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 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
3.63MNew |
$90.1M - $94.6M
|
3.63M
$91.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31.2K+ 4.93% |
$774K - $813K
|
665K
$16.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
28.2K+ 276.37% |
$699K - $734K
|
38.4K
$967K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
22.7KNew |
$564K - $591K
|
22.7K
$573K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.1KNew |
$474K - $498K
|
19.1K
$482K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14.5KNew |
$359K - $376K
|
14.5K
$364K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
12.1K+ 2.97% |
$301K - $316K
|
421K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10.8K+ 6.22% |
$267K - $280K
|
184K
$4.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8.43K+ 4.89% |
$209K - $219K
|
181K
$4.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
7.39K+ 7.53% |
$183K - $192K
|
106K
$2.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
5.58K+ 5.36% |
$138K - $145K
|
110K
$2.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.58K+ 25.82% |
$64.1K - $67.2K
|
12.6K
$317K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.82K+ 3.81% |
$45.1K - $47.3K
|
49.5K
$1.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.44K+ 1.68% |
$35.6K - $37.4K
|
87K
$2.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.2K+ 4.37% |
$29.9K - $31.3K
|
28.7K
$724K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
946+ 37.67% |
$23.5K - $24.6K
|
3.46K
$87.1K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
826+ 2.49% |
$20.5K - $21.5K
|
33.9K
$855K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
443+ 3.96% |
$11K - $11.5K
|
11.6K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
286+ 13.99% |
$7.09K - $7.44K
|
2.33K
$58.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
277+ 1.02% |
$6.87K - $7.21K
|
27.5K
$693K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
250+ 2.35% |
$6.2K - $6.51K
|
10.9K
$274K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
188+ 1.18% |
$4.66K - $4.89K
|
16.2K
$408K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
136+ 0.49% |
$3.37K - $3.54K
|
28K
$706K
|
|
|
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 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-65- 0.26% |
$1.61K - $1.69K
|
25.2K
$636K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-929- 10.06% |
$23K - $24.2K
|
8.3K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-960- 0.27% |
$23.8K - $25K
|
359K
$9.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.35K- 5.68% |
$58.3K - $61.2K
|
39.1K
$984K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.54K- 5.4% |
$112K - $118K
|
79.4K
$2M
|
|
|
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
|
|