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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$25.84 +0.15 (+0.58%)
Closing price 04:10 PM Eastern
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$25.83 -0.01 (-0.04%)
As of 07:30 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)
172
Total
Institutional Inflows
(last 12 months)
$695.16M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$218.93M
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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
10/8/2026Factor Wealth Management LTD87,097$2.25M0.3%+6.1%0.048%
10/8/2026Farther Finance Advisors LLC17,400$449K0.0%-4.0%0.010%
10/8/2026CoreCap Advisors LLC5,685$147K0.0%+16.8%0.003%
10/8/2026Apella Capital LLC106,305$2.70M0.0%+150.2%0.059%
10/7/2026Boston Standard Wealth Management LLC690,979$17.81M2.6%N/A0.382%
10/5/2026Collective Family Office LLC120,373$3.10M0.7%+8.0%0.067%
9/23/2026Envestnet Asset Management Inc.687,146$18.98M0.0%-15.6%0.382%
9/18/2026Security National Bank of Sioux City Iowa IA2,625$73K0.0%N/A0.001%
9/9/2026Capstone Financial Advisors Inc.851,372$23.52M1.1%+0.1%0.471%
9/9/2026SVB Wealth LLC18,876$521K0.0%-30.3%0.010%
9/9/2026IFP Advisors Inc6,575$182K0.0%+77.9%0.004%
9/9/2026XY Planning Network Inc.133,840$3.70M0.5%-1.7%0.074%
8/27/2026Corient Private Wealth LP279,868$7.73M0.0%-8.2%0.155%
8/23/2026Operose Advisors LLC1,440$40K0.0%-47.8%0.001%
8/22/2026SeedSafe Financial LLC26,844$741K0.5%N/A0.015%
8/22/2026SMART Wealth LLC9,204$254K0.1%N/A0.005%
8/22/2026TD Waterhouse Canada Inc.10,530$291K0.0%+27.8%0.006%
8/21/2026Greenspring Advisors LLC124,777$3.45M0.2%-5.1%0.069%
8/21/2026Continuum Advisory LLC1,290$36K0.0%N/A0.001%
8/7/2026Trust Co. of Vermont31,020$857K0.0%N/A0.017%
7/10/2026JFS Wealth Advisors LLC74,354$2.05M0.1%-6.4%0.042%
7/10/2026Fiduciary Financial Group LLC239,851$6.63M0.8%+13.5%0.135%
7/10/2026Prosperity Planning Inc.7,267$201K0.0%N/A0.004%
7/10/2026Wealthcare Advisory Partners LLC71,611$1.98M0.0%-28.7%0.040%
7/9/2026Polianta Ltd4,427,000$122.27M15.1%+4.6%2.500%
7/8/20263 Factor Indexing LLC5,826$161K0.1%-68.9%0.003%
7/8/2026Factor Wealth Management LTD82,104$2.27M0.3%-12.6%0.046%
7/8/2026Apella Capital LLC42,490$1.19M0.0%-16.2%0.024%
7/8/202655 North Private Wealth LLC77,981$2.15M0.4%+12.7%0.044%
7/7/2026180 Wealth Advisors LLC31,043$857K0.1%-7.4%0.018%
7/7/2026Foster Group Inc.23,965$662K0.0%-14.1%0.014%
7/7/2026CoreCap Advisors LLC4,867$134K0.0%+14.4%0.003%
7/7/2026Boston Standard Wealth Management LLC679,938$18.80M2.7%+0.5%0.384%
7/2/2026Collective 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%
Elon says the ‘S’ word (Ad)

Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity. James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation.tc pixel

Watch the free presentation now to see what they revealed
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%
5/15/2026Wealth 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%
5/8/2026Cutler 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%
5/1/2026180 Wealth Advisors LLC33,536$843K0.1%-1.2%0.019%
5/1/2026Commonwealth 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%
4/23/2026Avant Financial Advisors LLC16,286$410K0.3%-41.9%0.009%
4/21/2026Morton Brown Family Wealth LLC491,027$12.35M3.3%+4.1%0.279%
4/21/2026Maseco LLP6,097$153K0.0%-32.2%0.003%
4/21/2026Boston Standard Wealth Management LLC676,301$17.15M2.8%+1.8%0.384%
4/21/2026Peirce Capital Management LLC45,393$1.14M0.4%-3.5%0.026%
4/20/2026Factor Wealth Management LTD93,955$2.36M0.4%+19.6%0.053%
4/20/2026Apella Capital LLC50,724$1.39M0.0%-8.1%0.029%
4/20/2026Brandywine Oak Private Wealth LLC696,479$17.52M1.5%+0.9%0.396%
4/17/2026SVB Wealth LLC27,093$681K0.0%-28.9%0.015%
4/16/2026Upper Left Wealth Management LLC9,509$239K0.1%+5.2%0.005%
4/16/2026Polianta 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%
2/24/2026Nolet Wealth Management LLC20,121$502K0.3%N/A0.012%
2/20/2026Sunbelt Securities Inc.15,568$388K0.0%-3.7%0.009%
Elon says the ‘S’ word (Ad)

Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity. James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation.tc pixel

Watch the free presentation now to see what they revealed
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%
2/18/2026City 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%


REET Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 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 272 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. ($1.55M), Hsbc Holdings PLC ($1.48M), and Partners Capital Investment Group LLP ($1.30M).

Institutional investors have bought a total of 27,709,406 shares in the last 24 months. This purchase volume represents approximately $695.16M in transactions.

Of the 106 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 Commonwealth of Pennsylvania Public School Empls Retrmt SYS ($173.01K).

Institutional investors have sold a total of 8,708,917 shares in the last 24 months. This volume of shares sold represents approximately $218.93M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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