iShares Global REIT ETFREETETF
13F holders, Q1 2025 (March 31)280holders −8
20new positions
23sold out
1famous investor
$24.03avg. 13F price*
At the end of Q1 2025, 280 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, down 8 from Q4 2024. 20 opened new positions and 23 sold out. The largest holders were Valmark Advisers, Inc. ($138.6M), HSBC Holdings PLC ($137.8M) and BlackRock, Inc. ($119.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.3M |
| Exits | 23 | $16.7M |
All 13F filers, Q4 2024 → Q1 2025: 5,364,760 shares bought and 2,332,858 shares sold, net +3,031,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Valmark Advisers, Inc. | 2.10% | Add +1.2% | 5,714,409 | $138.6M |
| HSBC Holdings PLC | 0.09% | No change | 5,681,021 | $137.8M |
| BlackRock, Inc. | 0.00% | Add +5.3% | 4,936,699 | $119.8M |
| M&T Bank Corp | 0.43% | Add +9.7% | 4,917,036 | $119.3M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +6.8% | 4,880,660 | $118.4M |
| Morgan Stanley | 0.01% | Add +0.4% | 3,394,924 | $82.4M |
| Partners Capital Investment Group, LLP | 1.30% | Add +62.5% | 3,171,017 | $76.9M |
| Bank of Montreal | 0.04% | Reduce -4.9% | 2,706,594 | $65.7M |
| SageView Advisory Group, LLC | 2.76% | Add +12.0% | 2,663,387 | $64.6M |
| Savant Capital, LLC | 0.49% | Add +0.3% | 2,387,293 | $57.9M |
| LPL Financial LLC | 0.01% | Add +5.1% | 1,571,067 | $38.1M |
| Nepc LLC | 1.05% | Add +5.5% | 1,562,057 | $37.9M |
| Heritage Investment Group, Inc. | 7.11% | Add +2.9% | 1,558,893 | $37.8M |
| PDS Planning, Inc | 2.78% | Add +3.0% | 1,359,525 | $33.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -8.9% | 1,175,447 | $28.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.6% | 1,164,561 | $28.3M |
| Nicola Wealth Management LTD. | 2.67% | Add +15.3% | 1,128,300 | $27.4M |
| Modera Wealth Management, LLC | 0.35% | Add +6.1% | 1,056,894 | $25.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.25% | Add +6.4% | 1,016,662 | $24.7M |
| Capstone Financial Advisors, Inc. | 1.28% | Add +0.1% | 837,944 | $20.3M |
| Diversified Portfolios, Inc. | 2.08% | Add +5.7% | 815,769 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.4% | 790,219 | $19.2M |
| Bank of America Corp. | 0.00% | Reduce -11.3% | 741,311 | $18.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 719,177 | $17.4M |
| Royal Bank of Canada | 0.00% | Add +9.1% | 712,916 | $17.3M |
| Amundi | 0.01% | Add +83.3% | 700,000 | $16.6M |
| Money Design Co.,Ltd. | 0.81% | Add +30.6% | 667,729 | $16.2M |
| Brandywine Oak Private Wealth LLC | 1.46% | Add +2.5% | 612,379 | $14.9M |
| One Capital Management, LLC | 0.47% | Add +0.1% | 573,949 | $13.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.5% | 552,689 | $13.4M |
| Boston Standard Wealth Management, LLC | 2.82% | Reduce -6.5% | 551,157 | $12.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -10.9% | 510,015 | $12.4M |
| Cooper/Haims Advisors, LLC | 6.57% | Add +4.2% | 499,191 | $12.1M |
| Quent Capital, LLC | 1.24% | Add +0.0% | 488,923 | $11.9M |
| BIP Wealth, LLC | 0.71% | Add +6.8% | 451,560 | $11.0M |
| ERn Financial, LLC | 1.58% | Reduce -1.7% | 413,016 | $10.0M |
| Morton Brown Family Wealth, LLC | 3.35% | Add +3.9% | 406,435 | $9.9M |
| Corient Private Wealth LP | 0.02% | Reduce -9.4% | 396,226 | $9.6M |
| Waldron Private Wealth LLC | 0.45% | Reduce -21.6% | 391,493 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.8% | 372,963 | $9.0M |
| FSM Wealth Advisors, LLC | 1.85% | Add +29.0% | 339,075 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.21% | New | 335,016 | $8.1M |
| World Investment Advisors | 0.20% | Add +11.5% | 324,209 | $7.9M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -6.1% | 321,000 | $7.8M |
| Prime Buchholz LLC | 2.71% | No change | 319,330 | $7.7M |
| Leading Edge Financial Planning LLC | 2.42% | Add +0.6% | 318,877 | $7.7M |
| Cetera Investment Advisers | 0.01% | Add +4.4% | 312,438 | $7.6M |
| Bailard, Inc. | 0.19% | Reduce -0.2% | 302,057 | $7.3M |
| Waterford Advisors, LLC | 3.02% | Add +5.0% | 299,503 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -51.7% | 295,976 | $7.2M |
| Brooklyn FI, LLC | 2.00% | Add +12.9% | 267,385 | $6.5M |
| Naples Global Advisors, LLC | 0.61% | Add +6.8% | 266,785 | $6.5M |
| Creative Planning | 0.01% | Reduce -3.8% | 247,980 | $6.0M |
| Cutler Investment Counsel LLC | 0.72% | Add +33.0% | 247,808 | $6.0M |
| Focus Partners Wealth | 0.01% | Add +202.4% | 234,830 | $5.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +59.3% | 218,440 | $5.3M |
| Wealthspire Advisors, LLC | 0.03% | Add +1.8% | 200,406 | $4.9M |
| Wilshire Advisors LLC | 15.14% | Add +16.3% | 782,038 | $4.8M |
| Corrigan Financial, Inc. | 0.95% | Reduce -1.1% | 189,624 | $4.6M |
| GP Brinson Investments LLC | 1.98% | No change | 186,339 | $4.5M |
| Causey Wealth LLC | 2.47% | Add +15.7% | 182,001 | $4.4M |
| Lester Murray Antman dba SimplyRich | 1.24% | Reduce -31.7% | 176,521 | $4.3M |
| Alhambra Investment Management LLC | 2.16% | Add +2.3% | 173,100 | $4.2M |
| SOL Capital Management CO | 0.40% | Add +1.0% | 150,630 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +335.7% | 148,486 | $3.6M |
| RFP Financial Group LLC | 1.40% | Reduce -10.3% | 143,502 | $3.5M |
| Fiduciary Financial Group, LLC | 0.74% | Add +18.7% | 151,972 | $3.4M |
| SVB Wealth LLC | 0.14% | Reduce -21.0% | 140,247 | $3.4M |
| Arkos Global Advisors | 0.49% | Add +6.1% | 136,908 | $3.3M |
| RS Crum Inc. | 0.86% | Reduce -0.4% | 131,280 | $3.2M |
| SC&H Financial Advisors, Inc. | 0.61% | Reduce -1.4% | 127,236 | $3.1M |
| Callan Family Office, LLC | 0.21% | Reduce -2.6% | 115,942 | $2.8M |
| Manske Wealth Management | 1.05% | Add +0.6% | 114,708 | $2.8M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -38.2% | 111,285 | $2.7M |
| Apella Capital, LLC | 0.09% | Add +4.6% | 114,948 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -26.6% | 105,032 | $2.5M |
| Capasso Planning Partners LLC | 1.06% | Add +5.1% | 104,856 | $2.5M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 99,600 | $2.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Add +8.7% | 97,007 | $2.4M |
| JFS Wealth Advisors, LLC | 0.16% | Reduce -1.6% | 96,485 | $2.3M |
| Aurelius Family Office LLC | 1.14% | Add +0.5% | 92,443 | $2.2M |
| Emerald Advisors, LLC | 0.29% | Add +13.6% | 90,325 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.6% | 84,007 | $2.0M |
| Collective Family Office LLC | 0.54% | Reduce -2.8% | 83,085 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +4.3% | 78,743 | $1.9M |
| FAS Wealth Partners, Inc. | 0.15% | Add +1.2% | 76,769 | $1.9M |
| Wealthspire Retirement, LLC | 0.15% | Add +6.5% | 76,652 | $1.9M |
| Cornerstone Financial Group, LLC | 1.59% | Add +15.6% | 71,785 | $1.8M |
| MB Generational Wealth, LLC | 1.26% | Add +31.0% | 69,563 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.9% | 69,517 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +25.5% | 59,572 | $1.4M |
| Factor Wealth Management LTD | 0.44% | Add +10.1% | 58,663 | $1.4M |
| First National Advisers, LLC | 0.23% | No change | 58,100 | $1.4M |
| Matrix Trust Co | 0.23% | Add +49.2% | 56,749 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -1.9% | 56,649 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.09% | No change | 55,614 | $1.3M |
| Aegis Wealth Management LLC | 0.78% | Add +4.0% | 54,808 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +34.5% | 60,997 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.18% | Reduce -0.2% | 52,152 | $1.3M |
| Morris Financial Concepts, Inc. | 0.52% | Add +2.0% | 51,154 | $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.