iShares Global REIT ETFREETETF
13F holders, Q2 2025 (June 30)286holders +6
24new positions
16sold out
1famous investor
$24.79avg. 13F price*
At the end of Q2 2025, 286 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 6 from Q1 2025. 24 opened new positions and 16 sold out. The largest holders were Valmark Advisers, Inc. ($143.7M), HSBC Holdings PLC ($140.3M) and Northwestern Mutual Wealth Management Co. ($123.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $34.5M |
| Exits | 16 | $12.4M |
All 13F filers, Q1 2025 → Q2 2025: 4,379,874 shares bought and 5,368,144 shares sold, net −988,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| Valmark Advisers, Inc. | 2.00% | Add +1.8% | 5,816,994 | $143.7M |
| HSBC Holdings PLC | 0.09% | No change | 5,681,021 | $140.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +2.7% | 5,013,169 | $123.8M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 4,936,996 | $121.9M |
| M&T Bank Corp | 0.42% | Reduce -0.1% | 4,912,571 | $121.3M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 3,392,807 | $83.8M |
| SageView Advisory Group, LLC | 2.76% | Add +10.8% | 2,951,690 | $73.0M |
| Savant Capital, LLC | 0.47% | Add +9.7% | 2,619,388 | $64.7M |
| Bank of Montreal | 0.02% | Reduce -27.9% | 1,950,176 | $48.2M |
| Nepc LLC | 1.16% | Add +18.5% | 1,851,623 | $45.7M |
| LPL Financial LLC | 0.01% | Add +3.0% | 1,617,901 | $40.0M |
| Heritage Investment Group, Inc. | 6.71% | Add +1.1% | 1,575,201 | $38.9M |
| PDS Planning, Inc | 2.62% | Add +4.6% | 1,422,662 | $35.1M |
| Partners Capital Investment Group, LLP | 1.34% | Reduce -57.8% | 1,338,032 | $33.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.4% | 1,203,517 | $29.7M |
| Modera Wealth Management, LLC | 0.36% | Add +11.8% | 1,181,583 | $29.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.9% | 1,164,926 | $28.8M |
| Bank of America Corp. | 0.00% | Add +42.1% | 1,053,734 | $26.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.23% | Add +2.1% | 1,038,021 | $25.6M |
| Jane Street Group, LLC | 0.04% | New | 975,311 | $24.1M |
| Nicola Wealth Management LTD. | 2.09% | Reduce -19.9% | 903,300 | $22.3M |
| Royal Bank of Canada | 0.00% | Add +24.8% | 889,389 | $22.0M |
| Diversified Portfolios, Inc. | 2.01% | Add +4.7% | 853,902 | $21.1M |
| Capstone Financial Advisors, Inc. | 1.21% | Add +0.4% | 841,329 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.3% | 792,184 | $19.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 716,662 | $17.7M |
| Amundi | 0.01% | No change | 700,000 | $17.4M |
| Brandywine Oak Private Wealth LLC | 1.43% | Add +2.0% | 624,804 | $15.4M |
| Boston Standard Wealth Management, LLC | 2.72% | Add +11.1% | 612,418 | $15.1M |
| One Capital Management, LLC | 0.49% | Add +0.6% | 577,488 | $14.3M |
| Cooper/Haims Advisors, LLC | 6.30% | Add +3.7% | 517,646 | $12.8M |
| Quent Capital, LLC | 1.21% | Add +3.9% | 508,202 | $12.6M |
| Money Design Co.,Ltd. | 0.60% | Reduce -26.3% | 492,368 | $12.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.7% | 453,964 | $11.2M |
| BIP Wealth, LLC | 0.68% | Reduce -0.7% | 448,210 | $11.1M |
| Morton Brown Family Wealth, LLC | 3.24% | Add +6.1% | 431,190 | $10.7M |
| FSM Wealth Advisors, LLC | 1.73% | Add +26.9% | 430,419 | $10.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.06% | Add +97.3% | 430,936 | $10.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -18.1% | 417,800 | $10.3M |
| ERn Financial, LLC | 2.15% | Reduce -0.2% | 412,357 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -30.7% | 383,113 | $9.5M |
| Waldron Private Wealth LLC | 0.41% | Reduce -2.2% | 382,996 | $9.5M |
| Corient Private Wealth LP | 0.01% | Reduce -8.5% | 362,651 | $9.0M |
| World Investment Advisors | 0.18% | Reduce -2.5% | 315,973 | $7.8M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -5.8% | 315,531 | $7.8M |
| Brooklyn FI, LLC | 1.96% | Add +15.9% | 309,953 | $7.7M |
| Leading Edge Financial Planning LLC | 2.13% | Reduce -2.9% | 309,613 | $7.6M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -3.7% | 309,000 | $7.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.4% | 304,892 | $7.5M |
| Bailard, Inc. | 0.18% | Add +0.8% | 304,540 | $7.5M |
| Waterford Advisors, LLC | 2.76% | Reduce -88.5% | 34,411 | $7.5M |
| Naples Global Advisors, LLC | 0.61% | Add +7.8% | 287,456 | $7.1M |
| Focus Partners Wealth | 0.01% | Add +18.0% | 276,997 | $6.8M |
| Cutler Investment Counsel LLC | 0.75% | Add +9.8% | 272,096 | $6.7M |
| Creative Planning | 0.01% | Reduce -1.1% | 245,241 | $6.1M |
| Prime Buchholz LLC | 1.86% | Reduce -26.3% | 235,330 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -33.8% | 196,002 | $4.9M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -3.8% | 192,801 | $4.8M |
| Causey Wealth LLC | 2.44% | Add +5.5% | 192,066 | $4.7M |
| GP Brinson Investments LLC | 1.96% | No change | 186,339 | $4.6M |
| Alhambra Investment Management LLC | 2.12% | Reduce -0.1% | 172,869 | $4.3M |
| Lester Murray Antman dba SimplyRich | 1.17% | Reduce -4.0% | 169,422 | $4.2M |
| Fiduciary Financial Group, LLC | 0.71% | Add +4.3% | 158,507 | $3.9M |
| SOL Capital Management CO | 0.36% | Reduce -0.0% | 150,600 | $3.7M |
| Toronto Dominion Bank | 0.01% | Add +4770.1% | 150,000 | $3.7M |
| RFP Financial Group LLC | 1.43% | Reduce -2.2% | 140,404 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.8% | 135,406 | $3.3M |
| Arkos Global Advisors | 0.44% | Reduce -5.2% | 129,737 | $3.2M |
| SC&H Financial Advisors, Inc. | 0.53% | Reduce -0.6% | 126,454 | $3.1M |
| Manske Wealth Management | 0.98% | Add +4.5% | 119,874 | $3.0M |
| Great Lakes Advisors, LLC | 0.02% | Add +3.7% | 115,379 | $2.8M |
| Hills Bank & Trust Co | 0.17% | New | 108,843 | $2.7M |
| Collective Family Office LLC | 0.65% | Add +24.2% | 103,198 | $2.5M |
| RS Crum Inc. | 0.61% | Reduce -21.6% | 102,875 | $2.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Add +4.0% | 100,850 | $2.5M |
| Callan Family Office, LLC | 0.08% | Reduce -14.4% | 99,216 | $2.5M |
| Aurelius Family Office LLC | 1.13% | Add +4.3% | 96,381 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -7.9% | 93,891 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +11.7% | 93,836 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.9% | 93,628 | $2.3M |
| UBS Group AG | 0.00% | Add +88.9% | 93,371 | $2.3M |
| Emerald Advisors, LLC | 0.29% | Add +2.4% | 92,492 | $2.3M |
| Apella Capital, LLC | 0.06% | Reduce -21.9% | 89,822 | $2.2M |
| JFS Wealth Advisors, LLC | 0.13% | Reduce -11.4% | 85,500 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +80.7% | 84,074 | $2.1M |
| FAS Wealth Partners, Inc. | 0.14% | Add +3.3% | 79,280 | $2.0M |
| Cornerstone Financial Group, LLC | 1.61% | Add +6.8% | 76,635 | $1.9M |
| Capasso Planning Partners LLC | 1.06% | Reduce -27.5% | 76,024 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -8.4% | 72,162 | $1.8M |
| Waverly Advisors, LLC | 0.02% | No change | 69,517 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.6% | 68,060 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 66,334 | $1.6M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -14.2% | 65,804 | $1.6M |
| Factor Wealth Management LTD | 0.44% | Add +10.4% | 64,780 | $1.6M |
| SVB Wealth LLC | 0.08% | Reduce -54.5% | 63,817 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +48.4% | 61,945 | $1.5M |
| XY Planning Network, Inc. | 0.49% | New | 58,651 | $1.4M |
| First National Advisers, LLC | 0.21% | No change | 58,100 | $1.4M |
| Matrix Trust Co | 0.23% | Add +0.9% | 57,259 | $1.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 56,649 | $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.