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 327 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 $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
664,000
shares
|
$16.7 Million
3.35% of portfolio
|
Q4 2023
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
651,663
shares
|
$16.4 Million
1.45% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
633,416
shares
|
$16 Million
2.72% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
577,488
shares
|
$14.5 Million
0.55% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
567,591
shares
|
$14.3 Million
0.85% of portfolio
|
Q3 2022
Added 94.32%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
534,834
shares
|
$13.5 Million
6.51% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
503,571
shares
|
$12.7 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
492,368
shares
|
$12.4 Million
0.57% of portfolio
|
Q2 2025
Reduced 26.26%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
480,653
shares
|
$12.1 Million
1.78% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
468,973
shares
|
$11.8 Million
0.44% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
435,194
shares
|
$11 Million
3.19% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
430,936
shares
|
$10.9 Million
0.06% of portfolio
|
Q2 2025
Added 97.28%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
409,148
shares
|
$10.3 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
383,113
shares
|
$9.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
362,651
shares
|
$9.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
359,807
shares
|
$9.06 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
315,531
shares
|
$7.95 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
314,729
shares
|
$7.93 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
310,342
shares
|
$7.82 Million
0.64% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
309,953
shares
|
$7.81 Million
1.99% of portfolio
|
Q2 2025
Added 15.92%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
309,613
shares
|
$7.8 Million
2.13% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
304,892
shares
|
$7.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
303,120
shares
|
$7.64 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
297,254
shares
|
$7.49 Million
0.82% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
293,000
shares
|
$7.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.18%
|