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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
60,997
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
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
|
$1.47 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
58,100
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
Added 34.18%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
57,259
shares
|
$1.44 Million
0.23% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
56,649
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
56,352
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
54,808
shares
|
$1.38 Million
0.8% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
54,510
shares
|
$1.37 Million
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
50,484
shares
|
$1.27 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
48,785
shares
|
$1.23 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
47,371
shares
|
$1.19 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
46,407
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
46,134
shares
|
$1.16 Million
0.27% of portfolio
|
Q1 2025
Added 21.99%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
46,006
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 41.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,553
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 51.5%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
44,434
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
43,780
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.82%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
43,018
shares
|
$1.08 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
42,591
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
41,840
shares
|
$1.05 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
40,993
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
40,855
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
40,204
shares
|
$1.01 Million
0.74% of portfolio
|
Q2 2025
Added 3.86%
|