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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$27.42 -0.03 (-0.11%)
As of 05/22/2026 04:10 PM Eastern

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)
$757.19M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$257.33M
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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
5/19/2026 NewEdge Advisors LLC41,721$1.05M0.0%-2.7%0.024%
5/19/2026 Bank of America Corp DE857,459$21.57M0.0%+13.1%0.489%
5/18/2026 Royal Bank of Canada946,879$23.81M0.0%+5.0%0.540%
5/16/2026 The Manufacturers Life Insurance Company 366,588$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%
5/7/2026 Earned 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%
5/5/2026 Sanctuary 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%
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%
4/28/2026 DGS Capital Management LLC18,811$473K0.1%-3.1%0.011%
4/27/2026 BIP Wealth LLC469,217$11.80M0.5%-3.0%0.267%
4/27/2026 World 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%
4/23/2026 Comprehensive 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%
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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%
3/13/2026 World 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%
2/24/2026 DGS Capital Management LLC19,421$485K0.1%+4.0%0.011%
2/24/2026 Nolet Wealth Management LLC20,121$502K0.3%N/A0.012%
2/20/2026 Sunbelt 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%
2/18/2026 Readystate Asset Management LP109,820$2.74M0.1%+739.3%0.063%
2/18/2026 OLD 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%
2/18/2026 American Trust2,474$62K0.0%N/A0.001%
2/17/2026 Abel Hall LLC12,573$314K0.1%-3.9%0.007%
2/17/2026 EFG International AG2,000$50K0.0%N/A0.001%
2/17/2026 Cetera Investment Advisers327,960$8.18M0.0%+3.9%0.189%
2/17/2026 Equitable Holdings Inc.17,091$426K0.0%-35.5%0.010%
2/17/2026 Nepc LLC2,040,739$50.92M1.1%+24.2%1.174%
2/17/2026 Capstone Financial Advisors Inc.848,493$21.17M1.1%+0.5%0.488%
2/17/2026 Osaic 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%
2/17/2026 Guardian Wealth Advisors LLC NC19,845$495K0.0%+9.4%0.011%
2/17/2026 Royal Bank of Canada901,965$22.51M0.0%-1.0%0.519%
2/16/2026 MML Investors Services LLC34,514$861K0.0%+11.6%0.020%
2/16/2026 Mariner LLC15,813$395K0.0%-51.3%0.009%
2/16/2026 North 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%
2/16/2026 Arkos Global Advisors124,207$3.10M0.4%+0.4%0.071%
2/16/2026 Bristlecone 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%
2/13/2026 The 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%
2/13/2026 Smartleaf Asset Management LLC28,576$718K0.0%N/A0.016%
2/13/2026 Morgan Stanley3,406,677$85.00M0.0%-1.3%1.960%
2/13/2026 Integrated Wealth Concepts LLC17,924$447K0.0%+53.2%0.010%
2/13/2026 First National Bank of Omaha24,000$599K0.0%+12.7%0.014%
2/13/2026 Wells Fargo & Company MN675,311$16.85M0.0%-4.6%0.388%
2/13/2026 Cullen Capital Management LLC23,559$588K0.0%N/A0.014%
2/13/2026 Wealthspire Advisors LLC212,611$5.31M0.0%+5.5%0.122%
2/12/2026 CI Investments Inc.16,976$424K0.0%-16.7%0.010%
2/12/2026 Rossby Financial LCC12,501$312K0.1%N/A0.007%
2/12/2026 Insigneo Advisory Services LLC15,097$377K0.0%-16.6%0.009%
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2/12/2026 Orion Porfolio Solutions LLC39,427$984K0.0%+2.4%0.023%
2/12/2026 Commonwealth Equity Services LLC50,551$1.26M0.0%+1.9%0.029%
2/12/2026 Tocqueville Asset Management L.P.73,795$1.84M0.0%N/A0.042%
2/12/2026 StoneX Group Inc.11,814$295K0.0%+22.8%0.007%
2/12/2026CIBC Private Wealth Group LLC127,989$3.19M0.0%+23.3%0.074%
2/12/2026 Betterment LLC18,033$450K0.0%+6.9%0.010%
2/12/2026 Bank of Montreal Can1,400,968$34.95M0.0%-9.3%0.806%
2/12/2026 Cutler Investment Counsel LLC323,641$8.08M0.8%+8.9%0.186%
2/12/2026 Sumitomo Mitsui Financial Group Inc.104,810$2.62M0.0%+0.5%0.060%
2/12/2026MIdWestOne Financial Group Inc.43,071$1.08M0.1%+8.0%0.025%


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), M&T Bank Corp ($118.91M), Polianta Ltd ($106.46M), and Goldman Sachs Group Inc. ($86.94M).Learn more on iShares Global REIT ETF's institutional investors.

Of the 283 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 ($4.23M), 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 30,298,501 shares in the last 24 months. This purchase volume represents approximately $757.19M in transactions.

Of the 125 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 Wealth Enhancement Advisory Services LLC ($210.42K).

Institutional investors have sold a total of 10,291,612 shares in the last 24 months. This volume of shares sold represents approximately $257.33M in transactions.



This page (NYSEARCA:REET) was last updated on 5/23/2026 by MarketBeat.com Staff.
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