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 333 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
6,045,409
shares
|
$152 Million
2.03% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,425,901
shares
|
$137 Million
0.09% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,378,028
shares
|
$136 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,791,133
shares
|
$121 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,451,044
shares
|
$87 Million
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,038,299
shares
|
$76.6 Million
2.68% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,584,269
shares
|
$65.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
1,796,249
shares
|
$45.3 Million
0.38% of portfolio
|
Q3 2025
Added 73.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,704,411
shares
|
$43 Million
0.01% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,642,929
shares
|
$41.4 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
1,612,014
shares
|
$40.6 Million
6.74% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,543,969
shares
|
$38.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,470,642
shares
|
$37.1 Million
2.65% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
1,413,342
shares
|
$35.6 Million
1.49% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,302,746
shares
|
$32.8 Million
0.0% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,210,390
shares
|
$30.5 Million
0.04% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,195,212
shares
|
$30.1 Million
0.36% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
910,885
shares
|
$23 Million
0.0% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
883,749
shares
|
$22.3 Million
2.5% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
844,361
shares
|
$21.3 Million
1.17% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
774,840
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
735,363
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
707,616
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
700,000
shares
|
$17.6 Million
0.01% of portfolio
|
Q1 2025
Added 83.29%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
664,000
shares
|
$16.7 Million
3.35% of portfolio
|
Q4 2023
New holding
|
|