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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$24.69 -0.22 (-0.88%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$24.65 -0.04 (-0.16%)
As of 02/21/2025 06:52 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)
180
Total
Institutional Inflows
(last 12 months)
$704.36M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$183.89M
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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
2/20/2025 Castlekeep Investment Advisors LLC50,721$1.22M0.2%N/A0.033%
2/19/2025 Toronto Dominion Bank2,456$59K0.0%N/A0.002%
2/18/2025 McMill Wealth Management15,039$360K0.1%N/A0.010%
2/18/2025 City National Bank of Florida MSD17,801$427K0.4%N/A0.012%
2/18/2025 Nepc LLC1,480,023$35.48M1.0%+28.7%0.971%
2/18/2025 Orion Capital Management LLC5,492$132K0.1%N/A0.004%
2/18/2025 MidWestOne Financial Group Inc.52,242$1.25M0.2%+16.4%0.034%
2/18/2025 Focus Partners Advisor Solutions LLC48,924$1.17M0.0%+135.2%0.032%
2/17/2025 Waverly Advisors LLC70,833$1.70M0.0%N/A0.046%
2/17/2025 Wilshire Advisors LLC672,735$16.13M5.9%+46.3%0.442%
2/17/2025 Strive Asset Management LLC18,086$434K0.3%N/A0.012%
2/17/2025 Toronto Dominion Bank2,456$59K0.0%N/A0.002%
2/17/2025 Royal Bank of Canada653,677$15.67M0.0%+2.8%0.429%
2/17/2025 Guardian Wealth Advisors LLC NC15,995$383K0.0%+11.7%0.010%
2/17/2025 Focus Partners Wealth77,649$1.86M0.0%+102.3%0.051%
2/17/2025 Fiduciary Trust Co47,856$1.15M0.0%-30.5%0.031%
2/17/2025 D. E. Shaw & Co. Inc.9,078$218K0.0%N/A0.006%
2/17/2025 CoreCap Advisors LLC1,381$33K0.0%+15,244.4%0.001%
2/17/2025 Cornerstone Financial Group LLC NE 62,100$1.49M1.5%N/A0.041%
2/17/2025 Cresset Asset Management LLC29,027$696K0.0%-29.4%0.019%
2/17/2025 Cetera Investment Advisers299,247$7.17M0.0%-5.3%0.196%
2/17/2025 Castlekeep Investment Advisors LLC50,721$1.22M0.0%N/A0.033%
2/17/2025 Bank of America Corp DE835,875$20.04M0.0%+4.5%0.549%
2/17/2025 BIP Wealth LLC422,592$10.13M0.7%+13.6%0.277%
2/17/2025 BNP Paribas Financial Markets572,735$13.73M0.0%+10.8%0.376%
2/17/2025 Ameriprise Financial Inc.36,710$880K0.0%+3.5%0.024%
2/17/2025 Aptus Capital Advisors LLC18,097$434K0.0%+10.2%0.012%
2/14/2025 Mercer Global Advisors Inc. ADV143,042$3.43M0.0%-6.4%0.094%
2/14/2025 FAS Wealth Partners Inc.75,833$1.82M0.2%+1.2%0.050%
2/14/2025 Waterford Advisors LLC285,271$6.84M3.5%+5.8%0.187%
2/14/2025 Triumph Capital Management10,343$248K0.1%+10.6%0.007%
2/14/2025 Capstone Financial Advisors Inc.837,555$20.08M1.2%-1.2%0.550%
2/14/2025 The Manufacturers Life Insurance Company 555,427$13.31M0.0%-5.2%0.365%
2/14/2025 Beacon Pointe Advisors LLC19,631$471K0.0%+5.4%0.013%
2/14/2025 Betterment LLC10,483$251K0.0%+20.2%0.007%
2/14/2025 Crossingbridge Advisors LLC60,000$1.44M0.5%N/A0.039%
2/14/2025 Arkos Global Advisors129,029$3.09M0.5%+2.5%0.085%
2/14/2025 Hsbc Holdings PLC5,681,021$136.17M0.1%+35.2%3.729%
2/14/2025 GeoWealth Management LLC9,614$230K0.0%+11.0%0.006%
2/13/2025 NewEdge Advisors LLC38,128$914K0.0%N/A0.025%
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2/13/2025 Insigneo Advisory Services LLC30,252$725K0.1%-10.4%0.020%
2/13/2025 SageView Advisory Group LLC2,377,760$57.00M2.5%+24.1%1.561%
2/13/2025 NFP Retirement Inc.71,951$1.73M0.1%-0.7%0.047%
2/13/2025 Raymond James Financial Inc.89,902$2.16M0.0%N/A0.059%
2/13/2025 Cooper Haims Advisors LLC479,138$11.49M6.5%+2.0%0.314%
2/13/2025 Rathbones Group PLC24,320$583K0.0%-49.4%0.016%
2/13/2025 Sumitomo Mitsui Financial Group Inc.89,232$2.14M0.0%-4.8%0.059%
2/13/2025 Envestnet Asset Management Inc.801,718$19.22M0.0%-5.6%0.526%
2/13/2025 Cullen Capital Management LLC51,410$1.23M0.0%N/A0.034%
2/13/2025 Wells Fargo & Company MN725,254$17.38M0.0%+6.9%0.476%
2/12/2025 Yoffe Investment Management LLC18,319$439K0.4%N/A0.012%
2/12/2025 Pitcairn Co.9,130$219K0.0%N/A0.006%
2/12/2025 Arete Wealth Advisors LLC125,932$3.02M0.2%+52.2%0.083%
2/12/2025 World Investment Advisors290,747$6.97M0.2%N/A0.191%
2/12/2025 National Bank of Canada FI103,138$2.47M0.0%+59.9%0.068%
2/12/2025 CIBC Private Wealth Group LLC45,351$1.08M0.0%+11.7%0.030%
2/12/2025 Sava Infond d.o.o.1,650$40K0.0%N/A0.001%
2/12/2025 JPMorgan Chase & Co.47,480$1.14M0.0%+8.9%0.031%
2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.57,776$1.39M0.0%+1.0%0.038%
2/12/2025 Aire Advisors LLC19,379$465K0.1%-9.8%0.013%
2/11/2025 Clune & Associates LTD.53,274$1.28M0.4%N/A0.035%
2/11/2025 LPL Financial LLC1,494,856$35.83M0.0%+42.5%0.981%
2/11/2025 Oxford Financial Group LTD. LLC55,614$1.33M0.1%-97.8%0.037%
2/11/2025 Symmetry Partners LLC30,505$731K0.1%N/A0.020%
2/11/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS137,110$3.29M0.0%-28.5%0.090%
2/11/2025 Brooklyn FI LLC15,061,248$384.37M2.0%+6,573.1%9.886%
2/10/2025 PDS Planning Inc1,320,548$31.65M2.8%+2.9%0.867%
2/10/2025 RS Crum Inc.131,780$3.16M0.8%-1.2%0.086%
2/10/2025 First National Advisers LLC58,100$1.39M0.2%+34.2%0.038%
2/10/2025 Corient Private Wealth LLC437,474$10.49M0.0%-1.4%0.287%
2/10/2025 Envestnet Portfolio Solutions Inc.13,520$324K0.0%-48.9%0.009%
2/10/2025 Diversified Enterprises LLC16,770$402K0.0%-78.1%0.011%
2/10/2025 Natixis Advisors LLC16,479$395K0.0%N/A0.011%
2/10/2025 Commonwealth Equity Services LLC296,367$7.10M0.0%+292.0%0.195%
2/10/2025 Great Lakes Advisors LLC180,013$4.32M0.0%-1.8%0.118%
2/10/2025 Capasso Planning Partners LLC99,788$2.39M1.0%-17.9%0.065%
2/10/2025 Parkworth Wealth Management Inc.35,100$841K0.7%N/A0.023%
2/7/2025 HighTower Advisors LLC1,290,038$30.92M0.0%-15.4%0.847%
2/7/2025 Simplicity Wealth LLC17,801$427K0.1%+11.4%0.012%
2/7/2025 Amundi381,900$9.06M0.0%+8.5%0.251%
2/7/2025 Larson Financial Group LLC44,406$1.06M0.1%-7.1%0.029%
2/7/2025 PNC Financial Services Group Inc.16,769$402K0.0%+2.7%0.011%
2/7/2025 Foundation Wealth Management LLC49,217$1.18M0.9%-6.3%0.032%
2/7/2025 Callan Family Office LLC119,032$2.85M0.2%+12.9%0.078%
2/6/2025 One Capital Management LLC573,651$13.75M0.5%-3.6%0.377%
2/6/2025 Raymond James Financial Inc.89,902$2.16M0.0%N/A0.059%
2/6/2025 M&T Bank Corp4,481,366$107.42M0.4%+13.1%2.941%
2/6/2025 Exencial Wealth Advisors LLC75,511$1.81M0.1%+17.1%0.050%
2/6/2025 Nicola Wealth Management LTD.978,300$23.45M2.5%+57.0%0.642%
2/6/2025 Steward Partners Investment Advisory LLC5,187$124K0.0%+1,800.0%0.003%
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2/6/2025 Gryphon Financial Partners LLC26,088$625K0.1%-2.6%0.017%
2/6/2025 Jones Financial Companies Lllp35,364$848K0.0%+21.0%0.023%
2/6/2025 Modera Wealth Management LLC996,506$23.89M0.3%+5.3%0.654%
2/5/2025 SRS Capital Advisors Inc.2,108$51K0.0%N/A0.001%
2/5/2025 Bailard Inc.302,609$7.25M0.2%-0.1%0.199%
2/5/2025 US Bancorp DE24,275$582K0.0%+7.2%0.016%
2/5/2025 SVB Wealth LLC177,519$4.26M0.1%N/A0.117%
2/5/2025 Nwam LLC26,839$643K0.0%N/A0.018%
2/4/2025 IFP Advisors Inc18,562$445K0.0%+39.3%0.012%
2/4/2025 Wealthspire Advisors LLC196,779$4.72M0.0%+4.0%0.129%
(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, 312 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Brooklyn FI LLC ($384.37M), Hsbc Holdings PLC ($136.17M), Valmark Advisers Inc. ($135.32M), M&T Bank Corp ($107.42M), Northwestern Mutual Wealth Management Co. ($107.27M), and Bank of Montreal Can ($75.83M).Learn more on REET's institutional investors.

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

Of the 266 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: Brooklyn FI LLC ($15.12M), Valmark Advisers Inc. ($5.56M), Bank of Montreal Can ($2.84M), SageView Advisory Group LLC ($2.42M), Oxford Financial Group LTD. LLC ($2.30M), M&T Bank Corp ($1.50M), and Nepc LLC ($1.48M).

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

Institutional investors have bought a total of 53,661,056 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

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

Of the 165 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: Oxford Financial Group LTD. LLC ($2.49M), Great Lakes Advisors LLC ($1.17M), One Capital Management LLC ($816.82K), SVB Wealth LLC ($710.14K), Larson Financial Group LLC ($572.78K), Cetera Advisor Networks LLC ($505.14K), and M&T Bank Corp ($467.07K).

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

Institutional investors have sold a total of 13,647,866 shares in the last 24 months. This volume of shares sold represents approximately $323.45M in transactions.



This page (NYSEARCA:REET) was last updated on 2/22/2025 by MarketBeat.com Staff
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