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 295 institutions that hold shares in the stock, with a total of 74.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
269,669
shares
|
$6.86 Million
3.67% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
267,782
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
245,368
shares
|
$6.24 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
235,961
shares
|
$6 Million
0.59% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
225,702
shares
|
$5.74 Million
2.12% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
225,007
shares
|
$5.72 Million
2.22% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
194,886
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
191,690
shares
|
$4.87 Million
0.03% of portfolio
|
Q3 2024
Added 123.78%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
191,363
shares
|
$4.87 Million
1.17% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
189,203
shares
|
$4.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Gp Brinson Investments LLC
|
Oct 03, 2024 Q3 2024 |
186,339
shares
|
$4.74 Million
2.04% of portfolio
|
Q1 2024
Added 18.84%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
183,235
shares
|
$4.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
159,726
shares
|
$4.06 Million
1.51% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
152,809
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
152,252
shares
|
$3.87 Million
2.15% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
150,335
shares
|
$3.82 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148,817
shares
|
$3.78 Million
0.13% of portfolio
|
Q2 2020
Added 22.94%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
141,426
shares
|
$3.6 Million
1.4% of portfolio
|
Q1 2024
Reduced 10.71%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
133,355
shares
|
$3.39 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
128,851
shares
|
$3.28 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
128,191
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.06%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
127,316
shares
|
$3.24 Million
0.76% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
125,912
shares
|
$3.2 Million
0.49% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
124,424
shares
|
$3.16 Million
3.23% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
120,426
shares
|
$3.06 Million
0.71% of portfolio
|
Q3 2024
Added 1.52%
|