Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Dec 31, 2025 | 7.4M | 155.4M | 2.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 5.5M | 114.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.1M | 106.6M | 1.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.8M | 99.6M | 1.6% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 4.7M | 97.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.5M | 72.9M | 1.2% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Dec 31, 2025 | 3.3M | 69.6M | 1.1% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Dec 31, 2025 | 2.4M | 50.0M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.3M | 47.0M | 0.7% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 1.7M | 35.7M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.