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 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
103,198
shares
|
$2.61 Million
0.66% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
99,600
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
97,007
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
96,485
shares
|
$2.44 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
96,381
shares
|
$2.43 Million
1.12% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
93,891
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
92,492
shares
|
$2.34 Million
0.3% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
89,822
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
84,007
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
78,743
shares
|
$1.99 Million
0.07% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
76,769
shares
|
$1.94 Million
0.16% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
76,652
shares
|
$1.94 Million
0.15% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
76,619
shares
|
$1.93 Million
0.24% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
71,785
shares
|
$1.81 Million
1.59% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
69,563
shares
|
$1.76 Million
1.26% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
69,517
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,025
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2023
Added 14.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,708
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
60,997
shares
|
$1.54 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
|
$1.52 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%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
58,663
shares
|
$1.48 Million
0.44% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
58,651
shares
|
$1.48 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
58,100
shares
|
$1.47 Million
0.23% of portfolio
|
Q4 2024
Added 34.18%
|