iShares Global REIT ETFREETETF
13F holders, Q1 2024 (March 31)264holders
3famous investors
$23.68avg. 13F price*
At the end of Q1 2024, 264 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings. The largest holders were BlackRock Inc. ($126.4M), M&T Bank Corp ($123.0M) and Valmark Advisers, Inc. ($122.1M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Global REIT ETF
- CUSIP
- 46434V647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $13.9M |
| Exits | 31 | $94.9M |
Ownership 264 holders
| BlackRock Inc. | 0.00% | Reduce -8.5% | 5,337,564 | $126.4M |
| M&T Bank Corp | 0.43% | Add +1.4% | 5,194,744 | $123.0M |
| Valmark Advisers, Inc. | 2.13% | Add +4.7% | 5,155,831 | $122.1M |
| HSBC Holdings PLC | 0.07% | No change | 4,201,861 | $99.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +197.4% | 4,179,300 | $99.0M |
| Morgan Stanley | 0.01% | Reduce -11.9% | 3,773,643 | $89.4M |
| Bank of Montreal | 0.02% | Add +0.7% | 2,733,759 | $64.8M |
| Oxford Financial Group, LTD. LLC | 4.20% | Reduce -0.2% | 2,555,594 | $60.5M |
| Savant Capital, LLC | 0.68% | Reduce -3.3% | 2,519,478 | $59.7M |
| Partners Capital Investment Group, LLP | 1.18% | Reduce -28.7% | 1,662,205 | $39.4M |
| LPL Financial LLC | 0.02% | Add +7.1% | 1,497,443 | $35.5M |
| HighTower Advisors, LLC | 0.06% | Add +5.8% | 1,491,312 | $35.3M |
| Heritage Investment Group, Inc. | 4.58% | Add +3.1% | 1,427,235 | $33.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.6% | 1,379,940 | $32.7M |
| One Capital Management, LLC | 1.15% | Reduce -1.2% | 1,334,866 | $31.6M |
| Bank of America Corp. | 0.00% | Add +19.1% | 1,279,420 | $30.3M |
| Nepc LLC | 0.94% | Add +48.7% | 1,149,567 | $27.2M |
| PDS Planning, Inc | 2.83% | Add +4.0% | 1,138,555 | $27.0M |
| Modera Wealth Management, LLC | 0.35% | Reduce -5.9% | 965,467 | $22.9M |
| Capstone Financial Advisors, Inc. | 1.42% | Reduce -2.2% | 893,173 | $21.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.2% | 859,200 | $20.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +93.8% | 767,016 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 732,476 | $17.3M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 727,172 | $17.2M |
| Klaas Financial Asset Advisors, LLC | 3.18% | Add +1.4% | 673,111 | $15.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.4% | 660,831 | $15.6M |
| Diversified Portfolios, Inc. | 2.17% | Add +6.1% | 652,063 | $15.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.17% | No change | 564,588 | $13.4M |
| Boston Standard Wealth Management, LLC | 2.86% | Add +8.7% | 533,991 | $12.6M |
| Waldron Private Wealth LLC | 0.57% | Reduce -1.8% | 533,642 | $12.6M |
| Asset Management One Co., Ltd. | 0.05% | Add +8.7% | 511,000 | $12.1M |
| SVB Wealth LLC | 0.27% | Reduce -21.9% | 502,125 | $11.9M |
| Quent Capital, LLC | 1.38% | Add +1.8% | 497,390 | $11.8M |
| Voya Investment Management LLC | 0.01% | Add +82.9% | 488,488 | $11.6M |
| Wilshire Advisors LLC | 5.66% | Reduce -1.4% | 480,114 | $11.4M |
| Viewpoint Investment Partners Corp. | 8.21% | Add +58.5% | 453,300 | $10.7M |
| Brandywine Oak Private Wealth LLC | 1.10% | Add +2.7% | 444,346 | $10.5M |
| Cooper/Haims Advisors, LLC | 6.07% | Add +11.3% | 441,246 | $10.4M |
| Corient Private Wealth LP | 0.02% | Reduce -0.2% | 423,380 | $10.0M |
| ERn Financial, LLC | 1.63% | Add +16.3% | 397,624 | $9.4M |
| BIP Wealth, LLC | 0.64% | Reduce -0.4% | 369,055 | $8.7M |
| Leading Edge Financial Planning LLC | 3.72% | Add +23.9% | 354,576 | $8.4M |
| Morton Brown Family Wealth, LLC | 3.41% | Add +4.8% | 348,957 | $8.3M |
| Cetera Investment Advisers | 0.02% | Add +1220.9% | 335,469 | $7.9M |
| Lester Murray Antman dba SimplyRich | 2.38% | Reduce -3.9% | 310,925 | $7.4M |
| Bailard, Inc. | 0.20% | Add +2.3% | 299,710 | $7.1M |
| Creative Planning | 0.01% | Reduce -10.9% | 296,083 | $7.0M |
| Waterford Advisors, LLC | 2.54% | Add +5.4% | 253,009 | $6.0M |
| Money Design Co.,Ltd. | 0.27% | Add +51.1% | 210,304 | $5.0M |
| Kooman & Associates | 2.04% | Add +3.4% | 207,021 | $4.9M |
| Naples Global Advisors, LLC | 0.49% | Add +5.1% | 201,114 | $4.8M |
| BNP Paribas Financial Markets | 0.01% | Add +99.2% | 200,839 | $4.8M |
| Alhambra Investment Management LLC | 2.57% | Reduce -0.1% | 198,715 | $4.7M |
| Wealthspire Advisors, LLC | 0.06% | Add +1.2% | 193,962 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.9% | 193,231 | $4.6M |
| Corrigan Financial, Inc. | 1.15% | Reduce -2.2% | 190,696 | $4.5M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -10.2% | 188,164 | $4.5M |
| GP Brinson Investments LLC | 1.89% | Add +18.8% | 186,339 | $4.4M |
| National Bank of Canada | 0.01% | Reduce -0.4% | 189,830 | $4.4M |
| Destiny Wealth Partners, LLC | 0.78% | Reduce -11.6% | 184,157 | $4.4M |
| SOL Capital Management CO | 0.50% | Reduce -3.3% | 168,710 | $4.0M |
| Nicola Wealth Management LTD. | 0.38% | New | 123,300 | $4.0M |
| RFP Financial Group LLC | 1.53% | Add +3.3% | 166,014 | $3.9M |
| UBS Group AG | 0.00% | Reduce -3.3% | 165,669 | $3.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +89.1% | 164,515 | $3.9M |
| Gunma Bank,Ltd. | 1.87% | No change | 150,000 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 146,844 | $3.5M |
| Brooklyn FI, LLC | 1.41% | Add +29.8% | 144,668 | $3.4M |
| RS Crum Inc. | 0.93% | Reduce -4.7% | 144,075 | $3.4M |
| Capasso Planning Partners LLC | 1.39% | Reduce -10.7% | 141,426 | $3.3M |
| Arkos Global Advisors | 0.48% | Reduce -1.3% | 121,797 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.3% | 117,138 | $2.8M |
| Merriman Wealth Management, LLC | 0.12% | No change | 114,601 | $2.7M |
| SC&H Financial Advisors, Inc. | 0.71% | Reduce -0.5% | 114,413 | $2.7M |
| Arete Wealth Advisors, LLC | 0.25% | Add +1.9% | 112,122 | $2.7M |
| ING Groep NV | 0.02% | No change | 111,500 | $2.6M |
| Foster Group, Inc. | 0.12% | New | 104,252 | $2.5M |
| Baker Avenue Asset Management, LP | 0.09% | Add +4.0% | 103,076 | $2.4M |
| Callan Family Office, LLC | 0.57% | Add +24.6% | 102,310 | $2.4M |
| North Ridge Wealth Advisors, Inc. | 1.70% | Add +0.6% | 92,589 | $2.2M |
| Macquarie Group Ltd. | 0.00% | Add +97.2% | 88,657 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 88,556 | $2.1M |
| Collective Family Office LLC | 0.62% | Reduce -6.2% | 81,063 | $1.9M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -3.2% | 80,740 | $1.9M |
| Wealthspire Retirement, LLC | 0.16% | Add +30.2% | 80,700 | $1.9M |
| FAS Wealth Partners, Inc. | 0.16% | Reduce -29.4% | 77,548 | $1.8M |
| Citadel Advisors | 0.00% | Add +617.1% | 75,343 | $1.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -1.8% | 71,786 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.6% | 70,151 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -2.0% | 66,933 | $1.6M |
| Emerald Advisors, LLC | 0.26% | Add +34.3% | 62,771 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.2% | 61,960 | $1.5M |
| Aspiriant, LLC | 0.06% | Reduce -18.5% | 61,246 | $1.5M |
| Traveka Wealth, LLC | 0.67% | Add +9.9% | 60,857 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | New | 60,543 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +2.2% | 58,704 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 57,269 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -37.3% | 57,221 | $1.4M |
| Larson Financial Group LLC | 0.10% | Reduce -90.8% | 56,978 | $1.3M |
| Foundation Wealth Management, LLC | 1.08% | Reduce -1.9% | 55,894 | $1.3M |
"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.