Institutional Ownership Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 75.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
124,424
shares
|
$3.03 Million
3.23% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
121,517
shares
|
$2.96 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
118,941
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
109,857
shares
|
$2.67 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
105,428
shares
|
$2.56 Million
0.47% of portfolio
|
Q3 2024
Added 4.62%
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
99,600
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
98,025
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2024
Added 2.45%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
93,743
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Added 8.53%
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
92,024
shares
|
$2.24 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
85,465
shares
|
$2.08 Million
0.57% of portfolio
|
Q4 2024
Added 2.73%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
82,757
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 27.52%
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
80,600
shares
|
$1.96 Million
0.31% of portfolio
|
Q3 2024
Added 3.94%
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
78,594
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
76,619
shares
|
$1.86 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
76,619
shares
|
$1.86 Million
0.24% of portfolio
|
Q3 2024
Added 10.84%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
75,604
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
75,154
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.13%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
74,948
shares
|
$1.82 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
72,086
shares
|
$1.75 Million
1.31% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
68,816
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
64,494
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
64,480
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,025
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2023
Added 14.21%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,708
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
60,000
shares
|
$1.46 Million
1.48% of portfolio
|
Q4 2024
New holding
|