Go Pro

iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$28.09 +0.22 (+0.79%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global REIT ETF (NYSEARCA:REET)

Number of
Institutional Buyers
(last 12 months)
171
Total
Institutional Inflows
(last 12 months)
$709.66M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$226.49M
Get REET Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Global REIT ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/7/2026 Trust Co. of Vermont31,020$857K0.0%N/A0.017%
7/10/2026 JFS Wealth Advisors LLC74,354$2.05M0.1%-6.4%0.042%
7/10/2026 Fiduciary Financial Group LLC239,851$6.63M0.8%+13.5%0.135%
7/10/2026 Prosperity Planning Inc.7,267$201K0.0%N/A0.004%
7/10/2026 Wealthcare Advisory Partners LLC71,611$1.98M0.0%-28.7%0.040%
7/9/2026 Polianta Ltd4,427,000$122.27M15.1%+4.6%2.500%
7/8/2026 3 Factor Indexing LLC5,826$161K0.1%-68.9%0.003%
7/8/2026 Factor Wealth Management LTD82,104$2.27M0.3%-12.6%0.046%
7/8/2026 Apella Capital LLC42,490$1.19M0.0%-16.2%0.024%
7/8/2026 55 North Private Wealth LLC77,981$2.15M0.4%+12.7%0.044%
7/7/2026 180 Wealth Advisors LLC31,043$857K0.1%-7.4%0.018%
7/7/2026 Foster Group Inc.23,965$662K0.0%-14.1%0.014%
7/7/2026 CoreCap Advisors LLC4,867$134K0.0%+14.4%0.003%
7/7/2026 Boston Standard Wealth Management LLC679,938$18.80M2.7%+0.5%0.384%
7/2/2026 Collective Family Office LLC111,458$3.08M0.6%-0.4%0.063%
7/1/2026 GP Brinson Investments LLC208,553$5.76M2.4%+11.9%0.119%
6/10/2026 FAS Wealth Partners Inc.78,630$1.98M0.1%+1.0%0.045%
6/9/2026 Rathbones Group PLC14,240$358K0.0%-27.4%0.008%
6/3/2026 NewEdge Advisors LLC41,721$1.05M0.0%-2.7%0.024%
5/27/2026Capasso Planning Partners LLC92,933$2.34M1.3%+8.9%0.053%
5/19/2026 NewEdge Advisors LLC41,721$1.05M0.0%-2.7%0.024%
5/19/2026Bank of America Corp DE857,459$21.57M0.0%+13.1%0.489%
5/18/2026Royal Bank of Canada946,879$23.81M0.0%+5.0%0.540%
5/16/2026The Manufacturers Life Insurance Company366,588$9.22M0.0%+1.7%0.209%
5/15/2026 Wealth Alliance LLC14,187$357K0.0%-74.4%0.008%
5/13/2026 Cetera Investment Advisers348,928$8.78M0.0%+6.4%0.199%
5/13/2026 Wealthspire Retirement LLC58,562$1.47M0.1%-8.9%0.033%
5/8/2026 PNC Financial Services Group Inc.16,857$424K0.0%-56.4%0.010%
5/8/2026 Cutler Investment Counsel LLC330,801$8.32M0.9%+2.2%0.189%
5/7/2026Earned Wealth Advisors LLC25,142$632K0.0%-13.9%0.014%
5/6/2026 Gryphon Financial Partners LLC30,379$764K0.1%+5.7%0.017%
5/6/2026 Modera Wealth Management LLC1,379,901$34.71M0.4%+6.2%0.787%
5/6/2026 Bessemer Group Inc.2,361$60K0.0%+124.0%0.001%
5/5/2026 Bank of New York Mellon Corp9,857$248K0.0%N/A0.006%
5/5/2026Sanctuary Advisors LLC21,969$553K0.0%+34.4%0.013%
5/4/2026 Northland Securities Inc.15,067$379K0.4%N/A0.009%
5/4/2026 Chicago Partners Investment Group LLC7,849$211K0.0%-67.2%0.004%
5/4/2026 J. Safra Sarasin Holding AG16,924$426K0.0%-25.5%0.010%
5/2/2026 Navigate Wealth Management LLC16,849$456K0.3%N/A0.010%
5/2/2026 Diversify Wealth Management LLC12,909$346K0.0%N/A0.007%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
5/2/2026 Valmark Advisers Inc.6,480,035$162.97M1.9%+3.1%3.697%
5/1/2026 180 Wealth Advisors LLC33,536$843K0.1%-1.2%0.019%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS82,400$2.07M0.0%-41.1%0.047%
5/1/2026 Fifth Third Bancorp28,707$722K0.0%+717.6%0.016%
5/1/2026 Simplicity Wealth LLC73,784$1.86M0.1%+26.1%0.042%
5/1/2026 Mascoma Wealth Management LLC1,317$33K0.0%N/A0.001%
4/28/2026 Kathmere Capital Management LLC8,911$224K0.0%N/A0.005%
4/28/2026 Abel Hall LLC12,055$303K0.1%-4.1%0.007%
4/28/2026DGS Capital Management LLC18,811$473K0.1%-3.1%0.011%
4/27/2026 BIP Wealth LLC469,217$11.80M0.5%-3.0%0.267%
4/27/2026World Investment Advisors25,777$648K0.0%-92.0%0.015%
4/27/2026 Private Advisor Group LLC25,705$646K0.0%-2.2%0.015%
4/23/2026 Private Wealth Management Group LLC13,300$334K0.1%-7.4%0.008%
4/23/2026Comprehensive Money Management Services LLC28,759$723K0.5%-2.5%0.016%
4/23/2026 Avant Financial Advisors LLC16,286$410K0.3%-41.9%0.009%
4/21/2026 Morton Brown Family Wealth LLC491,027$12.35M3.3%+4.1%0.279%
4/21/2026 Maseco LLP6,097$153K0.0%-32.2%0.003%
4/21/2026 Boston Standard Wealth Management LLC676,301$17.15M2.8%+1.8%0.384%
4/21/2026 Peirce Capital Management LLC45,393$1.14M0.4%-3.5%0.026%
4/20/2026 Factor Wealth Management LTD93,955$2.36M0.4%+19.6%0.053%
4/20/2026 Apella Capital LLC50,724$1.39M0.0%-8.1%0.029%
4/20/2026 Brandywine Oak Private Wealth LLC696,479$17.52M1.5%+0.9%0.396%
4/17/2026 SVB Wealth LLC27,093$681K0.0%-28.9%0.015%
4/16/2026 Upper Left Wealth Management LLC9,509$239K0.1%+5.2%0.005%
4/16/2026 Polianta Ltd4,233,000$106.46M14.1%+16.5%2.404%
3/13/2026World Investment Advisors320,454$8.00M0.1%+1.8%0.184%
3/9/2026 Corient Private Wealth LLC331,374$8.27M0.0%+289.1%0.191%
3/4/2026 SHP Wealth Management1,000$25K0.0%N/A0.001%
2/24/2026DGS Capital Management LLC19,421$485K0.1%+4.0%0.011%
2/24/2026 Nolet Wealth Management LLC20,121$502K0.3%N/A0.012%
2/20/2026Sunbelt Securities Inc.15,568$388K0.0%-3.7%0.009%
2/19/2026 Corient Private Wealth LLC331,374$8.27M0.0%+289.1%0.191%
2/18/2026 Mercer Global Advisors Inc. ADV83,999$2.10M0.0%-5.6%0.048%
2/18/2026 Wealthspire Retirement LLC64,290$1.60M0.1%-5.6%0.037%
2/18/2026 Sterling Wealth Management Inc.19,295$481K0.1%-48.1%0.011%
2/18/2026Readystate Asset Management LP109,820$2.74M0.1%+739.3%0.063%
2/18/2026OLD Mission Capital LLC56,647$1.41M0.0%N/A0.033%
2/18/2026 Claro Advisors Inc.8,778$219K0.0%-8.5%0.005%
2/18/2026 City National Bank of Florida MSD28,889$721K0.5%-15.1%0.017%
2/18/2026American Trust2,474$62K0.0%N/A0.001%
2/17/2026 Abel Hall LLC12,573$314K0.1%-3.9%0.007%
2/17/2026EFG International AG2,000$50K0.0%N/A0.001%
2/17/2026 Cetera Investment Advisers327,960$8.18M0.0%+3.9%0.189%
2/17/2026Equitable Holdings Inc.17,091$426K0.0%-35.5%0.010%
2/17/2026Nepc LLC2,040,739$50.92M1.1%+24.2%1.174%
2/17/2026Capstone Financial Advisors Inc.848,493$21.17M1.1%+0.5%0.488%
2/17/2026Osaic Holdings Inc.83,431$2.08M0.0%-23.3%0.048%
2/17/2026 Advisory Services Network LLC146,541$3.66M0.1%+25,385.4%0.084%
2/17/2026Guardian Wealth Advisors LLC NC19,845$495K0.0%+9.4%0.011%
2/17/2026Royal Bank of Canada901,965$22.51M0.0%-1.0%0.519%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/16/2026 MML Investors Services LLC34,514$861K0.0%+11.6%0.020%
2/16/2026Mariner LLC15,813$395K0.0%-51.3%0.009%
2/16/2026North Ridge Wealth Advisors Inc.42,909$1.07M0.6%-1.5%0.025%
2/16/2026 Focus Partners Wealth225,919$5.64M0.0%-16.4%0.130%
2/16/2026Arkos Global Advisors124,207$3.10M0.4%+0.4%0.071%
2/16/2026Bristlecone Value Partners LLC114,190$2.85M3.3%N/A0.066%
2/16/2026 Aptus Capital Advisors LLC19,845$495K0.0%-4.2%0.011%
2/13/2026 Kestra Advisory Services LLC4,413$110K0.0%N/A0.003%
2/13/2026The Manufacturers Life Insurance Company 360,382$9.00M0.0%-3.5%0.207%
2/13/2026 Stifel Financial Corp12,808$320K0.0%+4.6%0.007%


REET Institutional Ownership - Frequently Asked Questions

During the previous two years, 321 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were State of New Jersey Common Pension Fund D ($294.09M), Valmark Advisers Inc. ($162.97M), Northwestern Mutual Wealth Management Co. ($152.64M), Hsbc Holdings PLC ($136.17M), Polianta Ltd ($122.27M), M&T Bank Corp ($118.91M), and Goldman Sachs Group Inc. ($86.94M).Learn more on iShares Global REIT ETF's institutional investors.

Of the 273 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 ($15.09M), State of New Jersey Common Pension Fund D ($11.79M), Polianta Ltd ($4.43M), Goldman Sachs Group Inc. ($2.18M), Northwestern Mutual Wealth Management Co. ($1.98M), Hsbc Holdings PLC ($1.48M), and Partners Capital Investment Group LLP ($1.30M).

Institutional investors have bought a total of 28,334,331 shares in the last 24 months. This purchase volume represents approximately $709.66M in transactions.

Of the 107 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: M&T Bank Corp ($4.87M), Bank of Montreal Can ($549.21K), One Capital Management LLC ($505.43K), Bank of America Corp DE ($318.37K), World Investment Advisors ($295.92K), Diversified Portfolios Inc. ($294.96K), and The Manufacturers Life Insurance Company ($182.65K).

Institutional investors have sold a total of 9,034,109 shares in the last 24 months. This volume of shares sold represents approximately $226.49M in transactions.



Institutional ownership data for NYSEARCA:REET is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners