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 75.7 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
93,836
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
93,628
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
93,371
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Added 88.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
85,559
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
85,500
shares
|
$2.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
84,074
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
Added 80.69%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
79,691
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Added 28.65%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
78,202
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
76,652
shares
|
$1.93 Million
0.15% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
76,635
shares
|
$1.93 Million
1.61% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
76,619
shares
|
$1.93 Million
0.24% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
76,024
shares
|
$1.92 Million
1.11% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
71,746
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Added 115.5%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
70,690
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
69,517
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
67,052
shares
|
$1.69 Million
0.43% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
66,334
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,025
shares
|
$1.61 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
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
60,997
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
60,168
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 33.01%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
60,000
shares
|
$1.51 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
59,572
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 25.47%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
58,651
shares
|
$1.48 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
58,100
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2024
Added 34.18%
|