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 |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.9% | 67,085 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -3.7% | 67,617 | $1.7M |
| Insigneo Advisory Services, LLC | 0.11% | Add +307.6% | 61,529 | $1.5M |
| One Capital Management, LLC | 0.04% | Reduce -46.0% | 61,102 | $1.5M |
| Wealthspire Retirement, LLC | 0.09% | Reduce -8.9% | 58,562 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +46.2% | 57,101 | $1.4M |
| Apella Capital, LLC | 0.02% | Reduce -8.1% | 50,724 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 55,928 | $1.4M |
| MB Generational Wealth, LLC | 0.74% | No change | 53,093 | $1.3M |
| Accelerate Investment Advisors LLC | 0.87% | Add +4.7% | 51,803 | $1.3M |
| Morris Financial Concepts, Inc. | 0.44% | Add +2.3% | 51,776 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +22.9% | 50,563 | $1.3M |
| Foundation Wealth Management, LLC | 0.82% | Add +0.4% | 48,253 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.06% | Reduce -0.8% | 46,002 | $1.2M |
| Pitcairn Wealth Advisors LLC | 0.11% | No change | 46,274 | $1.2M |
| Peirce Capital Management, LLC | 0.45% | Reduce -3.5% | 45,393 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.57% | Add +7.7% | 44,823 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +4.7% | 44,597 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 43,620 | $1.1M |
| Nicolet Bankshares Inc. | 0.04% | New | 43,075 | $1.1M |
| North Ridge Wealth Advisors, Inc. | 0.61% | Add +0.0% | 42,915 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.7% | 41,721 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +19.5% | 41,236 | $1.0M |
| Level Financial Advisors | 0.26% | Reduce -9.1% | 40,084 | $1.0M |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 38,390 | $966K |
| SBI Okasan Asset Management Co.Ltd. | 0.04% | Add +20.3% | 38,101 | $945K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.3% | 36,925 | $929K |
| 180 Wealth Advisors, LLC | 0.10% | Reduce -1.2% | 33,536 | $843K |
| HUB Investment Partners, LLC | 0.02% | New | 33,509 | $843K |
| Larson Financial Group LLC | 0.03% | Add +1.1% | 32,259 | $811K |
| Courier Capital LLC | 0.04% | Add +0.4% | 30,939 | $778K |
| Cwm, LLC | 0.00% | Add +8.2% | 30,902 | $777K |
| Gryphon Financial Partners LLC | 0.08% | Add +5.7% | 30,379 | $764K |
| Twelve Points Wealth Management LLC | 0.16% | Add +6.1% | 29,605 | $745K |
| Comprehensive Money Management Services LLC | 0.47% | Reduce -2.5% | 28,759 | $723K |
| Fifth Third Bancorp | 0.00% | Add +717.6% | 28,707 | $722K |
| AE Wealth Management LLC | 0.00% | Add +2.6% | 27,942 | $703K |
| Foster Group, Inc. | 0.02% | Reduce -28.5% | 27,912 | $702K |
| City National Bank of Florida | 0.42% | Reduce -3.8% | 27,801 | $699K |
| SeedSafe Financial LLC | 0.57% | Add +0.0% | 27,426 | $690K |
| SVB Wealth LLC | 0.04% | Reduce -28.9% | 27,093 | $681K |
| World Investment Advisors | 0.01% | Reduce -92.0% | 25,777 | $648K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -92.0% | 25,738 | $647K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.2% | 25,705 | $646K |
| Harbor Group, Inc. | 0.09% | Reduce -7.8% | 25,359 | $638K |
| Earned Wealth Advisors, LLC | 0.04% | Reduce -13.9% | 25,142 | $632K |
| Longview Financial Advisors LLC | 0.34% | Reduce -0.5% | 25,103 | $631K |
| US Bancorp \de | 0.00% | No change | 24,275 | $611K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -14.2% | 24,521 | $608K |
| Symmetry Partners, LLC | 0.03% | No change | 24,011 | $604K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -0.7% | 23,864 | $600K |
| Aegis Wealth Management LLC | 0.34% | Add +7.0% | 23,555 | $592K |
| Sanctuary Advisors, LLC | 0.00% | Add +34.4% | 21,969 | $553K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.1% | 21,602 | $549K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +7.1% | 20,475 | $515K |
| Nolet Wealth Management, LLC | 0.29% | No change | 20,121 | $506K |
| Seaside Wealth Management, Inc. | 0.14% | Add +1.2% | 19,784 | $498K |
| Sterling Wealth Management, Inc. | 0.13% | Add +0.5% | 19,393 | $488K |
| National Bank of Canada | 0.00% | Reduce -10.4% | 19,347 | $487K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.9% | 19,344 | $487K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 19,045 | $479K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -4.5% | 18,960 | $477K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.5% | 18,960 | $477K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 18,900 | $475K |
| Betterment LLC | 0.00% | Add +4.5% | 18,835 | $474K |
| DGS Capital Management, LLC | 0.08% | Reduce -3.1% | 18,811 | $473K |
| 3 Factor Indexing, LLC | 0.44% | — | 18,730 | $471K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.8% | 18,605 | $468K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +4.4% | 18,379 | $462K |
| Navigate Wealth Management, LLC | 0.32% | — | 16,849 | $456K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.3% | 17,006 | $428K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 17,127 | $427K |
| CI Investments Inc. | 0.00% | No change | 16,976 | $427K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -25.5% | 16,924 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -56.4% | 16,857 | $424K |
| CGN Advisors LLC | 0.03% | Add +2.1% | 16,531 | $416K |
| Mariner, LLC | 0.00% | Add +3.9% | 16,430 | $413K |
| Avant Financial Advisors LLC | 0.29% | Reduce -41.9% | 16,286 | $410K |
| Northland Securities, Inc. | 0.36% | New | 15,067 | $379K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +74.0% | 14,518 | $365K |
| First Interstate Bank | 0.02% | No change | 14,514 | $365K |
| Rathbones Group PLC | 0.00% | Reduce -27.4% | 14,240 | $358K |
| Wealth Alliance, LLC | 0.04% | Reduce -74.4% | 14,187 | $357K |
| Moors & Cabot, Inc. | 0.01% | Add +35.8% | 13,913 | $350K |
| Diversify Wealth Management, LLC | 0.01% | New | 12,909 | $346K |
| Sunpointe, LLC | 0.11% | Reduce -46.5% | 13,636 | $343K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.6% | 13,628 | $343K |
| Private Wealth Management Group, LLC | 0.09% | Reduce -7.4% | 13,300 | $334K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 13,087 | $329K |
| Cresset Asset Management, LLC | 0.00% | Reduce -55.3% | 13,066 | $329K |
| Rik Saylor Financial, Inc. | 0.25% | Add +0.2% | 12,861 | $323K |
| International Private Wealth Advisors LLC | 0.20% | Add +10.3% | 12,829 | $323K |
| Breachway Investments LLC | 0.31% | Add +0.2% | 12,648 | $321K |
| Aviso Financial Inc. | 0.01% | Reduce -1.2% | 12,658 | $318K |
| Rossby Financial, LCC | 0.07% | Reduce -0.9% | 12,393 | $315K |
| Stifel Financial Corp. | 0.00% | Reduce -3.1% | 12,407 | $312K |
| McLean Asset Management Corp | 0.05% | Reduce -0.1% | 12,400 | $312K |
| Abel Hall, LLC | 0.06% | Reduce -4.1% | 12,055 | $303K |
| Regatta Capital Group, LLC | 0.05% | Add +9.2% | 11,875 | $299K |
| O'ROURKE & COMPANY, Inc | 0.12% | Reduce -6.7% | 11,667 | $296K |
| Aspiriant, LLC | 0.01% | Reduce -20.8% | 11,681 | $294K |
| Ballentine Partners, LLC | 0.00% | Reduce -4.3% | 11,488 | $289K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -9.8% | 11,362 | $286K |
| Natixis Advisors, LLC | 0.00% | Add +9.7% | 11,341 | $285K |
| Amicus Financial Advisors, LLC | 0.08% | New | 11,340 | $285K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.1% | 11,168 | $281K |
| Old Mission Capital LLC | 0.01% | Reduce -81.2% | 10,663 | $268K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.5% | 9,990 | $251K |
| Bank of New York Mellon Corp | 0.00% | New | 9,857 | $248K |
| Citigroup Inc. | 0.00% | Add +43.3% | 9,814 | $247K |
| FMR LLC | 0.00% | Reduce -7.0% | 9,621 | $242K |
| Upper Left Wealth Management, LLC | 0.14% | Add +5.2% | 9,509 | $239K |
| StoneX Group Inc. | 0.01% | Reduce -21.3% | 9,303 | $234K |
| Whittier Trust Co. | 0.00% | No change | 9,000 | $230K |
| Kathmere Capital Management, LLC | 0.01% | New | 8,911 | $224K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | New | 8,705 | $218K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -67.2% | 7,849 | $211K |
| RFG Advisory, LLC | 0.00% | Reduce -3.8% | 8,350 | $210K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -82.9% | 8,242 | $209K |
| Two Sigma Securities, LLC | 0.02% | New | 8,269 | $208K |
| Advisory Alpha, LLC | 0.01% | Add +1.1% | 8,149 | $205K |
| Empower Advisory Group, LLC | 0.00% | Reduce -35.1% | 8,051 | $202K |
| Investors Portfolio Services LLC | 0.18% | Reduce -19.3% | 7,788 | $196K |
| Lanark Financial, Inc. | 0.01% | Add +5.2% | 7,694 | $194K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.0% | 6,849 | $172K |
| UMB Bank, n.a. | 0.00% | No change | 6,110 | $154K |
| Maseco LLP | 0.00% | Reduce -32.3% | 6,097 | $153K |
| Orion Capital Management LLC | 0.04% | Reduce -6.2% | 5,181 | $130K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.9% | 5,082 | $128K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 5,050 | $127K |
| Private Trust Co. NA | 0.01% | No change | 4,514 | $114K |
| Tacita Capital Inc | 0.06% | No change | 4,262 | $107K |
| CoreCap Advisors, LLC | 0.00% | Add +23.1% | 4,255 | $107K |
| St Germain D J Co. Inc. | 0.00% | No change | 4,209 | $106K |
| Breakwater Investment Management | 0.04% | Reduce -14.2% | 4,186 | $105K |
| EFG International AG | 0.00% | Add +101.8% | 4,036 | $102K |
| IFP Advisors, Inc | 0.00% | No change | 3,696 | $93K |
| IAG Wealth Partners, LLC | 0.01% | No change | 3,584 | $90K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.3% | 3,523 | $89K |
| Urban Financial Advisory Corp | 0.03% | Add +0.5% | 3,147 | $79K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,089 | $78K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 2,992 | $75K |
| Triumph Capital Management | 0.01% | Reduce -11.2% | 2,877 | $72K |
| Operose Advisors LLC | 0.02% | Add +30.1% | 2,760 | $69K |
| Bessemer Group Inc. | 0.00% | Add +124.0% | 2,361 | $60K |
| Horizon Financial Services, LLC | 0.03% | Add +1.1% | 2,356 | $59K |
| Phillips Financial Management, LLC | 0.00% | Reduce -48.0% | 2,342 | $59K |
| Westfuller Advisors, LLC | 0.03% | Add +0.3% | 2,305 | $58K |
| Quadrant Capital Group LLC | 0.00% | No change | 2,212 | $56K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -0.4% | 1,895 | $48K |
| Creative Capital Management Investments LLC | 0.01% | No change | 1,836 | $46K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,826 | $46K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,792 | $45K |
| MAI Capital Management | 0.00% | Add +0.2% | 1,648 | $41K |
| Mascoma Wealth Management LLC | 0.01% | New | 1,317 | $33K |
| Harbour Investments, Inc. | 0.00% | Add +41.4% | 1,294 | $33K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,210 | $30K |
| Valley National Advisers Inc. | 0.00% | No change | 1,203 | $30K |
| International Assets Investment Management, LLC | 0.00% | Add +1.3% | 1,075 | $27K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.1% | 1,079 | $27K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,055 | $27K |
| Raleigh Capital Management Inc. | 0.01% | Add +23.9% | 1,031 | $26K |
| SHP Wealth Management | 0.00% | No change | 1,000 | $25K |
| SYM FINANCIAL Corp | 0.00% | No change | 948 | $24K |
| Destiny Wealth Partners, LLC | 0.00% | New | 896 | $23K |
| Biltmore Family Office, LLC | 0.00% | No change | 850 | $21K |
| Sunrise Financial Services, LLC | 0.01% | Reduce -32.0% | 787 | $20K |
| Financial Consulate, Inc. | 0.00% | No change | 750 | $19K |
| Key Capital Management, INC | 0.01% | Add +189.9% | 629 | $16K |
| Synergy Investment Management, LLC | 0.00% | New | 578 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 526 | $13K |
| Old Second National Bank of Aurora | 0.00% | No change | 458 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 420 | $11K |
| Holos Integrated Wealth LLC | 0.00% | No change | 332 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.0% | 334 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 315 | $8K |
| Key Financial Inc | 0.00% | Reduce -28.6% | 312 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 308 | $8K |
| 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 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 175 | $4K |
| Kingdom Financial Group LLC. | 0.00% | No change | 175 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 172 | $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% | No change | 131 | $3K |
| CX Institutional | 0.00% | No change | 115 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | New | 105 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -99.3% | 101 | $3K |
| Crews Bank & Trust | 0.00% | New | 87 | $2K |
| Capital Analysts, LLC | 0.00% | New | 64 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | New | 73 | $2K |
| Assetmark, Inc. | 0.00% | New | 65 | $2K |
| Versant Capital Management, Inc | 0.00% | Reduce -17.7% | 51 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 34 | $855 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 15 | $377 |
| Networth Advisors, LLC | 0.00% | Add +44.4% | 13 | $327 |
| Allworth Financial LP | 0.00% | No change | 10 | $252 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8 | $201 |
"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.