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 296 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
678,358
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
664,000
shares
|
$16.2 Million
3.35% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
635,594
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Nov 06, 2024 Q3 2024 |
623,300
shares
|
$15.2 Million
1.58% of portfolio
|
Q3 2024
Added 102.83%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
597,355
shares
|
$14.5 Million
1.4% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
594,790
shares
|
$14.5 Million
0.54% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
589,380
shares
|
$14.4 Million
2.75% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
585,647
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
567,591
shares
|
$13.8 Million
0.85% of portfolio
|
Q3 2022
Added 94.32%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
511,462
shares
|
$12.5 Million
0.63% of portfolio
|
Q4 2024
Added 64.24%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
499,037
shares
|
$12.2 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
492,108
shares
|
$12 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
487,796
shares
|
$11.9 Million
1.37% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
469,612
shares
|
$11.4 Million
7.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
459,754
shares
|
$11.2 Million
5.91% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
443,517
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
420,130
shares
|
$10.2 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
375,000
shares
|
$9.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
372,152
shares
|
$9.06 Million
0.68% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
371,914
shares
|
$9.06 Million
3.53% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
351,900
shares
|
$8.57 Million
0.0% of portfolio
|
Q3 2024
Added 81.86%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
316,857
shares
|
$7.72 Million
2.49% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
315,989
shares
|
$7.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 47.23%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
303,031
shares
|
$7.38 Million
0.21% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
281,334
shares
|
$6.85 Million
2.09% of portfolio
|
Q3 2024
Reduced 6.29%
|