Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 10.6478 | 0.1244 | 39503125 | 702533 | 1.8106 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 7.944 | 0.2775 | 29472165 | 29472165 | 0 |
| Cohen & Steers Inc | 2026-06-30 | 7.8787 | 8.3009 | 29229771 | 1052314 | 3.7346 |
| Vanguard Capital Management, LLC | 2026-03-31 | 5.8462 | 0.0967 | 21689488 | 21689488 | 0 |
| State Street Corp | 2026-03-31 | 5.4759 | 0.1264 | 20315624 | -333429 | -1.6147 |
| NORGES BANK | 2026-06-30 | 5.1995 | 0.3453 | 19290135 | -2705822 | -12.3015 |
| Bank of America Corp | 2026-03-31 | 2.5528 | 0.1248 | 9470695 | 534158 | 5.9772 |
| Geode Capital Management, LLC | 2026-03-31 | 2.5436 | 0.1054 | 9436559 | 202486 | 2.1928 |
| Apg Investments Us Inc | 2026-06-30 | 2.3234 | 10.65 | 8619693 | 0 | 0 |
| Canada Pension Plan Investment Board | 2026-06-30 | 1.7683 | 0.6517 | 6560278 | -1021785 | -13.4763 |
| Northern Trust Corp | 2026-03-31 | 1.4894 | 0.1316 | 5525709 | -262213 | -4.5303 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.3959 | 0.0562 | 5178674 | 927387 | 21.8143 |
| Dimensional Fund Advisors, Inc. | 2026-06-30 | 1.3222 | 0.1597 | 4905453 | 55037 | 1.1347 |
| FMR Inc | 2026-03-31 | 1.2584 | 0.0443 | 4668688 | 370262 | 8.6139 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 1.173 | 0.1198 | 4351799 | 135936 | 3.2244 |
| Amvescap Plc. | 2026-03-31 | 1.152 | 0.0752 | 4273945 | -159570 | -3.5992 |
| Daiwa Securities Group Inc | 2026-03-31 | 1.1166 | 2.1463 | 4142697 | -403521 | -8.876 |
| Legal & General Group PLC | 2026-03-31 | 1.0427 | 0.1612 | 3868379 | -138832 | -3.4646 |
| Principal Financial Group Inc | 2026-06-30 | 1.0098 | 0.3304 | 3746513 | 41520 | 1.1206 |
| CenterSquare Investment Management LLC | 2026-06-30 | 0.9735 | 5.535 | 3611509 | 546600 | 17.8341 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Real Estate Index Investor | 2026-07-31 | 3.5235 | 3.3506 | 13072172 | -6562 | -0.0502 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2026-07-31 | 3.0162 | 0.0918 | 11189971 | 31751 | 0.2846 |
| Vanguard 500 Index Investor | 2026-07-31 | 2.4608 | 0.1018 | 9129668 | 546032 | 6.3613 |
| Vanguard MStar Mid Cap Index Instl | 2026-07-31 | 2.0499 | 0.6355 | 7605159 | -10209 | -0.1341 |
| Cohen & Steers Instl Realty Shares | 2026-06-30 | 1.2874 | 9.5444 | 4776273 | 264781 | 5.869 |
| Cohen & Steers Real Estate Securities A | 2026-06-30 | 1.2581 | 8.7357 | 4667539 | 14467 | 0.3109 |
| Cohen & Steers Real Estate Opportunities | 2026-06-30 | 1.2581 | 8.6944 | 4667539 | 14467 | 0.3109 |
| iShares Core S&P 500 ETF | 2026-08-31 | 1.2486 | 0.0974 | 4632460 | -7272 | -0.1567 |
| Fidelity 500 Index | 2026-07-31 | 1.2122 | 0.1018 | 4497121 | 259655 | 6.1276 |
| Cohen & Steers Realty Shares L | 2026-06-30 | 1.1724 | 9.534 | 4349619 | 326967 | 8.1281 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 1.1497 | 0.0976 | 4265362 | 1005 | 0.0236 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.9021 | 0.2456 | 3346746 | 1869 | 0.0559 |
| Schwab US REIT ETF™ | 2026-08-29 | 0.7382 | 4.5011 | 2738798 | 4608 | 0.1685 |
| Vanguard Real Estate II Index | 2026-07-31 | 0.6184 | 3.9155 | 2294114 | 2322 | 0.1013 |
| Vanguard MStar Mid Cap Value ETF | 2026-07-31 | 0.6098 | 1.0982 | 2262214 | 4886 | 0.2165 |
| State Street Real Estate Sel SectSPDRETF | 2026-08-31 | 0.5935 | 4.916 | 2202005 | 5850 | 0.2664 |
| Vanguard Institutional Index I | 2026-07-31 | 0.5057 | 0.1017 | 1876242 | 84353 | 4.7075 |
| State St S&P 500® Idx SL Cl I | 2026-08-31 | 0.4945 | 0.0968 | 1834767 | -9811 | -0.5319 |
| DFA Real Estate Securities I | 2026-07-31 | 0.4625 | 4.3125 | 1715821 | 24288 | 1.4359 |
| Vanguard Institutional 500 Index Trust | 2026-07-31 | 0.4255 | 0.1018 | 1578630 | 85994 | 5.7612 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-02-05 | Sell | 164.91 | |
| 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 |