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 314 institutions that hold shares in the stock, with a total of 76.1 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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
119,032
shares
|
$2.87 Million
0.18% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
118,941
shares
|
$2.87 Million
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
109,857
shares
|
$2.65 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
103,138
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Added 59.92%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
99,788
shares
|
$2.41 Million
1.01% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
99,600
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
98,025
shares
|
$2.36 Million
0.16% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
92,024
shares
|
$2.22 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
89,902
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
89,232
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
85,465
shares
|
$2.06 Million
0.57% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
79,547
shares
|
$1.92 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
78,708
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
76,619
shares
|
$1.85 Million
0.24% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
75,833
shares
|
$1.83 Million
0.16% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
75,511
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
72,086
shares
|
$1.74 Million
1.31% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
71,951
shares
|
$1.74 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
70,833
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
70,613
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,025
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2023
Added 14.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,708
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
62,100
shares
|
$1.5 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
60,000
shares
|
$1.45 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
Feb 14, 2025 Q4 2024 |
60,000
shares
|
$1.45 Million
0.47% of portfolio
|
Q4 2024
New holding
|