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 325 institutions that hold shares in the stock, with a total of 75.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 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%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
5,681,021
shares
|
$143 Million
0.09% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,378,028
shares
|
$135 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,013,169
shares
|
$126 Million
0.09% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,912,571
shares
|
$124 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,392,807
shares
|
$85.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,951,690
shares
|
$74.4 Million
2.76% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,584,269
shares
|
$65.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,950,176
shares
|
$49.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
1,796,249
shares
|
$45.2 Million
0.38% of portfolio
|
Q3 2025
Added 73.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,617,901
shares
|
$40.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
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%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,470,642
shares
|
$37 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 |
Aug 14, 2025 Q2 2025 |
1,203,517
shares
|
$30.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,164,926
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,053,734
shares
|
$26.5 Million
0.0% of portfolio
|
Q2 2025
Added 42.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
975,311
shares
|
$24.6 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
889,389
shares
|
$22.4 Million
0.0% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
853,902
shares
|
$21.5 Million
2.48% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
841,329
shares
|
$21.2 Million
1.21% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
774,840
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
716,662
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
700,000
shares
|
$17.6 Million
0.01% of portfolio
|
Q1 2025
Added 83.29%
|