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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$395.3M
Exits28$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
Old Mission Capital LLC 0.05% New 56,647 $1.4M
Wealth Alliance, LLC 0.14% Add +0.9% 55,456 $1.4M
Apella Capital, LLC 0.03% Reduce -8.2% 55,215 $1.4M
MB Generational Wealth, LLC 0.70% No change 53,093 $1.3M
Morris Financial Concepts, Inc. 0.44% Reduce -0.8% 50,596 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +1.9% 50,551 $1.3M
Accelerate Investment Advisors LLC 0.83% Add +3.8% 49,501 $1.2M
TD Waterhouse Canada Inc. 0.01% Reduce -1.9% 48,191 $1.2M
Foundation Wealth Management, LLC 0.83% Reduce -3.1% 48,060 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% Add +108.8% 47,607 $1.2M
Peirce Capital Management, LLC 0.47% Reduce -0.7% 47,054 $1.2M
Oxford Financial Group, LTD. LLC 0.06% Reduce -15.5% 46,372 $1.2M
Pitcairn Wealth Advisors LLC 0.10% — 46,274 $1.2M
Level Financial Advisors 0.29% Reduce -1.4% 44,076 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 43,620 $1.1M
MIdWestOne Financial Group, Inc. 0.12% Add +8.0% 43,071 $1.1M
North Ridge Wealth Advisors, Inc. 0.60% Reduce -1.5% 42,909 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -0.2% 42,877 $1.1M
Franklin Resources Inc. 0.00% No change 42,591 $1.1M
Comprehensive Wealth Management, LLC 0.61% Add +16.9% 41,633 $1.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -1.1% 41,124 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +2.4% 39,427 $984K
Foster Group, Inc. 0.03% Reduce -5.7% 39,059 $975K
Beacon Pointe Advisors, LLC 0.01% Add +0.0% 39,052 $974K
PNC Financial Services Group, Inc. 0.00% Add +136.8% 38,678 $965K
Compagnie Lombard Odier SCmA 0.01% Add +276.4% 38,390 $958K
SVB Wealth LLC 0.06% Reduce -6.8% 38,129 $951K
MML Investors Services, LLC 0.00% Add +11.6% 34,514 $861K
180 Wealth Advisors, LLC 0.10% Add +2.5% 33,934 $847K
Larson Financial Group LLC 0.03% Reduce -4.4% 31,918 $796K
SBI Okasan Asset Management Co.Ltd. 0.04% — 31,670 $795K
Courier Capital LLC 0.04% Add +30.0% 30,817 $769K
Comprehensive Money Management Services LLC 0.51% Add +1.9% 29,509 $736K
Ameriprise Financial Inc. 0.00% Add +10.8% 29,261 $730K
Cresset Asset Management, LLC 0.00% Add +0.5% 29,242 $730K
Earned Wealth Advisors, LLC 0.05% Reduce -28.2% 29,194 $728K
City National Bank of Florida 0.47% Reduce -15.1% 28,889 $721K
Smartleaf Asset Management LLC 0.03% New 28,576 $718K
Gryphon Financial Partners LLC 0.08% Add +4.4% 28,749 $717K
Cwm, LLC 0.00% Add +144.1% 28,562 $713K
Twelve Points Wealth Management LLC 0.16% Add +6.8% 27,904 $707K
Avant Financial Advisors LLC 0.50% Add +0.5% 28,033 $699K
Harbor Group, Inc. 0.10% Add +1.0% 27,519 $687K
SeedSafe Financial LLC 0.61% — 27,425 $684K
AE Wealth Management LLC 0.00% Reduce -4.7% 27,240 $680K
Comerica Bank 0.00% Reduce -23.2% 26,487 $661K
Private Advisor Group, LLC 0.00% Add +220.8% 26,290 $656K
Sunpointe, LLC 0.21% Add +92.0% 25,498 $636K
Longview Financial Advisors LLC 0.35% Reduce -0.3% 25,238 $630K
Chicago Partners Investment Group LLC 0.01% Add +1.2% 23,905 $609K
US Bancorp \de 0.00% Reduce -0.9% 24,275 $606K
WealthPlan Investment Management, LLC 0.04% Add +0.0% 24,043 $600K
Symmetry Partners, LLC 0.04% No change 24,011 $599K
First National Bank of Omaha 0.02% Add +12.7% 24,000 $599K
Susquehanna International Group, LLP 0.00% Reduce -71.3% 23,663 $590K
Cullen Capital Management, LLC 0.01% New 23,559 $588K
J. Safra Sarasin Holding AG 0.01% New 22,730 $567K
Aegis Wealth Management LLC 0.31% Reduce -59.6% 22,013 $549K
National Bank of Canada 0.00% Reduce -11.7% 21,582 $538K
Mission Wealth Management, LP 0.01% Add +3.3% 21,008 $524K
Clarity Wealth Development LLC 0.43% Add +46.0% 20,506 $512K
Nolet Wealth Management, LLC 0.28% — 20,121 $502K
Guardian Wealth Advisors, LLC / NC 0.03% Add +9.4% 19,845 $495K
Aptus Capital Advisors, LLC 0.00% Reduce -4.2% 19,845 $495K
Rathbones Group PLC 0.00% Reduce -6.3% 19,618 $489K
Farther Finance Advisors, LLC 0.01% Reduce -6.7% 19,613 $489K
Seaside Wealth Management, Inc. 0.14% Add +0.7% 19,558 $488K
DGS Capital Management, LLC 0.08% Add +4.0% 19,421 $485K
Sterling Wealth Management, Inc. 0.14% Reduce -48.1% 19,295 $481K
Cyndeo Wealth Partners, LLC 0.03% New 19,120 $477K
Captrust Financial Advisors 0.00% Add +0.4% 19,041 $475K
Betterment LLC 0.00% Add +6.9% 18,033 $450K
Integrated Wealth Concepts LLC 0.01% Add +53.2% 17,924 $447K
Peapack Gladstone Financial Corp. 0.01% Add +13.9% 17,609 $439K
Great Lakes Advisors, LLC 0.00% Reduce -1.1% 17,404 $434K
Equitable Holdings, Inc. 0.00% Reduce -35.5% 17,091 $426K
CI Investments Inc. 0.00% Reduce -16.6% 16,976 $424K
Sanctuary Advisors, LLC 0.00% Add +1.6% 16,342 $408K
CGN Advisors LLC 0.03% Add +1.2% 16,188 $404K
Mariner, LLC 0.00% Reduce -51.3% 15,813 $395K
Sunbelt Securities, Inc. 0.03% Reduce -3.7% 15,568 $388K
Insigneo Advisory Services, LLC 0.03% Reduce -16.6% 15,097 $377K
Aspiriant, LLC 0.01% Reduce -5.5% 14,741 $368K
Henrickson Nauta Wealth Advisors, Inc. 0.05% New 14,462 $364K
First Interstate Bank 0.02% No change 14,514 $362K
Private Wealth Management Group, LLC 0.10% Reduce -6.2% 14,367 $358K
Leo Wealth, LLC 0.03% Add +0.5% 13,845 $345K
Matrix Trust Co 0.06% Reduce -74.9% 13,532 $338K
OneDigital Investment Advisors LLC 0.00% Reduce -3.6% 13,278 $331K
Aire Advisors, LLC 0.06% Add +0.1% 13,080 $326K
Rik Saylor Financial, Inc. 0.23% Add +0.3% 12,833 $320K
Aviso Financial Inc. 0.01% Reduce -1.8% 12,809 $320K
Stifel Financial Corp. 0.00% Add +4.6% 12,808 $320K
McLean Asset Management Corp 0.06% Add +0.3% 12,406 $317K
Breachway Investments LLC 0.33% — 12,619 $315K
Trust Co. of Vermont 0.01% Add +25.8% 12,591 $314K
Harvest Fund Management Co., Ltd 0.01% Reduce -13.7% 12,597 $314K
Abel Hall, LLC 0.07% Reduce -3.9% 12,573 $314K
Rossby Financial, LCC 0.10% New 12,501 $312K
O'ROURKE & COMPANY, Inc 0.12% New 12,501 $312K
Empower Advisory Group, LLC 0.00% New 12,414 $310K
Ballentine Partners, LLC 0.00% Add +4.8% 12,009 $300K
StoneX Group Inc. 0.01% Add +22.8% 11,814 $295K
International Private Wealth Advisors LLC 0.18% Add +4.0% 11,630 $290K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.6% 11,183 $279K
Regatta Capital Group, LLC 0.04% Add +2.4% 10,875 $271K
American Trust 0.02% New 2,474 $271K
FMR LLC 0.00% Add +54.9% 10,341 $258K
Natixis Advisors, LLC 0.00% New 10,341 $258K
Moors & Cabot, Inc. 0.01% New 10,249 $256K
Diversify Advisory Services, LLC 0.01% Add +4.5% 9,802 $254K
Equita Financial Network, Inc. 0.08% New 10,133 $253K
Integrated Advisors Network LLC 0.01% No change 10,000 $250K
Investors Portfolio Services LLC 0.22% — 9,652 $241K
Flaharty Asset Management, LLC 0.03% New 9,225 $230K
Whittier Trust Co. 0.00% No change 9,000 $227K
Rockefeller Capital Management L.P. 0.00% Reduce -3.1% 9,043 $226K
Upper Left Wealth Management, LLC 0.14% Add +7.5% 9,039 $226K
Maseco LLP 0.01% No change 8,999 $224K
Claro Advisors Inc. 0.03% Reduce -8.5% 8,778 $219K
RFG Advisory, LLC 0.00% Reduce -68.2% 8,677 $216K
Castlekeep Investment Advisors LLC 0.10% Reduce -7.3% 8,674 $216K
Cypress Point Wealth Management, LLC 0.05% No change 8,434 $210K
Gladstone Institutional Advisory LLC 0.01% New 8,342 $208K
Financial Management Network Inc. 0.03% Reduce -10.1% 8,303 $208K
Advisory Alpha, LLC 0.01% Reduce -0.9% 8,062 $201K
Lanark Financial, Inc. 0.01% Add +11.5% 7,311 $182K
Citigroup Inc. 0.00% Add +11.1% 6,851 $171K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.5% 6,781 $169K
UMB Bank, n.a. 0.00% Reduce -1.0% 6,110 $152K
Global Retirement Partners, LLC 0.00% Add +1.3% 5,965 $149K
Orion Capital Management LLC 0.05% Add +1.1% 5,525 $138K
Ascentis Wealth Management, LLC 0.03% No change 5,050 $126K
AdvisorNet Financial, Inc 0.01% Add +27.6% 4,940 $123K
Breakwater Investment Management 0.04% No change 4,879 $122K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 4,845 $121K
Private Trust Co. NA 0.01% Add +2421.8% 4,514 $113K
Phillips Financial Management, LLC 0.01% No change 4,500 $112K
Kestra Advisory Services, LLC 0.00% New 4,413 $110K
Tacita Capital Inc 0.06% No change 4,262 $106K
St Germain D J Co. Inc. 0.00% No change 4,209 $105K
IFP Advisors, Inc 0.00% Reduce -19.0% 3,696 $92K
IAG Wealth Partners, LLC 0.01% No change 3,584 $89K
Elevation Wealth Partners, LLC 0.03% Add +0.9% 3,512 $88K
Fifth Third Bancorp 0.00% No change 3,511 $88K
CoreCap Advisors, LLC 0.00% Add +37.7% 3,457 $86K
Triumph Capital Management 0.02% New 3,239 $81K
Urban Financial Advisory Corp 0.03% Add +12.3% 3,131 $78K
Parkside Financial Bank & Trust 0.01% Reduce -1.0% 3,089 $77K
Elevate Wealth Advisory, Inc. 0.05% No change 2,992 $75K
Brown Brothers Harriman & Co. 0.00% No change 2,780 $69K
Horizon Financial Services, LLC 0.03% Add +14.0% 2,331 $58K
Westfuller Advisors, LLC 0.02% Add +1.1% 2,297 $57K
Quadrant Capital Group LLC 0.00% No change 2,212 $55K
Operose Advisors LLC 0.01% Add +211.1% 2,122 $53K
EFG International AG 0.00% — 2,000 $50K
Rosenberg Matthew Hamilton 0.01% No change 1,902 $47K
Creative Capital Management Investments LLC 0.01% No change 1,836 $46K
O'shaughnessy Asset Management, LLC 0.00% No change 1,826 $46K
MAI Capital Management 0.00% Add +0.6% 1,645 $41K
Sage Mountain Advisors LLC 0.00% Reduce -67.6% 1,210 $30K
Valley National Advisers Inc. 0.00% No change 1,203 $30K
Sunrise Financial Services, LLC 0.02% — 1,157 $29K
Parallel Advisors, LLC 0.00% Add +1.4% 1,080 $27K
International Assets Investment Management, LLC 0.00% New 1,061 $26K
Bessemer Group Inc. 0.00% New 1,054 $26K
SHP Wealth Management 0.00% — 1,000 $25K
SYM FINANCIAL Corp 0.00% No change 948 $24K
Harbour Investments, Inc. 0.00% Add +10066.7% 915 $23K
Biltmore Family Office, LLC 0.00% No change 850 $21K
Raleigh Capital Management Inc. 0.01% Add +27.0% 832 $21K
Financial Consulate, Inc. 0.00% No change 750 $19K
Atomic Invest LLC 0.01% — 660 $17K
Ancora Advisors LLC 0.00% No change 526 $13K
Old Second National Bank of Aurora 0.00% New 458 $11K
Key Financial Inc 0.00% New 437 $11K
Murphy & Mullick Capital Management Corp 0.01% No change 420 $10K
Holos Integrated Wealth LLC 0.00% No change 332 $8K
Signaturefd, LLC 0.00% Reduce -48.3% 325 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.8% 315 $8K
Quest 10 Wealth Builders, Inc. 0.01% Add +18.0% 308 $8K
Key Capital Management, INC 0.01% — 217 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 206 $5K
Wolff Wiese Magana LLC 0.00% No change 200 $5K
Front Row Advisors LLC 0.00% No change 200 $5K
Investors Research Corp 0.00% No change 197 $5K
Kingdom Financial Group LLC. 0.00% New 175 $4K
Qube Research & Technologies Ltd 0.00% Reduce -32.5% 156 $4K
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 +1.6% 131 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 126 $3K
CX Institutional 0.00% Reduce -80.1% 115 $3K
Affinity Wealth LLC 0.00% New 96 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $2K
Versant Capital Management, Inc 0.00% No change 62 $2K
Founders Financial Alliance, LLC 0.00% No change 34 $848
Redmont Wealth Advisors LLC 0.00% No change 18 $449
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 15 $374
Allworth Financial LP 0.00% No change 10 $250
Networth Advisors, LLC 0.00% — 9 $225
Toronto Dominion Bank 0.00% Reduce -99.8% 8 $200

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