iShares Global REIT ETFREETETF
13F holders, Q4 2024 (December 31)288holders +17
28new positions
32sold out
1famous investor
$24.07avg. 13F price*
At the end of Q4 2024, 288 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 17 from Q3 2024. 28 opened new positions and 32 sold out. The largest holders were HSBC Holdings PLC ($136.2M), Valmark Advisers, Inc. ($135.3M) and BlackRock, Inc. ($112.4M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $29.0M |
| Exits | 32 | $48.9M |
All 13F filers, Q3 2024 → Q4 2024: 6,716,233 shares bought and 6,689,867 shares sold, net +26,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| HSBC Holdings PLC | 0.08% | Add +35.2% | 5,681,021 | $136.2M |
| Valmark Advisers, Inc. | 2.10% | Add +5.5% | 5,645,446 | $135.3M |
| BlackRock, Inc. | 0.00% | Reduce -10.3% | 4,689,576 | $112.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -4.9% | 4,569,183 | $109.5M |
| M&T Bank Corp | 0.36% | Add +13.1% | 4,481,366 | $107.4M |
| Morgan Stanley | 0.01% | Reduce -4.3% | 3,382,581 | $81.1M |
| Bank of Montreal | 0.03% | Reduce 0.0% | 2,846,594 | $68.2M |
| Savant Capital, LLC | 0.45% | Reduce -0.3% | 2,381,243 | $57.1M |
| SageView Advisory Group, LLC | 2.45% | Add +24.1% | 2,377,760 | $57.0M |
| Partners Capital Investment Group, LLP | 1.29% | Reduce -14.9% | 1,950,914 | $46.8M |
| Heritage Investment Group, Inc. | 6.78% | Add +0.3% | 1,515,544 | $36.3M |
| LPL Financial LLC | 0.01% | Add +42.5% | 1,494,856 | $35.8M |
| Nepc LLC | 0.95% | Add +28.8% | 1,480,023 | $35.5M |
| Nicola Wealth Management LTD. | 3.19% | Add +57.0% | 978,300 | $33.7M |
| PDS Planning, Inc | 2.81% | Add +2.9% | 1,320,548 | $31.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -15.4% | 1,290,038 | $30.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.2% | 1,288,595 | $30.9M |
| Modera Wealth Management, LLC | 0.29% | Add +5.3% | 996,506 | $23.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.23% | Reduce -1.3% | 955,407 | $22.9M |
| Capstone Financial Advisors, Inc. | 1.24% | Reduce -1.2% | 837,555 | $20.1M |
| Bank of America Corp. | 0.00% | Add +4.5% | 835,875 | $20.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.7% | 801,718 | $19.2M |
| Diversified Portfolios, Inc. | 2.02% | Add +7.7% | 772,173 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +6.9% | 725,254 | $17.4M |
| Wilshire Advisors LLC | 5.89% | Add +46.3% | 672,735 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 653,677 | $15.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -18.3% | 612,382 | $14.7M |
| Brandywine Oak Private Wealth LLC | 1.40% | Add +2.8% | 597,355 | $14.3M |
| Boston Standard Wealth Management, LLC | 2.75% | Add +1.9% | 589,380 | $14.1M |
| One Capital Management, LLC | 0.46% | Reduce -3.5% | 573,651 | $13.8M |
| BNP Paribas Financial Markets | 0.01% | Add +10.8% | 572,735 | $13.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.2% | 555,427 | $13.3M |
| Money Design Co.,Ltd. | 0.63% | Add +64.2% | 511,462 | $12.2M |
| Waldron Private Wealth LLC | 0.48% | Reduce -0.9% | 499,037 | $12.0M |
| Quent Capital, LLC | 1.21% | Add +0.2% | 488,734 | $11.7M |
| Cooper/Haims Advisors, LLC | 6.51% | Add +2.0% | 479,138 | $11.5M |
| Corient Private Wealth LP | 0.02% | Reduce -1.4% | 437,474 | $10.5M |
| BIP Wealth, LLC | 0.68% | Add +13.6% | 422,592 | $10.1M |
| ERn Financial, LLC | 1.51% | Reduce -1.7% | 420,130 | $10.1M |
| Morton Brown Family Wealth, LLC | 3.27% | Add +5.2% | 391,367 | $9.4M |
| Amundi | 0.00% | Add +8.5% | 381,900 | $9.1M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -8.8% | 342,000 | $8.2M |
| Prime Buchholz LLC | 2.50% | — | 319,330 | $7.7M |
| Leading Edge Financial Planning LLC | 2.49% | Reduce -3.9% | 316,857 | $7.6M |
| Bailard, Inc. | 0.19% | Reduce -0.1% | 302,609 | $7.3M |
| Cetera Investment Advisers | 0.01% | Reduce -5.3% | 299,247 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +292.0% | 296,367 | $7.1M |
| World Investment Advisors | 0.19% | New | 290,747 | $7.0M |
| Waterford Advisors, LLC | 3.48% | Add +5.8% | 285,271 | $6.8M |
| FSM Wealth Advisors, LLC | 1.55% | Add +7.1% | 262,887 | $6.3M |
| Lester Murray Antman dba SimplyRich | 1.77% | Reduce -8.2% | 258,393 | $6.2M |
| Creative Planning | 0.01% | Reduce -3.7% | 257,779 | $6.2M |
| Naples Global Advisors, LLC | 0.56% | Add +5.8% | 249,760 | $6.0M |
| Brooklyn FI, LLC | 1.89% | Add +4.9% | 236,783 | $5.7M |
| Kooman & Associates | 2.04% | Add +4.4% | 234,848 | $5.6M |
| Wealthspire Advisors, LLC | 0.05% | Add +4.0% | 196,779 | $4.7M |
| Corrigan Financial, Inc. | 1.05% | Add +0.2% | 191,672 | $4.6M |
| Cutler Investment Counsel LLC | 0.56% | Add +60.0% | 186,392 | $4.5M |
| GP Brinson Investments LLC | 1.84% | No change | 186,339 | $4.5M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -1.8% | 180,013 | $4.3M |
| SVB Wealth LLC | 0.08% | New | 177,519 | $4.3M |
| Alhambra Investment Management LLC | 2.08% | Add +11.1% | 169,155 | $4.1M |
| RFP Financial Group LLC | 1.50% | Add +0.1% | 159,940 | $3.8M |
| Causey Wealth LLC | 2.20% | — | 157,368 | $3.8M |
| SOL Capital Management CO | 0.40% | Reduce -0.8% | 149,090 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.4% | 143,042 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -28.5% | 137,110 | $3.3M |
| RS Crum Inc. | 0.78% | Reduce -1.2% | 131,780 | $3.2M |
| Arkos Global Advisors | 0.45% | Add +2.5% | 129,029 | $3.1M |
| SC&H Financial Advisors, Inc. | 0.64% | Add +1.3% | 128,985 | $3.1M |
| Merriman Wealth Management, LLC | 0.13% | No change | 128,851 | $3.1M |
| Arete Wealth Advisors, LLC | 0.22% | Add +52.2% | 125,932 | $3.0M |
| Fiduciary Financial Group, LLC | 0.65% | Add +6.3% | 128,038 | $3.0M |
| Callan Family Office, LLC | 0.18% | Add +12.9% | 119,032 | $2.9M |
| Manske Wealth Management | 1.09% | — | 114,008 | $2.7M |
| Apella Capital, LLC | 0.10% | New | 109,857 | $2.6M |
| National Bank of Canada | 0.00% | Add +59.9% | 103,138 | $2.5M |
| Capasso Planning Partners LLC | 0.96% | Reduce -17.9% | 99,788 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | New | 99,600 | $2.4M |
| JFS Wealth Advisors, LLC | 0.16% | Add +2.5% | 98,025 | $2.3M |
| Aurelius Family Office LLC | 1.11% | — | 92,024 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 89,902 | $2.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -4.8% | 89,232 | $2.1M |
| Collective Family Office LLC | 0.56% | Add +2.7% | 85,465 | $2.0M |
| Emerald Advisors, LLC | 0.26% | Reduce -1.3% | 79,547 | $1.9M |
| UBS Group AG | 0.00% | Add +4.7% | 78,708 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +102.3% | 77,649 | $1.9M |
| FAS Wealth Partners, Inc. | 0.15% | Add +1.2% | 75,833 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +17.1% | 75,511 | $1.8M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -0.7% | 71,951 | $1.7M |
| Waverly Advisors, LLC | 0.03% | New | 70,833 | $1.7M |
| Macquarie Group Ltd. | 0.00% | Reduce -10.2% | 70,613 | $1.7M |
| Cornerstone Financial Group, LLC | 1.47% | — | 62,100 | $1.5M |
| AlphaCentric Advisors LLC | 1.44% | New | 60,000 | $1.4M |
| Crossingbridge Advisors, LLC | 1.20% | New | 60,000 | $1.4M |
| First National Advisers, LLC | 0.23% | Add +34.2% | 58,100 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +1.0% | 57,776 | $1.4M |
| Quadrature Capital Ltd | 0.03% | New | 56,764 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.09% | Reduce -97.8% | 55,614 | $1.3M |
| Factor Wealth Management LTD | 0.42% | — | 53,274 | $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.