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

0100200300400 Q1 2024: 264Q1 2024Q2 2024: 267Q2 2024Q3 2024: 271Q3 2024Q4 2024: 288Q4 2024Q1 2025: 280Q1 2025Q2 2025: 286Q2 2025Q3 2025: 289Q3 2025Q4 2025: 302Q4 2025Q1 2026: 301Q1 2026Q2 2026: 322Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions20$11.3M
Exits23$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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +45873.6% 50,571 $1.2M
Quadrature Capital Ltd 0.03% Reduce -12.7% 49,571 $1.2M
Foundation Wealth Management, LLC 0.94% Add +0.7% 49,573 $1.2M
Level Financial Advisors 0.41% Reduce -2.9% 49,493 $1.2M
UBS Group AG 0.00% Reduce -37.2% 49,420 $1.2M
Foster Group, Inc. 0.04% Reduce -5.0% 48,206 $1.2M
Fiduciary Trust Co 0.02% No change 47,856 $1.2M
NewEdge Advisors, LLC 0.01% Add +23.4% 47,066 $1.1M
Payne Capital Management, LLC 0.49% Reduce -11.3% 47,004 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -4.9% 46,530 $1.1M
Greenspring Advisors, LLC 0.27% Add +22.0% 46,134 $1.1M
Franklin Resources Inc. 0.00% No change 45,648 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +51.5% 45,553 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +51.5% 45,553 $1.1M
North Ridge Wealth Advisors, Inc. 0.70% Add +1.4% 43,029 $1.0M
Larson Financial Group LLC 0.05% Reduce -5.8% 41,827 $1.0M
Jones Financial Companies LLLP 0.00% Add +18.1% 41,753 $1.0M
Earned Wealth Advisors, LLC 0.22% Add +3.2% 40,981 $994K
Waypoint Wealth Partners Inc. 0.26% No change 39,050 $947K
Accelerate Investment Advisors LLC 0.79% Add +8.7% 38,711 $939K
Ameriprise Financial Inc. 0.00% Add +2.9% 37,774 $916K
TD Waterhouse Canada Inc. 0.01% Add +1.2% 37,437 $909K
Parkworth Wealth Management, Inc. 0.70% Add +2.5% 35,996 $873K
Quantinno Capital Management LP 0.01% New 35,000 $849K
Comerica Bank 0.00% Reduce -0.4% 33,791 $820K
MML Investors Services, LLC 0.00% Add +0.9% 33,112 $803K
Qube Research & Technologies Ltd 0.00% Add +0.7% 32,596 $791K
AE Wealth Management LLC 0.01% Reduce -3.0% 32,300 $784K
180 Wealth Advisors, LLC 0.12% Add +6.7% 31,776 $772K
Comprehensive Money Management Services LLC 0.61% Reduce -6.7% 31,114 $755K
Pathstone Holdings, LLC 0.00% Reduce -5.5% 30,542 $741K
Symmetry Partners, LLC 0.10% Reduce -4.0% 29,278 $710K
Insigneo Advisory Services, LLC 0.07% Reduce -4.6% 28,865 $700K
City National Bank of Florida 0.62% Add +59.7% 28,423 $690K
Aspiriant, LLC 0.02% Reduce -26.5% 28,296 $686K
Cresset Asset Management, LLC 0.00% Reduce -3.6% 27,973 $679K
EverSource Wealth Advisors, LLC 0.04% Add +1.1% 27,904 $677K
Simplicity Wealth,LLC 0.05% Add +56.0% 27,763 $674K
Harbor Group, Inc. 0.13% Add +0.2% 26,975 $654K
Gryphon Financial Partners LLC 0.10% Add +1.5% 26,486 $643K
Longview Financial Advisors LLC 0.42% Reduce -1.4% 26,213 $636K
Avant Financial Advisors LLC 0.57% Reduce -0.4% 25,922 $629K
Rathbones Group PLC 0.00% Add +5.8% 25,731 $624K
US Bancorp \de 0.00% No change 24,275 $589K
WealthPlan Investment Management, LLC 0.06% Reduce -4.9% 23,970 $582K
Courier Capital LLC 0.04% Add +9.3% 23,802 $577K
Chicago Partners Investment Group LLC 0.02% Add +0.4% 23,301 $569K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.5% 22,564 $547K
Sunbelt Securities, Inc. 0.05% Reduce -1.8% 21,461 $521K
CI Investments Inc. 0.00% Reduce -3.8% 21,216 $515K
First National Bank of Omaha 0.04% Add +9.9% 21,163 $513K
Total Wealth Planning, LLC 0.08% Reduce -6.8% 20,884 $507K
Captrust Financial Advisors 0.00% Reduce -1.4% 20,046 $486K
Aptus Capital Advisors, LLC 0.01% Add +9.6% 19,842 $481K
McLean Asset Management Corp 0.16% Add +1.8% 22,237 $480K
Beacon Pointe Advisors, LLC 0.01% No change 19,631 $476K
DGS Capital Management, LLC 0.12% Add +3.2% 19,480 $473K
Equitable Holdings, Inc. 0.00% No change 19,470 $472K
Leo Wealth, LLC 0.07% Reduce -1.4% 19,295 $468K
Twelve Points Wealth Management LLC 0.13% Add +2.8% 19,167 $465K
OneDigital Investment Advisors LLC 0.01% Reduce -2.2% 18,950 $460K
Private Wealth Management Group, LLC 0.17% Reduce -11.4% 18,742 $455K
Ameritas Advisory Services, LLC 0.02% Reduce -0.7% 18,693 $453K
Seaside Wealth Management, Inc. 0.16% Add +0.2% 18,494 $449K
D. E. Shaw & Co. 0.00% Add +96.0% 17,793 $432K
Cwm, LLC 0.00% Reduce -6.5% 17,679 $429K
Abel Hall, LLC 0.26% No change 17,592 $427K
Guardian Wealth Advisors, LLC / NC 0.03% Add +7.9% 17,265 $419K
Sanctuary Advisors, LLC 0.00% Reduce -4.4% 17,250 $418K
Strive Asset Management, LLC 0.29% Reduce -5.9% 17,014 $413K
Mission Wealth Management, LP 0.01% Reduce -1.2% 16,848 $409K
IFP Advisors, Inc 0.01% Reduce -11.7% 16,387 $398K
PNC Financial Services Group, Inc. 0.00% Reduce -2.6% 16,334 $396K
Virtu Financial LLC 0.02% New 16,293 $395K
Intrua Financial, LLC 0.06% New 15,150 $368K
HRT Financial LP 0.00% New 14,992 $363K
First Interstate Bank 0.02% Reduce -3.1% 14,514 $352K
Peapack Gladstone Financial Corp. 0.00% Reduce -4.7% 13,626 $331K
Mariner, LLC 0.00% Add +1.4% 13,499 $327K
Rik Saylor Financial, Inc. 0.28% Reduce -2.6% 13,154 $319K
Prime Capital Investment Advisors, LLC 0.00% Add +0.7% 13,111 $318K
Claro Advisors Inc. 0.04% Add +6.5% 12,908 $313K
Aire Advisors, LLC 0.06% Reduce -35.3% 12,540 $304K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.3% 12,539 $304K
First Citizens Bank & Trust Co. 0.01% Reduce -9.3% 12,435 $302K
Integrated Wealth Concepts LLC 0.00% Add +0.2% 12,066 $293K
TPG Financial Advisors, LLC 0.13% Reduce -70.7% 11,839 $287K
Aviso Financial Inc. 0.01% New 11,453 $278K
Stifel Financial Corp. 0.00% Add +9.8% 11,292 $274K
Ballentine Partners, LLC 0.00% Add +27.8% 11,245 $273K
Betterment LLC 0.00% Add +5.3% 11,035 $268K
Financial Management Network Inc. 0.06% Reduce -0.8% 11,665 $256K
Clarity Wealth Development LLC 0.28% New 10,484 $253K
Capital Analysts, LLC 0.01% Reduce -5.3% 10,320 $250K
Regatta Capital Group, LLC 0.05% Reduce -1.5% 10,230 $248K
Compagnie Lombard Odier SCmA 0.00% No change 10,200 $247K
International Private Wealth Advisors LLC 0.23% Add +16.2% 10,036 $243K
Integrated Advisors Network LLC 0.01% No change 10,000 $243K
UMB Bank, n.a. 0.00% Reduce -22.6% 9,808 $238K
Clearstead Advisors, LLC 0.00% Reduce -2.2% 9,800 $238K
Triumph Capital Management 0.08% Reduce -6.4% 9,680 $235K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -14.3% 101,986 $233K
Diversified Enterprises, LLC 0.02% Reduce -43.8% 9,426 $229K
First Foundation Advisors 0.01% No change 9,254 $225K
Cypress Point Wealth Management, LLC 0.07% Reduce -16.6% 9,240 $224K
Whittier Trust Co. 0.00% No change 9,000 $218K
Castlekeep Investment Advisors LLC 0.11% New 8,860 $215K
National Bank of Canada 0.00% Reduce -91.5% 8,720 $212K
Pitcairn Co. 0.01% Reduce -8.5% 8,350 $203K
FMR LLC 0.00% Reduce -16.2% 7,505 $182K
SouthState Bank Corp 0.01% New 5,790 $140K
Orion Capital Management LLC 0.06% Reduce -0.8% 5,448 $132K
Citigroup Inc. 0.00% Add +12.9% 5,222 $127K
Breakwater Investment Management 0.05% No change 5,095 $124K
Ascentis Wealth Management, LLC 0.04% No change 5,050 $123K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Reduce -45.4% 4,845 $118K
Farther Finance Advisors, LLC 0.00% Add +231.7% 4,826 $117K
Phillips Financial Management, LLC 0.01% No change 4,500 $109K
Tacita Capital Inc 0.07% Add +41.1% 4,262 $103K
St Germain D J Co. Inc. 0.00% No change 4,250 $103K
Trust Co. of Vermont 0.00% Add +2.8% 3,991 $97K
Sage Mountain Advisors LLC 0.01% Reduce -17.7% 3,731 $91K
AdvisorNet Financial, Inc 0.01% Add +0.9% 3,614 $88K
IAG Wealth Partners, LLC 0.01% No change 3,584 $87K
Elevation Wealth Partners, LLC 0.04% Add +0.3% 3,444 $84K
Parkside Financial Bank & Trust 0.01% New 3,089 $75K
O'shaughnessy Asset Management, LLC 0.00% Add +195.2% 3,085 $75K
Toronto Dominion Bank 0.00% Add +25.4% 3,080 $75K
Elevate Wealth Advisory, Inc. 0.05% No change 2,992 $73K
Urban Financial Advisory Corp 0.03% New 2,593 $63K
Valley National Advisers Inc. 0.01% New 2,374 $57K
Quadrant Capital Group LLC 0.00% No change 2,212 $54K
Horizon Financial Services, LLC 0.03% New 1,989 $48K
MAI Capital Management 0.00% Reduce -0.9% 1,944 $47K
Rosenberg Matthew Hamilton 0.01% No change 1,921 $47K
Creative Capital Management Investments LLC 0.02% No change 1,836 $45K
Parallel Advisors, LLC 0.00% Reduce -39.3% 1,720 $42K
Continuum Advisory, LLC 0.00% Reduce -4.9% 1,466 $36K
SYM FINANCIAL Corp 0.00% No change 1,413 $34K
Private Trust Co. NA 0.00% No change 1,171 $28K
Signaturefd, LLC 0.00% Add +60.3% 872 $21K
Biltmore Family Office, LLC 0.00% No change 850 $21K
Sava Infond d.o.o. 0.00% Reduce -51.5% 800 $19K
Transce3nd, LLC 0.01% Add +77.2% 737 $18K
New Millennium Group LLC 0.01% No change 664 $16K
Raleigh Capital Management Inc. 0.01% Reduce -2.9% 644 $16K
Bfsg, LLC 0.00% No change 629 $15K
CX Institutional 0.00% New 574 $14K
Glenmede Trust Co. NA 0.00% Reduce -89.9% 574 $14K
Front Row Advisors LLC 0.00% No change 500 $12K
Financial Gravity Asset Management, Inc. 0.00% — 424 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 420 $10K
GPS Wealth Strategies Group, LLC 0.00% Add +347.8% 412 $10K
Holos Integrated Wealth LLC 0.01% No change 332 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -94.7% 273 $7K
Golden State Wealth Management, LLC 0.00% No change 268 $7K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -11.6% 236 $6K
Lanark Financial, Inc. 0.00% — 238 $5K
Federation des caisses Desjardins du Quebec 0.00% New 206 $5K
Wolff Wiese Magana LLC 0.00% Reduce -10.7% 200 $5K
Investors Research Corp 0.00% No change 196 $5K
Integrity Financial Corp 0.00% New 191 $5K
Keener Financial Planning LLC 0.00% No change 204 $4K
Harbour Investments, Inc. 0.00% Reduce -4.3% 157 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 143 $3K
Creative Financial Designs Inc. 0.00% No change 142 $3K
Principal Securities, Inc. 0.00% No change 138 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 127 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 126 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $2K
Founders Financial Alliance, LLC 0.00% No change 79 $2K
Spire Wealth Management 0.00% No change 70 $2K
Versant Capital Management, Inc 0.00% No change 56 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 20 $472
Redmont Wealth Advisors LLC 0.00% New 18 $437
Allworth Financial LP 0.00% Reduce -99.8% 10 $239
CoreCap Advisors, LLC 0.00% Reduce -99.3% 9 $218
Sandy Spring Bank 0.00% New 8 $195
Davis Capital Management 0.00% No change 1 $24
Hughes Financial Services, LLC 0.00% New 1 $24

"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.