Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 9.1M | 1.2B | 6.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.3M | 490.6M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.4M | 347.9M | 1.7% |
| Price (T.Rowe) Real Estate Fund Inc. | Jun 30, 2018 | 1.9M | 286.6M | 1.4% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 1.7M | 248.9M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.5M | 227.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.4M | 206.2M | 1.0% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 1.3M | 176.1M | 0.9% |
| Principal Real Estate Securities Fund | Jun 30, 2018 | 1.2M | 183.8M | 0.9% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.1M | 162.2M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.