Purchases and Sales Made in Q3 2025 in Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
758K+ 73.05% |
$18.5M - $19.6M
|
1.8M
$45.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
228K+ 3.93% |
$5.58M - $5.92M
|
6.05M
$152M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
75.3K+ 5.63% |
$1.84M - $1.95M
|
1.41M
$35.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50.7K+ 54.0% |
$1.24M - $1.31M
|
145K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
50.2K+ 11.67% |
$1.23M - $1.3M
|
481K
$12.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
48K+ 3.37% |
$1.17M - $1.24M
|
1.47M
$37M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38.5K+ 115.5% |
$940K - $996K
|
71.7K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
36.8K+ 2.34% |
$900K - $954K
|
1.61M
$40.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
26.9K+ 4.3% |
$657K - $696K
|
652K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25.2K+ 9.25% |
$615K - $652K
|
297K
$7.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
22.9K+ 7.96% |
$560K - $593K
|
310K
$7.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.8KNew |
$558K - $591K
|
22.8K
$574K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
21K+ 3.43% |
$513K - $544K
|
633K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.8K+ 4.63% |
$508K - $538K
|
469K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.7K+ 28.65% |
$434K - $460K
|
79.7K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
17.2K+ 3.32% |
$420K - $445K
|
535K
$13.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
15.3KNew |
$375K - $397K
|
15.3K
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.7K+ 9.25% |
$358K - $380K
|
173K
$4.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.6K+ 1.15% |
$333K - $353K
|
1.2M
$30.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
11KNew |
$269K - $285K
|
11K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
9.38K+ 35.75% |
$229K - $243K
|
35.6K
$897K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.27K+ 20.24% |
$202K - $214K
|
49.1K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.94KNew |
$194K - $206K
|
7.94K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.84KNew |
$192K - $203K
|
7.84K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.48K+ 18.61% |
$183K - $194K
|
47.7K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.88K+ 29.05% |
$144K - $152K
|
26.1K
$658K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.57K+ 28.98% |
$112K - $118K
|
20.3K
$512K
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
4.28K+ 4.62% |
$105K - $111K
|
96.8K
$2.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4K+ 0.93% |
$97.9K - $104K
|
435K
$11M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.88K+ 6.88% |
$70.3K - $74.5K
|
44.7K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.5K+ 27800.0% |
$61.2K - $64.8K
|
2.51K
$63.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$55.6K - $58.9K
|
2.27K
$57.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.27K+ 3.51% |
$55.6K - $58.9K
|
67.1K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
1.77K+ 1.83% |
$43.2K - $45.8K
|
98.1K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
921+ 3.41% |
$22.5K - $23.9K
|
27.9K
$703K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
896+ 0.87% |
$21.9K - $23.2K
|
104K
$2.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
823+ 1.69% |
$20.1K - $21.3K
|
49.6K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
750New |
$18.3K - $19.4K
|
750
$18.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
739+ 6.9% |
$18.1K - $19.1K
|
11.5K
$289K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
682+ 2.1% |
$16.7K - $17.7K
|
33.1K
$834K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
642+ 2.41% |
$15.7K - $16.6K
|
27.2K
$686K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
545+ 1.08% |
$13.3K - $14.1K
|
51K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
510New |
$12.5K - $13.2K
|
510
$12.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
471+ 5.3% |
$11.5K - $12.2K
|
9.36K
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
395+ 3.86% |
$9.66K - $10.2K
|
10.6K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
320+ 5.75% |
$7.82K - $8.29K
|
5.89K
$148K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
190+ 1.95% |
$4.65K - $4.92K
|
9.95K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
169+ 0.72% |
$4.13K - $4.38K
|
23.6K
$595K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
110New |
$2.69K - $2.85K
|
110
$2.77K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
108+ 0.68% |
$2.64K - $2.8K
|
16K
$403K
|