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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$28.38 -0.03 (-0.11%)
As of 07/23/2026 04:10 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)
182
Total
Institutional Inflows
(last 12 months)
$742.30M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$254.22M
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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
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%
6/10/2026FAS Wealth Partners Inc.78,630$1.98M0.1%+1.0%0.045%
6/9/2026Rathbones Group PLC14,240$358K0.0%-27.4%0.008%
6/3/2026NewEdge Advisors LLC41,721$1.05M0.0%-2.7%0.024%
5/27/2026Capasso Planning Partners LLC92,933$2.34M1.3%+8.9%0.053%
5/19/2026NewEdge 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 Company 366,588$9.22M0.0%+1.7%0.209%
5/15/2026Wealth Alliance LLC14,187$357K0.0%-74.4%0.008%
5/13/2026Cetera Investment Advisers348,928$8.78M0.0%+6.4%0.199%
5/13/2026Wealthspire Retirement LLC58,562$1.47M0.1%-8.9%0.033%
5/8/2026PNC 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%
5/6/2026Gryphon Financial Partners LLC30,379$764K0.1%+5.7%0.017%
5/6/2026Modera Wealth Management LLC1,379,901$34.71M0.4%+6.2%0.787%
5/6/2026Bessemer Group Inc.2,361$60K0.0%+124.0%0.001%
5/5/2026Bank of New York Mellon Corp9,857$248K0.0%N/A0.006%
5/5/2026Sanctuary Advisors LLC21,969$553K0.0%+34.4%0.013%
5/4/2026Northland Securities Inc.15,067$379K0.4%N/A0.009%
5/4/2026Chicago Partners Investment Group LLC7,849$211K0.0%-67.2%0.004%
5/4/2026J. Safra Sarasin Holding AG16,924$426K0.0%-25.5%0.010%
5/2/2026Navigate Wealth Management LLC16,849$456K0.3%N/A0.010%
5/2/2026Diversify Wealth Management LLC12,909$346K0.0%N/A0.007%
5/2/2026Valmark Advisers Inc.6,480,035$162.97M1.9%+3.1%3.697%
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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%
5/1/2026Fifth Third Bancorp28,707$722K0.0%+717.6%0.016%
5/1/2026Simplicity Wealth LLC73,784$1.86M0.1%+26.1%0.042%
5/1/2026Mascoma Wealth Management LLC1,317$33K0.0%N/A0.001%
4/28/2026Kathmere Capital Management LLC8,911$224K0.0%N/A0.005%
4/28/2026Abel Hall LLC12,055$303K0.1%-4.1%0.007%
4/28/2026DGS Capital Management LLC18,811$473K0.1%-3.1%0.011%
4/27/2026BIP Wealth LLC469,217$11.80M0.5%-3.0%0.267%
4/27/2026World Investment Advisors25,777$648K0.0%-92.0%0.015%
4/27/2026Private Advisor Group LLC25,705$646K0.0%-2.2%0.015%
4/23/2026Private 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%
4/21/2026Maseco 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%
3/9/2026Corient Private Wealth LLC331,374$8.27M0.0%+289.1%0.191%
3/4/2026SHP 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%
2/19/2026Corient Private Wealth LLC331,374$8.27M0.0%+289.1%0.191%
2/18/2026Mercer Global Advisors Inc. ADV83,999$2.10M0.0%-5.6%0.048%
2/18/2026Wealthspire Retirement LLC64,290$1.60M0.1%-5.6%0.037%
2/18/2026Sterling 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%
2/18/2026Claro 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%
2/17/2026Abel Hall LLC12,573$314K0.1%-3.9%0.007%
2/17/2026EFG International AG2,000$50K0.0%N/A0.001%
2/17/2026Cetera 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%
2/17/2026Advisory 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%
2/16/2026MML Investors Services LLC34,514$861K0.0%+11.6%0.020%
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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%
2/16/2026Focus 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%
2/16/2026Aptus Capital Advisors LLC19,845$495K0.0%-4.2%0.011%
2/13/2026Kestra 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%
2/13/2026Stifel Financial Corp12,808$320K0.0%+4.6%0.007%
2/13/2026Smartleaf Asset Management LLC28,576$718K0.0%N/A0.016%


REET Institutional Ownership - Frequently Asked Questions

During the previous two years, 328 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 279 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 ($15.16M), 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 Valmark Advisers Inc. ($1.47M).

Institutional investors have bought a total of 29,659,397 shares in the last 24 months. This purchase volume represents approximately $742.30M in transactions.

Of the 121 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 ($4.88M), Bank of Montreal Can ($1.31M), One Capital Management LLC ($505.43K), Bank of America Corp DE ($318.37K), World Investment Advisors ($304.16K), Diversified Portfolios Inc. ($294.96K), and The Manufacturers Life Insurance Company ($182.65K).

Institutional investors have sold a total of 10,156,867 shares in the last 24 months. This volume of shares sold represents approximately $254.22M in transactions.


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This page (NYSEARCA:REET) was last updated on 7/24/2026 by MarketBeat.com Staff.
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