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 311 institutions that hold shares in the stock, with a total of 76.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,714,409
shares
|
$138 Million
2.12% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
5,681,021
shares
|
$137 Million
0.08% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,378,028
shares
|
$130 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,917,036
shares
|
$119 Million
0.44% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,569,183
shares
|
$110 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,382,581
shares
|
$81.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,846,594
shares
|
$68.8 Million
0.03% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,402,659
shares
|
$58.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,377,760
shares
|
$57.5 Million
2.45% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
1,950,914
shares
|
$47.2 Million
1.4% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,571,067
shares
|
$38 Million
0.02% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
1,558,893
shares
|
$37.7 Million
7.15% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
1,480,023
shares
|
$35.8 Million
0.95% of portfolio
|
Q4 2024
Added 28.75%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,359,525
shares
|
$32.9 Million
2.81% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,290,038
shares
|
$31.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
1,164,561
shares
|
$28.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
May 08, 2025 Q1 2025 |
1,128,300
shares
|
$27.3 Million
2.82% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,056,894
shares
|
$25.5 Million
0.35% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Apr 28, 2025 Q1 2025 |
1,016,662
shares
|
$24.6 Million
0.26% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
837,944
shares
|
$20.3 Million
1.28% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
835,875
shares
|
$20.2 Million
0.0% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
815,769
shares
|
$19.7 Million
2.54% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
790,219
shares
|
$19.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
725,254
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
672,735
shares
|
$16.3 Million
5.88% of portfolio
|
Q4 2024
Added 46.32%
|