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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$25.44 +0.10 (+0.39%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$367.92M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$119.51M
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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
11/15/2024MidWestOne Financial Group Inc.44,878$1.20M0.2%+3.2%0.029%
11/15/2024M&T Bank Corp3,961,328$105.73M0.3%-5.6%2.600%
11/15/2024MML Investors Services LLC29,763$794K0.0%-13.0%0.020%
11/15/2024Orion Portfolio Solutions LLC29,686$792K0.0%-1.6%0.019%
11/15/2024 National Bank of Canada FI64,494$1.72M0.0%-65.8%0.042%
11/15/2024Insigneo Advisory Services LLC33,752$901K0.1%+14.8%0.022%
11/15/2024Jane Street Group LLC128,191$3.42M0.0%-23.1%0.084%
11/15/2024 Stifel Financial Corp10,349$276K0.0%+8.5%0.007%
11/15/2024 SageView Advisory Group LLC1,916,714$51.16M2.6%-16.3%1.258%
11/15/2024 HighTower Advisors LLC1,524,479$40.67M0.1%-0.6%1.001%
11/14/2024 Arete Wealth Advisors LLC82,757$2.21M0.2%-27.5%0.054%
11/14/2024 Captrust Financial Advisors20,317$542K0.0%+3.5%0.013%
11/14/2024 Fiduciary Trust Co68,816$1.84M0.0%N/A0.045%
11/13/2024 RS Crum Inc.133,355$3.56M0.8%-2.2%0.088%
11/13/2024 BNP Paribas Financial Markets516,940$13.80M0.0%+157.4%0.339%
11/13/2024 FMR LLC1,366$36K0.0%+391.4%0.001%
11/13/2024 The Manufacturers Life Insurance Company 585,647$15.63M0.0%-9.9%0.384%
11/13/2024 Bank of Montreal Can2,846,622$75.83M0.0%+4.0%1.868%
11/13/2024 Diversified LLC76,619$2.05M0.2%+10.8%0.050%
11/13/2024 Harvest Fund Management Co. Ltd13,808$369K0.0%N/A0.009%
11/12/2024Larson Financial Group LLC47,819$1.28M0.1%-7.6%0.031%
11/8/2024 BIP Wealth LLC372,152$9.93M0.7%+8.9%0.244%
11/7/2024 Phillips Financial Management LLC4,500$120K0.0%-9.5%0.003%
11/7/2024 Claro Advisors LLC11,673$312K0.0%+13.0%0.008%
11/6/2024 Cutler Investment Counsel LLC116,483$3.11M0.4%+938.2%0.076%
11/6/2024 Heritage Investment Group Inc.1,510,328$40.31M7.7%+1.1%0.991%
11/6/2024 Signature Estate & Investment Advisors LLC8,513$227K0.0%N/A0.006%
11/6/2024 Diversified Portfolios Inc.716,691$19.13M2.1%+6.7%0.470%
11/6/2024 Nicola Wealth Management LTD.623,300$16.64M1.5%+102.8%0.409%
11/5/2024 Empower Advisory Group LLC7,699$205K0.0%N/A0.005%
11/5/2024 Aptus Capital Advisors LLC16,422$438K0.0%+18.1%0.011%
11/5/2024 Prime Capital Investment Advisors LLC13,058$349K0.0%+6.2%0.009%
11/5/2024 WealthPlan Investment Management LLC26,051$695K0.1%N/A0.017%
11/1/2024 Capital Performance Advisors LLP39,276$1.05M0.3%-9.3%0.026%
10/30/2024 FSM Wealth Advisors LLC245,368$6.55M1.7%N/A0.161%
10/30/2024 PDS Planning Inc1,283,394$34.25M3.1%+8.9%0.842%
10/30/2024 Asset Management One Co. Ltd.375,000$10.01M0.0%-7.6%0.246%
10/29/2024 Private Wealth Management Group LLC27,116$724K0.3%-14.8%0.018%
10/29/2024 Foundation Wealth Management LLC52,539$1.40M1.1%-6.2%0.034%
10/29/2024 Brooklyn FI LLC225,702$6.02M2.1%+6.3%0.148%
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10/29/2024 Farther Finance Advisors LLC1,455$39K0.0%N/A0.001%
10/28/2024 US Bancorp DE22,652$605K0.0%-22.3%0.015%
10/25/2024 JFS Wealth Advisors LLC95,679$2.55M0.2%+18.0%0.063%
10/25/2024 Valmark Advisers Inc.5,351,446$142.83M2.2%-2.6%3.513%
10/25/2024 Diversify Advisory Services LLC8,674$226K0.0%N/A0.006%
10/25/2024 SC&H Financial Advisors Inc.127,316$3.40M0.7%+3.9%0.084%
10/24/2024 Morton Brown Family Wealth LLC371,914$9.93M3.5%+5.3%0.244%
10/24/2024 Greenspring Advisors LLC46,134$1.23M0.3%+22.0%0.030%
10/24/2024 Kooman & Associates225,007$6.01M2.2%+3.8%0.148%
10/24/2024 Modera Wealth Management LLC946,460$25.26M0.3%-2.7%0.621%
10/24/2024 Wealth Enhancement Advisory Services LLC749,674$20.01M0.0%-1.1%0.492%
10/23/2024 North Ridge Wealth Advisors Inc.72,086$1.92M1.3%-17.9%0.047%
10/23/2024 Ballentine Partners LLC8,678$232K0.0%N/A0.006%
10/23/2024 Leading Edge Financial Planning LLC329,700$8.80M2.9%-4.1%0.216%
10/23/2024 Klaas Financial Asset Advisors LLC29,535$788K0.1%-19.3%0.019%
10/22/2024 International Assets Investment Management LLC77,630$2.07M0.0%+2,592.7%0.051%
10/22/2024 Courier Capital LLC19,462$519K0.0%-11.8%0.013%
10/22/2024 Waldron Private Wealth LLC503,751$13.45M0.6%-2.8%0.331%
10/21/2024 RFP Financial Group LLC159,726$4.26M1.4%+0.6%0.105%
10/18/2024ST Germain D J Co. Inc.4,250$113K0.0%-8.8%0.003%
10/18/2024First Citizens Bank & Trust Co.27,142$724K0.0%-49.8%0.018%
10/17/2024Aspiriant LLC51,393$1.37M0.1%-9.8%0.034%
10/17/2024 Claro Advisors LLC53,836$1.44M0.1%+421.0%0.035%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd968,082$25.84M0.3%+71.5%0.635%
10/16/2024 Twelve Points Wealth Management LLC22,680$605K0.2%-3.7%0.015%
10/16/2024 ERn Financial LLC427,448$11.41M1.7%-1.4%0.281%
10/11/2024 Creative Planning267,782$7.15M0.0%-6.3%0.176%
10/11/2024 ORG Wealth Partners LLC5,050$135K0.1%N/A0.003%
10/11/2024 Accelerate Investment Advisors LLC34,332$916K0.9%N/A0.023%
10/10/2024 Simplicity Wealth LLC15,976$426K0.0%N/A0.010%
10/10/2024 Fiduciary Financial Group LLC120,426$3.11M0.7%+1.5%0.079%
10/9/2024 Red Mountain Financial LLC9,046$241K0.3%-35.1%0.006%
10/9/2024 Matrix Trust Co4,920$131K0.0%N/A0.003%
10/9/2024 Harbor Group Inc.47,071$1.26M0.3%+71.4%0.031%
10/9/2024 Money Design Co. Ltd.311,404$8.31M0.4%+35.3%0.204%
10/8/2024 CWM LLC15,433$412K0.0%-7.4%0.010%
10/8/2024 Traveka Wealth LLC40,906$1.09M0.6%-15.8%0.027%
10/8/2024 Callan Family Office LLC105,428$2.81M0.5%+4.6%0.069%
10/7/2024 Foster Group Inc.93,703$2.50M0.1%-0.9%0.062%
10/7/2024 Boston Standard Wealth Management LLC578,252$15.43M3.0%+4.9%0.380%
10/5/2024 Corrigan Financial Inc.191,363$5.11M1.2%+0.3%0.126%
10/5/2024 Quent Capital LLC487,796$13.02M1.3%-2.3%0.320%
10/5/2024 Collective Family Office LLC83,195$2.22M0.6%+1.9%0.055%
9/5/2024Sanctuary Advisors LLC17,949$400K0.0%N/A0.012%
8/22/2024 Cetera Investment Advisers598,823$13.92M0.0%+78.5%0.393%
8/16/2024 Northwestern Mutual Wealth Management Co.4,613,951$107.27M0.1%+10.4%3.029%
8/16/2024 Silver Lake Advisory LLC11,560$269K0.0%N/A0.008%
8/16/2024 Creative Planning285,910$6.65M0.0%-3.4%0.188%
8/16/2024 Forefront Analytics LLC13,137$305K0.1%-13.9%0.009%
8/15/2024Arkos Global Advisors124,945$2.91M0.5%+2.6%0.082%
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8/15/2024 The Manufacturers Life Insurance Company649,959$15.11M0.0%-1.6%0.427%
8/14/2024 Squarepoint Ops LLC11,607$270K0.0%N/A0.008%
8/14/2024Insigneo Advisory Services LLC29,404$709K0.1%N/A0.019%
8/14/2024 Treynor Bancshares Inc.11,781$274K0.3%-74.9%0.008%
8/14/2024 Bank of Montreal Can2,738,368$63.80M0.0%+0.2%1.797%
8/13/2024 Merriman Wealth Management LLC135,348$3.15M0.1%+18.1%0.089%
8/13/2024 AE Wealth Management LLC32,748$761K0.0%-2.7%0.021%
8/12/2024 Hsbc Holdings PLC4,201,021$97.67M0.1%0.0%2.757%
8/12/2024 Kooman & Associates216,760$5.04M2.0%+4.7%0.142%
8/12/2024 Mercer Global Advisors Inc. ADV156,921$3.65M0.0%-18.8%0.103%
(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, 283 institutional investors and hedge funds held shares of iShares Global REIT ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Valmark Advisers Inc. ($142.83M), Northwestern Mutual Wealth Management Co. ($107.27M), M&T Bank Corp ($105.73M), Hsbc Holdings PLC ($97.67M), Bank of Montreal Can ($75.83M), and Oxford Financial Group LTD. LLC ($60.52M).Learn more on REET's institutional investors.

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

Of the 243 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: Valmark Advisers Inc. ($5.27M), Bank of Montreal Can ($2.98M), Oxford Financial Group LTD. LLC ($2.30M), SageView Advisory Group LLC ($1.96M), Heritage Investment Group Inc. ($1.40M), Great Lakes Advisors LLC ($1.22M), and Nepc LLC ($1.15M).

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

Institutional investors have bought a total of 38,276,851 shares in the last 24 months. This purchase volume represents approximately $893.26M in transactions.

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

Of the 162 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: Great Lakes Advisors LLC ($1.17M), One Capital Management LLC ($795.68K), SVB Wealth LLC ($710.14K), Larson Financial Group LLC ($631.21K), Cetera Advisor Networks LLC ($505.14K), SageView Advisory Group LLC ($371.96K), and Sumitomo Mitsui DS Asset Management Company Ltd ($288.66K).

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

Institutional investors have sold a total of 10,704,494 shares in the last 24 months. This volume of shares sold represents approximately $250.95M in transactions.



This page (NYSEARCA:REET) was last updated on 11/17/2024 by MarketBeat.com Staff
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