iShares Global REIT ETFREETETF
13F holders, Q3 2024 (September 30)271holders +4
30new positions
28sold out
2famous investors
$26.73avg. 13F price*
At the end of Q3 2024, 271 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 4 from Q2 2024. 30 opened new positions and 28 sold out. The largest holders were Valmark Advisers, Inc. ($142.8M), BlackRock, Inc. ($139.6M) and Northwestern Mutual Wealth Management Co. ($128.3M). 2 famous investors held it, including 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $39.4M |
| Exits | 28 | $23.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,764,117 shares bought and 3,587,793 shares sold, net +176,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Valmark Advisers, Inc. | 2.24% | Reduce -2.6% | 5,351,446 | $142.8M |
| BlackRock, Inc. | 0.00% | — | 5,230,421 | $139.6M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.2% | 4,805,286 | $128.3M |
| HSBC Holdings PLC | 0.07% | No change | 4,201,021 | $112.1M |
| M&T Bank Corp | 0.35% | Reduce -5.6% | 3,961,328 | $105.7M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 3,533,170 | $94.3M |
| Bank of Montreal | 0.04% | Add +4.0% | 2,846,622 | $75.8M |
| Oxford Financial Group, LTD. LLC | 4.30% | Reduce -2.5% | 2,543,260 | $67.9M |
| Savant Capital, LLC | 0.53% | Reduce -2.0% | 2,387,324 | $63.7M |
| Partners Capital Investment Group, LLP | 0.98% | Reduce -1.8% | 2,291,594 | $61.2M |
| SageView Advisory Group, LLC | 2.60% | Reduce -16.3% | 1,916,714 | $51.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.6% | 1,524,479 | $40.7M |
| Heritage Investment Group, Inc. | 7.67% | Add +1.1% | 1,510,328 | $40.3M |
| PDS Planning, Inc | 3.07% | Add +8.9% | 1,283,394 | $34.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -8.4% | 1,237,250 | $33.0M |
| Nepc LLC | 0.93% | No change | 1,149,567 | $30.7M |
| LPL Financial LLC | 0.01% | Reduce -2.3% | 1,048,946 | $28.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.28% | Add +71.5% | 968,082 | $25.8M |
| Modera Wealth Management, LLC | 0.32% | Reduce -2.7% | 946,460 | $25.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.6% | 849,699 | $22.7M |
| Capstone Financial Advisors, Inc. | 1.39% | Add +2.1% | 847,980 | $22.6M |
| Nicola Wealth Management LTD. | 1.79% | Add +102.8% | 623,300 | $22.5M |
| Bank of America Corp. | 0.00% | Reduce -15.1% | 799,697 | $21.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.1% | 749,674 | $20.0M |
| Diversified Portfolios, Inc. | 2.00% | Add +6.7% | 716,691 | $19.1M |
| Alliancebernstein L.P. | 0.01% | New | 713,700 | $19.0M |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 678,358 | $18.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 635,594 | $17.0M |
| One Capital Management, LLC | 0.51% | Reduce -12.6% | 594,790 | $15.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -9.9% | 585,647 | $15.6M |
| Brandywine Oak Private Wealth LLC | 1.50% | Reduce -7.5% | 581,089 | $15.5M |
| Boston Standard Wealth Management, LLC | 3.00% | Add +4.9% | 578,252 | $15.4M |
| BNP Paribas Financial Markets | 0.01% | Add +157.4% | 516,940 | $13.8M |
| Waldron Private Wealth LLC | 0.56% | Reduce -2.8% | 503,751 | $13.4M |
| Voya Investment Management LLC | 0.02% | Reduce -1.1% | 492,108 | $13.1M |
| Quent Capital, LLC | 1.32% | Reduce -2.3% | 487,796 | $13.0M |
| Cooper/Haims Advisors, LLC | 6.89% | Add +1.6% | 469,612 | $12.5M |
| Wilshire Advisors LLC | 5.89% | Reduce -5.9% | 459,754 | $12.3M |
| Corient Private Wealth LP | 0.02% | Add +0.6% | 443,517 | $11.8M |
| ERn Financial, LLC | 1.74% | Reduce -1.4% | 427,448 | $11.4M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -7.6% | 375,000 | $10.0M |
| BIP Wealth, LLC | 0.68% | Add +8.9% | 372,152 | $9.9M |
| Morton Brown Family Wealth, LLC | 3.53% | Add +5.3% | 371,914 | $9.9M |
| Amundi | 0.00% | Add +81.9% | 351,900 | $9.1M |
| Leading Edge Financial Planning LLC | 2.95% | Reduce -4.1% | 329,700 | $8.8M |
| Cetera Investment Advisers | 0.02% | Reduce -47.2% | 315,989 | $8.4M |
| Money Design Co.,Ltd. | 0.41% | Add +35.3% | 311,404 | $8.3M |
| Bailard, Inc. | 0.21% | Add +0.6% | 303,031 | $8.1M |
| Lester Murray Antman dba SimplyRich | 2.09% | Reduce -6.3% | 281,334 | $7.5M |
| Waterford Advisors, LLC | 3.67% | Add +4.0% | 269,669 | $7.2M |
| Creative Planning | 0.01% | Reduce -6.3% | 267,782 | $7.1M |
| FSM Wealth Advisors, LLC | 1.74% | New | 245,368 | $6.5M |
| Naples Global Advisors, LLC | 0.59% | Add +6.9% | 235,961 | $6.3M |
| Brooklyn FI, LLC | 2.12% | Add +6.3% | 225,702 | $6.0M |
| Kooman & Associates | 2.22% | Add +3.8% | 225,007 | $6.0M |
| Deutsche Bank AG | 0.00% | New | 194,886 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +123.8% | 191,690 | $5.1M |
| Corrigan Financial, Inc. | 1.17% | Add +0.3% | 191,363 | $5.1M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -0.5% | 189,203 | $5.0M |
| GP Brinson Investments LLC | 2.03% | No change | 186,339 | $5.0M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -5.1% | 183,235 | $4.9M |
| RFP Financial Group LLC | 1.39% | Add +0.6% | 159,726 | $4.3M |
| Alhambra Investment Management LLC | 2.11% | Reduce -6.4% | 152,252 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.6% | 152,809 | $4.1M |
| SOL Capital Management CO | 0.45% | Reduce -2.8% | 150,335 | $4.0M |
| RS Crum Inc. | 0.83% | Reduce -2.2% | 133,355 | $3.6M |
| Merriman Wealth Management, LLC | 0.14% | Reduce -4.8% | 128,851 | $3.4M |
| Jane Street Group, LLC | 0.01% | Reduce -23.1% | 128,191 | $3.4M |
| SC&H Financial Advisors, Inc. | 0.74% | Add +3.9% | 127,316 | $3.4M |
| Arkos Global Advisors | 0.49% | Add +0.8% | 125,912 | $3.4M |
| Capasso Planning Partners LLC | 0.96% | Reduce -1.9% | 121,517 | $3.2M |
| Fiduciary Financial Group, LLC | 0.71% | Add +1.5% | 120,426 | $3.1M |
| Cutler Investment Counsel LLC | 0.39% | Add +938.2% | 116,483 | $3.1M |
| Callan Family Office, LLC | 0.47% | Add +4.6% | 105,428 | $2.8M |
| JFS Wealth Advisors, LLC | 0.17% | Add +18.1% | 95,679 | $2.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Add +8.5% | 93,743 | $2.5M |
| Foster Group, Inc. | 0.09% | Reduce -0.9% | 93,703 | $2.5M |
| Collective Family Office LLC | 0.60% | Add +1.9% | 83,195 | $2.2M |
| Arete Wealth Advisors, LLC | 0.19% | Reduce -27.5% | 82,757 | $2.2M |
| Emerald Advisors, LLC | 0.31% | Add +3.9% | 80,600 | $2.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -11.3% | 78,594 | $2.1M |
| Diversified, LLC | 0.22% | Add +10.8% | 76,619 | $2.0M |
| Diversified Enterprises, LLC | 0.22% | — | 76,619 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.2% | 75,604 | $2.0M |
| UBS Group AG | 0.00% | Reduce -52.1% | 75,154 | $2.0M |
| FAS Wealth Partners, Inc. | 0.16% | Reduce -2.2% | 74,948 | $2.0M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -13.2% | 72,465 | $1.9M |
| North Ridge Wealth Advisors, Inc. | 1.31% | Reduce -17.9% | 72,086 | $1.9M |
| Fiduciary Trust Co | 0.03% | New | 68,816 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -65.8% | 64,494 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -0.4% | 64,480 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.4% | 63,708 | $1.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 57,221 | $1.5M |
| Renaissance Technologies | 0.00% | Add +149.1% | 56,100 | $1.5M |
| Wealth Alliance, LLC | 0.18% | Reduce -1.2% | 56,100 | $1.5M |
| Morris Financial Concepts, Inc. | 0.64% | Reduce -4.2% | 55,628 | $1.5M |
| MB Generational Wealth, LLC | 1.02% | No change | 53,093 | $1.4M |
| Foundation Wealth Management, LLC | 1.06% | Reduce -6.2% | 52,539 | $1.4M |
| Level Financial Advisors | 0.53% | Add +0.1% | 51,880 | $1.4M |
| Aspiriant, LLC | 0.05% | Reduce -9.8% | 51,393 | $1.4M |
"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.