Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 15.5087 0.1493 52892557 513697 0.9807
BlackRock Inc 2025-06-30 10.9528 0.124 37354717 1207869 3.3416
Cohen & Steers Inc 2025-06-30 6.9987 7.6292 23868938 1585228 7.1138
NORGES BANK 2025-06-30 6.4053 0.4754 21845181 86719 0.3986
State Street Corp 2025-06-30 5.9832 0.1333 20405760 376699 1.8808
Geode Capital Management, LLC 2025-06-30 2.5952 0.1077 8850818 196579 2.2715
Apg Investments Us Inc 2025-06-30 2.5261 11.0356 8615371 0 0
Bank of America Corp 2025-06-30 2.4996 0.1087 8525044 377802 4.6372
Canada Pension Plan Investment Board 2025-06-30 2.157 1.0968 7356429 211692 2.9629
FMR Inc 2025-06-30 1.5922 0.0534 5430371 514234 10.4601
JPMorgan Chase & Co 2025-06-30 1.5723 0.0611 5362241 -2283958 -29.8705
Northern Trust Corp 2025-06-30 1.5177 0.1241 5176150 -125049 -2.3589
Dimensional Fund Advisors, Inc. 2025-06-30 1.3726 0.1889 4681286 -32759 -0.6949
Daiwa Securities Group Inc 2025-06-30 1.2112 2.658 4130927 133093 3.3291
Morgan Stanley - Brokerage Accounts 2025-06-30 1.1687 0.0453 3985703 -140914 -3.4148
Amvescap Plc. 2025-06-30 1.1664 0.1179 3978005 -114491 -2.7976
Legal & General Group PLC 2025-06-30 1.1416 0.1685 3893401 -93422 -2.3433
Charles Schwab Investment Management Inc 2025-06-30 1.1389 0.1171 3884256 149655 4.0073
Principal Financial Group Inc 2025-06-30 1.1101 0.3489 3785939 -130994 -3.3443
CenterSquare Investment Management LLC 2025-06-30 0.8706 5.3687 2969099 -66379 -2.1868

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Real Estate Index Investor 2025-07-31 3.6682 3.4565 12510559 14527 0.1163
Vanguard Total Stock Mkt Idx Inv 2025-07-31 3.104 0.0977 10586346 -243896 -2.252
Vanguard 500 Index Investor 2025-07-31 2.2977 0.1039 7836189 -1147594 -12.7741
Vanguard Mid Cap Index Institutional 2025-07-31 2.2029 0.6736 7512920 80937 1.089
Fidelity 500 Index 2025-07-31 1.1767 0.1038 4013017 1721 0.0429
SPDR® S&P 500® ETF 2025-08-31 1.1209 0.0967 3822682 47058 1.2464
iShares Core S&P 500 ETF 2025-08-31 1.117 0.0967 3809660 0 0
Cohen & Steers Realty Shares L 2025-06-30 1.0671 8.172 3639319 384467 11.8121
Cohen & Steers Instl Realty Shares 2025-06-30 1.0645 8.1312 3630611 238731 7.0383
Cohen & Steers Real Estate Opportunities 2025-06-30 1.0062 7.3761 3431635 164803 5.0447
Cohen & Steers Real Estate Securities A 2025-06-30 1.0062 7.4056 3431635 164803 5.0447
Vanguard Value Index Inv 2025-07-31 0.8752 0.2692 2984981 -3052 -0.1021
Daiwa US-REIT Open Mother Fund 2025-03-17 0.771 7.3952 2629538 -570756 -17.8345
The Real Estate Select Sector SPDR® 2025-08-29 0.6588 4.8467 2246861 25092 1.1294
Vanguard Real Estate II Index 2025-07-31 0.639 4.0411 2179285 2094 0.0962
Vanguard Mid-Cap Value ETF 2025-07-31 0.6214 1.2047 2119205 -1242 -0.0586
Schwab US REIT ETFâ„¢ 2025-08-30 0.5894 4.0119 2010094 6450 0.3219
Vanguard Institutional Index I 2025-07-31 0.5609 0.1039 1913050 -22777 -1.1766
DFA Real Estate Securities I 2025-07-31 0.527 4.6697 1797416 -6574 -0.3644
Fidelity US REIT Mother Fund 2025-03-17 0.496 4.3621 1691569 72300 4.465

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Andrew Power 2025-09-15 Sell 53269 175.16
Andrew Power 2025-09-12 Sell 4731 175.1
Marjorie Taylor Greene 2025-09-11 Purchase 174.66
Ro Khanna 2025-08-26 Sell 168.19
Mark R Patterson 2025-06-05 Sell 175 176.5
Ro Khanna 2025-05-19 Purchase 170.69
Marjorie Taylor Greene 2025-05-05 Purchase 166.85
Ro Khanna 2025-04-23 Purchase 151.63
Marjorie Taylor Greene 2025-03-17 Purchase 151.94
Matt Mercier 2024-12-12 Sell 2518 187.4

Major Indices