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 326 institutions that hold shares in the stock, with a total of 77.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
100,850
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
99,216
shares
|
$2.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
96,381
shares
|
$2.42 Million
1.12% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
93,891
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
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
|
$2.35 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%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
92,492
shares
|
$2.32 Million
0.3% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
89,822
shares
|
$2.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
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
|
$2.11 Million
0.03% of portfolio
|
Q2 2025
Added 80.69%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
79,280
shares
|
$1.99 Million
0.16% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
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
|
$1.92 Million
0.24% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
76,024
shares
|
$1.91 Million
1.11% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
72,162
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
69,563
shares
|
$1.75 Million
1.26% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
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%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
66,334
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
64,780
shares
|
$1.63 Million
0.44% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
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%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
63,817
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 54.5%
|
|
|
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%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
61,945
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 48.36%
|