iShares Global REIT ETFREETETF
13F holders, Q4 2025 (December 31)302holders +13
28new positions
28sold out
1famous investor
$24.95avg. 13F price*
At the end of Q4 2025, 302 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 13 from Q3 2025. 28 opened new positions and 28 sold out. The largest holders were State of New Jersey Common Pension Fund D ($294.1M), Valmark Advisers, Inc. ($156.8M) and Northwestern Mutual Wealth Management Co. ($152.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $395.3M |
| Exits | 28 | $34.8M |
All 13F filers, Q3 2025 → Q4 2025: 21,806,801 shares bought and 3,565,689 shares sold, net +18,241,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| State of New Jersey Common Pension Fund D | 1.06% | New | 11,787,000 | $294.1M |
| Valmark Advisers, Inc. | 1.94% | Add +3.9% | 6,283,171 | $156.8M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +12.8% | 6,117,917 | $152.6M |
| BlackRock, Inc. | 0.00% | Add +2.9% | 5,023,285 | $125.3M |
| M&T Bank Corp | 0.38% | Reduce -0.5% | 4,765,751 | $118.9M |
| Polianta Ltd | 11.86% | New | 3,634,000 | $90.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +167.5% | 3,484,686 | $86.9M |
| Morgan Stanley | 0.01% | Reduce -1.3% | 3,406,677 | $85.0M |
| SageView Advisory Group, LLC | 2.77% | Add +8.1% | 3,284,630 | $82.0M |
| Savant Capital, LLC | 0.35% | Reduce -4.5% | 2,460,709 | $61.4M |
| Nepc LLC | 1.08% | Add +24.2% | 2,040,739 | $50.9M |
| LPL Financial LLC | 0.01% | Add +4.3% | 1,777,264 | $44.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.34% | Reduce -3.7% | 1,730,143 | $43.2M |
| Heritage Investment Group, Inc. | 6.42% | Add +4.8% | 1,690,158 | $42.2M |
| Partners Capital Investment Group, LLP | 1.45% | Add +10.7% | 1,563,807 | $39.0M |
| PDS Planning, Inc | 2.56% | Add +4.3% | 1,533,569 | $38.3M |
| Bank of Montreal | 0.01% | Reduce -9.3% | 1,400,968 | $35.0M |
| Modera Wealth Management, LLC | 0.37% | Add +8.7% | 1,299,166 | $32.4M |
| HighTower Advisors, LLC | 0.03% | Add +3.3% | 1,249,750 | $31.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 901,965 | $22.5M |
| Capstone Financial Advisors, Inc. | 1.13% | Add +0.5% | 848,493 | $21.2M |
| Bank of America Corp. | 0.00% | Add +3.1% | 757,836 | $18.9M |
| Amundi | 0.01% | No change | 700,000 | $17.5M |
| Brandywine Oak Private Wealth LLC | 1.45% | Add +6.0% | 690,507 | $17.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 675,311 | $16.8M |
| Boston Standard Wealth Management, LLC | 2.74% | Add +4.9% | 664,644 | $16.6M |
| Diversified Portfolios, Inc. | 1.22% | Reduce -33.4% | 588,791 | $14.7M |
| Cooper/Haims Advisors, LLC | 6.38% | Add +5.2% | 562,760 | $14.0M |
| FSM Wealth Advisors, LLC | 1.84% | Add +11.9% | 537,742 | $13.4M |
| Quent Capital, LLC | 0.91% | Add +0.3% | 505,219 | $12.6M |
| BIP Wealth, LLC | 0.43% | Add +3.2% | 483,797 | $12.1M |
| Morton Brown Family Wealth, LLC | 3.20% | Add +8.3% | 471,540 | $11.8M |
| Brooklyn FI, LLC | 2.48% | Add +18.6% | 464,137 | $11.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.7% | 436,113 | $10.9M |
| ERn Financial, LLC | 1.98% | Add +3.0% | 421,282 | $10.5M |
| Naples Global Advisors, LLC | 0.69% | Add +18.7% | 368,396 | $9.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.5% | 360,382 | $9.0M |
| Waldron Private Wealth LLC | 0.35% | Reduce -0.3% | 358,847 | $9.0M |
| Corient Private Wealth LP | 0.01% | Add +289.1% | 331,374 | $8.3M |
| Cetera Investment Advisers | 0.01% | Add +3.9% | 327,960 | $8.2M |
| Cutler Investment Counsel LLC | 0.84% | Add +8.9% | 323,641 | $8.1M |
| World Investment Advisors | 0.13% | Add +1.8% | 320,454 | $8.0M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +1.9% | 320,424 | $8.0M |
| Leading Edge Financial Planning LLC | 1.73% | Reduce -0.9% | 303,533 | $7.6M |
| Asset Management One Co., Ltd. | 0.02% | No change | 293,000 | $7.3M |
| Bailard, Inc. | 0.13% | Reduce -20.0% | 242,428 | $6.0M |
| Causey Wealth LLC | 2.70% | Add +12.7% | 237,912 | $5.9M |
| Creative Planning | 0.00% | Add +1.1% | 235,420 | $5.9M |
| Prime Buchholz LLC | 3.49% | No change | 235,330 | $5.9M |
| Focus Partners Wealth | 0.01% | Reduce -16.4% | 225,919 | $5.6M |
| Wealthspire Advisors, LLC | 0.04% | Add +5.5% | 212,611 | $5.3M |
| GP Brinson Investments LLC | 2.00% | No change | 186,339 | $4.6M |
| Fiduciary Financial Group, LLC | 0.65% | Add +6.2% | 183,939 | $4.6M |
| Alhambra Investment Management LLC | 2.10% | Add +4.9% | 180,840 | $4.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.1% | 149,110 | $3.7M |
| Advisory Services Network, LLC | 0.05% | Add +25385.4% | 146,541 | $3.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 144,591 | $3.6M |
| UBS Group AG | 0.00% | Add +76.8% | 142,805 | $3.6M |
| Lester Murray Antman dba SimplyRich | 0.91% | Reduce -3.0% | 140,204 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -45.2% | 140,000 | $3.5M |
| Greenspring Advisors, LLC | 0.20% | Add +184.8% | 131,407 | $3.3M |
| SOL Capital Management CO | 0.29% | Reduce -14.8% | 128,140 | $3.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +23.3% | 127,989 | $3.2M |
| Arkos Global Advisors | 0.40% | Add +0.4% | 124,207 | $3.1M |
| XY Planning Network, Inc. | 0.53% | Add +106.1% | 120,869 | $3.0M |
| Cornerstone Financial Group, LLC | 2.09% | Add +28.8% | 119,787 | $3.0M |
| Manske Wealth Management | 0.88% | Add +0.2% | 118,779 | $3.0M |
| SC&H Financial Advisors, Inc. | 0.44% | Reduce -6.0% | 114,781 | $2.9M |
| Bristlecone Value Partners, LLC | 3.29% | — | 114,190 | $2.8M |
| One Capital Management, LLC | 0.09% | Reduce -81.7% | 113,175 | $2.8M |
| Readystate Asset Management LP | 0.21% | Add +739.3% | 109,820 | $2.7M |
| Collective Family Office LLC | 0.63% | Add +5.4% | 109,673 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | — | 106,726 | $2.7M |
| Aurelius Family Office LLC | 1.14% | Add +7.5% | 105,535 | $2.6M |
| Emerald Advisors, LLC | 0.36% | Add +8.8% | 105,245 | $2.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Add +0.5% | 104,810 | $2.6M |
| RS Crum Inc. | 0.51% | No change | 102,815 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +103.8% | 94,775 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.3% | 93,496 | $2.3M |
| Financial Plan, Inc. | 0.26% | — | 91,744 | $2.3M |
| Hills Bank & Trust Co | 0.13% | Reduce -3.5% | 90,030 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +12.9% | 90,007 | $2.2M |
| Callan Family Office, LLC | 0.05% | Reduce -9.5% | 89,911 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 86,996 | $2.2M |
| Capasso Planning Partners LLC | 1.17% | Add +13.1% | 85,373 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.6% | 83,999 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.3% | 83,431 | $2.1M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -5.4% | 79,390 | $2.0M |
| Factor Wealth Management LTD | 0.42% | Add +17.2% | 78,574 | $2.0M |
| FAS Wealth Partners, Inc. | 0.13% | Reduce -0.4% | 77,865 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 77,139 | $1.9M |
| Tocqueville Asset Management L.P. | 0.03% | New | 73,795 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 70,240 | $1.8M |
| Payne Capital Management, LLC | 0.55% | Add +9.6% | 69,645 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Add +2.0% | 69,123 | $1.7M |
| 55 North Private Wealth, LLC | 0.43% | — | 65,375 | $1.6M |
| First National Advisers, LLC | 0.22% | Add +11.0% | 64,500 | $1.6M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -5.6% | 64,290 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +24.1% | 59,332 | $1.5M |
| Simplicity Wealth,LLC | 0.09% | Reduce -18.4% | 58,522 | $1.5M |
"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.