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 315 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 $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
266,785
shares
|
$6.21 Million
0.63% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
262,887
shares
|
$6.12 Million
1.56% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
258,393
shares
|
$6.01 Million
1.77% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
257,779
shares
|
$6 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
236,783
shares
|
$5.51 Million
1.93% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
234,848
shares
|
$5.46 Million
2.04% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
196,779
shares
|
$4.58 Million
0.05% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
189,624
shares
|
$4.41 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
186,392
shares
|
$4.34 Million
0.57% of portfolio
|
Q4 2024
Added 60.02%
|
|
|
Gp Brinson Investments LLC
|
Apr 01, 2025 Q1 2025 |
186,339
shares
|
$4.34 Million
1.98% of portfolio
|
Q1 2024
Added 18.84%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
180,013
shares
|
$4.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
177,519
shares
|
$4.13 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
173,100
shares
|
$4.03 Million
2.19% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
159,940
shares
|
$3.72 Million
1.67% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
151,972
shares
|
$3.54 Million
0.74% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
149,090
shares
|
$3.47 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148,817
shares
|
$3.46 Million
0.13% of portfolio
|
Q2 2020
Added 22.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
143,042
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
137,110
shares
|
$3.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.47%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
131,780
shares
|
$3.07 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
129,029
shares
|
$3 Million
0.45% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
128,985
shares
|
$3 Million
0.67% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
128,851
shares
|
$3 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
125,932
shares
|
$2.93 Million
0.22% of portfolio
|
Q4 2024
Added 52.17%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
124,424
shares
|
$2.9 Million
3.23% of portfolio
|
Q2 2022
Reduced 3.28%
|