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 316 institutions that hold shares in the stock, with a total of 77.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
299,503
shares
|
$7.56 Million
3.02% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
287,456
shares
|
$7.26 Million
0.63% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
247,980
shares
|
$6.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
247,808
shares
|
$6.26 Million
0.74% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
218,440
shares
|
$5.52 Million
0.03% of portfolio
|
Q1 2025
Added 59.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
200,406
shares
|
$5.06 Million
0.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
196,002
shares
|
$4.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.78%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
189,624
shares
|
$4.79 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Gp Brinson Investments LLC
|
Jun 30, 2025 Q2 2025 |
186,339
shares
|
$4.71 Million
1.96% of portfolio
|
Q1 2024
Added 18.84%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
172,869
shares
|
$4.36 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
169,422
shares
|
$4.28 Million
1.17% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
158,507
shares
|
$4 Million
0.71% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
150,600
shares
|
$3.8 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148,817
shares
|
$3.76 Million
0.13% of portfolio
|
Q2 2020
Added 22.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
148,486
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 77.05%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
143,502
shares
|
$3.62 Million
1.55% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
140,247
shares
|
$3.54 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
136,908
shares
|
$3.46 Million
0.49% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
131,280
shares
|
$3.31 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
128,851
shares
|
$3.25 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
126,454
shares
|
$3.19 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
124,424
shares
|
$3.14 Million
3.23% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
111,285
shares
|
$2.81 Million
0.03% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
105,032
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
104,856
shares
|
$2.65 Million
1.13% of portfolio
|
Q1 2025
Added 5.08%
|