iShares Global REIT ETFREETETF
13F holders, Q3 2025 (September 30)289holders +3
25new positions
21sold out
1famous investor
$25.56avg. 13F price*
At the end of Q3 2025, 289 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 3 from Q2 2025. 25 opened new positions and 21 sold out. The largest holders were Valmark Advisers, Inc. ($154.5M), Northwestern Mutual Wealth Management Co. ($138.7M) and BlackRock, Inc. ($124.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Global REIT ETF
- CUSIP
- 46434V647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $8.2M |
| Exits | 21 | $166.6M |
All 13F filers, Q2 2025 → Q3 2025: 3,764,553 shares bought and 10,564,048 shares sold, net −6,799,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Valmark Advisers, Inc. | 2.00% | Add +3.9% | 6,045,409 | $154.5M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +8.2% | 5,425,901 | $138.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 4,882,787 | $124.8M |
| M&T Bank Corp | 0.41% | Reduce -2.5% | 4,791,133 | $122.5M |
| Morgan Stanley | 0.01% | Add +1.7% | 3,451,044 | $88.2M |
| SageView Advisory Group, LLC | 2.68% | Add +2.9% | 3,038,299 | $77.7M |
| Savant Capital, LLC | 0.40% | Reduce -1.6% | 2,577,550 | $65.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.37% | Add +73.0% | 1,796,249 | $45.9M |
| LPL Financial LLC | 0.01% | Add +5.3% | 1,704,411 | $43.6M |
| Nepc LLC | 1.11% | Reduce -11.3% | 1,642,929 | $42.0M |
| Heritage Investment Group, Inc. | 6.60% | Add +2.3% | 1,612,014 | $41.2M |
| Bank of Montreal | 0.02% | Reduce -20.8% | 1,543,969 | $39.5M |
| PDS Planning, Inc | 2.60% | Add +3.4% | 1,470,642 | $37.6M |
| Partners Capital Investment Group, LLP | 1.44% | Add +5.6% | 1,413,342 | $36.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.2% | 1,302,746 | $33.3M |
| HighTower Advisors, LLC | 0.04% | Add +3.9% | 1,210,390 | $30.9M |
| Modera Wealth Management, LLC | 0.35% | Add +1.1% | 1,195,212 | $30.5M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 910,885 | $23.3M |
| Diversified Portfolios, Inc. | 1.99% | Add +3.5% | 883,749 | $22.6M |
| Capstone Financial Advisors, Inc. | 1.17% | Add +0.4% | 844,361 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.2% | 774,840 | $19.8M |
| Bank of America Corp. | 0.00% | Reduce -30.2% | 735,363 | $18.8M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 707,616 | $18.1M |
| BNP Paribas Financial Markets | 0.01% | Add +67.9% | 701,300 | $17.9M |
| Amundi | 0.01% | No change | 700,000 | $17.9M |
| Brandywine Oak Private Wealth LLC | 1.45% | Add +4.3% | 651,663 | $16.7M |
| Boston Standard Wealth Management, LLC | 2.72% | Add +3.4% | 633,416 | $16.2M |
| One Capital Management, LLC | 0.51% | Add +7.1% | 618,609 | $15.8M |
| Cooper/Haims Advisors, LLC | 6.39% | Add +3.3% | 534,834 | $13.7M |
| Quent Capital, LLC | 1.08% | Reduce -0.9% | 503,571 | $12.9M |
| FSM Wealth Advisors, LLC | 1.74% | Add +11.7% | 480,653 | $12.3M |
| BIP Wealth, LLC | 0.59% | Add +4.6% | 468,973 | $12.0M |
| Morton Brown Family Wealth, LLC | 3.19% | Add +0.9% | 435,194 | $11.1M |
| ERn Financial, LLC | 2.06% | Reduce -0.8% | 409,148 | $10.5M |
| Brooklyn FI, LLC | 2.25% | Add +26.2% | 391,283 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.5% | 373,458 | $9.5M |
| Waldron Private Wealth LLC | 0.37% | Reduce -6.0% | 359,807 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +3.5% | 315,615 | $8.1M |
| World Investment Advisors | 0.16% | Reduce -0.4% | 314,729 | $8.0M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Reduce -0.4% | 314,287 | $8.0M |
| Waterford Advisors, LLC | 2.77% | Add +811.4% | 313,620 | $8.0M |
| Naples Global Advisors, LLC | 0.62% | Add +8.0% | 310,342 | $7.9M |
| Leading Edge Financial Planning LLC | 1.97% | Reduce -1.1% | 306,342 | $7.8M |
| Bailard, Inc. | 0.17% | Reduce -0.5% | 303,120 | $7.7M |
| Cutler Investment Counsel LLC | 0.80% | Add +9.3% | 297,254 | $7.6M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -5.2% | 293,000 | $7.5M |
| Focus Partners Wealth | 0.01% | Reduce -2.4% | 270,366 | $6.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -40.7% | 255,411 | $6.5M |
| Prime Buchholz LLC | 3.31% | No change | 235,330 | $6.0M |
| Creative Planning | 0.00% | Reduce -5.1% | 232,844 | $6.0M |
| Causey Wealth LLC | 2.63% | Add +9.9% | 211,055 | $5.4M |
| Wealthspire Advisors, LLC | 0.03% | Add +4.5% | 201,569 | $5.2M |
| GP Brinson Investments LLC | 1.94% | No change | 186,339 | $4.8M |
| Fiduciary Financial Group, LLC | 0.70% | Add +9.3% | 173,168 | $4.4M |
| Alhambra Investment Management LLC | 2.09% | Reduce -0.3% | 172,411 | $4.4M |
| Pathstone Holdings, LLC | 0.01% | Add +811.0% | 152,346 | $3.9M |
| SOL Capital Management CO | 0.34% | Reduce -0.2% | 150,340 | $3.8M |
| RFP Financial Group LLC | 1.53% | Add +11.8% | 157,000 | $3.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +54.0% | 144,591 | $3.7M |
| Lester Murray Antman dba SimplyRich | 1.00% | Reduce -14.7% | 144,586 | $3.7M |
| Arkos Global Advisors | 0.40% | Reduce -4.7% | 123,689 | $3.2M |
| SC&H Financial Advisors, Inc. | 0.51% | Reduce -3.4% | 122,147 | $3.1M |
| Manske Wealth Management | 0.93% | Reduce -1.1% | 118,539 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.6% | 108,804 | $2.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Add +3.4% | 104,303 | $2.7M |
| Collective Family Office LLC | 0.64% | Add +0.9% | 104,094 | $2.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +52.6% | 103,843 | $2.7M |
| RS Crum Inc. | 0.58% | Reduce -0.1% | 102,815 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 99,800 | $2.6M |
| Callan Family Office, LLC | 0.08% | Add +0.1% | 99,308 | $2.5M |
| Aurelius Family Office LLC | 1.12% | Add +1.8% | 98,149 | $2.5M |
| Emerald Advisors, LLC | 0.33% | Add +4.6% | 96,768 | $2.5M |
| Hills Bank & Trust Co | 0.14% | Reduce -14.3% | 93,290 | $2.4M |
| Cornerstone Financial Group, LLC | 1.84% | Add +21.3% | 92,978 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 88,973 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -76.5% | 85,159 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -56.4% | 85,559 | $2.2M |
| JFS Wealth Advisors, LLC | 0.13% | Reduce -1.8% | 83,925 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 82,563 | $2.1M |
| UBS Group AG | 0.00% | Reduce -13.5% | 80,794 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +28.6% | 79,691 | $2.0M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -1.4% | 78,202 | $2.0M |
| Capasso Planning Partners LLC | 1.20% | Reduce -0.7% | 75,460 | $1.9M |
| Simplicity Wealth,LLC | 0.11% | Add +115.5% | 71,746 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -2.0% | 70,690 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Add +3.5% | 68,101 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -2.5% | 67,744 | $1.7M |
| Factor Wealth Management LTD | 0.43% | Add +3.5% | 67,052 | $1.7M |
| Payne Capital Management, LLC | 0.52% | Add +35.3% | 63,526 | $1.6M |
| Apella Capital, LLC | 0.03% | Reduce -33.0% | 60,168 | $1.5M |
| First National Advisers, LLC | 0.20% | No change | 58,100 | $1.5M |
| XY Planning Network, Inc. | 0.49% | No change | 58,651 | $1.4M |
| Wealth Alliance, LLC | 0.14% | New | 54,985 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.08% | Reduce -2.7% | 54,852 | $1.4M |
| Aegis Wealth Management LLC | 0.75% | Reduce -0.5% | 54,545 | $1.4M |
| Matrix Trust Co | 0.22% | Reduce -5.8% | 53,935 | $1.4M |
| MB Generational Wealth, LLC | 0.86% | — | 53,093 | $1.4M |
| Morris Financial Concepts, Inc. | 0.47% | Add +1.1% | 51,029 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -89.1% | 49,600 | $1.3M |
| Foundation Wealth Management, LLC | 0.86% | Add +1.7% | 49,608 | $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.