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iShares Global REIT ETF (REET) Institutional Ownership

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(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Global REIT ETF (NYSEARCA:REET)

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$598.82M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$140.43M
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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
4/25/2024North Ridge Wealth Advisors Inc.92,589$2.19M1.7%+0.6%0.061%
4/24/2024Greenspring Advisors LLC43,189$1.02M0.3%-16.1%0.028%
4/24/2024SOL Capital Management CO168,710$4.00M0.5%-3.3%0.110%
4/24/2024Capasso 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%
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%
3/22/2024PNC Financial Services Group Inc.32,302$781K0.0%+36.4%0.024%
3/14/2024Leo Wealth LLC20,262$490K0.1%N/A0.015%
3/11/2024Red Mountain Financial LLC20,746$502K0.8%N/A0.015%
3/6/2024SageView 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%
2/28/2024Abel Hall LLC20,358$492K0.4%N/A0.015%
2/26/2024Integrated 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%
2/15/2024Oxford 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%
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2/14/2024Elevate Wealth Advisory Inc.2,699$65K0.1%N/A0.002%
2/14/2024Waterford Advisors LLC239,987$5.80M2.7%+4.7%0.175%
2/13/2024First National Bank of Omaha32,272$780K0.0%N/A0.024%
2/13/2024Exencial 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%
2/13/2024Peapack Gladstone Financial Corp57,432$1.39M0.0%+23.6%0.042%
2/13/2024The Manufacturers Life Insurance Company 632,823$15.30M0.0%-1.9%0.462%
2/13/2024Jones Financial Companies Lllp19,261$466K0.0%-2.6%0.014%
2/13/2024Rathbones Group PLC41,336$1M0.0%+17.1%0.030%
2/12/2024Partners Capital Investment Group LLP2,329,884$56.34M1.2%+0.8%1.700%
2/12/2024Dorsey & Whitney Trust CO LLC9,155$221K0.0%N/A0.007%
2/12/2024RS Crum Inc.151,150$3.66M1.1%-16.3%0.110%
2/9/2024Orion Portfolio Solutions LLC38,899$937K0.0%-26.4%0.028%
2/9/2024US Bancorp DE30,665$741K0.0%+59.3%0.022%
2/9/2024EverSource Wealth Advisors LLC27,162$657K0.1%-30.8%0.020%
2/9/2024Franklin Resources Inc.56,051$1.36M0.0%+22.8%0.041%
2/9/2024Corient Private Wealth LLC424,310$10.26M0.0%+148.6%0.310%
2/9/2024Wells Fargo & Company MN815,681$19.72M0.0%-8.1%0.595%
2/9/2024PNC Financial Services Group Inc.32,302$781K0.0%+36.4%0.024%
2/8/2024Great Lakes Advisors LLC209,524$5.07M0.0%+24.4%0.153%
2/8/2024First National Advisers LLC25,800$624K0.2%N/A0.019%
2/8/2024Private Wealth Management Group LLC58,777$1.42M0.7%N/A0.043%
2/8/2024Montrusco Bolton Investments Inc.10,134$245K0.0%N/A0.007%
2/8/2024Savvy Advisors Inc.11,539$279K0.3%N/A0.008%
2/8/2024Klaas Financial Asset Advisors LLC664,000$16.06M3.3%+3.5%0.484%
2/8/2024Janney Montgomery Scott LLC150,533$3.64M0.0%+703.8%0.110%
2/8/2024MB Generational Wealth LLC43,157$1.04M1.0%N/A0.031%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.91,326$2.18M0.0%-3.5%0.067%
2/8/2024Sumitomo Mitsui Financial Group Inc.73,113$1.77M0.1%+13.5%0.053%
2/7/2024Forum Financial Management LP11,415$276K0.0%-42.5%0.008%
2/7/2024One Capital Management LLC1,351,669$32.68M1.3%-9.4%0.986%
2/7/2024JFS Wealth Advisors LLC83,440$2.02M0.2%-1.8%0.061%
2/7/2024BNP Paribas Financial Markets100,838$2.44M0.0%-22.8%0.074%
2/7/2024Principal Securities Inc.1,911$46K0.0%N/A0.001%
2/7/2024Wealthspire Advisors LLC191,584$4.63M0.1%+1.1%0.140%
2/6/2024Capital Performance Advisors LLP40,894$989K0.4%-2.5%0.030%
2/6/2024Connecticut Wealth Management LLC17,316$419K0.0%N/A0.013%
2/6/2024Merit Financial Group LLC15,214$368K0.0%-43.7%0.011%
2/6/2024M&T Bank Corp5,123,411$123.88M0.5%+12.9%3.738%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC10,243$248K0.0%-42.9%0.007%
2/6/2024Orion Capital Management LLC6,100$148K0.1%+19.4%0.004%
2/6/2024 Creative Capital Management Investments LLC1,836$44K0.0%-85.4%0.001%
2/5/2024Brandywine Oak Private Wealth LLC432,850$10.47M1.2%-4.6%0.316%
2/5/2024Savant Capital LLC2,605,530$63.00M0.8%-2.9%1.901%
2/5/2024Mission Wealth Management LP17,078$413K0.0%-17.0%0.012%
2/5/2024First Ascent Asset Management LLC12,557$304K0.0%+4.9%0.009%
2/2/2024Valmark Advisers Inc.4,924,195$119.07M2.2%-0.1%3.593%
2/2/2024Bailard Inc.293,077$7.09M0.2%+3.4%0.214%
2/2/2024BIP Wealth LLC370,702$8.96M0.7%-11.6%0.270%
2/1/2024Larson Financial Group LLC617,187$14.92M1.3%+1.0%0.450%
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2/1/2024PDS Planning Inc1,095,096$26.48M3.0%+16.2%0.799%
2/1/2024SC&H Financial Advisors Inc.115,006$2.78M0.8%+18.4%0.084%
2/1/2024Heritage Investment Group Inc.1,383,756$33.46M7.5%+1,484.2%1.010%
2/1/2024 EFG Asset Management Americas Corp.38,923$941K0.2%-1.5%0.028%
2/1/2024Sumitomo Mitsui DS Asset Management Company Ltd564,588$13.65M0.2%-1.9%0.412%
1/31/2024DT Investment Partners LLC12,000$280K0.0%N/A0.009%
1/31/2024 Viewpoint Investment Partners Corp286,000$6.92M4.8%-4.5%0.209%
1/30/2024First Interstate Bank18,585$449K0.0%+3.0%0.014%
1/30/2024Diversified Portfolios Inc.614,650$14.86M2.3%+2.7%0.448%
1/30/2024Wealth Alliance13,352$323K0.0%N/A0.010%
(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, 304 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 ($61.90M).Learn more on REET's institutional investors.

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

Of the 262 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 ($3.13M), Oxford Financial Group LTD. LLC ($2.30M), SageView Advisory Group LLC ($1.96M), Hsbc Holdings PLC ($1.91M), M&T Bank Corp ($1.75M), 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 42,770,260 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 170 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: Jones Financial Companies Lllp ($3.59M), Gradient Investments LLC ($2.16M), Great Lakes Advisors LLC ($1.83M), Cahaba Wealth Management Inc. ($1.06M), Cetera Advisor Networks LLC ($505.14K), SVB Wealth LLC ($399.85K), and Oxford Financial Group Ltd. ($328.91K).

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

Institutional investors have sold a total of 17,016,216 shares in the last 24 months. This volume of shares sold represents approximately $423.66M in transactions.


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This page (NYSEARCA:REET) was last updated on 4/25/2024 by MarketBeat.com Staff

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