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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$23.69 +0.37 (+1.59%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global REIT ETF (NYSEARCA:REET)

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$672.25M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$195.83M
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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
4/18/2025Insigneo Advisory Services LLC28,865$700K0.1%-4.6%0.018%
4/17/2025RS Crum Inc.131,280$3.19M0.9%-0.4%0.083%
4/16/2025 TPG Financial Advisors LLC11,839$287K0.1%-70.7%0.007%
4/16/2025 Wealth Enhancement Advisory Services LLC295,976$7.18M0.0%-51.7%0.187%
4/16/2025 Cypress Point Wealth Management LLC9,240$224K0.1%-16.6%0.006%
4/15/2025 Total Wealth Planning LLC20,884$507K0.1%-6.9%0.013%
4/15/2025 Alhambra Investment Management LLC173,100$4.20M2.2%+2.3%0.111%
4/15/2025 Corrigan Financial Inc.189,624$4.60M0.9%-1.1%0.121%
4/15/2025 Fiduciary Financial Group LLC151,972$3.41M0.7%+18.7%0.097%
4/15/2025 Simplicity Wealth LLC27,763$674K0.1%+56.0%0.018%
4/14/2025 International Private Wealth Advisors LLC10,036$243K0.2%+16.2%0.006%
4/14/2025 Farther Finance Advisors LLC4,826$117K0.0%+231.7%0.003%
4/14/2025 Courier Capital LLC23,802$577K0.0%+9.2%0.015%
4/14/2025 First Citizens Bank & Trust Co.12,435$302K0.0%-9.3%0.008%
4/14/2025 Greenspring Advisors LLC46,134$1.12M0.3%+22.0%0.030%
4/14/2025 UMB Bank n.a.9,808$238K0.0%-22.6%0.006%
4/11/2025 Foster Group Inc.48,206$1.17M0.0%-5.0%0.031%
4/10/2025 Naples Global Advisors LLC266,785$6.47M0.6%+6.8%0.171%
4/10/2025 Matrix Trust Co56,749$1.38M0.2%+49.2%0.036%
4/10/2025 Apella Capital LLC114,948$2.63M0.1%+4.6%0.074%
4/10/2025 Level Financial Advisors49,493$1.20M0.4%-2.9%0.032%
4/9/2025 180 Wealth Advisors LLC31,776$772K0.1%+6.7%0.020%
4/8/2025 Boston Standard Wealth Management LLC551,157$12.81M2.8%-6.5%0.353%
4/8/2025 Parallel Advisors LLC1,720$42K0.0%-39.3%0.001%
4/3/2025 Collective Family Office LLC83,085$2.02M0.5%-2.8%0.053%
3/24/2025Avant Financial Advisors LLC26,019$624K0.6%N/A0.017%
3/17/2025 Wealth Enhancement Advisory Services LLC612,382$14.68M0.0%-18.3%0.396%
3/7/2025Aegis Wealth Management LLC52,697$1.26M0.9%N/A0.034%
3/4/2025Comprehensive Money Management Services LLC33,354$799K0.7%N/A0.022%
2/28/2025Brooklyn FI LLC236,783$5.68M0.9%+4.9%0.153%
2/26/2025 Yoffe Investment Management LLC18,319$439K0.6%N/A0.012%
2/25/2025Heck Capital Advisors LLC2,593$62K0.0%N/A0.002%
2/20/2025Castlekeep Investment Advisors LLC50,721$1.22M0.2%N/A0.033%
2/19/2025Toronto Dominion Bank2,456$59K0.0%N/A0.002%
2/18/2025McMill Wealth Management15,039$360K0.1%N/A0.010%
2/18/2025City National Bank of Florida MSD17,801$427K0.4%N/A0.012%
2/18/2025Nepc LLC1,480,023$35.48M1.0%+28.7%0.971%
2/18/2025Orion Capital Management LLC5,492$132K0.1%N/A0.004%
2/18/2025MidWestOne Financial Group Inc.52,242$1.25M0.2%+16.4%0.034%
2/18/2025Focus Partners Advisor Solutions LLC48,924$1.17M0.0%+135.2%0.032%
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2/17/2025Waverly Advisors LLC70,833$1.70M0.0%N/A0.046%
2/17/2025Wilshire Advisors LLC672,735$16.13M5.9%+46.3%0.442%
2/17/2025Strive Asset Management LLC18,086$434K0.3%N/A0.012%
2/17/2025Toronto Dominion Bank2,456$59K0.0%N/A0.002%
2/17/2025Royal Bank of Canada653,677$15.67M0.0%+2.8%0.429%
2/17/2025Guardian Wealth Advisors LLC NC15,995$383K0.0%+11.7%0.010%
2/17/2025Focus Partners Wealth77,649$1.86M0.0%+102.3%0.051%
2/17/2025Fiduciary Trust Co47,856$1.15M0.0%-30.5%0.031%
2/17/2025D. E. Shaw & Co. Inc.9,078$218K0.0%N/A0.006%
2/17/2025CoreCap Advisors LLC1,381$33K0.0%+15,244.4%0.001%
2/17/2025Cornerstone Financial Group LLC NE 62,100$1.49M1.5%N/A0.041%
2/17/2025Cresset Asset Management LLC29,027$696K0.0%-29.4%0.019%
2/17/2025Cetera Investment Advisers299,247$7.17M0.0%-5.3%0.196%
2/17/2025Castlekeep Investment Advisors LLC50,721$1.22M0.0%N/A0.033%
2/17/2025Bank of America Corp DE835,875$20.04M0.0%+4.5%0.549%
2/17/2025BIP Wealth LLC422,592$10.13M0.7%+13.6%0.277%
2/17/2025BNP Paribas Financial Markets572,735$13.73M0.0%+10.8%0.376%
2/17/2025Ameriprise Financial Inc.36,710$880K0.0%+3.5%0.024%
2/17/2025Aptus Capital Advisors LLC18,097$434K0.0%+10.2%0.012%
2/14/2025Mercer Global Advisors Inc. ADV143,042$3.43M0.0%-6.4%0.094%
2/14/2025FAS Wealth Partners Inc.75,833$1.82M0.2%+1.2%0.050%
2/14/2025Waterford Advisors LLC285,271$6.84M3.5%+5.8%0.187%
2/14/2025Triumph Capital Management10,343$248K0.1%+10.6%0.007%
2/14/2025Capstone Financial Advisors Inc.837,555$20.08M1.2%-1.2%0.550%
2/14/2025The Manufacturers Life Insurance Company 555,427$13.31M0.0%-5.2%0.365%
2/14/2025Beacon Pointe Advisors LLC19,631$471K0.0%+5.4%0.013%
2/14/2025Betterment LLC10,483$251K0.0%+20.2%0.007%
2/14/2025Crossingbridge Advisors LLC60,000$1.44M0.5%N/A0.039%
2/14/2025Arkos Global Advisors129,029$3.09M0.5%+2.5%0.085%
2/14/2025Hsbc Holdings PLC5,681,021$136.17M0.1%+35.2%3.729%
2/14/2025GeoWealth Management LLC9,614$230K0.0%+11.0%0.006%
2/13/2025NewEdge Advisors LLC38,128$914K0.0%N/A0.025%
2/13/2025Insigneo Advisory Services LLC30,252$725K0.1%-10.4%0.020%
2/13/2025SageView Advisory Group LLC2,377,760$57.00M2.5%+24.1%1.561%
2/13/2025NFP Retirement Inc.71,951$1.73M0.1%-0.7%0.047%
2/13/2025Raymond James Financial Inc.89,902$2.16M0.0%N/A0.059%
2/13/2025Cooper Haims Advisors LLC479,138$11.49M6.5%+2.0%0.314%
2/13/2025Rathbones Group PLC24,320$583K0.0%-49.4%0.016%
2/13/2025Sumitomo Mitsui Financial Group Inc.89,232$2.14M0.0%-4.8%0.059%
2/13/2025Envestnet Asset Management Inc.801,718$19.22M0.0%-5.6%0.526%
2/13/2025Cullen Capital Management LLC51,410$1.23M0.0%N/A0.034%
2/13/2025Wells Fargo & Company MN725,254$17.38M0.0%+6.9%0.476%
2/12/2025 Yoffe Investment Management LLC18,319$439K0.4%N/A0.012%
2/12/2025Pitcairn Co.9,130$219K0.0%N/A0.006%
2/12/2025Arete Wealth Advisors LLC125,932$3.02M0.2%+52.2%0.083%
2/12/2025World Investment Advisors290,747$6.97M0.2%N/A0.191%
2/12/2025National Bank of Canada FI103,138$2.47M0.0%+59.9%0.068%
2/12/2025CIBC Private Wealth Group LLC45,351$1.08M0.0%+11.7%0.030%
2/12/2025Sava Infond d.o.o.1,650$40K0.0%N/A0.001%
2/12/2025JPMorgan Chase & Co.47,480$1.14M0.0%+8.9%0.031%
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2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.57,776$1.39M0.0%+1.0%0.038%
2/12/2025Aire Advisors LLC19,379$465K0.1%-9.8%0.013%
2/11/2025Clune & Associates LTD.53,274$1.28M0.4%N/A0.035%
2/11/2025LPL Financial LLC1,494,856$35.83M0.0%+42.5%0.981%
2/11/2025Oxford Financial Group LTD. LLC55,614$1.33M0.1%-97.8%0.037%
2/11/2025Symmetry Partners LLC30,505$731K0.1%N/A0.020%
2/11/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS137,110$3.29M0.0%-28.5%0.090%
2/11/2025Brooklyn FI LLC15,061,248$384.37M2.0%+6,573.1%9.886%
2/10/2025PDS Planning Inc1,320,548$31.65M2.8%+2.9%0.867%
2/10/2025RS Crum Inc.131,780$3.16M0.8%-1.2%0.086%
(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, 313 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Hsbc Holdings PLC ($136.17M), Valmark Advisers Inc. ($135.32M), M&T Bank Corp ($107.42M), Northwestern Mutual Wealth Management Co. ($107.27M), Bank of Montreal Can ($75.83M), and Savant Capital LLC ($57.08M).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 ($15.13M), 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 53,597,662 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 167 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 Wealth Enhancement Advisory Services LLC ($486.93K).

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

Institutional investors have sold a total of 14,162,892 shares in the last 24 months. This volume of shares sold represents approximately $335.94M in transactions.



This page (NYSEARCA:REET) was last updated on 4/18/2025 by MarketBeat.com Staff
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