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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$25.20 +0.19 (+0.76%)
Closing price 10/14/2025 04:10 PM Eastern
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$25.25 +0.05 (+0.19%)
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Institutional Ownership Changes (13F Filings) for iShares Global REIT ETF (NYSEARCA:REET)

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$783.80M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$203.55M
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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
10/14/2025Matrix Trust Co53,935$1.38M0.2%-5.8%0.034%
10/14/2025Farther Finance Advisors LLC21,031$538K0.0%-46.1%0.013%
10/14/2025Foster Group Inc.41,410$1.06M0.0%-6.8%0.026%
10/14/2025Harbor Group Inc.27,242$696K0.1%+2.4%0.017%
10/14/2025Accelerate Investment Advisors LLC47,684$1.22M0.8%+18.6%0.030%
10/10/2025 Lester Murray Antman dba SimplyRich144,586$3.70M1.0%-14.7%0.092%
10/10/2025 Fiduciary Financial Group LLC173,168$4.43M0.7%+9.2%0.111%
10/7/2025 McLean Asset Management Corp12,373$316K0.1%-43.9%0.008%
10/6/2025 Boston Standard Wealth Management LLC633,416$16.19M2.7%+3.4%0.414%
10/6/2025 Collective Family Office LLC104,094$2.66M0.6%+0.9%0.068%
9/26/2025Corient Private Wealth LLC362,651$8.96M0.0%-8.5%0.230%
9/23/2025RS Crum Inc.102,875$2.54M0.6%-21.6%0.065%
9/4/2025Osaic Holdings Inc.135,406$3.35M0.0%-8.8%0.086%
8/27/2025Orion Porfolio Solutions LLC43,780$1.08M0.0%-3.9%0.028%
8/25/2025Promus Capital LLC2,758$68K0.0%N/A0.002%
8/18/2025Cornerstone Financial Group LLC NE 76,635$1.89M1.6%+6.8%0.049%
8/15/2025Corient Private Wealth LLC362,651$8.96M0.0%-8.5%0.230%
8/15/2025Oxford Financial Group LTD. LLC56,352$1.39M0.1%+1.3%0.036%
8/15/2025Orion Porfolio Solutions LLC121,015$2.99M0.0%+165.7%0.077%
8/15/2025MML Investors Services LLC33,543$829K0.0%+1.3%0.021%
8/15/2025BNP Paribas Financial Markets417,800$10.32M0.0%-18.1%0.265%
8/15/2025Bank of America Corp DE1,053,734$26.03M0.0%+42.1%0.667%
8/15/2025Ameriprise Financial Inc.35,888$884K0.0%-5.0%0.023%
8/14/2025Jane Street Group LLC975,311$24.09M0.0%N/A0.618%
8/14/2025Raymond James Financial Inc.93,836$2.32M0.0%+11.7%0.059%
8/14/2025Betterment LLC15,906$393K0.0%+44.1%0.010%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main39,747$982K0.0%-21.4%0.025%
8/14/2025Peapack Gladstone Financial Corp15,092$373K0.0%+10.8%0.010%
8/14/2025The Manufacturers Life Insurance Company 383,113$9.46M0.0%-30.7%0.243%
8/14/2025FAS Wealth Partners Inc.79,280$1.96M0.1%+3.3%0.050%
8/14/2025NewEdge Advisors LLC46,407$1.15M0.0%-1.4%0.029%
8/14/2025Qube Research & Technologies Ltd46,006$1.14M0.0%+41.1%0.029%
8/14/2025SVB Wealth LLC63,817$1.58M0.1%-54.5%0.040%
8/13/2025StoneX Group Inc.9,768$241K0.0%N/A0.006%
8/13/2025RFP Financial Group LLC140,404$3.47M1.4%-2.2%0.089%
8/13/2025SageView Advisory Group LLC2,951,690$73.03M2.8%+10.8%1.869%
8/13/2025Cresset Asset Management LLC29,310$724K0.0%+4.8%0.019%
8/13/2025EverSource Wealth Advisors LLC6,869$170K0.0%-75.4%0.004%
8/13/2025Beacon Pointe Advisors LLC18,980$469K0.0%-3.3%0.012%
8/13/2025M&T Bank Corp4,912,571$121.34M0.4%-0.1%3.111%
8/13/2025Northwestern Mutual Wealth Management Co.5,013,169$123.83M0.1%+2.7%3.175%
8/13/2025Sumitomo Mitsui Financial Group Inc.100,850$2.49M0.0%+4.0%0.064%
8/12/2025Aviso Financial Inc.12,267$303K0.0%+7.1%0.008%
8/12/2025Insigneo Advisory Services LLC21,986$543K0.0%-23.8%0.014%
8/12/2025Cooper Haims Advisors LLC517,646$12.79M6.3%+3.7%0.328%
8/12/2025Franklin Resources Inc.42,591$1.05M0.0%-6.7%0.027%
8/12/2025JPMorgan Chase & Co.56,246$1.39M0.0%-5.6%0.036%
8/12/2025EFG Asset Management Americas Corp.8,144$201K0.0%N/A0.005%
8/12/2025NFP Retirement Inc.65,804$1.63M0.1%-14.2%0.042%
8/11/2025TD Waterhouse Canada Inc.40,855$1.01M0.0%+9.1%0.026%
8/11/2025Wealthspire Advisors LLC192,801$4.76M0.0%-3.8%0.122%
8/11/2025Diversified Portfolios Inc.853,902$21.09M2.0%+4.7%0.541%
8/8/2025Cetera Investment Advisers304,892$7.53M0.0%-2.4%0.193%
8/8/2025Creative Planning245,241$6.06M0.0%-1.1%0.155%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS430,936$10.64M0.1%+97.3%0.273%
8/8/2025Capstone Financial Advisors Inc.841,329$20.78M1.2%+0.4%0.533%
8/8/2025Bailard Inc.304,540$7.52M0.2%+0.8%0.193%
8/7/2025Rathbones Group PLC21,486$531K0.0%-16.5%0.014%
8/6/2025AE Wealth Management LLC30,550$755K0.0%-5.4%0.019%
8/6/2025Capasso Planning Partners LLC76,024$1.88M1.1%-27.5%0.048%
8/6/2025Vestmark Advisory Solutions Inc.315,531$7.79M0.1%-5.8%0.200%
8/6/2025Longview Financial Advisors LLC25,507$630K0.4%-2.7%0.016%
8/6/2025Savant Capital LLC2,624,235$64.82M0.4%+9.2%1.662%
8/6/2025Modera Wealth Management LLC1,181,583$29.19M0.4%+11.8%0.748%
8/5/2025Claro Advisors LLC9,608$237K0.0%-25.6%0.006%
8/5/2025Clarity Wealth Development LLC10,965$271K0.3%+4.6%0.007%
8/5/2025Huntington National Bank4,703$116K0.0%+470,200.0%0.003%
8/5/2025Bank of Montreal Can1,950,176$48.17M0.0%-27.9%1.235%
8/5/2025Mission Wealth Management LP15,764$389K0.0%-6.4%0.010%
8/5/2025Hills Bank & Trust Co108,843$2.69M0.2%N/A0.069%
8/5/2025Avant Financial Advisors LLC26,976$666K0.5%+4.1%0.017%
8/4/2025World Investment Advisors315,973$7.81M0.2%-2.5%0.200%
8/1/2025Advisory Alpha LLC8,097$200K0.0%N/A0.005%
8/1/2025Envestnet Asset Management Inc.792,184$19.57M0.0%+0.2%0.502%
8/1/2025Chilton Capital Management LLC1,138$28K0.0%N/A0.001%
7/31/2025Waldron Private Wealth LLC382,996$9.46M0.4%-2.2%0.243%
7/31/2025BIP Wealth LLC448,210$11.07M0.7%-0.7%0.284%
7/31/2025Focus Partners Advisor Solutions LLC84,074$2.08M0.0%+80.7%0.053%
7/31/2025Asset Management One Co. Ltd.309,000$7.63M0.0%-3.7%0.196%
7/31/2025180 Wealth Advisors LLC32,426$801K0.1%+2.0%0.021%
7/31/2025Money Design Co. Ltd.492,368$12.16M0.6%-26.3%0.312%
7/31/2025FSM Wealth Advisors LLC430,419$10.65M1.7%+26.9%0.273%
7/30/2025First Citizens Bank & Trust Co.8,594$212K0.0%-30.9%0.005%
7/30/2025Exencial Wealth Advisors LLC72,162$1.78M0.1%-8.4%0.046%
7/30/2025Clune & Associates LTD.64,780$1.60M0.4%+10.4%0.041%
7/29/2025Aspiriant LLC20,204$499K0.0%-28.6%0.013%
7/29/2025Private Wealth Management Group LLC17,348$428K0.1%-7.4%0.011%
7/29/2025Aire Advisors LLC13,050$322K0.1%+4.1%0.008%
7/28/2025Morris Financial Concepts Inc.50,484$1.25M0.5%-1.3%0.032%
7/28/2025Cutler Investment Counsel LLC272,096$6.72M0.7%+9.8%0.172%
7/25/2025Envestnet Portfolio Solutions Inc.9,763$241K0.0%-22.1%0.006%
7/25/2025CWM LLC12,788$316K0.0%-27.7%0.008%
7/24/2025 Lester Murray Antman dba SimplyRich169,422$4.18M1.2%-4.0%0.107%
7/24/2025Comprehensive Money Management Services LLC29,389$726K0.6%-5.5%0.019%
7/24/2025JFS Wealth Advisors LLC85,500$2.11M0.1%-11.4%0.054%
7/24/2025PDS Planning Inc1,422,662$35.14M2.6%+4.6%0.901%
7/24/2025Brandywine Oak Private Wealth LLC624,804$15.43M1.4%+2.0%0.396%
7/24/2025Morton Brown Family Wealth LLC431,190$10.65M3.2%+6.1%0.273%
7/24/2025Callan Family Office LLC99,216$2.45M0.1%-14.4%0.063%
7/24/2025Leo Wealth LLC19,694$486K0.0%+2.1%0.012%
(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, 309 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were Valmark Advisers Inc. ($143.68M), Hsbc Holdings PLC ($136.17M), Northwestern Mutual Wealth Management Co. ($123.83M), M&T Bank Corp ($121.34M), Partners Capital Investment Group LLP ($76.93M), SageView Advisory Group LLC ($73.03M), and Savant Capital LLC ($64.82M).Learn more on iShares Global REIT ETF's institutional investors.

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

Of the 268 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 ($15.03M), SageView Advisory Group LLC ($2.56M), Oxford Financial Group LTD. LLC ($2.30M), M&T Bank Corp ($1.76M), Nepc LLC ($1.64M), Hsbc Holdings PLC ($1.48M), and Heritage Investment Group Inc. ($1.46M).

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

Institutional investors have bought a total of 32,301,864 shares in the last 24 months. This purchase volume represents approximately $783.80M in transactions.

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

Of the 127 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), Bank of Montreal Can ($756.42K), Wealth Enhancement Advisory Services LLC ($562.10K), M&T Bank Corp ($471.54K), 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 8,255,732 shares in the last 24 months. This volume of shares sold represents approximately $203.55M in transactions.



This page (NYSEARCA:REET) was last updated on 10/15/2025 by MarketBeat.com Staff
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