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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions24$34.5M
Exits16$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
Oxford Financial Group, LTD. LLC 0.08% Add +1.3% 56,352 $1.4M
JPMorgan Chase & Co. 0.00% Reduce -5.6% 56,246 $1.4M
Aegis Wealth Management LLC 0.80% No change 54,808 $1.3M
Morris Financial Concepts, Inc. 0.49% Reduce -1.3% 50,484 $1.2M
Foundation Wealth Management, LLC 0.84% Reduce -1.6% 48,785 $1.2M
Peirce Capital Management, LLC 0.52% New 47,371 $1.2M
Payne Capital Management, LLC 0.45% Reduce -0.1% 46,955 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -1.4% 46,407 $1.1M
Qube Research & Technologies Ltd 0.00% Add +41.1% 46,006 $1.1M
Foster Group, Inc. 0.04% Reduce -7.8% 44,434 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.9% 43,780 $1.1M
North Ridge Wealth Advisors, Inc. 0.65% Reduce -0.0% 43,018 $1.1M
Franklin Resources Inc. 0.00% Reduce -6.7% 42,591 $1.1M
Level Financial Advisors 0.32% Reduce -15.5% 41,840 $1.0M
TD Waterhouse Canada Inc. 0.01% Add +9.1% 40,855 $1.0M
Earned Wealth Advisors, LLC 0.20% Add +0.0% 40,993 $1.0M
Accelerate Investment Advisors LLC 0.74% Add +3.9% 40,204 $993K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -21.4% 39,747 $982K
MIdWestOne Financial Group, Inc. 0.13% Reduce -24.1% 39,592 $978K
Waypoint Wealth Partners Inc. 0.23% No change 39,050 $965K
Farther Finance Advisors, LLC 0.02% Add +708.5% 39,019 $964K
Sterling Wealth Management, Inc. 0.31% — 36,838 $910K
Parkworth Wealth Management, Inc. 0.65% Add +1.1% 36,375 $898K
Ameriprise Financial Inc. 0.00% Reduce -5.0% 35,888 $884K
Comerica Bank 0.00% Add +0.6% 33,995 $840K
MML Investors Services, LLC 0.00% Add +1.3% 33,543 $829K
Larson Financial Group LLC 0.03% Reduce -20.3% 33,349 $824K
City National Bank of Florida 0.60% Add +17.1% 33,293 $822K
Simplicity Wealth,LLC 0.03% Add +19.9% 33,293 $822K
180 Wealth Advisors, LLC 0.11% Add +2.0% 32,426 $801K
AE Wealth Management LLC 0.01% Reduce -5.4% 30,550 $755K
Comprehensive Money Management Services LLC 0.55% Reduce -5.5% 29,389 $726K
Cresset Asset Management, LLC 0.00% Add +3.5% 28,957 $715K
Symmetry Partners, LLC 0.09% Reduce -3.9% 28,135 $695K
Avant Financial Advisors LLC 0.55% Add +4.1% 26,976 $666K
Gryphon Financial Partners LLC 0.09% Add +1.1% 26,773 $661K
Harbor Group, Inc. 0.12% Reduce -1.4% 26,600 $657K
Comprehensive Wealth Management, LLC 0.52% New 26,241 $648K
Longview Financial Advisors LLC 0.39% Reduce -2.7% 25,507 $630K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.9% 25,252 $624K
WealthPlan Investment Management, LLC 0.04% Add +1.3% 24,277 $600K
US Bancorp \de 0.00% No change 24,275 $600K
Chicago Partners Investment Group LLC 0.02% Add +0.6% 23,443 $592K
Courier Capital LLC 0.04% Reduce -0.4% 23,702 $585K
McLean Asset Management Corp 0.14% Reduce -0.8% 22,049 $549K
Insigneo Advisory Services, LLC 0.05% Reduce -23.8% 21,986 $543K
Rathbones Group PLC 0.00% Reduce -16.5% 21,486 $531K
First National Bank of Omaha 0.03% Add +0.7% 21,300 $526K
Sunbelt Securities, Inc. 0.05% Add +1.8% 21,856 $524K
HRT Financial LP 0.00% Add +39.6% 20,929 $516K
Aptus Capital Advisors, LLC 0.01% Add +3.0% 20,437 $505K
Total Wealth Planning, LLC 0.06% Reduce -2.5% 20,373 $503K
CI Investments Inc. 0.00% Reduce -4.0% 20,368 $503K
Twelve Points Wealth Management LLC 0.13% Add +5.6% 20,235 $500K
Aspiriant, LLC 0.02% Reduce -28.6% 20,204 $499K
Captrust Financial Advisors 0.00% Add +0.0% 20,048 $495K
Leo Wealth, LLC 0.04% Add +2.1% 19,694 $486K
Equitable Holdings, Inc. 0.00% No change 19,470 $481K
Seaside Wealth Management, Inc. 0.15% Add +4.5% 19,336 $478K
DGS Capital Management, LLC 0.10% Reduce -1.3% 19,226 $475K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.3% 18,980 $469K
Guardian Wealth Advisors, LLC / NC 0.03% Add +3.5% 17,860 $441K
Private Wealth Management Group, LLC 0.14% Reduce -7.4% 17,348 $428K
Sanctuary Advisors, LLC 0.00% Add +0.2% 17,283 $427K
Squarepoint Ops LLC 0.00% New 17,236 $426K
Pathstone Holdings, LLC 0.00% Reduce -45.3% 16,722 $413K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 16,356 $404K
Betterment LLC 0.00% Add +44.1% 15,906 $393K
CGN Advisors LLC 0.04% New 15,892 $393K
Mission Wealth Management, LP 0.01% Reduce -6.4% 15,764 $389K
D. E. Shaw & Co. 0.00% Reduce -12.6% 15,558 $384K
Abel Hall, LLC 0.17% Reduce -13.4% 15,240 $376K
Peapack Gladstone Financial Corp. 0.01% Add +10.8% 15,092 $373K
First Interstate Bank 0.02% No change 14,514 $358K
OneDigital Investment Advisors LLC 0.00% Reduce -27.3% 13,770 $340K
Mariner, LLC 0.00% Add +0.2% 13,527 $334K
Aire Advisors, LLC 0.06% Add +4.1% 13,050 $322K
Rik Saylor Financial, Inc. 0.25% Reduce -1.2% 12,993 $321K
Cwm, LLC 0.00% Reduce -27.7% 12,788 $316K
Aviso Financial Inc. 0.01% Add +7.1% 12,267 $303K
Financial Management Network Inc. 0.05% Add +1.1% 11,797 $294K
Integrated Wealth Concepts LLC 0.00% Reduce -3.2% 11,679 $288K
Stifel Financial Corp. 0.00% Add +3.2% 11,656 $288K
Prime Capital Investment Advisors, LLC 0.00% Reduce -11.1% 11,652 $288K
Harvest Fund Management Co., Ltd 0.01% New 11,400 $282K
Parkside Advisors LLC 0.06% New 11,206 $277K
Clarity Wealth Development LLC 0.27% Add +4.6% 10,965 $271K
Ballentine Partners, LLC 0.00% Reduce -4.7% 10,714 $265K
International Private Wealth Advisors LLC 0.22% Add +4.0% 10,437 $258K
Capital Analysts, LLC 0.01% No change 10,320 $255K
Regatta Capital Group, LLC 0.04% No change 10,230 $253K
Compagnie Lombard Odier SCmA 0.00% No change 10,200 $252K
Integrated Advisors Network LLC 0.01% Add +1.1% 10,105 $250K
Trust Co. of Vermont 0.01% Add +150.7% 10,007 $247K
StoneX Group Inc. 0.01% New 9,768 $241K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -22.1% 9,763 $241K
Claro Advisors Inc. 0.04% Reduce -25.6% 9,608 $237K
First Foundation Advisors 0.01% No change 9,254 $229K
Maseco LLP 0.01% — 8,999 $222K
Whittier Trust Co. 0.00% No change 9,000 $222K
Castlekeep Investment Advisors LLC 0.11% Add +0.3% 8,891 $220K
Clearstead Advisors, LLC 0.00% Reduce -11.0% 8,724 $215K
First Citizens Bank & Trust Co. 0.00% Reduce -30.9% 8,594 $212K
Cypress Point Wealth Management, LLC 0.05% Reduce -8.7% 8,434 $208K
Two Sigma Securities, LLC 0.03% New 8,425 $208K
Pitcairn Co. 0.01% No change 8,350 $206K
Upper Left Wealth Management, LLC 0.14% New 8,331 $206K
EFG Asset Management (Americas) Corp. 0.04% New 8,144 $201K
Advisory Alpha, LLC 0.01% New 8,097 $200K
FMR LLC 0.00% Add +3.0% 7,730 $191K
Ameritas Advisory Services, LLC 0.01% Reduce -58.8% 7,700 $190K
Glenmede Investment Management, LP 0.00% — 7,674 $190K
UMB Bank, n.a. 0.00% Reduce -29.0% 6,967 $172K
EverSource Wealth Advisors, LLC 0.01% Reduce -75.4% 6,869 $170K
IFP Advisors, Inc 0.00% Reduce -59.2% 6,682 $165K
SouthState Bank Corp 0.01% Add +3.6% 6,000 $148K
Fifth Third Bancorp 0.00% New 5,902 $146K
Global Retirement Partners, LLC 0.00% — 5,568 $138K
Citigroup Inc. 0.00% Add +6.0% 5,533 $137K
Orion Capital Management LLC 0.05% Add +0.2% 5,457 $135K
Ascentis Wealth Management, LLC 0.03% No change 5,050 $126K
Breakwater Investment Management 0.05% Reduce -4.2% 4,879 $121K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 4,845 $120K
Phillips Financial Management, LLC 0.01% No change 4,500 $111K
Tacita Capital Inc 0.07% No change 4,262 $105K
St Germain D J Co. Inc. 0.00% No change 4,250 $105K
AdvisorNet Financial, Inc 0.01% Add +15.9% 4,187 $103K
Sage Mountain Advisors LLC 0.01% No change 3,731 $92K
IAG Wealth Partners, LLC 0.01% No change 3,584 $89K
Lanark Financial, Inc. 0.01% Add +1383.2% 3,530 $87K
Elevation Wealth Partners, LLC 0.03% Add +0.5% 3,460 $85K
National Bank of Canada 0.00% Reduce -63.1% 3,216 $79K
Parkside Financial Bank & Trust 0.01% No change 3,089 $76K
Elevate Wealth Advisory, Inc. 0.05% No change 2,992 $74K
TCTC Holdings, LLC 0.00% New 2,899 $72K
Brown Brothers Harriman & Co. 0.00% New 2,780 $69K
Promus Capital, LLC 0.04% New 2,758 $68K
Urban Financial Advisory Corp 0.03% Add +0.8% 2,613 $65K
Horizon Financial Services, LLC 0.03% Add +1.4% 2,016 $50K
Rosenberg Matthew Hamilton 0.01% Reduce -1.0% 1,902 $47K
Creative Capital Management Investments LLC 0.02% No change 1,836 $45K
O'shaughnessy Asset Management, LLC 0.00% Reduce -40.9% 1,823 $45K
MAI Capital Management 0.00% Reduce -12.7% 1,698 $42K
Valley National Advisers Inc. 0.00% Reduce -49.3% 1,203 $29K
Private Trust Co. NA 0.00% No change 1,171 $29K
Chilton Capital Management LLC 0.00% New 1,138 $28K
Parallel Advisors, LLC 0.00% Reduce -38.5% 1,057 $26K
SYM FINANCIAL Corp 0.00% Reduce -32.9% 948 $23K
Signaturefd, LLC 0.00% Add +0.5% 876 $22K
Biltmore Family Office, LLC 0.00% No change 850 $21K
Sava Infond d.o.o. 0.00% No change 800 $20K
Transce3nd, LLC 0.01% Add +3.7% 764 $19K
New Millennium Group LLC 0.01% No change 664 $16K
Raleigh Capital Management Inc. 0.01% Add +0.8% 649 $16K
Bfsg, LLC 0.00% No change 629 $16K
CX Institutional 0.00% No change 574 $14K
Wilmington Savings Fund Society, FSB 0.00% New 500 $12K
Financial Gravity Companies, Inc. 0.00% — 424 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 420 $10K
GPS Wealth Strategies Group, LLC 0.00% Add +0.7% 415 $10K
Keener Financial Planning LLC 0.01% Add +99.0% 406 $10K
Ancora Advisors LLC 0.00% New 391 $10K
Steward Partners Investment Advisory, LLC 0.00% Add +30.8% 357 $9K
Evolution Wealth Management Inc. 0.01% — 334 $8K
Holos Integrated Wealth LLC 0.00% No change 332 $8K
Front Row Advisors LLC 0.00% Reduce -40.0% 300 $7K
Golden State Wealth Management, LLC 0.00% No change 268 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 236 $6K
Federation des caisses Desjardins du Quebec 0.00% No change 206 $5K
Wolff Wiese Magana LLC 0.00% No change 200 $5K
Investors Research Corp 0.00% No change 196 $5K
Integrity Financial Corp 0.00% No change 191 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 143 $4K
Creative Financial Designs Inc. 0.00% No change 142 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +0.8% 128 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 126 $3K
Principal Securities, Inc. 0.00% Reduce -40.6% 82 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $2K
Founders Financial Alliance, LLC 0.00% No change 79 $2K
Versant Capital Management, Inc 0.00% No change 56 $1K
Decker Retirement Planning Inc. 0.00% New 43 $1K
Redmont Wealth Advisors LLC 0.00% No change 18 $445
Allworth Financial LP 0.00% No change 10 $247
Harbour Investments, Inc. 0.00% Reduce -94.3% 9 $222
CoreCap Advisors, LLC 0.00% No change 9 $222
Scarborough Advisors, LLC 0.00% New 13 $0

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