Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 15.791 | 0.1217 | 54260359 | 854828 | 1.6006 |
| BlackRock Inc | 2025-09-30 | 11.0422 | 0.1148 | 37942685 | 587968 | 1.574 |
| Cohen & Steers Inc | 2025-09-30 | 6.9046 | 7.398 | 23725267 | -143671 | -0.6019 |
| NORGES BANK | 2025-12-31 | 6.4013 | 0.3641 | 21995957 | 150776 | 0.6902 |
| State Street Corp | 2025-09-30 | 5.9419 | 0.1224 | 20417120 | 11360 | 0.0557 |
| JPMorgan Chase & Co | 2025-09-30 | 2.7329 | 0.0486 | 9390544 | 4028303 | 75.1235 |
| Geode Capital Management, LLC | 2025-09-30 | 2.6299 | 0.0993 | 9036893 | 186075 | 2.1023 |
| Bank of America Corp | 2025-09-30 | 2.599 | 0.1047 | 8930551 | 405507 | 4.7567 |
| Apg Investments Us Inc | 2025-09-30 | 2.5141 | 10.9241 | 8638801 | 23430 | 0.272 |
| Canada Pension Plan Investment Board | 2025-09-30 | 2.1717 | 0.9058 | 7462186 | 105757 | 1.4376 |
| Northern Trust Corp | 2025-09-30 | 1.6436 | 0.1249 | 5647534 | 471384 | 9.1068 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 1.4011 | 0.1563 | 4814566 | 151660 | 3.2525 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 1.3991 | 0.1805 | 4807512 | 4195862 | 685.9907 |
| FMR Inc | 2025-12-31 | 1.2509 | 0.0339 | 4298426 | -473042 | -9.914 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.2269 | 0.1014 | 4215863 | 251346 | 6.3399 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.1993 | 0.0431 | 4120889 | 135186 | 3.3918 |
| Daiwa Securities Group Inc | 2025-09-30 | 1.1981 | 2.4017 | 4116711 | -14216 | -0.3441 |
| Amvescap Plc. | 2025-09-30 | 1.1895 | 0.1113 | 4087315 | 109310 | 2.7479 |
| Legal & General Group PLC | 2025-12-31 | 1.1662 | 0.1375 | 4007211 | 224688 | 5.9402 |
| Principal Financial Group Inc | 2025-09-30 | 1.0793 | 0.3234 | 3708714 | -77225 | -2.0398 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Real Estate Index Investor | 2026-01-31 | 3.7036 | 3.2023 | 12726194 | 38457 | 0.3031 |
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 3.1484 | 0.0855 | 10818492 | 23215 | 0.215 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.3938 | 0.0903 | 8225494 | 51504 | 0.6301 |
| Vanguard Mid Cap Index Institutional | 2026-01-31 | 2.1652 | 0.6074 | 7439893 | -38862 | -0.5196 |
| Cohen & Steers Instl Realty Shares | 2025-12-31 | 1.3523 | 9.1017 | 4646611 | 928746 | 24.9806 |
| Cohen & Steers Realty Shares L | 2025-12-31 | 1.2286 | 9.0389 | 4221649 | 632277 | 17.6153 |
| Cohen & Steers Real Estate Opportunities | 2025-12-31 | 1.2227 | 7.7985 | 4201516 | 643202 | 18.076 |
| Cohen & Steers Real Estate Securities A | 2025-12-31 | 1.2227 | 7.837 | 4201516 | 643202 | 18.076 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.1969 | 0.0975 | 4112732 | 757354 | 22.5713 |
| Fidelity 500 Index | 2025-12-31 | 1.1884 | 0.0854 | 4083414 | 34718 | 0.8575 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1107 | 0.0965 | 3816516 | -6768 | -0.177 |
| Vanguard Value Index Inv | 2026-01-31 | 0.9199 | 0.2303 | 3160890 | -1014 | -0.0321 |
| Daiwa US-REIT Open Mother Fund | 2025-09-17 | 0.7756 | 8.8133 | 2665148 | 35610 | 1.3542 |
| Vanguard Real Estate II Index | 2026-01-31 | 0.6514 | 3.7356 | 2238435 | 7328 | 0.3284 |
| Schwab US REIT ETF™ | 2026-02-27 | 0.6486 | 4.0468 | 2228641 | 0 | 0 |
| Vanguard Mid-Cap Value ETF | 2026-01-31 | 0.6195 | 1.0204 | 2128809 | -9586 | -0.4483 |
| State Street Real Estate Sel SectSPDRETF | 2026-02-26 | 0.5812 | 4.5973 | 1997211 | -4560 | -0.2278 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5362 | 0.0903 | 1842600 | -4908 | -0.2657 |
| DFA Real Estate Securities I | 2025-12-31 | 0.5268 | 4.2977 | 1810122 | 44672 | 2.5303 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5004 | 0.0896 | 1719324 | 17400 | 1.0224 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-29 | Purchase | 167.35 | |
| Ro Khanna | 2026-01-06 | Purchase | 156.77 | |
| Mary Hogan Preusse | 2025-12-01 | Sell | 4166 | 157.42 |
| Ro Khanna | 2025-11-03 | Purchase | 171.89 | |
| 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 |