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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$24.45 -0.01 (-0.04%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$24.48 +0.03 (+0.14%)
As of 08/1/2025 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Global REIT ETF (NYSEARCA:REET)

Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$745.54M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$193.47M
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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
8/1/2025Advisory Alpha LLC8,097$200K0.0%N/A0.005%
8/1/2025Envestnet Asset Management Inc.792,184$19.57M0.0%+0.2%0.502%
8/1/2025Chilton Capital Management LLC1,138$28K0.0%N/A0.001%
7/31/2025 Waldron Private Wealth LLC382,996$9.46M0.4%-2.2%0.243%
7/31/2025 BIP Wealth LLC448,210$11.07M0.7%-0.7%0.284%
7/31/2025 Focus Partners Advisor Solutions LLC84,074$2.08M0.0%+80.7%0.053%
7/31/2025 Asset Management One Co. Ltd.309,000$7.63M0.0%-3.7%0.196%
7/31/2025 180 Wealth Advisors LLC32,426$801K0.1%+2.0%0.021%
7/31/2025 Money Design Co. Ltd.492,368$12.16M0.6%-26.3%0.312%
7/31/2025 FSM Wealth Advisors LLC430,419$10.65M1.7%+26.9%0.273%
7/30/2025 First Citizens Bank & Trust Co.8,594$212K0.0%-30.9%0.005%
7/30/2025 Exencial Wealth Advisors LLC72,162$1.78M0.1%-8.4%0.046%
7/30/2025 Clune & Associates LTD.64,780$1.60M0.4%+10.4%0.041%
7/29/2025 Aspiriant LLC20,204$499K0.0%-28.6%0.013%
7/29/2025 Private Wealth Management Group LLC17,348$428K0.1%-7.4%0.011%
7/29/2025 Aire Advisors LLC13,050$322K0.1%+4.1%0.008%
7/28/2025 Morris Financial Concepts Inc.50,484$1.25M0.5%-1.3%0.032%
7/28/2025 Cutler Investment Counsel LLC272,096$6.72M0.7%+9.8%0.172%
7/25/2025 Envestnet Portfolio Solutions Inc.9,763$241K0.0%-22.1%0.006%
7/25/2025 CWM LLC12,788$316K0.0%-27.7%0.008%
7/24/2025 Lester Murray Antman dba SimplyRich169,422$4.18M1.2%-4.0%0.107%
7/24/2025 Comprehensive Money Management Services LLC29,389$726K0.6%-5.5%0.019%
7/24/2025 JFS Wealth Advisors LLC85,500$2.11M0.1%-11.4%0.054%
7/24/2025 PDS Planning Inc1,422,662$35.14M2.6%+4.6%0.901%
7/24/2025 Brandywine Oak Private Wealth LLC624,804$15.43M1.4%+2.0%0.396%
7/24/2025 Morton Brown Family Wealth LLC431,190$10.65M3.2%+6.1%0.273%
7/24/2025 Callan Family Office LLC99,216$2.45M0.1%-14.4%0.063%
7/24/2025 Leo Wealth LLC19,694$486K0.0%+2.1%0.012%
7/23/2025 Valmark Advisers Inc.5,816,994$143.68M2.0%+1.8%3.684%
7/23/2025 Abel Hall LLC15,240$376K0.2%-13.4%0.010%
7/23/2025 Foundation Wealth Management LLC48,785$1.21M0.8%-1.6%0.031%
7/23/2025 Prime Capital Investment Advisors LLC11,652$288K0.0%-11.1%0.007%
7/22/2025 Valley National Advisers Inc.1,203$29K0.0%-49.3%0.001%
7/22/2025 Simplicity Wealth LLC33,293$822K0.0%+19.9%0.021%
7/21/2025 Quent Capital LLC508,202$12.55M1.2%+3.9%0.322%
7/21/2025 Ameritas Advisory Services LLC7,700$190K0.0%-58.8%0.005%
7/21/2025 Red Mountain Financial LLC13,940$324K0.4%N/A0.009%
7/21/2025 Mirae Asset Global Investments Co. Ltd.93,891$2.32M0.0%-7.9%0.059%
7/18/2025 Naples Global Advisors LLC287,456$7.10M0.6%+7.7%0.182%
7/18/2025 Trust Co. of Vermont10,007$247K0.0%+150.7%0.006%
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7/17/2025 Emerald Advisors LLC92,492$2.29M0.3%+2.4%0.059%
7/17/2025 ERn Financial LLC412,357$10.19M2.1%-0.2%0.261%
7/17/2025 Heritage Investment Group Inc.1,575,201$38.91M6.7%+1.0%0.998%
7/17/2025 Symmetry Partners LLC28,135$695K0.1%-3.9%0.018%
7/17/2025 XY Planning Network Inc.58,651$1.45M0.5%N/A0.037%
7/17/2025 SC&H Financial Advisors Inc.126,454$3.12M0.5%-0.6%0.080%
7/16/2025 Twelve Points Wealth Management LLC20,235$500K0.1%+5.6%0.013%
7/16/2025 Leading Edge Financial Planning LLC309,613$7.65M2.1%-2.9%0.196%
7/15/2025 Level Financial Advisors41,840$1.03M0.3%-15.5%0.026%
7/15/2025 Total Wealth Planning LLC20,373$503K0.1%-2.4%0.013%
7/15/2025 Ballentine Partners LLC10,714$265K0.0%-4.7%0.007%
7/15/2025 Maseco LLP8,999$222K0.0%N/A0.006%
7/15/2025 Fifth Third Bancorp5,902$146K0.0%N/A0.004%
7/15/2025 CGN Advisors LLC15,892$393K0.0%N/A0.010%
7/14/2025 AdvisorNet Financial Inc4,187$103K0.0%+15.9%0.003%
7/14/2025 Foster Group Inc.44,434$1.10M0.0%-7.8%0.028%
7/14/2025 Matrix Trust Co57,259$1.41M0.2%+0.9%0.036%
7/11/2025 Farther Finance Advisors LLC39,019$964K0.0%+708.5%0.025%
7/11/2025 UMB Bank n.a.6,967$172K0.0%-29.0%0.004%
7/10/2025 Cypress Point Wealth Management LLC8,434$208K0.1%-8.7%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC196,002$4.89M0.0%-33.8%0.124%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd1,038,021$25.64M0.2%+2.1%0.657%
7/10/2025 Brooklyn FI LLC309,953$7.66M2.0%+15.9%0.196%
7/9/2025 Aurelius Family Office LLC96,381$2.38M1.1%+4.3%0.061%
7/9/2025 Seaside Wealth Management Inc.19,336$478K0.2%+4.6%0.012%
7/9/2025 Parkside Advisors LLC11,206$277K0.1%N/A0.007%
7/8/2025 Apella Capital LLC89,822$2.22M0.1%-21.9%0.057%
7/8/2025 Parallel Advisors LLC1,057$26K0.0%-38.5%0.001%
7/8/2025 Peirce Capital Management LLC47,371$1.17M0.5%N/A0.030%
7/7/2025 Upper Left Wealth Management LLC8,331$206K0.1%N/A0.005%
7/7/2025 Accelerate Investment Advisors LLC40,204$993K0.7%+3.9%0.025%
7/3/2025 Collective Family Office LLC103,198$2.55M0.7%+24.2%0.063%
7/3/2025 Fiduciary Financial Group LLC158,507$3.94M0.7%+4.3%0.096%
7/2/2025 Boston Standard Wealth Management LLC612,418$15.13M2.7%+11.1%0.372%
6/6/2025Nicola Wealth Management LTD.1,128,300$27.37M2.7%+15.3%0.715%
5/29/2025Wilshire Advisors LLC782,038$18.97M6.6%+16.2%0.496%
5/28/2025Intrua Financial LLC15,150$368K0.1%N/A0.010%
5/20/2025Focus Partners Wealth234,830$5.70M0.0%+202.4%0.148%
5/20/2025Nepc LLC1,562,057$37.90M1.0%+5.5%0.987%
5/20/2025Strive Asset Management LLC17,014$413K0.3%-5.9%0.011%
5/19/2025SageView Advisory Group LLC2,663,387$64.61M2.8%+12.0%1.683%
5/16/2025Great Lakes Advisors LLC111,285$2.70M0.0%-38.2%0.070%
5/16/2025Goldman Sachs Group Inc.1,164,561$28.25M0.0%-9.6%0.708%
5/16/2025Jones Financial Companies Lllp81,705$1.98M0.0%+131.0%0.052%
5/16/2025Nepc LLC1,562,057$37.90M1.1%+5.5%0.987%
5/16/2025NewEdge Advisors LLC47,066$1.14M0.0%+23.4%0.030%
5/16/2025Amundi700,000$16.60M0.0%+83.3%0.442%
5/15/2025 Focus Partners Advisor Solutions LLC46,530$1.13M0.0%-4.9%0.029%
5/15/2025Royal Bank of Canada712,916$17.30M0.0%+9.1%0.450%
5/15/2025Betterment LLC11,035$268K0.0%+5.3%0.007%
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5/14/2025SVB Wealth LLC140,247$3.40M0.1%-21.0%0.089%
5/14/2025Northwestern Mutual Wealth Management Co.4,880,660$118.41M0.1%+6.8%3.084%
5/14/2025Partners Capital Investment Group LLP3,171,017$76.93M1.3%+62.5%2.004%
5/14/2025Capital Analysts LLC10,320$250K0.0%-5.3%0.007%
5/14/2025Sumitomo Mitsui Financial Group Inc.97,007$2.35M0.0%+8.7%0.061%
5/13/2025Aviso Financial Inc.11,453$278K0.0%N/A0.007%
5/13/2025Cresset Asset Management LLC27,973$679K0.0%-3.6%0.018%
5/13/2025Tacita Capital Inc4,262$103K0.1%+41.1%0.003%
5/13/2025Vestmark Advisory Solutions Inc.335,016$8.13M0.2%N/A0.212%
5/13/2025NFP Retirement Inc.76,652$1.86M0.1%+6.5%0.048%
(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, 309 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were Valmark Advisers Inc. ($143.68M), Hsbc Holdings PLC ($136.17M), M&T Bank Corp ($119.29M), Northwestern Mutual Wealth Management Co. ($118.41M), Partners Capital Investment Group LLP ($76.93M), Bank of Montreal Can ($75.83M), and SageView Advisory Group LLC ($64.61M).Learn more on iShares Global REIT ETF's institutional investors.

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

Of the 264 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 ($15.03M), Valmark Advisers Inc. ($5.73M), Bank of Montreal Can ($2.84M), SageView Advisory Group LLC ($2.49M), Oxford Financial Group LTD. LLC ($2.30M), Partners Capital Investment Group LLP ($1.93M), and M&T Bank Corp ($1.76M).

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

Institutional investors have bought a total of 30,792,961 shares in the last 24 months. This purchase volume represents approximately $745.54M in transactions.

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

Of the 116 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: Oxford Financial Group LTD. LLC ($2.49M), One Capital Management LLC ($675.84K), Wealth Enhancement Advisory Services LLC ($562.10K), M&T Bank Corp ($467.07K), SageView Advisory Group LLC ($371.96K), HighTower Advisors LLC ($358.08K), and Partners Capital Investment Group LLP ($340.68K).

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

Institutional investors have sold a total of 7,906,314 shares in the last 24 months. This volume of shares sold represents approximately $193.47M in transactions.


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This page (NYSEARCA:REET) was last updated on 8/2/2025 by MarketBeat.com Staff
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