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 299 institutions that hold shares in the stock, with a total of 75.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,645,446
shares
|
$139 Million
2.12% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,378,028
shares
|
$132 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,805,286
shares
|
$118 Million
0.11% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
4,481,366
shares
|
$110 Million
0.05% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,201,021
shares
|
$103 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,533,170
shares
|
$86.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,846,622
shares
|
$69.9 Million
0.04% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,543,260
shares
|
$62.4 Million
4.31% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,381,243
shares
|
$58.5 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
1,950,914
shares
|
$47.9 Million
1.4% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,916,714
shares
|
$47.1 Million
2.6% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,524,479
shares
|
$37.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,515,544
shares
|
$37.2 Million
6.84% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,283,394
shares
|
$31.5 Million
3.11% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,237,250
shares
|
$30.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
1,149,567
shares
|
$28.2 Million
0.92% of portfolio
|
Q1 2024
Added 48.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,048,946
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
996,506
shares
|
$24.5 Million
0.29% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Feb 06, 2025 Q4 2024 |
978,300
shares
|
$24 Million
2.59% of portfolio
|
Q4 2024
Added 56.95%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
955,407
shares
|
$23.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
849,699
shares
|
$20.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
847,980
shares
|
$20.8 Million
1.39% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
799,697
shares
|
$19.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
772,173
shares
|
$19 Million
2.19% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
749,675
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|