Purchases and Sales Made in Q4 2025 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
188+ 1.18% |
$4.66K - $4.89K
|
16.2K
$408K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
177+ 27.02% |
$4.39K - $4.61K
|
832
$21K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
136+ 0.49% |
$3.37K - $3.54K
|
28K
$706K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
74+ 0.54% |
$1.84K - $1.93K
|
13.8K
$349K
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
47+ 18.01% |
$1.17K - $1.22K
|
308
$7.76K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
33+ 0.95% |
$818 - $859
|
3.51K
$88.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
33+ 0.27% |
$818 - $859
|
12.4K
$313K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
25+ 1.1% |
$620 - $651
|
2.3K
$57.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-65- 0.26% |
$1.61K - $1.69K
|
25.2K
$636K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-69- 0.61% |
$1.71K - $1.8K
|
11.2K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-304- 48.33% |
$7.54K - $7.91K
|
325
$8.19K
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-641- 1.43% |
$15.9K - $16.7K
|
44.1K
$1.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-852- 5.46% |
$21.1K - $22.2K
|
14.7K
$371K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-929- 10.06% |
$23K - $24.2K
|
8.3K
$209K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-932- 1.9% |
$23.1K - $24.3K
|
48.2K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-951- 6.21% |
$23.6K - $24.7K
|
14.4K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-960- 0.27% |
$23.8K - $25K
|
359K
$9.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.33K- 6.34% |
$32.9K - $34.6K
|
19.6K
$494K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.34K- 4.67% |
$33.1K - $34.7K
|
27.2K
$686K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 6.74% |
$35.2K - $36.9K
|
19.6K
$494K
|
|
|
Jan 27, 2026
Q4 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.55K- 3.12% |
$38.4K - $40.3K
|
48.1K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.35K- 5.68% |
$58.3K - $61.2K
|
39.1K
$984K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.52K- 67.57% |
$62.5K - $65.6K
|
1.21K
$30.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.81K- 0.92% |
$69.7K - $73.1K
|
304K
$7.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-4.38K- 3.03% |
$109K - $114K
|
140K
$3.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.54K- 5.4% |
$112K - $118K
|
79.4K
$2M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.95K- 8.23% |
$123K - $129K
|
55.2K
$1.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-7.37K- 6.03% |
$183K - $192K
|
115K
$2.89M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-8.01K- 23.22% |
$199K - $208K
|
26.5K
$667K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-11.5K- 28.17% |
$284K - $298K
|
29.2K
$736K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-32.5K- 59.64% |
$807K - $846K
|
22K
$555K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-40.4K- 74.91% |
$1M - $1.05M
|
13.5K
$341K
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.73M- 98.68% |
$117M - $123M
|
63.2K
$1.59M
|
|