iShares Global REIT ETFREETETF
13F holders, Q1 2026 (March 31)301holders −1
34new positions
29sold out
1famous investor
$25.15avg. 13F price*
At the end of Q1 2026, 301 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, down 1 from Q4 2025. 34 opened new positions and 29 sold out. The largest holders were State of New Jersey Common Pension Fund D ($296.4M), Valmark Advisers, Inc. ($163.0M) and Northwestern Mutual Wealth Management Co. ($162.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $79.3M |
| Exits | 29 | $15.1M |
All 13F filers, Q4 2025 → Q1 2026: 12,109,020 shares bought and 3,614,880 shares sold, net +8,494,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| State of New Jersey Common Pension Fund D | 1.14% | No change | 11,787,000 | $296.4M |
| Valmark Advisers, Inc. | 1.94% | Add +3.1% | 6,480,035 | $163.0M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +5.6% | 6,458,143 | $162.4M |
| Creative Planning | 0.09% | Add +2074.5% | 5,119,249 | $128.7M |
| M&T Bank Corp | 0.40% | Add +1.4% | 4,833,284 | $121.6M |
| BlackRock, Inc. | 0.00% | Reduce -14.1% | 4,315,083 | $108.5M |
| Polianta Ltd | 14.13% | Add +16.5% | 4,233,000 | $106.5M |
| Morgan Stanley | 0.01% | Add +2.7% | 3,498,266 | $88.0M |
| SageView Advisory Group, LLC | 3.10% | Add +2.7% | 3,374,114 | $84.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -11.7% | 3,076,181 | $77.4M |
| Savant Capital, LLC | 0.30% | Add +1.2% | 2,489,929 | $62.6M |
| Nepc LLC | 1.04% | Add +1.9% | 2,080,016 | $52.3M |
| LPL Financial LLC | 0.01% | Add +4.5% | 1,856,406 | $46.7M |
| Heritage Investment Group, Inc. | 6.59% | Add +2.4% | 1,731,090 | $43.5M |
| Partners Capital Investment Group, LLP | 1.51% | Add +2.1% | 1,596,022 | $40.1M |
| PDS Planning, Inc | 2.62% | Add +3.0% | 1,579,103 | $39.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.29% | Reduce -18.8% | 1,405,007 | $35.3M |
| Bank of Montreal | 0.01% | Reduce -1.5% | 1,380,206 | $34.7M |
| Modera Wealth Management, LLC | 0.42% | Add +6.2% | 1,379,901 | $34.7M |
| HighTower Advisors, LLC | 0.04% | Add +4.7% | 1,308,833 | $32.9M |
| Royal Bank of Canada | 0.00% | Add +5.0% | 946,879 | $23.8M |
| Bank of America Corp. | 0.00% | Add +13.2% | 857,459 | $21.6M |
| Ameriprise Financial Inc. | 0.01% | Add +2824.9% | 855,851 | $21.5M |
| Capstone Financial Advisors, Inc. | 1.15% | Add +0.2% | 850,332 | $21.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +86.7% | 814,076 | $20.5M |
| 1832 Asset Management L.P. | 0.03% | New | 798,651 | $20.1M |
| Amundi | 0.00% | No change | 700,000 | $17.6M |
| Brandywine Oak Private Wealth LLC | 1.47% | Add +0.9% | 696,479 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +1.7% | 686,583 | $17.3M |
| Boston Standard Wealth Management, LLC | 2.81% | Add +1.8% | 676,301 | $17.2M |
| FSM Wealth Advisors, LLC | 2.11% | Add +21.3% | 652,418 | $16.4M |
| Cooper/Haims Advisors, LLC | 6.97% | Add +4.7% | 589,225 | $14.8M |
| Jane Street Group, LLC | 0.02% | New | 582,428 | $14.6M |
| Quent Capital, LLC | 0.90% | Add +0.1% | 505,471 | $12.7M |
| Brooklyn FI, LLC | 2.66% | Add +8.6% | 504,122 | $12.7M |
| Diversified Portfolios, Inc. | 1.02% | Reduce -16.0% | 494,490 | $12.4M |
| Morton Brown Family Wealth, LLC | 3.26% | Add +4.1% | 491,027 | $12.3M |
| BIP Wealth, LLC | 0.48% | Reduce -3.0% | 469,217 | $11.8M |
| Freedom Investment Management, Inc. | 3.50% | New | 469,145 | $11.8M |
| ERn Financial, LLC | 2.05% | Add +2.8% | 433,236 | $10.9M |
| Naples Global Advisors, LLC | 0.75% | Add +10.7% | 407,876 | $10.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.7% | 366,588 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +6.4% | 348,928 | $8.8M |
| Waldron Private Wealth LLC | 0.33% | Reduce -5.1% | 340,636 | $8.6M |
| Waterford Advisors, LLC | 2.69% | New | 342,507 | $8.5M |
| Cutler Investment Counsel LLC | 0.86% | Add +2.2% | 330,801 | $8.3M |
| Corient Private Wealth LP | 0.01% | Reduce -8.0% | 305,013 | $7.7M |
| Leading Edge Financial Planning LLC | 1.57% | Reduce -2.4% | 296,298 | $7.5M |
| Causey Wealth LLC | 3.02% | Add +19.0% | 283,222 | $7.1M |
| Cibc World Market Inc. | 0.01% | New | 281,290 | $7.1M |
| Wealthspire Advisors, LLC | 0.05% | Add +13.2% | 240,770 | $6.1M |
| UBS Group AG | 0.00% | Add +64.8% | 235,372 | $5.9M |
| Prime Buchholz LLC | 3.09% | No change | 235,330 | $5.9M |
| Focus Partners Wealth | 0.01% | Reduce -2.7% | 219,806 | $5.5M |
| Fiduciary Financial Group, LLC | 0.70% | Add +14.9% | 211,300 | $5.3M |
| Alhambra Investment Management LLC | 2.20% | Add +4.7% | 189,396 | $4.8M |
| GP Brinson Investments LLC | 2.13% | No change | 186,339 | $4.7M |
| CIBC Bancorp USA Inc. | 0.01% | — | 179,714 | $4.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -39.6% | 177,000 | $4.5M |
| Advisory Services Network, LLC | 0.06% | Add +16.0% | 169,942 | $4.3M |
| Cornerstone Financial Group, LLC | 2.41% | Add +14.9% | 137,670 | $3.8M |
| Bailard, Inc. | 0.09% | Reduce -38.9% | 148,074 | $3.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +1.4% | 146,691 | $3.7M |
| XY Planning Network, Inc. | 0.55% | Add +12.7% | 136,181 | $3.5M |
| Cerity Partners LLC | 0.00% | New | 131,690 | $3.3M |
| Greenspring Advisors, LLC | 0.20% | Add +0.0% | 131,418 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +56.8% | 130,850 | $3.3M |
| Lester Murray Antman dba SimplyRich | 0.82% | Reduce -8.6% | 128,087 | $3.2M |
| Citadel Advisors | 0.00% | New | 122,643 | $3.1M |
| Manske Wealth Management | 0.86% | Add +2.8% | 122,135 | $3.1M |
| Emerald Advisors, LLC | 0.38% | Add +15.0% | 121,016 | $3.0M |
| Bristlecone Value Partners, LLC | 2.67% | Add +5.7% | 120,655 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +28.5% | 115,637 | $2.9M |
| Collective Family Office LLC | 0.63% | Add +2.1% | 111,943 | $2.8M |
| SC&H Financial Advisors, Inc. | 0.42% | Reduce -4.5% | 109,646 | $2.8M |
| Aurelius Family Office LLC | 1.18% | Add +2.5% | 108,226 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | No change | 106,726 | $2.7M |
| RS Crum Inc. | 0.51% | Add +1.9% | 104,815 | $2.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -3.4% | 101,296 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | New | 100,470 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -32.8% | 100,199 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.7% | 100,134 | $2.5M |
| Factor Wealth Management LTD | 0.44% | Add +19.6% | 93,955 | $2.4M |
| Capasso Planning Partners LLC | 1.26% | Add +8.9% | 92,933 | $2.3M |
| Financial Plan, Inc. | 0.25% | Reduce -0.1% | 91,677 | $2.3M |
| Arkos Global Advisors | 0.28% | Reduce -27.4% | 90,187 | $2.3M |
| Callan Family Office, LLC | 0.05% | Reduce -3.5% | 86,763 | $2.2M |
| Hills Bank & Trust Co | 0.10% | Reduce -5.7% | 84,877 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.7% | 83,540 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -41.1% | 82,400 | $2.1M |
| JFS Wealth Advisors, LLC | 0.11% | Add +0.0% | 79,420 | $2.0M |
| Virtu Financial LLC | 0.08% | New | 79,045 | $2.0M |
| FAS Wealth Partners, Inc. | 0.12% | Add +1.0% | 78,630 | $2.0M |
| Payne Capital Management, LLC | 0.59% | Add +11.9% | 77,934 | $2.0M |
| Simplicity Wealth,LLC | 0.11% | Add +26.1% | 73,784 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +43.9% | 72,763 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 71,360 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.5% | 69,325 | $1.7M |
| 55 North Private Wealth, LLC | 0.45% | Add +5.9% | 69,221 | $1.7M |
| Waverly Advisors, LLC | 0.01% | No change | 69,123 | $1.7M |
"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.