K
Increased by +47.69%
Jan 31, 26
10 Vanguard Small Cap Value Index Inv 1.73M (1.78%) 4.92K
Increased by +0.29%
Feb 28, 26
11 T. Rowe Price Small-Cap Value 1.52M (1.57%) -2.08K
Decreased by -0.14%
Jan 31, 26
12 Fidelity VIP Contrafund Initial 1.40M (1.45%) -793.35K
Decreased by -56.54%
Jan 31, 26
13 AMOne Shinko US-REIT Open 1.26M (1.30%) -374.70K
Decreased by -29.64%
Mar 5, 24
14 Baron Real Estate Institutional 1.20M (1.23%) 1.20M
Increased by +100.00%
Dec 31, 24
15 Baron Real Estate Strategy 1.20M (1.23%) 1.20M
Increased by +100.00%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.22%) 11.49K
Increased by +0.97%
Feb 28, 26
17 Resolution Capital Global Property Secs 1.08M (1.11%) 61.62K
Increased by +5.71%
Dec 31, 24
18 T. Rowe Price Real Assets 1.05M (1.08%) -57.40K
Decreased by -5.48%
Feb 28, 25
19 T. Rowe Price U.S. SC Value Eq Tr-Z 1.04M (1.07%) 67.45K
Increased by +6.47%
Mar 31, 25
20 T. Rowe Price U.S. SC Value Eq Tr-D 958.23K (0.99%) -121.50K
Decreased by -12.68%
Dec 31, 25