ISHARES GLOBAL REIT ETF REET
$27.98
+1.2% 52w: $23.59 – $28.10
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data23.5925.8428.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
300
+1 QoQ
13F value
$2.32B
+6.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$321K calls / — puts
Institutional value by quarter
Number of holders
Who owns REET?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | Diversified mechanical | 11.8M | $296.4M | 1.1% | Held |
| Valmark Advisers, Inc. | Wealth advisor | 6.5M | $163.0M | 1.9% | +3.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 6.5M | $162.4M | 0.1% | +5.6% |
| Creative Planning | Wealth advisor | 5.1M | $128.7M | 0.1% | +2074.5% |
| M&T Bank Corp | Diversified mechanical | 4.8M | $119.6M | 0.4% | -0.2% |
| BlackRock, Inc. | Index provider | 4.3M | $108.5M | 0.0% | -14.1% |
| Polianta Ltd | Wealth advisor | 4.2M | $106.5M | 14.1% | +16.5% |
| MORGAN STANLEY | Bank broker | 3.5M | $88.0M | 0.0% | +2.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.1M | $77.4M | 0.0% | -11.7% |
| Savant Capital, LLC | Wealth advisor | 2.5M | $62.6M | 0.3% | +1.2% |
| NEPC LLC | Wealth advisor | 2.1M | $52.3M | 1.0% | +1.9% |
| LPL Financial LLC | Bank broker | 1.9M | $46.7M | 0.0% | +4.5% |
| Heritage Investment Group, Inc. | Wealth advisor | 1.7M | $43.5M | 6.6% | +2.4% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Wealth advisor | 1.6M | $40.1M | 1.5% | +2.1% |
| PDS Planning, Inc | Wealth advisor | 1.6M | $39.7M | 2.6% | +3.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Other | 1.4M | $35.3M | 0.3% | -18.8% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.4M | $34.7M | 0.0% | -1.5% |
| Modera Wealth Management, LLC | Wealth advisor | 1.4M | $34.7M | 0.4% | +6.2% |
| HighTower Advisors, LLC | Diversified mechanical | 1.3M | $32.9M | 0.0% | +4.7% |
| ROYAL BANK OF CANADA | Bank broker | 946.9K | $23.8M | 0.0% | +5.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 857.5K | $21.6M | 0.0% | +13.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 855.9K | $21.5M | 0.0% | +2824.9% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 850.3K | $21.4M | 1.2% | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 814.1K | $20.5M | 0.0% | +86.7% |
| 1832 Asset Management L.P. | Other | 798.7K | $20.1M | 0.0% | New |
| Amundi | Diversified mechanical | 700.0K | $17.6M | 0.0% | Held |
| BRANDYWINE OAK PRIVATE WEALTH LLC | Wealth advisor | 696.5K | $17.5M | 1.5% | +0.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 686.6K | $17.3M | 0.0% | +1.7% |
| Boston Standard Wealth Management, LLC | Wealth advisor | 676.3K | $17.2M | 2.8% | +1.8% |
| FSM Wealth Advisors, LLC | Wealth advisor | 652.4K | $16.4M | 2.1% | +21.3% |
| COOPER/HAIMS ADVISORS, LLC | Wealth advisor | 589.2K | $14.8M | 7.0% | +4.7% |
| JANE STREET GROUP, LLC | Market maker | 582.4K | $14.6M | 0.0% | New |
| Quent Capital, LLC | Wealth advisor | 505.5K | $12.7M | 0.9% | 0.0% |
| Brooklyn FI, LLC | Wealth advisor | 504.1K | $12.7M | 2.7% | +8.6% |
| Diversified Portfolios, Inc. | Wealth advisor | 494.5K | $12.4M | 1.0% | -16.0% |
| Morton Brown Family Wealth, LLC | Wealth advisor | 491.0K | $12.3M | 3.3% | +4.1% |
| BIP Wealth, LLC | Wealth advisor | 469.2K | $11.8M | 0.5% | -3.0% |
| Freedom Investment Management, Inc. | Wealth advisor | 469.1K | $11.8M | 3.5% | New |
| ERn Financial, LLC | Wealth advisor | 433.2K | $10.9M | 2.0% | +2.8% |
| NAPLES GLOBAL ADVISORS, LLC | Other | 407.9K | $10.3M | 0.7% | +10.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 366.6K | $9.2M | 0.0% | +1.7% |
| Cetera Investment Advisers | Wealth advisor | 348.9K | $8.8M | 0.0% | +6.4% |
| Waldron Private Wealth LLC | Wealth advisor | 340.6K | $8.6M | 0.3% | -5.1% |
| Waterford Advisors, LLC | Wealth advisor | 342.5K | $8.5M | 2.7% | New |
| CUTLER INVESTMENT COUNSEL LLC | Wealth advisor | 330.8K | $8.3M | 0.9% | +2.2% |
| Corient Private Wealth LLC | Diversified mechanical | 305.0K | $7.7M | 0.0% | -54.0% |
| Leading Edge Financial Planning LLC | Wealth advisor | 296.3K | $7.5M | 1.6% | -2.4% |
| Causey Wealth LLC | Wealth advisor | 283.2K | $7.1M | 3.0% | +19.0% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 281.3K | $7.1M | 0.0% | New |
| Wealthspire Advisors, LLC | Wealth advisor | 240.8K | $6.1M | 0.0% | +13.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.