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 326 institutions that hold shares in the stock, with a total of 77.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,816,994
shares
|
$146 Million
2.03% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
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
|
$123 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,392,807
shares
|
$85.2 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
|
$74.1 Million
2.76% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,624,235
shares
|
$65.9 Million
0.42% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,950,176
shares
|
$49 Million
0.02% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,851,623
shares
|
$46.5 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,617,901
shares
|
$40.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,575,201
shares
|
$39.6 Million
6.84% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,422,662
shares
|
$35.7 Million
2.66% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,338,032
shares
|
$33.6 Million
1.36% of portfolio
|
Q2 2025
Reduced 57.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,203,517
shares
|
$30.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,181,583
shares
|
$29.7 Million
0.37% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
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%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
1,038,021
shares
|
$26.1 Million
0.24% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
975,311
shares
|
$24.5 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Aug 11, 2025 Q2 2025 |
903,300
shares
|
$22.7 Million
2.17% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
889,389
shares
|
$22.3 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
|
$21.1 Million
1.21% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
792,184
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Added 0.25%
|