iShares Global REIT ETFREETETF
13F holders, Q2 2026 (June 30)322holders +21
46new positions
23sold out
2famous investors
$28.44avg. 13F price*
At the end of Q2 2026, 322 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 21 from Q1 2026. 46 opened new positions and 23 sold out. The largest holders were State of New Jersey Common Pension Fund D ($325.6M), Northwestern Mutual Wealth Management Co. ($195.0M) and Valmark Advisers, Inc. ($184.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Global REIT ETF
- CUSIP
- 46434V647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $44.3M |
| Exits | 23 | $22.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,710,781 shares bought and 4,688,605 shares sold, net +1,022,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| State of New Jersey Common Pension Fund D | 1.11% | No change | 11,787,000 | $325.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +9.3% | 7,060,064 | $195.0M |
| Valmark Advisers, Inc. | 1.96% | Add +2.9% | 6,667,766 | $184.2M |
| M&T Bank Corp | 0.40% | Add +1.7% | 4,914,523 | $135.7M |
| Creative Planning | 0.08% | Reduce -6.2% | 4,800,308 | $132.6M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +407.8% | 1,861,575 | $131.2M |
| Polianta Ltd | 15.12% | Add +4.6% | 4,427,000 | $122.3M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 4,253,470 | $117.5M |
| Morgan Stanley | 0.01% | Add +3.4% | 3,617,325 | $99.9M |
| SageView Advisory Group, LLC | 2.93% | Reduce -3.9% | 3,241,966 | $89.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.8% | 2,898,249 | $80.0M |
| Savant Capital, LLC | 0.21% | Add +4.3% | 2,597,306 | $71.8M |
| Nepc LLC | 1.07% | No change | 2,080,016 | $57.5M |
| LPL Financial LLC | 0.01% | Reduce -0.7% | 1,842,951 | $50.9M |
| Heritage Investment Group, Inc. | 6.49% | Add +1.0% | 1,748,235 | $48.3M |
| PDS Planning, Inc | 2.63% | Add +4.0% | 1,642,967 | $45.4M |
| Partners Capital Investment Group, LLP | 1.59% | Add +2.2% | 1,631,844 | $45.1M |
| Modera Wealth Management, LLC | 0.43% | Add +7.0% | 1,476,202 | $40.8M |
| HighTower Advisors, LLC | 0.04% | Add +3.5% | 1,354,131 | $37.4M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 987,582 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Add +8.0% | 924,675 | $25.5M |
| Bank of America Corp. | 0.00% | Add +0.3% | 859,567 | $23.7M |
| Capstone Financial Advisors, Inc. | 1.15% | Add +0.1% | 851,372 | $23.5M |
| FSM Wealth Advisors, LLC | 2.17% | Add +12.2% | 731,797 | $20.2M |
| Brandywine Oak Private Wealth LLC | 1.48% | Add +1.5% | 706,773 | $19.5M |
| Amundi | 0.00% | No change | 700,000 | $19.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.6% | 687,146 | $19.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 680,909 | $18.8M |
| Boston Standard Wealth Management, LLC | 2.73% | Add +0.5% | 679,938 | $18.8M |
| Cooper/Haims Advisors, LLC | 7.14% | Add +1.9% | 600,310 | $16.6M |
| Brooklyn FI, LLC | 2.73% | Add +3.8% | 523,222 | $14.9M |
| BIP Wealth, LLC | 0.41% | Add +11.0% | 520,857 | $14.4M |
| Morton Brown Family Wealth, LLC | 3.26% | Add +6.0% | 520,305 | $14.4M |
| 1832 Asset Management L.P. | 0.02% | Reduce -36.2% | 509,458 | $14.1M |
| Quent Capital, LLC | 0.86% | Add +0.7% | 508,937 | $14.1M |
| Pacific Life Fund Advisors LLC | 1.40% | New | 462,437 | $12.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Reduce -68.0% | 449,025 | $12.4M |
| Freedom Investment Management, Inc. | 3.44% | Reduce -4.8% | 446,830 | $12.3M |
| ERn Financial, LLC | 2.01% | Add +1.4% | 439,376 | $12.1M |
| Naples Global Advisors, LLC | 0.72% | Add +3.6% | 422,626 | $11.7M |
| Cetera Investment Advisers | 0.01% | Add +6.5% | 371,703 | $10.3M |
| Bank of Montreal | 0.00% | Reduce -73.6% | 364,913 | $10.1M |
| Waterford Advisors, LLC | 2.69% | Add +4.1% | 356,526 | $9.8M |
| Diversified Portfolios, Inc. | 0.71% | Reduce -28.3% | 354,453 | $9.8M |
| Cutler Investment Counsel LLC | 0.89% | Add +4.0% | 344,085 | $9.5M |
| Waldron Private Wealth LLC | 0.31% | Reduce -3.7% | 328,005 | $9.1M |
| Causey Wealth LLC | 3.45% | Add +12.9% | 319,875 | $8.8M |
| Leading Edge Financial Planning LLC | 1.44% | Reduce -1.0% | 293,457 | $8.1M |
| CIBC Bancorp USA Inc. | 0.01% | Add +71.8% | 308,724 | $7.8M |
| Corient Private Wealth LP | 0.01% | Reduce -8.2% | 279,868 | $7.7M |
| Cibc World Market Inc. | 0.01% | Reduce -6.7% | 262,535 | $7.3M |
| Wealthspire Advisors, LLC | 0.04% | Add +4.9% | 252,547 | $7.0M |
| Asset Management One Co., Ltd. | 0.02% | Add +39.0% | 246,000 | $6.8M |
| Fiduciary Financial Group, LLC | 0.75% | Add +13.5% | 239,851 | $6.6M |
| Prime Buchholz LLC | 2.34% | No change | 235,330 | $6.5M |
| Focus Partners Wealth | 0.01% | Reduce -4.2% | 210,694 | $5.8M |
| GP Brinson Investments LLC | 2.35% | Add +11.9% | 208,553 | $5.8M |
| UBS Group AG | 0.00% | Reduce -18.2% | 192,550 | $5.3M |
| Alhambra Investment Management LLC | 2.22% | Reduce -2.9% | 183,949 | $5.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +105.3% | 169,175 | $4.7M |
| Advisory Services Network, LLC | 0.05% | Reduce -2.0% | 166,482 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +28.1% | 148,174 | $4.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 149,854 | $4.1M |
| Cornerstone Financial Group, LLC | 2.50% | Add +6.5% | 146,636 | $4.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -4.0% | 140,841 | $3.9M |
| Bailard, Inc. | 0.08% | Reduce -8.9% | 134,876 | $3.7M |
| XY Planning Network, Inc. | 0.46% | Reduce -1.7% | 133,840 | $3.7M |
| Cerity Partners LLC | 0.00% | Add +0.7% | 132,608 | $3.7M |
| Bristlecone Value Partners, LLC | 2.81% | Add +4.8% | 126,409 | $3.5M |
| Manske Wealth Management | 0.86% | Add +2.9% | 125,725 | $3.5M |
| Greenspring Advisors, LLC | 0.19% | Reduce -5.0% | 124,777 | $3.4M |
| D. E. Shaw & Co. | 0.00% | New | 121,697 | $3.4M |
| Emerald Advisors, LLC | 0.42% | Reduce -0.8% | 120,054 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 119,678 | $3.3M |
| Lester Murray Antman dba SimplyRich | 0.77% | Reduce -7.6% | 118,328 | $3.3M |
| Collective Family Office LLC | 0.63% | Reduce -0.4% | 111,458 | $3.1M |
| Simplicity Wealth,LLC | 0.10% | Add +49.4% | 110,221 | $3.0M |
| SC&H Financial Advisors, Inc. | 0.40% | Add +0.2% | 109,875 | $3.0M |
| Aurelius Family Office LLC | 1.18% | Add +0.2% | 108,409 | $3.0M |
| Glenmede Trust Co. NA | 0.01% | No change | 106,726 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.9% | 105,078 | $2.9M |
| RS Crum Inc. | 0.54% | Reduce -1.0% | 103,755 | $2.9M |
| Tableaux LLC | 1.18% | New | 101,122 | $2.8M |
| Parkwoods Wealth Partners, LLC | 0.45% | New | 100,410 | $2.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -1.1% | 100,164 | $2.8M |
| Arkos Global Advisors | 0.32% | Add +6.9% | 96,381 | $2.7M |
| Daymark Wealth Partners, LLC | 0.06% | New | 93,862 | $2.6M |
| Capasso Planning Partners LLC | 1.28% | Add +0.1% | 93,015 | $2.6M |
| Callan Family Office, LLC | 0.05% | Add +5.2% | 91,268 | $2.5M |
| Financial Plan, Inc. | 0.23% | Reduce -3.1% | 88,787 | $2.5M |
| FAS Wealth Partners, Inc. | 0.12% | Add +5.1% | 82,625 | $2.3M |
| Factor Wealth Management LTD | 0.34% | Reduce -12.6% | 82,104 | $2.3M |
| Hills Bank & Trust Co | 0.09% | Reduce -5.5% | 80,238 | $2.2M |
| 55 North Private Wealth, LLC | 0.42% | Add +12.7% | 77,981 | $2.2M |
| Payne Capital Management, LLC | 0.56% | Reduce -2.7% | 75,826 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 75,821 | $2.1M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -6.4% | 74,354 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +2.3% | 73,009 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -28.7% | 71,611 | $2.0M |
| Pitcairn Wealth Advisors LLC | 0.21% | Add +53.1% | 70,851 | $2.0M |
"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.