Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Sep 30, 2025 | 7.1M | 135.7M | 4.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 5.5M | 105.3M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.9M | 93.1M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.5M | 86.6M | 3.0% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Sep 30, 2025 | 3.7M | 69.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.7M | 69.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.3M | 44.7M | 1.5% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Sep 30, 2025 | 2.2M | 43.0M | 1.5% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 1.8M | 34.0M | 1.2% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 1.7M | 32.7M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.