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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions25$8.2M
Exits21$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
TD Waterhouse Canada Inc. 0.01% Add +20.2% 49,123 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -15.0% 47,827 $1.2M
Accelerate Investment Advisors LLC 0.83% Add +18.6% 47,684 $1.2M
Peirce Capital Management, LLC 0.50% No change 47,371 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +84.2% 46,509 $1.2M
Greenspring Advisors, LLC 0.21% — 46,134 $1.2M
Level Financial Advisors 0.32% Add +6.9% 44,717 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -23.0% 43,620 $1.1M
North Ridge Wealth Advisors, Inc. 0.64% Add +1.3% 43,554 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -7.4% 42,982 $1.1M
Franklin Resources Inc. 0.00% No change 42,591 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +4.6% 41,560 $1.1M
Foster Group, Inc. 0.03% Reduce -6.8% 41,410 $1.1M
SVB Wealth LLC 0.06% Reduce -35.9% 40,921 $1.0M
Earned Wealth Advisors, LLC 0.17% Reduce -0.8% 40,644 $1.0M
MIdWestOne Financial Group, Inc. 0.12% Add +0.8% 39,888 $1.0M
Beacon Pointe Advisors, LLC 0.01% Add +105.8% 39,051 $998K
Orion Porfolio Solutions, LLC 0.01% Reduce -12.1% 38,493 $984K
Sterling Wealth Management, Inc. 0.29% Add +0.9% 37,165 $950K
Comprehensive Wealth Management, LLC 0.65% Add +35.8% 35,623 $911K
Comerica Bank 0.00% Add +1.5% 34,498 $882K
City National Bank of Florida 0.57% Add +2.2% 34,016 $869K
Larson Financial Group LLC 0.03% Add +0.1% 33,384 $853K
180 Wealth Advisors, LLC 0.10% Add +2.1% 33,108 $846K
Mariner, LLC 0.00% Add +140.1% 32,475 $830K
Jane Street Group, LLC 0.00% Reduce -96.7% 32,116 $821K
MML Investors Services, LLC 0.00% Reduce -7.8% 30,915 $790K
Cresset Asset Management, LLC 0.00% Add +0.5% 29,087 $743K
Comprehensive Money Management Services LLC 0.52% Reduce -1.5% 28,959 $740K
AE Wealth Management LLC 0.00% Reduce -6.5% 28,575 $730K
Avant Financial Advisors LLC 0.54% Add +3.4% 27,897 $713K
Gryphon Financial Partners LLC 0.08% Add +2.9% 27,545 $704K
RFG Advisory, LLC 0.01% New 27,285 $697K
Harbor Group, Inc. 0.11% Add +2.4% 27,242 $696K
Equitable Holdings, Inc. 0.01% Add +36.2% 26,511 $678K
Ameriprise Financial Inc. 0.00% Reduce -26.4% 26,404 $675K
Twelve Points Wealth Management LLC 0.17% Add +29.1% 26,114 $667K
Longview Financial Advisors LLC 0.37% Reduce -0.8% 25,303 $647K
Citadel Advisors 0.00% New 24,871 $636K
US Bancorp \de 0.00% Add +0.9% 24,506 $626K
National Bank of Canada 0.00% Add +660.2% 24,449 $624K
WealthPlan Investment Management, LLC 0.04% Reduce -1.0% 24,036 $614K
Symmetry Partners, LLC 0.07% Reduce -14.7% 24,011 $614K
Courier Capital LLC 0.03% Add +0.1% 23,713 $606K
Chicago Partners Investment Group LLC 0.02% Add +0.7% 23,612 $605K
Y-Intercept (Hong Kong) Ltd 0.01% New 22,806 $583K
First National Bank of Omaha 0.03% No change 21,300 $544K
Farther Finance Advisors, LLC 0.01% Reduce -46.1% 21,031 $538K
Rathbones Group PLC 0.00% Reduce -2.5% 20,946 $535K
Aptus Capital Advisors, LLC 0.00% Add +1.4% 20,712 $529K
CI Investments Inc. 0.00% No change 20,368 $521K
Mission Wealth Management, LP 0.01% Add +29.0% 20,333 $520K
Total Wealth Planning, LLC 0.06% Reduce -0.2% 20,324 $519K
Seaside Wealth Management, Inc. 0.15% Add +0.5% 19,428 $497K
Captrust Financial Advisors 0.00% Reduce -5.4% 18,972 $485K
DGS Capital Management, LLC 0.09% Reduce -2.9% 18,666 $477K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.5% 18,135 $464K
Insigneo Advisory Services, LLC 0.03% Reduce -17.7% 18,096 $463K
Great Lakes Advisors, LLC 0.00% Reduce -84.8% 17,591 $450K
Betterment LLC 0.00% Add +6.1% 16,873 $431K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 16,334 $417K
Sunbelt Securities, Inc. 0.03% Reduce -26.1% 16,162 $413K
Sanctuary Advisors, LLC 0.00% Reduce -6.9% 16,085 $411K
CGN Advisors LLC 0.03% Add +0.7% 16,000 $409K
Aspiriant, LLC 0.01% Reduce -22.8% 15,593 $399K
Peapack Gladstone Financial Corp. 0.01% Add +2.5% 15,463 $395K
Private Wealth Management Group, LLC 0.11% Reduce -11.7% 15,318 $392K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% New 15,317 $392K
Glenmede Investment Management, LP 0.00% Add +94.2% 14,899 $381K
Harvest Fund Management Co., Ltd 0.02% Add +28.0% 14,597 $373K
First Interstate Bank 0.02% No change 14,514 $371K
Clarity Wealth Development LLC 0.32% Add +28.1% 14,050 $360K
Leo Wealth, LLC 0.05% Reduce -30.1% 13,771 $352K
OneDigital Investment Advisors LLC 0.00% No change 13,770 $352K
Sunpointe, LLC 0.12% New 13,279 $339K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -84.3% 13,208 $337K
Readystate Asset Management LP 0.03% New 13,085 $334K
Abel Hall, LLC 0.14% Reduce -14.2% 13,077 $334K
Aire Advisors, LLC 0.06% Add +0.1% 13,061 $334K
Aviso Financial Inc. 0.01% Add +6.4% 13,049 $334K
Rik Saylor Financial, Inc. 0.24% Reduce -1.6% 12,792 $327K
McLean Asset Management Corp 0.07% Reduce -43.9% 12,373 $316K
Stifel Financial Corp. 0.00% Add +5.0% 12,240 $313K
Integrated Wealth Concepts LLC 0.00% Add +0.2% 11,703 $299K
Cwm, LLC 0.00% Reduce -8.5% 11,703 $299K
Ballentine Partners, LLC 0.00% Add +6.9% 11,453 $293K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.4% 11,252 $288K
International Private Wealth Advisors LLC 0.18% Add +7.2% 11,187 $286K
Berman McAleer LLC 0.04% — 11,000 $281K
Capital Analysts, LLC 0.01% Add +3.6% 10,691 $273K
Regatta Capital Group, LLC 0.04% Add +3.9% 10,625 $272K
Compagnie Lombard Odier SCmA 0.00% No change 10,200 $261K
Trust Co. of Vermont 0.01% No change 10,007 $256K
Integrated Advisors Network LLC 0.01% Reduce -1.0% 10,000 $256K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.9% 9,953 $254K
StoneX Group Inc. 0.01% Reduce -1.5% 9,623 $246K
Claro Advisors Inc. 0.04% Reduce -0.2% 9,593 $245K
Castlekeep Investment Advisors LLC 0.11% Add +5.3% 9,362 $239K
Rockefeller Capital Management L.P. 0.00% New 9,337 $239K
Diversify Advisory Services, LLC 0.01% New 9,384 $237K
Financial Management Network Inc. 0.04% Reduce -21.7% 9,232 $235K
Clearstead Advisors, LLC 0.00% Add +5.4% 9,198 $235K
Whittier Trust Co. 0.00% No change 9,000 $231K
Maseco LLP 0.01% No change 8,999 $230K
Cypress Point Wealth Management, LLC 0.04% No change 8,434 $216K
Upper Left Wealth Management, LLC 0.13% Add +0.9% 8,408 $215K
Pitcairn Co. 0.02% No change 8,350 $213K
First Citizens Bank & Trust Co. 0.00% Reduce -3.9% 8,258 $211K
Private Advisor Group, LLC 0.00% New 8,196 $209K
Advisory Alpha, LLC 0.01% Add +0.5% 8,135 $208K
Signature Estate & Investment Advisors LLC 0.00% New 7,939 $203K
Flagstar Securities, Inc. 0.06% New 7,928 $203K
Scotia Capital Inc. 0.00% New 7,845 $201K
Greenup Street Wealth Management LLC 0.03% New 7,841 $200K
United Financial Planning Group LLC 0.12% — 2,518 $196K
EverSource Wealth Advisors, LLC 0.01% Add +2.3% 7,027 $180K
FMR LLC 0.00% Reduce -13.7% 6,674 $171K
Lanark Financial, Inc. 0.01% Add +85.8% 6,557 $168K
UMB Bank, n.a. 0.00% Reduce -11.4% 6,171 $158K
Citigroup Inc. 0.00% Add +11.4% 6,166 $158K
Global Retirement Partners, LLC 0.00% Add +5.8% 5,888 $150K
Toronto Dominion Bank 0.00% Reduce -96.3% 5,499 $141K
Orion Capital Management LLC 0.05% Add +0.1% 5,462 $140K
Ascentis Wealth Management, LLC 0.03% No change 5,050 $129K
Breakwater Investment Management 0.05% No change 4,879 $125K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 4,845 $124K
IFP Advisors, Inc 0.00% Reduce -31.7% 4,562 $117K
Phillips Financial Management, LLC 0.01% No change 4,500 $115K
Tacita Capital Inc 0.07% No change 4,262 $109K
St Germain D J Co. Inc. 0.00% Reduce -1.0% 4,209 $108K
AdvisorNet Financial, Inc 0.01% Reduce -7.6% 3,870 $99K
Sage Mountain Advisors LLC 0.01% No change 3,731 $95K
IAG Wealth Partners, LLC 0.01% No change 3,584 $92K
Fifth Third Bancorp 0.00% Reduce -40.5% 3,511 $90K
Elevation Wealth Partners, LLC 0.03% Add +0.6% 3,479 $89K
Parkside Financial Bank & Trust 0.01% Add +1.0% 3,119 $80K
Elevate Wealth Advisory, Inc. 0.06% No change 2,992 $76K
Urban Financial Advisory Corp 0.03% Add +6.7% 2,789 $71K
Brown Brothers Harriman & Co. 0.00% No change 2,780 $71K
CoreCap Advisors, LLC 0.00% Add +27800.0% 2,511 $64K
Westfuller Advisors, LLC 0.03% New 2,272 $58K
Quadrant Capital Group LLC 0.00% New 2,212 $57K
Horizon Financial Services, LLC 0.02% Add +1.4% 2,045 $52K
Principal Securities, Inc. 0.00% Add +2386.6% 2,039 $52K
Rosenberg Matthew Hamilton 0.01% No change 1,902 $49K
Creative Capital Management Investments LLC 0.01% No change 1,836 $47K
O'shaughnessy Asset Management, LLC 0.00% Add +0.2% 1,826 $47K
MAI Capital Management 0.00% Reduce -3.7% 1,635 $42K
Promus Capital, LLC 0.02% Reduce -50.0% 1,379 $35K
Valley National Advisers Inc. 0.00% No change 1,203 $30K
Parallel Advisors, LLC 0.00% Add +0.8% 1,065 $27K
SYM FINANCIAL Corp 0.00% No change 948 $24K
Biltmore Family Office, LLC 0.00% No change 850 $22K
SouthState Bank Corp 0.00% Reduce -86.3% 821 $21K
Financial Consulate, Inc. 0.00% New 750 $19K
Operose Advisors LLC 0.00% New 682 $17K
Raleigh Capital Management Inc. 0.01% Add +0.9% 655 $17K
Bfsg, LLC 0.00% No change 629 $16K
Signaturefd, LLC 0.00% Reduce -28.2% 629 $16K
CX Institutional 0.00% Add +0.7% 578 $15K
Advisory Services Network, LLC 0.00% New 575 $15K
Ancora Advisors LLC 0.00% Add +34.5% 526 $13K
Hollencrest Capital Management 0.00% New 510 $13K
Murphy & Mullick Capital Management Corp 0.01% No change 420 $11K
GPS Wealth Strategies Group, LLC 0.00% Add +1.0% 419 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 357 $9K
Holos Integrated Wealth LLC 0.00% No change 332 $8K
Quest 10 Wealth Builders, Inc. 0.01% Add +10.6% 261 $7K
Keener Financial Planning LLC 0.00% Reduce -34.2% 267 $6K
Qube Research & Technologies Ltd 0.00% Reduce -99.5% 231 $6K
Federation des caisses Desjardins du Quebec 0.00% No change 206 $5K
Wolff Wiese Magana LLC 0.00% No change 200 $5K
Kings Path Partners LLC 0.00% New 200 $5K
Front Row Advisors LLC 0.00% Reduce -33.3% 200 $5K
Investors Research Corp 0.00% Add +0.5% 197 $5K
Private Trust Co. NA 0.00% Reduce -84.7% 179 $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% 129 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 126 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $3K
Whittier Trust Co. of Nevada Inc. 0.00% New 110 $3K
TFC Financial Management, Inc. 0.00% New 103 $3K
Versant Capital Management, Inc 0.00% Add +10.7% 62 $2K
Founders Financial Alliance, LLC 0.00% Reduce -57.0% 34 $869
Redmont Wealth Advisors LLC 0.00% No change 18 $460
Allworth Financial LP 0.00% No change 10 $256
Harbour Investments, Inc. 0.00% No change 9 $230
Assetmark, Inc. 0.00% New 8 $204

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