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 310 institutions that hold shares in the stock, with a total of 77.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,714,409
shares
|
$142 Million
2.12% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
5,681,021
shares
|
$141 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
|
$134 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,917,036
shares
|
$122 Million
0.44% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,880,660
shares
|
$121 Million
0.1% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,394,924
shares
|
$84.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
3,171,017
shares
|
$78.8 Million
1.38% of portfolio
|
Q1 2025
Added 62.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,706,594
shares
|
$67.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
2,663,387
shares
|
$66.2 Million
2.76% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,402,659
shares
|
$59.7 Million
0.44% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,571,067
shares
|
$39 Million
0.02% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
1,558,893
shares
|
$38.7 Million
7.15% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,359,525
shares
|
$33.8 Million
2.81% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,175,447
shares
|
$29.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
1,164,561
shares
|
$28.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Jun 06, 2025 Q1 2025 |
1,128,300
shares
|
$28 Million
2.82% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,056,894
shares
|
$26.3 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
|
$25.3 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
|
$20.8 Million
1.28% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
815,769
shares
|
$20.3 Million
2.54% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
790,219
shares
|
$19.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 29, 2025 Q1 2025 |
782,038
shares
|
$19.4 Million
6.63% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
741,311
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
719,177
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
712,916
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.06%
|