Who Owns iShares Global REIT ETF (REET)?Hedge Fund & Institutional Holders

$25.86-0.13 (-0.50%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.940851567659067e+228T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$21.59$23.02$24.44$25.86$27.29Sep 24Jun 25Mar 26

REET — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
State of New Jersey Common Pension Fund DNew Position+11.8M+$294.1M
Valmark Advisers, Inc.New Position+6.3M+$156.8M
Polianta LtdNew Position+3.6M+$90.7M
Savant Capital, LLCNew Position+2.5M+$61.0M
Sumitomo Mitsui DS Asset Management Company, LtdNew Position+1.7M+$43.2M
Heritage Investment Group, Inc.New Position+1.7M+$42.2M
PARTNERS CAPITAL INVESTMENT GROUP, LLPNew Position+1.6M+$39.0M
PDS Planning, IncNew Position+1.5M+$38.3M
Modera Wealth Management, LLCNew Position+1.3M+$32.4M
BRANDYWINE OAK PRIVATE WEALTH LLCNew Position+691K+$17.2M
COOPER/HAIMS ADVISORS, LLCNew Position+563K+$14.0M
FSM Wealth Advisors, LLCNew Position+538K+$13.4M
Quent Long Short Global Small Cap Fund, LPNew Position+505K+$12.6M
Quent Capital, LLCNew Position+505K+$12.6M
BIP Wealth, LLCNew Position+484K+$12.1M

REET — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-5.4M-$138.7B
M&T BANK CORPDecreased-4.7M-$122.5B
MORGAN STANLEYDecreased-44K-$88.1B
BANK OF MONTREAL /CAN/Decreased-143K-$39.4B
ROYAL BANK OF CANADADecreased-9K-$23.3B
Diversified Portfolios, Inc.Decreased-295K-$22.6B
WELLS FARGO & COMPANY/MNDecreased-32K-$18.1B
BNP PARIBAS FINANCIAL MARKETSClosed Position-701K-$17.9B
One Capital Management, LLCDecreased-505K-$15.8B
Manske Wealth ManagementDecreased-348K-$11.5B
MANUFACTURERS LIFE INSURANCE COMPANY, THEDecreased-13K-$9.5B
Waterford Advisors, LLCClosed Position-314K-$8.0B
Leading Edge Financial Planning LLCDecreased-3K-$7.8B
Focus Partners WealthDecreased-44K-$6.9B
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSDecreased-115K-$6.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1State of New Jersey Common Pension Fund D11,787,000$294.1M1.06%Share
2Valmark Advisers, Inc.6,283,171$156.8M1.93%Share
3Polianta Ltd3,634,000$90.7M11.86%Share
4SageView Advisory Group, LLC3,284,630$81.0M2.74%Share
5GOLDMAN SACHS GROUP INC2,834,994$70.0M0.01%Share
6MORGAN STANLEY2,644,636$65.0M0.00%Share
7BlackRock, Inc.2,620,777$65.0M0.00%Share
8Savant Capital, LLC2,460,709$61.0M0.35%Share
9BlackRock, Inc.2,146,923$53.0M0.00%Share
10NEPC LLC2,040,739$50.9M1.09%Share
11LPL Financial LLC1,777,264$44.0M0.01%Share
12Sumitomo Mitsui DS Asset Management Company, Ltd1,730,143$43.2M0.34%Share
13Heritage Investment Group, Inc.1,690,158$42.2M6.42%Share
14PARTNERS CAPITAL INVESTMENT GROUP, LLP1,563,807$39.0M1.45%Share
15PDS Planning, Inc1,533,569$38.3M2.56%Share
16Modera Wealth Management, LLC1,299,166$32.4M0.37%Share
17HighTower Advisors, LLC1,249,750$31.0M0.03%Share
18BANK OF MONTREAL /CAN/1,272,033$31.0M0.01%Share
19Capstone Financial Advisors, Inc.848,493$21.2M1.13%Share
20ROYAL BANK OF CANADA877,961$21.0M0.00%Share
21BRANDYWINE OAK PRIVATE WEALTH LLC690,507$17.2M1.45%Share
22MORGAN STANLEY720,232$17.0M0.00%Share
23Boston Standard Wealth Management, LLC664,644$16.6M2.74%Share
24Diversified Portfolios, Inc.588,791$14.7M1.22%Share
25COOPER/HAIMS ADVISORS, LLC562,760$14.0M6.38%Share
26FSM Wealth Advisors, LLC537,742$13.4M1.83%Share
27Amundi560,000$13.0M0.00%Share
28Quent Capital, LLC505,219$12.6M0.91%Share
29Quent Long Short Global Small Cap Fund, LP505,219$12.6M1.02%Share
30BIP Wealth, LLC483,797$12.1M0.43%Share
31BANK OF AMERICA CORP /DE/520,811$12.0M0.00%Share
32WELLS FARGO & COMPANY/MN509,681$12.0M0.00%Share
33Morton Brown Family Wealth, LLC471,540$11.8M3.20%Share
34Brooklyn FI, LLC464,137$11.6M2.48%Share
35ERn Financial, LLC421,282$10.5M1.98%Share
36ENVESTNET ASSET MANAGEMENT INC436,113$10.0M0.00%Share
37NAPLES GLOBAL ADVISORS, LLC368,396$9.2M0.69%Share
38Waldron Private Wealth LLC358,847$9.0M0.35%Share
39CUTLER INVESTMENT COUNSEL LLC323,641$8.1M0.84%Share
40MANUFACTURERS LIFE INSURANCE COMPANY, THE360,382$8.0M0.01%Share
41Cetera Investment Advisers327,960$8.0M0.01%Share
42Vestmark Advisory Solutions, Inc.320,424$8.0M0.11%Share
43World Investment Advisors320,454$8.0M0.15%Share
44Leading Edge Financial Planning LLC303,533$7.6M1.73%Share
45Asset Management One Co., Ltd.293,000$7.3M0.02%Share
46GOLDMAN SACHS GROUP INC315,575$7.0M0.00%Share
47GOLDMAN SACHS GROUP INC318,782$7.0M0.00%Share
48Corient Private Wealth LLC252,054$6.3M0.01%Share
49BAILARD, INC.242,428$6.0M0.13%Share
50BlackRock, Inc.244,702$6.0M0.00%Share

REET Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025296$1.9B+117
Q3 2025179$1.1T-82
Q2 2025261$1.4T-11
Q1 2025272$1.8T+30
Q4 2024242$212.9T+50
Q3 2024192$1045.5T+9
Q2 2024183$693.0T+2
Q1 2024181$755.6T—

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As of Q4 2025, 50 institutional investors hold REET (iShares Global REIT ETF). The largest holder is State of New Jersey Common Pension Fund D with $294.1M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own REET?

As of Q4 2025, 50 institutional investors report holding REET (iShares Global REIT ETF) in their 13F filings.

Who is the largest institutional holder of REET?

The largest institutional holder of REET is State of New Jersey Common Pension Fund D with $294.1M in shares.

Is institutional ownership of REET increasing or decreasing?

This quarter, 15 institutions opened new positions in REET and 2 closed their positions.