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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) 98.07
Top 10 Institutions (%) 54.73
Mutual Fund Ownership (%) 50.59
5%/Insider Ownership (%) 2.64
Float (%) 71
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 218 201,592,626
New Positions 39 11,631,500
Soldout Positions 31 16,438,840
Net Position Change 179 4,875,770
Buyers 93 17,959,900
Sellers 86 -13,084,130
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
Vanguard REIT Index Fund 11,588,160 198,354 1.74 2,021,227 5.64 0.3 03-31-14
Cohen & Steers Realty Shares Fund 7,041,816 0 0 0 3.43 1.3 12-31-13
Cohen & Steers Instl Realty Shares 3,404,143 0 0 0 1.66 1.33 12-31-13
Vanguard Small Cap Index 3,375,488 253,438 8.12 2,582,533 1.64 0.07 03-31-14
iShares Russell 2000 ETF 3,031,719 -39,501 -1.29 -412,390 1.51 0.12 04-16-14
Vanguard Total Stock Mkt Idx 2,948,639 133,989 4.76 1,365,348 1.43 0.01 03-31-14
ING Global Real Estate Fund 2,822,200 568,200 25.21 5,369,490 1.37 0.55 12-31-13
Goldman Sachs Small Cap Value 2,551,032 144,118 5.99 1,468,562 1.24 0.43 03-31-14
Vanguard Small Cap Growth Index Fund 2,501,501 142,767 6.05 1,454,796 1.22 0.16 03-31-14
Prudential Global Real Estate Fund 2,293,317 -127,157 -5.25 -1,270,298 1.12 0.75 02-28-14
CBRE Clarion Long/Short Fund 2,283,557 166,000 7.84 1,545,460 1.11 3.48 01-31-14
T. Rowe Price Small Cap Value Fund 2,082,670 -51,230 -2.4 -484,124 1.01 0.19 12-31-13
Baron Real Estate Fund 1,867,450 186,300 11.08 1,898,397 0.91 1.5 03-31-14
TIAA-CREF Real Estate Securities 1,800,000 0 0 0 0.88 1.28 02-28-14
Rainer Small/Mid Cap Equity Fund 1,735,370 94,660 5.77 894,537 0.84 0.89 12-31-13
  • *Category Headings:
  • Shs Held - shares held at report date
  • Shs Chg - position change within reporting period
  • %Chg - % change
  • $Chg - market value of the position change
  • %Out - % of shares outstanding
  • %Port - % Portfolio
  • Rpt Date - report date
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