iShares Global REIT ETFREETETF
13F holders, Q2 2024 (June 30)267holders +3
29new positions
26sold out
3famous investors
$23.27avg. 13F price*
At the end of Q2 2024, 267 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 3 from Q1 2024. 29 opened new positions and 26 sold out. The largest holders were Valmark Advisers, Inc. ($127.7M), BlackRock Inc. ($125.0M) and Northwestern Mutual Wealth Management Co. ($107.3M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $69.0M |
| Exits | 26 | $27.4M |
All 13F filers, Q1 2024 → Q2 2024: 6,068,427 shares bought and 5,796,175 shares sold, net +272,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Valmark Advisers, Inc. | 2.17% | Add +6.5% | 5,493,203 | $127.7M |
| BlackRock Inc. | 0.00% | Add +0.8% | 5,378,028 | $125.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +10.4% | 4,613,951 | $107.3M |
| HSBC Holdings PLC | 0.06% | Reduce -0.0% | 4,201,021 | $97.7M |
| M&T Bank Corp | 0.33% | Reduce -19.3% | 4,194,863 | $97.5M |
| Morgan Stanley | 0.01% | Reduce -5.3% | 3,573,712 | $83.1M |
| Bank of Montreal | 0.02% | Add +0.2% | 2,738,368 | $63.8M |
| Oxford Financial Group, LTD. LLC | 4.00% | Add +2.1% | 2,609,900 | $60.7M |
| Savant Capital, LLC | 0.57% | Reduce -3.3% | 2,436,591 | $56.7M |
| Partners Capital Investment Group, LLP | 0.91% | Add +40.3% | 2,332,572 | $53.9M |
| SageView Advisory Group, LLC | 3.32% | New | 2,288,670 | $53.2M |
| HighTower Advisors, LLC | 0.06% | Add +2.8% | 1,533,526 | $35.6M |
| Heritage Investment Group, Inc. | 4.77% | Add +4.7% | 1,494,225 | $34.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 1,351,363 | $31.4M |
| PDS Planning, Inc | 2.77% | Add +3.5% | 1,178,806 | $27.4M |
| Nepc LLC | 0.88% | No change | 1,149,567 | $26.7M |
| LPL Financial LLC | 0.01% | Reduce -28.3% | 1,073,594 | $25.0M |
| Modera Wealth Management, LLC | 0.33% | Add +0.8% | 972,715 | $22.6M |
| Bank of America Corp. | 0.00% | Reduce -26.4% | 941,769 | $21.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 881,784 | $20.5M |
| Capstone Financial Advisors, Inc. | 1.27% | Reduce -7.0% | 830,229 | $19.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.2% | 758,102 | $17.6M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 699,707 | $16.3M |
| One Capital Management, LLC | 0.54% | Reduce -49.0% | 680,161 | $15.8M |
| Diversified Portfolios, Inc. | 2.06% | Add +3.0% | 671,557 | $15.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.9% | 655,160 | $15.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.6% | 649,959 | $15.1M |
| Brandywine Oak Private Wealth LLC | 1.50% | Add +41.3% | 627,844 | $14.6M |
| Cetera Investment Advisers | 0.03% | Add +78.5% | 598,823 | $13.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.15% | No change | 564,588 | $13.1M |
| Boston Standard Wealth Management, LLC | 2.82% | Add +3.2% | 551,157 | $12.8M |
| Waldron Private Wealth LLC | 0.54% | Reduce -2.9% | 518,381 | $12.1M |
| Quent Capital, LLC | 1.28% | Add +0.4% | 499,173 | $11.6M |
| Voya Investment Management LLC | 0.01% | Add +1.9% | 497,687 | $11.6M |
| Wilshire Advisors LLC | 5.69% | Add +1.7% | 488,399 | $11.4M |
| Cooper/Haims Advisors, LLC | 6.02% | Add +4.7% | 461,981 | $10.7M |
| Corient Private Wealth LP | 0.02% | Add +4.2% | 440,943 | $10.3M |
| ERn Financial, LLC | 1.67% | Add +9.1% | 433,687 | $10.1M |
| Nicola Wealth Management LTD. | 0.87% | Add +149.2% | 307,300 | $9.8M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -20.6% | 406,000 | $9.4M |
| Morton Brown Family Wealth, LLC | 3.42% | Add +1.2% | 353,133 | $8.7M |
| Leading Edge Financial Planning LLC | 3.21% | Reduce -3.0% | 343,841 | $8.0M |
| BIP Wealth, LLC | 0.65% | Reduce -7.4% | 341,809 | $7.9M |
| SVB Wealth LLC | 0.19% | Reduce -33.8% | 332,507 | $7.7M |
| Bailard, Inc. | 0.19% | Add +0.5% | 301,334 | $7.0M |
| Lester Murray Antman dba SimplyRich | 2.21% | Reduce -3.4% | 300,217 | $7.0M |
| Creative Planning | 0.01% | Reduce -3.4% | 285,910 | $6.6M |
| Waterford Advisors, LLC | 2.53% | Add +2.5% | 259,385 | $6.0M |
| Money Design Co.,Ltd. | 0.29% | Add +9.5% | 230,221 | $5.4M |
| Naples Global Advisors, LLC | 0.52% | Add +9.8% | 220,747 | $5.1M |
| Kooman & Associates | 2.03% | Add +4.7% | 216,760 | $5.0M |
| ING Groep NV | 0.03% | Add +93.2% | 215,400 | $5.0M |
| Brooklyn FI, LLC | 1.93% | Add +46.8% | 212,345 | $4.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce 0.0% | 200,838 | $4.7M |
| Corrigan Financial, Inc. | 1.15% | No change | 190,696 | $4.5M |
| Amundi | 0.00% | New | 193,500 | $4.5M |
| Great Lakes Advisors, LLC | 0.04% | Add +2.6% | 193,076 | $4.5M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -2.0% | 190,081 | $4.4M |
| National Bank of Canada | 0.01% | Reduce -0.6% | 188,781 | $4.4M |
| GP Brinson Investments LLC | 1.86% | No change | 186,339 | $4.3M |
| Jane Street Group, LLC | 0.00% | Add +389.9% | 166,613 | $3.9M |
| Alhambra Investment Management LLC | 2.07% | Reduce -18.2% | 162,603 | $3.8M |
| RFP Financial Group LLC | 1.37% | Reduce -4.3% | 158,848 | $3.7M |
| UBS Group AG | 0.00% | Reduce -5.2% | 156,986 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.8% | 156,921 | $3.6M |
| SOL Capital Management CO | 0.43% | Reduce -8.3% | 154,635 | $3.6M |
| Corecam Pte. Ltd. | 2.48% | New | 142,450 | $3.3M |
| RS Crum Inc. | 0.83% | Reduce -5.3% | 136,360 | $3.2M |
| Merriman Wealth Management, LLC | 0.14% | Add +18.1% | 135,348 | $3.1M |
| Fiduciary Financial Group, LLC | 0.71% | — | 118,627 | $2.9M |
| Arkos Global Advisors | 0.47% | Add +2.6% | 124,945 | $2.9M |
| Capasso Planning Partners LLC | 0.94% | Reduce -12.4% | 123,904 | $2.9M |
| SC&H Financial Advisors, Inc. | 0.70% | Add +7.1% | 122,586 | $2.9M |
| Arete Wealth Advisors, LLC | 0.22% | Add +1.8% | 114,185 | $2.7M |
| Callan Family Office, LLC | 0.45% | Reduce -1.5% | 100,772 | $2.3M |
| Foster Group, Inc. | 0.09% | Reduce -9.3% | 94,513 | $2.2M |
| Sunpointe, LLC | 1.42% | New | 93,806 | $2.2M |
| Macquarie Group Ltd. | 0.00% | No change | 88,657 | $2.1M |
| North Ridge Wealth Advisors, Inc. | 1.55% | Reduce -5.1% | 87,838 | $2.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Add +20.3% | 86,373 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -47.9% | 85,660 | $2.0M |
| Wealthspire Retirement, LLC | 0.16% | Add +3.4% | 83,476 | $1.9M |
| Collective Family Office LLC | 0.56% | Add +0.7% | 81,610 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.1% | 81,462 | $1.9M |
| JFS Wealth Advisors, LLC | 0.15% | Add +0.4% | 81,050 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 78,670 | $1.8M |
| Emerald Advisors, LLC | 0.27% | Add +23.5% | 77,543 | $1.8M |
| FAS Wealth Partners, Inc. | 0.15% | Reduce -1.2% | 76,622 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -19.2% | 71,534 | $1.7M |
| Diversified, LLC | 0.19% | New | 69,127 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -41.9% | 68,035 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -3.3% | 64,733 | $1.5M |
| Morris Financial Concepts, Inc. | 0.65% | Add +5.8% | 58,053 | $1.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 57,221 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -6.9% | 57,007 | $1.3M |
| Wealth Alliance, LLC | 0.17% | Add +1.6% | 56,795 | $1.3M |
| Foundation Wealth Management, LLC | 1.02% | Add +0.3% | 56,032 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -10.7% | 54,078 | $1.3M |
| MB Generational Wealth, LLC | 0.96% | Add +333.4% | 53,093 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.5% | 52,968 | $1.2M |
"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.