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iShares Global REIT ETF (REET) Institutional Ownership

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$23.57
+0.33 (+1.42%)
(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Global REIT ETF (NYSEARCA:REET)

Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$541.10M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$121.36M
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REET Institutional Buying and Selling by Quarter

iShares Global REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Oxford Financial Group LTD. LLC2,555,594$60.52M4.2%-0.2%1.673%
5/14/2024 Lake Street Advisors Group LLC48,305$1.14M0.1%N/A0.032%
5/11/2024 Nicola Wealth Management LTD.123,300$2.92M0.3%N/A0.081%
5/10/2024 Cooper Haims Advisors LLC441,246$10.45M6.1%+11.3%0.289%
5/9/2024 RFP Financial Group LLC166,014$3.93M1.5%+3.3%0.109%
5/9/2024 MB Generational Wealth LLC12,249$290K0.3%-71.6%0.008%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.57,221$1.36M0.0%-37.3%0.037%
5/8/2024 Foundation Wealth Management LLC55,894$1.32M1.1%-1.9%0.037%
5/8/2024 US Bancorp DE29,143$690K0.0%-5.0%0.019%
5/7/2024 Wealthspire Advisors LLC193,962$4.59M0.1%+1.2%0.127%
5/6/2024 Envestnet Portfolio Solutions Inc.57,269$1.36M0.0%N/A0.037%
5/6/2024 SYM FINANCIAL Corp4,668$111K0.0%N/A0.003%
5/4/2024 Lester Murray Antman dba SimplyRich310,925$7.36M2.4%-3.9%0.204%
5/3/2024 Larson Financial Group LLC56,978$1.35M0.1%-90.8%0.037%
5/2/2024 Quent Capital LLC497,390$11.78M1.4%+1.8%0.326%
5/2/2024 Comprehensive Wealth Management LLC18,823$446K0.3%+12.3%0.012%
5/2/2024 PDS Planning Inc1,138,555$26.96M2.8%+4.0%0.745%
5/1/2024 Connecticut Wealth Management LLC16,634$394K0.0%-3.9%0.011%
5/1/2024 Janney Montgomery Scott LLC9,817$232K0.0%-93.5%0.006%
5/1/2024 BNP Paribas Financial Markets200,839$4.76M0.0%+99.2%0.131%
5/1/2024 Mirae Asset Global Investments Co. Ltd.105,181$2.49M0.0%+105.9%0.069%
5/1/2024 Mission Wealth Management LP21,705$514K0.0%+27.1%0.014%
4/30/2024 Private Wealth Management Group LLC39,823$943K0.4%-32.2%0.026%
4/30/2024 Naples Global Advisors LLC201,114$4.76M0.5%+5.1%0.132%
4/29/2024Commonwealth Equity Services LLC70,151$1.66M0.0%+18.6%0.046%
4/29/2024 FAS Wealth Partners Inc.77,548$1.84M0.2%-29.4%0.051%
4/27/2024 Capital Performance Advisors LLP43,079$1.02M0.4%+5.3%0.028%
4/26/2024 UMB Bank n.a.6,387$151K0.0%+159.6%0.004%
4/26/2024 Emerald Advisors LLC62,771$1.49M0.3%+34.3%0.041%
4/25/2024 Klaas Financial Asset Advisors LLC673,111$15.94M3.2%+1.4%0.441%
4/25/2024 North Ridge Wealth Advisors Inc.92,589$2.19M1.7%+0.6%0.061%
4/24/2024 Greenspring Advisors LLC43,189$1.02M0.3%-16.1%0.028%
4/24/2024 SOL Capital Management CO168,710$4.00M0.5%-3.3%0.110%
4/24/2024 Capasso Planning Partners LLC141,426$3.35M1.4%-10.7%0.093%
4/23/2024 Morton Brown Family Wealth LLC348,957$8.26M3.4%+4.8%0.228%
4/23/2024 Viewpoint Investment Partners Corp453,300$10.73M8.2%+58.5%0.297%
4/23/2024 Raymond James Financial Services Advisors Inc.117,138$2.77M0.0%+13.3%0.077%
4/22/2024 Corrigan Financial Inc.190,696$4.52M1.2%-2.2%0.125%
4/22/2024 EFG Asset Management Americas Corp.35,335$837K0.3%-9.2%0.023%
4/19/2024 Level Financial Advisors53,551$1.27M0.6%-3.3%0.035%
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4/18/2024 Claro Advisors LLC10,933$259K0.0%-9.0%0.007%
4/18/2024 Morris Financial Concepts Inc.54,861$1.30M0.7%-2.1%0.036%
4/17/2024 Brooklyn FI LLC144,668$3.43M1.4%+29.8%0.095%
4/17/2024 Private Ocean LLC9,786$232K0.0%+8.8%0.006%
4/16/2024 Courier Capital LLC30,111$713K0.1%-3.7%0.020%
4/16/2024 Harbor Group Inc.29,682$703K0.2%+7.3%0.019%
4/16/2024 180 Wealth Advisors LLC29,092$689K0.1%+2.5%0.019%
4/16/2024 Wealth Enhancement Advisory Services LLC767,016$18.16M0.0%+93.8%0.502%
4/16/2024 ERn Financial LLC397,624$9.42M1.6%+16.2%0.260%
4/15/2024 DGS Capital Management LLC16,520$391K0.1%+13.7%0.011%
4/15/2024 Aspiriant LLC61,246$1.45M0.1%-18.5%0.040%
4/12/2024 GP Brinson Investments LLC186,339$4.41M1.9%+18.8%0.122%
4/11/2024 Ballentine Partners LLC9,210$218K0.0%-11.4%0.007%
4/11/2024 Boston Standard Wealth Management LLC533,991$12.65M2.9%+8.7%0.390%
4/10/2024 McLean Asset Management Corp20,922$493K0.2%+85.1%0.015%
4/10/2024 Apella Capital LLC14,431$340K0.0%-8.1%0.011%
4/9/2024 Collective Family Office LLC81,063$1.92M0.6%-6.2%0.059%
4/9/2024 Destiny Wealth Partners LLC184,157$4.36M0.8%-11.6%0.134%
4/9/2024 Foster Group Inc.104,252$2.47M0.1%N/A0.076%
3/22/2024 PNC Financial Services Group Inc.32,302$781K0.0%+36.4%0.024%
3/14/2024 Leo Wealth LLC20,262$490K0.1%N/A0.015%
3/11/2024Red Mountain Financial LLC20,746$502K0.8%N/A0.015%
3/6/2024 SageView Advisory Group LLC2,378,756$55.45M1.9%+43.1%1.736%
3/1/2024Goldman Sachs Group Inc.1,596,274$38.60M0.0%+9.0%1.165%
2/28/2024 Abel Hall LLC20,358$492K0.4%N/A0.015%
2/26/2024 Integrated Advisors Network LLC10,000$242K0.0%N/A0.007%
2/21/2024Adroit Compliance LLC664,000$16.06M4.3%N/A0.484%
2/20/2024Nepc LLC773,143$18.70M1.0%N/A0.564%
2/15/2024 Oxford Financial Group LTD. LLC2,559,808$61.90M4.5%+874.8%1.868%
2/14/2024Hancock Whitney Corp117,474$2.84M0.1%+349.3%0.086%
2/14/2024 Elevate Wealth Advisory Inc.2,699$65K0.1%N/A0.002%
2/14/2024Waterford Advisors LLC239,987$5.80M2.7%+4.7%0.175%
2/13/2024 First National Bank of Omaha32,272$780K0.0%N/A0.024%
2/13/2024 Exencial Wealth Advisors LLC68,280$1.65M0.1%+8.6%0.050%
2/13/2024Cetera Advisor Networks LLC204,202$4.94M0.0%-54.8%0.149%
2/13/2024 Peapack Gladstone Financial Corp57,432$1.39M0.0%+23.6%0.042%
2/13/2024 The Manufacturers Life Insurance Company 632,823$15.30M0.0%-1.9%0.462%
2/13/2024 Jones Financial Companies Lllp19,261$466K0.0%-2.6%0.014%
2/13/2024 Rathbones Group PLC41,336$1M0.0%+17.1%0.030%
2/12/2024 Partners Capital Investment Group LLP2,329,884$56.34M1.2%+0.8%1.700%
2/12/2024 Dorsey & Whitney Trust CO LLC9,155$221K0.0%N/A0.007%
2/12/2024 RS Crum Inc.151,150$3.66M1.1%-16.3%0.110%
2/9/2024 Orion Portfolio Solutions LLC38,899$937K0.0%-26.4%0.028%
2/9/2024 US Bancorp DE30,665$741K0.0%+59.3%0.022%
2/9/2024 EverSource Wealth Advisors LLC27,162$657K0.1%-30.8%0.020%
2/9/2024 Franklin Resources Inc.56,051$1.36M0.0%+22.8%0.041%
2/9/2024 Corient Private Wealth LLC424,310$10.26M0.0%+148.6%0.310%
2/9/2024 Wells Fargo & Company MN815,681$19.72M0.0%-8.1%0.595%
2/9/2024 PNC Financial Services Group Inc.32,302$781K0.0%+36.4%0.024%
2/8/2024 Great Lakes Advisors LLC209,524$5.07M0.0%+24.4%0.153%
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2/8/2024First National Advisers LLC25,800$624K0.2%N/A0.019%
2/8/2024 Private Wealth Management Group LLC58,777$1.42M0.7%N/A0.043%
2/8/2024 Montrusco Bolton Investments Inc.10,134$245K0.0%N/A0.007%
2/8/2024 Savvy Advisors Inc.11,539$279K0.3%N/A0.008%
2/8/2024 Klaas Financial Asset Advisors LLC664,000$16.06M3.3%+3.5%0.484%
2/8/2024 Janney Montgomery Scott LLC150,533$3.64M0.0%+703.8%0.110%
2/8/2024 MB Generational Wealth LLC43,157$1.04M1.0%N/A0.031%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.91,326$2.18M0.0%-3.5%0.067%
2/8/2024 Sumitomo Mitsui Financial Group Inc.73,113$1.77M0.1%+13.5%0.053%
2/7/2024 Forum Financial Management LP11,415$276K0.0%-42.5%0.008%
(Data available from 1/1/2016 forward)

REET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REET shares?

During the previous two years, 294 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), M&T Bank Corp ($123.88M), Hsbc Holdings PLC ($122.74M), Valmark Advisers Inc. ($119.07M), Bank of Montreal Can ($63.37M), Savant Capital LLC ($63.00M), and Oxford Financial Group LTD. LLC ($60.52M).Learn more on REET's institutional investors.

Which institutional investors have been buying iShares Global REIT ETF stock?

Of the 255 institutional investors that purchased iShares Global REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Valmark Advisers Inc. ($4.93M), Bank of Montreal Can ($3.05M), Oxford Financial Group LTD. LLC ($2.30M), SageView Advisory Group LLC ($1.96M), Hsbc Holdings PLC ($1.91M), M&T Bank Corp ($1.48M), and Heritage Investment Group Inc. ($1.38M).

How much institutional buying is happening at iShares Global REIT ETF?

Institutional investors have bought a total of 41,527,200 shares in the last 24 months. This purchase volume represents approximately $968.31M in transactions.

Which iShares Global REIT ETF major shareholders have been selling company stock?

Of the 169 institutional investors that sold iShares Global REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($2.16M), Great Lakes Advisors LLC ($1.83M), Jones Financial Companies Lllp ($1.82M), Larson Financial Group LLC ($622.06K), Cetera Advisor Networks LLC ($505.14K), SVB Wealth LLC ($399.85K), and Oxford Financial Group Ltd. ($318.13K).

How much institutional selling is happening at iShares Global REIT ETF?

Institutional investors have sold a total of 14,547,035 shares in the last 24 months. This volume of shares sold represents approximately $346.90M in transactions.


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This page (NYSEARCA:REET) was last updated on 5/15/2024 by MarketBeat.com Staff

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