Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 15.4409 | 0.1217 | 54260359 | 854828 | 1.6006 |
| BlackRock Inc | 2026-03-31 | 11.2414 | 0.1244 | 39503125 | 702533 | 1.8106 |
| Cohen & Steers Inc | 2026-03-31 | 8.0185 | 8.8198 | 28177457 | 176117 | 0.629 |
| NORGES BANK | 2025-12-31 | 6.2594 | 0.3641 | 21995957 | 150776 | 0.6902 |
| State Street Corp | 2026-03-31 | 5.7812 | 0.1264 | 20315624 | -333429 | -1.6147 |
| Bank of America Corp | 2026-03-31 | 2.6951 | 0.1248 | 9470695 | 534158 | 5.9772 |
| Geode Capital Management, LLC | 2026-03-31 | 2.6854 | 0.1054 | 9436559 | 202486 | 2.1928 |
| Apg Investments Us Inc | 2026-03-31 | 2.4529 | 11.9834 | 8619693 | 1949 | 0.0226 |
| Canada Pension Plan Investment Board | 2026-03-31 | 2.1576 | 0.8814 | 7582063 | 120956 | 1.6212 |
| Northern Trust Corp | 2026-03-31 | 1.5725 | 0.1316 | 5525709 | -262213 | -4.5303 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.4737 | 0.0562 | 5178674 | 927387 | 21.8143 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 1.3803 | 0.1816 | 4850416 | 35850 | 0.7446 |
| FMR Inc | 2026-03-31 | 1.3286 | 0.0443 | 4668688 | 370262 | 8.6139 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 1.2384 | 0.1198 | 4351799 | 135936 | 3.2244 |
| Amvescap Plc. | 2026-03-31 | 1.2162 | 0.1179 | 4273945 | -159570 | -3.5992 |
| Daiwa Securities Group Inc | 2026-03-31 | 1.1789 | 2.1463 | 4142697 | -403521 | -8.876 |
| Legal & General Group PLC | 2026-03-31 | 1.1008 | 0.1612 | 3868379 | -138832 | -3.4646 |
| Principal Financial Group Inc | 2026-03-31 | 1.0543 | 0.3566 | 3704993 | 14446 | 0.3914 |
| JPMorgan Chase & Co | 2026-03-31 | 0.9865 | 0.039 | 3466682 | -1203381 | -25.768 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 0.9041 | 0.0662 | 3177171 | -13626 | -0.427 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Real Estate Index Investor | 2026-04-30 | 3.6265 | 3.6488 | 12743645 | -41719 | -0.3263 |
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 3.1151 | 0.0995 | 10946806 | 30919 | 0.2832 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.3825 | 0.1049 | 8372131 | 149783 | 1.8217 |
| Vanguard Mid Cap Index Institutional | 2026-04-30 | 2.117 | 0.6969 | 7439337 | 16373 | 0.2206 |
| Cohen & Steers Real Estate Securities A | 2026-03-31 | 1.3241 | 9.6666 | 4653072 | 451556 | 10.7475 |
| Cohen & Steers Real Estate Opportunities | 2026-03-31 | 1.3241 | 9.6395 | 4653072 | 451556 | 10.7475 |
| Cohen & Steers Instl Realty Shares | 2026-03-31 | 1.2838 | 9.8775 | 4511492 | -135119 | -2.9079 |
| iShares Core S&P 500 ETF | 2026-04-30 | 1.1887 | 0.1049 | 4177170 | 12285 | 0.295 |
| Fidelity 500 Index | 2026-03-31 | 1.1736 | 0.104 | 4124235 | 15033 | 0.3658 |
| Cohen & Steers Realty Shares L | 2026-03-31 | 1.1447 | 9.9002 | 4022652 | -198997 | -4.7137 |
| State Street® SPDR® S&P 500® ETF | 2026-04-30 | 1.1014 | 0.1054 | 3870284 | 12596 | 0.3265 |
| Vanguard Value Index Inv | 2026-04-30 | 0.9063 | 0.2679 | 3184949 | 9121 | 0.2872 |
| Daiwa US-REIT Open Mother Fund | 2025-09-17 | 0.7584 | 8.8133 | 2665148 | 35610 | 1.3542 |
| Schwab US REIT ETF™ | 2026-04-30 | 0.6469 | 4.5216 | 2273208 | 0 | 0 |
| Vanguard Real Estate II Index | 2026-04-30 | 0.6436 | 4.2654 | 2261576 | 1650 | 0.073 |
| Vanguard Mid-Cap Value ETF | 2026-04-30 | 0.6372 | 1.2211 | 2239087 | 3899 | 0.1744 |
| State Street Real Estate Sel SectSPDRETF | 2026-04-30 | 0.5211 | 4.7627 | 1831047 | -55440 | -2.9388 |
| Vanguard Institutional Index I | 2026-04-30 | 0.5086 | 0.1047 | 1787392 | -32101 | -1.7643 |
| State St S&P 500® Idx SL Cl I | 2026-04-30 | 0.4954 | 0.1045 | 1740878 | 16954 | 0.9835 |
| DFA Real Estate Securities I | 2026-03-31 | 0.4898 | 4.7957 | 1721072 | -50945 | -2.875 |
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 |