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iShares Global REIT ETF (REET) Institutional Ownership

iShares Global REIT ETF logo
$24.02 -0.03 (-0.12%)
As of 01/17/2025 04:10 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)
154
Total
Institutional Inflows
(last 12 months)
$373.60M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$125.53M
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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
1/17/2025Nisa Investment Advisors LLC99,600$2.39M0.0%N/A0.065%
1/16/2025Aspiriant LLC38,504$923K0.0%-25.1%0.025%
1/16/2025 Breakwater Investment Management5,095$122K0.1%+12.1%0.003%
1/15/2025 Ameritas Advisory Services LLC18,817$451K0.0%+17.2%0.012%
1/15/2025 Trust Co. of Vermont3,882$93K0.0%+151.1%0.003%
1/15/2025 Alhambra Investment Management LLC169,155$4.06M2.1%+11.1%0.111%
1/15/2025 Total Wealth Planning LLC22,420$537K0.1%N/A0.015%
1/15/2025 Harbor Group Inc.26,930$646K0.1%-42.8%0.018%
1/14/2025 ERn Financial LLC420,130$10.07M1.5%-1.7%0.276%
1/14/2025 Apella Capital LLC109,857$2.63M0.1%N/A0.072%
1/14/2025 Fiduciary Financial Group LLC128,038$2.98M0.6%+6.3%0.084%
1/14/2025 180 Wealth Advisors LLC29,769$714K0.1%+1.6%0.020%
1/13/2025 TPG Financial Advisors LLC40,425$969K0.4%-1.9%0.027%
1/13/2025 Traveka Wealth LLC13,349$320K0.2%-67.4%0.009%
1/13/2025 Courier Capital LLC21,787$522K0.0%+11.9%0.014%
1/13/2025 Claro Advisors LLC12,118$290K0.0%+3.8%0.008%
1/13/2025 Accelerate Investment Advisors LLC35,610$854K0.8%+3.7%0.023%
1/13/2025 Matrix Trust Co38,027$912K0.2%+672.9%0.025%
1/8/2025 Collective Family Office LLC85,465$2.05M0.6%+2.7%0.056%
12/26/2024JPMorgan Chase & Co.43,616$1.16M0.0%-3.9%0.029%
12/10/2024DGS Capital Management LLC17,530$468K0.1%-3.5%0.012%
12/2/2024Capasso Planning Partners LLC121,517$3.24M1.0%-1.9%0.080%
11/26/2024Peapack Gladstone Financial Corp14,530$388K0.0%-20.6%0.010%
11/25/2024Sanctuary Advisors LLC19,604$507K0.0%+9.2%0.013%
11/19/2024M&T Bank Corp3,961,328$105.73M0.3%-5.6%2.600%
11/18/2024Sunbelt Securities Inc.21,910$585K0.1%N/A0.014%
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%
11/15/2024National 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%
11/15/2024Stifel Financial Corp10,349$276K0.0%+8.5%0.007%
11/15/2024SageView Advisory Group LLC1,916,714$51.16M2.6%-16.3%1.258%
11/15/2024HighTower Advisors LLC1,524,479$40.67M0.1%-0.6%1.001%
11/14/2024Arete Wealth Advisors LLC82,757$2.21M0.2%-27.5%0.054%
11/14/2024Captrust Financial Advisors20,317$542K0.0%+3.5%0.013%
11/14/2024Fiduciary Trust Co68,816$1.84M0.0%N/A0.045%
11/13/2024RS Crum Inc.133,355$3.56M0.8%-2.2%0.088%
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11/13/2024BNP Paribas Financial Markets516,940$13.80M0.0%+157.4%0.339%
11/13/2024FMR LLC1,366$36K0.0%+391.4%0.001%
11/13/2024The Manufacturers Life Insurance Company585,647$15.63M0.0%-9.9%0.384%
11/13/2024Bank of Montreal Can2,846,622$75.83M0.0%+4.0%1.868%
11/13/2024Diversified LLC76,619$2.05M0.2%+10.8%0.050%
11/13/2024Harvest Fund Management Co. Ltd13,808$369K0.0%N/A0.009%
11/12/2024Larson Financial Group LLC47,819$1.28M0.1%-7.6%0.031%
11/8/2024BIP Wealth LLC372,152$9.93M0.7%+8.9%0.244%
11/7/2024Phillips Financial Management LLC4,500$120K0.0%-9.5%0.003%
11/7/2024 Claro Advisors LLC11,673$312K0.0%+13.0%0.008%
11/6/2024Cutler Investment Counsel LLC116,483$3.11M0.4%+938.2%0.076%
11/6/2024Heritage Investment Group Inc.1,510,328$40.31M7.7%+1.1%0.991%
11/6/2024Signature Estate & Investment Advisors LLC8,513$227K0.0%N/A0.006%
11/6/2024Diversified Portfolios Inc.716,691$19.13M2.1%+6.7%0.470%
11/6/2024Nicola Wealth Management LTD.623,300$16.64M1.5%+102.8%0.409%
11/5/2024Empower Advisory Group LLC7,699$205K0.0%N/A0.005%
11/5/2024Aptus Capital Advisors LLC16,422$438K0.0%+18.1%0.011%
11/5/2024Prime Capital Investment Advisors LLC13,058$349K0.0%+6.2%0.009%
11/5/2024WealthPlan Investment Management LLC26,051$695K0.1%N/A0.017%
11/1/2024Capital Performance Advisors LLP39,276$1.05M0.3%-9.3%0.026%
10/30/2024FSM Wealth Advisors LLC245,368$6.55M1.7%N/A0.161%
10/30/2024PDS Planning Inc1,283,394$34.25M3.1%+8.9%0.842%
10/30/2024Asset Management One Co. Ltd.375,000$10.01M0.0%-7.6%0.246%
10/29/2024Private Wealth Management Group LLC27,116$724K0.3%-14.8%0.018%
10/29/2024Foundation Wealth Management LLC52,539$1.40M1.1%-6.2%0.034%
10/29/2024Brooklyn FI LLC225,702$6.02M2.1%+6.3%0.148%
10/29/2024Farther Finance Advisors LLC1,455$39K0.0%N/A0.001%
10/28/2024US Bancorp DE22,652$605K0.0%-22.3%0.015%
10/25/2024JFS Wealth Advisors LLC95,679$2.55M0.2%+18.0%0.063%
10/25/2024Valmark Advisers Inc.5,351,446$142.83M2.2%-2.6%3.513%
10/25/2024Diversify Advisory Services LLC8,674$226K0.0%N/A0.006%
10/25/2024SC&H Financial Advisors Inc.127,316$3.40M0.7%+3.9%0.084%
10/24/2024Morton Brown Family Wealth LLC371,914$9.93M3.5%+5.3%0.244%
10/24/2024Greenspring Advisors LLC46,134$1.23M0.3%+22.0%0.030%
10/24/2024Kooman & Associates225,007$6.01M2.2%+3.8%0.148%
10/24/2024Modera 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%
10/23/2024North Ridge Wealth Advisors Inc.72,086$1.92M1.3%-17.9%0.047%
10/23/2024Ballentine Partners LLC8,678$232K0.0%N/A0.006%
10/23/2024Leading Edge Financial Planning LLC329,700$8.80M2.9%-4.1%0.216%
10/23/2024Klaas 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%
10/22/2024Waldron Private Wealth LLC503,751$13.45M0.6%-2.8%0.331%
10/21/2024RFP Financial Group LLC159,726$4.26M1.4%+0.6%0.105%
10/18/2024 ST 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%
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Whenever Elon Musk starts a new venture... Early investors get the opportunity to become millionaires... Early investors in Paypal made as much as 59,500%... SpaceX rose 5,500x in value... And most recently, Tesla jumped over 38,000%!

But we think his "Final Move" could be bigger than anything he's done before >>>
10/16/2024Twelve 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%
10/11/2024Creative 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%
10/10/2024Simplicity Wealth LLC15,976$426K0.0%N/A0.010%
10/10/2024 Fiduciary Financial Group LLC120,426$3.11M0.7%+1.5%0.079%
10/9/2024Red 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%
(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, 285 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 244 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 38,395,447 shares in the last 24 months. This purchase volume represents approximately $896.52M 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: 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), M&T Bank Corp ($467.07K), and SageView Advisory Group LLC ($371.96K).

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

Institutional investors have sold a total of 10,969,641 shares in the last 24 months. This volume of shares sold represents approximately $258.02M in transactions.


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This page (NYSEARCA:REET) was last updated on 1/18/2025 by MarketBeat.com Staff
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