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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$24.77 +0.04 (+0.16%)
Closing price 07/18/2025 04:10 PM Eastern
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$24.77 0.00 (0.00%)
As of 07/18/2025 04:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global REIT ETF (NYSEARCA:REET)

Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$752.57M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$188.47M
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REET Institutional Buying and Selling by Quarter

iShares Global REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Naples Global Advisors LLC287,456$7.10M0.6%+7.7%0.182%
7/18/2025 Trust Co. of Vermont10,007$247K0.0%+150.7%0.006%
7/17/2025 Emerald Advisors LLC92,492$2.29M0.3%+2.4%0.059%
7/17/2025 ERn Financial LLC412,357$10.19M2.1%-0.2%0.261%
7/17/2025 Heritage Investment Group Inc.1,575,201$38.91M6.7%+1.0%0.998%
7/17/2025 Symmetry Partners LLC28,135$695K0.1%-3.9%0.018%
7/17/2025 XY Planning Network Inc.58,651$1.45M0.5%N/A0.037%
7/17/2025 SC&H Financial Advisors Inc.126,454$3.12M0.5%-0.6%0.080%
7/16/2025 Twelve Points Wealth Management LLC20,235$500K0.1%+5.6%0.013%
7/16/2025 Leading Edge Financial Planning LLC309,613$7.65M2.1%-2.9%0.196%
7/15/2025 Level Financial Advisors41,840$1.03M0.3%-15.5%0.026%
7/15/2025 Total Wealth Planning LLC20,373$503K0.1%-2.4%0.013%
7/15/2025 Ballentine Partners LLC10,714$265K0.0%-4.7%0.007%
7/15/2025 Maseco LLP8,999$222K0.0%N/A0.006%
7/15/2025 Fifth Third Bancorp5,902$146K0.0%N/A0.004%
7/15/2025 CGN Advisors LLC15,892$393K0.0%N/A0.010%
7/14/2025 AdvisorNet Financial Inc4,187$103K0.0%+15.9%0.003%
7/14/2025 Foster Group Inc.44,434$1.10M0.0%-7.8%0.028%
7/14/2025 Matrix Trust Co57,259$1.41M0.2%+0.9%0.036%
7/11/2025 Farther Finance Advisors LLC39,019$964K0.0%+708.5%0.025%
7/11/2025 UMB Bank n.a.6,967$172K0.0%-29.0%0.004%
7/10/2025 Cypress Point Wealth Management LLC8,434$208K0.1%-8.7%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC196,002$4.89M0.0%-33.8%0.124%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd1,038,021$25.64M0.2%+2.1%0.657%
7/10/2025 Brooklyn FI LLC309,953$7.66M2.0%+15.9%0.196%
7/9/2025 Aurelius Family Office LLC96,381$2.38M1.1%+4.3%0.061%
7/9/2025 Seaside Wealth Management Inc.19,336$478K0.2%+4.6%0.012%
7/9/2025 Parkside Advisors LLC11,206$277K0.1%N/A0.007%
7/8/2025 Apella Capital LLC89,822$2.22M0.1%-21.9%0.057%
7/8/2025 Parallel Advisors LLC1,057$26K0.0%-38.5%0.001%
7/8/2025 Peirce Capital Management LLC47,371$1.17M0.5%N/A0.030%
7/7/2025 Upper Left Wealth Management LLC8,331$206K0.1%N/A0.005%
7/7/2025 Accelerate Investment Advisors LLC40,204$993K0.7%+3.9%0.025%
7/3/2025 Collective Family Office LLC103,198$2.55M0.7%+24.2%0.063%
7/3/2025 Fiduciary Financial Group LLC158,507$3.94M0.7%+4.3%0.096%
7/2/2025 Boston Standard Wealth Management LLC612,418$15.13M2.7%+11.1%0.372%
6/6/2025Nicola Wealth Management LTD.1,128,300$27.37M2.7%+15.3%0.715%
5/29/2025Wilshire Advisors LLC782,038$18.97M6.6%+16.2%0.496%
5/28/2025Intrua Financial LLC15,150$368K0.1%N/A0.010%
5/20/2025Focus Partners Wealth234,830$5.70M0.0%+202.4%0.148%
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5/20/2025Nepc LLC1,562,057$37.90M1.0%+5.5%0.987%
5/20/2025Strive Asset Management LLC17,014$413K0.3%-5.9%0.011%
5/19/2025SageView Advisory Group LLC2,663,387$64.61M2.8%+12.0%1.683%
5/16/2025Great Lakes Advisors LLC111,285$2.70M0.0%-38.2%0.070%
5/16/2025Goldman Sachs Group Inc.1,164,561$28.25M0.0%-9.6%0.708%
5/16/2025Jones Financial Companies Lllp81,705$1.98M0.0%+131.0%0.052%
5/16/2025Nepc LLC1,562,057$37.90M1.1%+5.5%0.987%
5/16/2025NewEdge Advisors LLC47,066$1.14M0.0%+23.4%0.030%
5/16/2025Amundi700,000$16.60M0.0%+83.3%0.442%
5/15/2025Focus Partners Advisor Solutions LLC46,530$1.13M0.0%-4.9%0.029%
5/15/2025Royal Bank of Canada712,916$17.30M0.0%+9.1%0.450%
5/15/2025Betterment LLC11,035$268K0.0%+5.3%0.007%
5/14/2025SVB Wealth LLC140,247$3.40M0.1%-21.0%0.089%
5/14/2025Northwestern Mutual Wealth Management Co.4,880,660$118.41M0.1%+6.8%3.084%
5/14/2025Partners Capital Investment Group LLP3,171,017$76.93M1.3%+62.5%2.004%
5/14/2025Capital Analysts LLC10,320$250K0.0%-5.3%0.007%
5/14/2025Sumitomo Mitsui Financial Group Inc.97,007$2.35M0.0%+8.7%0.061%
5/13/2025Aviso Financial Inc.11,453$278K0.0%N/A0.007%
5/13/2025Cresset Asset Management LLC27,973$679K0.0%-3.6%0.018%
5/13/2025Tacita Capital Inc4,262$103K0.1%+41.1%0.003%
5/13/2025Vestmark Advisory Solutions Inc.335,016$8.13M0.2%N/A0.212%
5/13/2025NFP Retirement Inc.76,652$1.86M0.1%+6.5%0.048%
5/13/2025 Brooklyn FI LLC267,385$6.49M2.0%+12.9%0.169%
5/13/2025Rathbones Group PLC25,731$624K0.0%+5.8%0.016%
5/13/2025Callan Family Office LLC115,942$2.81M0.2%-2.6%0.073%
5/13/2025HighTower Advisors LLC1,175,447$28.52M0.0%-8.9%0.743%
5/12/2025SouthState Corp5,790$140K0.0%N/A0.004%
5/12/2025Virtu Financial LLC16,293$395K0.0%N/A0.010%
5/12/2025National Bank of Canada FI8,720$212K0.0%-91.5%0.006%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.56,649$1.37M0.0%-2.0%0.036%
5/12/2025WealthPlan Investment Management LLC23,970$582K0.1%-4.9%0.015%
5/9/2025North Ridge Wealth Advisors Inc.43,029$1.04M0.7%+1.4%0.027%
5/9/2025Exencial Wealth Advisors LLC78,743$1.91M0.1%+4.3%0.050%
5/9/2025Lester Murray Antman dba SimplyRich176,521$4.28M1.2%-31.7%0.112%
5/9/2025Wealthspire Advisors LLC200,406$4.86M0.0%+1.8%0.127%
5/9/2025Cooper Haims Advisors LLC499,191$12.11M6.6%+4.2%0.315%
5/9/2025Earned Wealth Advisors LLC40,981$994K0.2%+3.2%0.026%
5/9/2025PNC Financial Services Group Inc.16,334$396K0.0%-2.6%0.010%
5/8/2025Modera Wealth Management LLC1,056,894$25.64M0.3%+6.1%0.668%
5/8/2025Aegis Wealth Management LLC54,808$1.33M0.8%+4.0%0.035%
5/8/2025Cutler Investment Counsel LLC247,808$6.01M0.7%+32.9%0.157%
5/7/2025LPL Financial LLC1,571,067$38.11M0.0%+5.1%0.993%
5/7/2025Brandywine Oak Private Wealth LLC612,379$14.86M1.5%+2.5%0.387%
5/6/2025Cetera Investment Advisers312,438$7.58M0.0%+4.4%0.197%
5/6/2025AE Wealth Management LLC32,300$784K0.0%-3.0%0.020%
5/6/2025City National Bank of Florida MSD28,423$690K0.6%+59.7%0.018%
5/5/2025Aire Advisors LLC12,540$304K0.1%-35.3%0.008%
5/5/2025Parkworth Wealth Management Inc.35,996$873K0.7%+2.6%0.023%
5/5/2025IFP Advisors Inc16,387$398K0.0%-11.7%0.010%
5/5/2025FAS Wealth Partners Inc.76,769$1.86M0.2%+1.2%0.049%
Genesis 14:13-17 [HIDDEN MEANING?] (Ad)

A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century. Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available.

Watch the presentation on America’s hidden birthright
5/2/2025Bailard Inc.302,057$7.33M0.2%-0.2%0.191%
5/2/2025MB Generational Wealth LLC69,563$1.69M1.3%+31.0%0.044%
5/2/2025Private Wealth Management Group LLC18,742$455K0.2%-11.4%0.012%
5/2/2025BIP Wealth LLC451,560$10.96M0.7%+6.9%0.285%
5/2/2025Larson Financial Group LLC41,827$1.02M0.0%-5.8%0.026%
5/2/2025Sage Mountain Advisors LLC3,731$91K0.0%-17.7%0.002%
5/2/2025Castlekeep Investment Advisors LLC8,860$215K0.1%-82.5%0.006%
5/1/2025CWM LLC17,679$429K0.0%-6.5%0.011%
5/1/2025 Ballentine Partners LLC11,245$273K0.0%+27.8%0.007%
4/30/2025First Interstate Bank14,514$352K0.0%-3.1%0.009%
(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, 314 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were Valmark Advisers Inc. ($138.63M), Hsbc Holdings PLC ($136.17M), M&T Bank Corp ($119.29M), Northwestern Mutual Wealth Management Co. ($118.41M), Partners Capital Investment Group LLP ($76.93M), Bank of Montreal Can ($75.83M), and SageView Advisory Group LLC ($64.61M).Learn more on iShares Global REIT ETF's institutional investors.

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

Of the 265 institutional investors that purchased iShares Global REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brooklyn FI LLC ($15.19M), Valmark Advisers Inc. ($5.63M), Bank of Montreal Can ($2.84M), SageView Advisory Group LLC ($2.49M), Oxford Financial Group LTD. LLC ($2.30M), Partners Capital Investment Group LLP ($1.93M), and M&T Bank Corp ($1.76M).

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

Institutional investors have bought a total of 31,121,003 shares in the last 24 months. This purchase volume represents approximately $752.57M in transactions.

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

Of the 115 institutional investors that sold iShares Global REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Oxford Financial Group LTD. LLC ($2.49M), One Capital Management LLC ($675.84K), Wealth Enhancement Advisory Services LLC ($562.10K), M&T Bank Corp ($467.07K), SageView Advisory Group LLC ($371.96K), HighTower Advisors LLC ($358.08K), and Partners Capital Investment Group LLP ($340.68K).

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

Institutional investors have sold a total of 7,709,199 shares in the last 24 months. This volume of shares sold represents approximately $188.47M in transactions.



This page (NYSEARCA:REET) was last updated on 7/20/2025 by MarketBeat.com Staff
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