iShares Global REIT ETFREETETF

13F holders, Q2 2026 (June 30)
322holders +21
46new positions
23sold out
2famous investors
$28.44avg. 13F price*

At the end of Q2 2026, 322 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 21 from Q1 2026. 46 opened new positions and 23 sold out. The largest holders were State of New Jersey Common Pension Fund D ($325.6M), Northwestern Mutual Wealth Management Co. ($195.0M) and Valmark Advisers, Inc. ($184.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions46$44.3M
Exits23$22.0M

All 13F filers, Q1 2026 → Q2 2026: 5,710,781 shares bought and 4,688,605 shares sold, net +1,022,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 322 holders

State of New Jersey Common Pension Fund D 1.11% No change 11,787,000 $325.6M
Northwestern Mutual Wealth Management Co. 0.10% Add +9.3% 7,060,064 $195.0M
Valmark Advisers, Inc. 1.96% Add +2.9% 6,667,766 $184.2M
M&T Bank Corp 0.40% Add +1.7% 4,914,523 $135.7M
Creative Planning 0.08% Reduce -6.2% 4,800,308 $132.6M
Manufacturers Life Insurance Company, The 0.10% Add +407.8% 1,861,575 $131.2M
Polianta Ltd 15.12% Add +4.6% 4,427,000 $122.3M
BlackRock, Inc. 0.00% Reduce -1.4% 4,253,470 $117.5M
Morgan Stanley 0.01% Add +3.4% 3,617,325 $99.9M
SageView Advisory Group, LLC 2.93% Reduce -3.9% 3,241,966 $89.5M
Goldman Sachs Group Inc. 0.01% Reduce -5.8% 2,898,249 $80.0M
Savant Capital, LLC 0.21% Add +4.3% 2,597,306 $71.8M
Nepc LLC 1.07% No change 2,080,016 $57.5M
LPL Financial LLC 0.01% Reduce -0.7% 1,842,951 $50.9M
Heritage Investment Group, Inc. 6.49% Add +1.0% 1,748,235 $48.3M
PDS Planning, Inc 2.63% Add +4.0% 1,642,967 $45.4M
Partners Capital Investment Group, LLP 1.59% Add +2.2% 1,631,844 $45.1M
Modera Wealth Management, LLC 0.43% Add +7.0% 1,476,202 $40.8M
HighTower Advisors, LLC 0.04% Add +3.5% 1,354,131 $37.4M
Royal Bank of Canada 0.00% Add +4.3% 987,582 $27.3M
Ameriprise Financial Inc. 0.01% Add +8.0% 924,675 $25.5M
Bank of America Corp. 0.00% Add +0.3% 859,567 $23.7M
Capstone Financial Advisors, Inc. 1.15% Add +0.1% 851,372 $23.5M
FSM Wealth Advisors, LLC 2.17% Add +12.2% 731,797 $20.2M
Brandywine Oak Private Wealth LLC 1.48% Add +1.5% 706,773 $19.5M
Amundi 0.00% No change 700,000 $19.3M
Envestnet Asset Management Inc. 0.00% Reduce -15.6% 687,146 $19.0M
Wells Fargo & Company 0.00% Reduce -0.8% 680,909 $18.8M
Boston Standard Wealth Management, LLC 2.73% Add +0.5% 679,938 $18.8M
Cooper/Haims Advisors, LLC 7.14% Add +1.9% 600,310 $16.6M
Brooklyn FI, LLC 2.73% Add +3.8% 523,222 $14.9M
BIP Wealth, LLC 0.41% Add +11.0% 520,857 $14.4M
Morton Brown Family Wealth, LLC 3.26% Add +6.0% 520,305 $14.4M
1832 Asset Management L.P. 0.02% Reduce -36.2% 509,458 $14.1M
Quent Capital, LLC 0.86% Add +0.7% 508,937 $14.1M
Pacific Life Fund Advisors LLC 1.40% New 462,437 $12.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Reduce -68.0% 449,025 $12.4M
Freedom Investment Management, Inc. 3.44% Reduce -4.8% 446,830 $12.3M
ERn Financial, LLC 2.01% Add +1.4% 439,376 $12.1M
Naples Global Advisors, LLC 0.72% Add +3.6% 422,626 $11.7M
Cetera Investment Advisers 0.01% Add +6.5% 371,703 $10.3M
Bank of Montreal 0.00% Reduce -73.6% 364,913 $10.1M
Waterford Advisors, LLC 2.69% Add +4.1% 356,526 $9.8M
Diversified Portfolios, Inc. 0.71% Reduce -28.3% 354,453 $9.8M
Cutler Investment Counsel LLC 0.89% Add +4.0% 344,085 $9.5M
Waldron Private Wealth LLC 0.31% Reduce -3.7% 328,005 $9.1M
Causey Wealth LLC 3.45% Add +12.9% 319,875 $8.8M
Leading Edge Financial Planning LLC 1.44% Reduce -1.0% 293,457 $8.1M
CIBC Bancorp USA Inc. 0.01% Add +71.8% 308,724 $7.8M
Corient Private Wealth LP 0.01% Reduce -8.2% 279,868 $7.7M
Cibc World Market Inc. 0.01% Reduce -6.7% 262,535 $7.3M
Wealthspire Advisors, LLC 0.04% Add +4.9% 252,547 $7.0M
Asset Management One Co., Ltd. 0.02% Add +39.0% 246,000 $6.8M
Fiduciary Financial Group, LLC 0.75% Add +13.5% 239,851 $6.6M
Prime Buchholz LLC 2.34% No change 235,330 $6.5M
Focus Partners Wealth 0.01% Reduce -4.2% 210,694 $5.8M
GP Brinson Investments LLC 2.35% Add +11.9% 208,553 $5.8M
UBS Group AG 0.00% Reduce -18.2% 192,550 $5.3M
Alhambra Investment Management LLC 2.22% Reduce -2.9% 183,949 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +105.3% 169,175 $4.7M
Advisory Services Network, LLC 0.05% Reduce -2.0% 166,482 $4.6M
Jones Financial Companies LLLP 0.00% Add +28.1% 148,174 $4.2M
Qube Research & Technologies Ltd 0.00% New 149,854 $4.1M
Cornerstone Financial Group, LLC 2.50% Add +6.5% 146,636 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -4.0% 140,841 $3.9M
Bailard, Inc. 0.08% Reduce -8.9% 134,876 $3.7M
XY Planning Network, Inc. 0.46% Reduce -1.7% 133,840 $3.7M
Cerity Partners LLC 0.00% Add +0.7% 132,608 $3.7M
Bristlecone Value Partners, LLC 2.81% Add +4.8% 126,409 $3.5M
Manske Wealth Management 0.86% Add +2.9% 125,725 $3.5M
Greenspring Advisors, LLC 0.19% Reduce -5.0% 124,777 $3.4M
D. E. Shaw & Co. 0.00% New 121,697 $3.4M
Emerald Advisors, LLC 0.42% Reduce -0.8% 120,054 $3.3M
Osaic Holdings, Inc. 0.00% Reduce -8.5% 119,678 $3.3M
Lester Murray Antman dba SimplyRich 0.77% Reduce -7.6% 118,328 $3.3M
Collective Family Office LLC 0.63% Reduce -0.4% 111,458 $3.1M
Simplicity Wealth,LLC 0.10% Add +49.4% 110,221 $3.0M
SC&H Financial Advisors, Inc. 0.40% Add +0.2% 109,875 $3.0M
Aurelius Family Office LLC 1.18% Add +0.2% 108,409 $3.0M
Glenmede Trust Co. NA 0.01% No change 106,726 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.9% 105,078 $2.9M
RS Crum Inc. 0.54% Reduce -1.0% 103,755 $2.9M
Tableaux LLC 1.18% New 101,122 $2.8M
Parkwoods Wealth Partners, LLC 0.45% New 100,410 $2.8M
Sumitomo Mitsui Financial Group, Inc. 0.05% Reduce -1.1% 100,164 $2.8M
Arkos Global Advisors 0.32% Add +6.9% 96,381 $2.7M
Daymark Wealth Partners, LLC 0.06% New 93,862 $2.6M
Capasso Planning Partners LLC 1.28% Add +0.1% 93,015 $2.6M
Callan Family Office, LLC 0.05% Add +5.2% 91,268 $2.5M
Financial Plan, Inc. 0.23% Reduce -3.1% 88,787 $2.5M
FAS Wealth Partners, Inc. 0.12% Add +5.1% 82,625 $2.3M
Factor Wealth Management LTD 0.34% Reduce -12.6% 82,104 $2.3M
Hills Bank & Trust Co 0.09% Reduce -5.5% 80,238 $2.2M
55 North Private Wealth, LLC 0.42% Add +12.7% 77,981 $2.2M
Payne Capital Management, LLC 0.56% Reduce -2.7% 75,826 $2.1M
Y-Intercept (Hong Kong) Ltd 0.04% New 75,821 $2.1M
JFS Wealth Advisors, LLC 0.10% Reduce -6.4% 74,354 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +2.3% 73,009 $2.0M
Wealthcare Advisory Partners LLC 0.04% Reduce -28.7% 71,611 $2.0M
Pitcairn Wealth Advisors LLC 0.21% Add +53.1% 70,851 $2.0M
Waverly Advisors, LLC 0.01% No change 69,123 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -3.4% 66,951 $1.8M
Renaissance Technologies 0.00% New 65,800 $1.8M
SBI Okasan Asset Management Co.Ltd. 0.06% Add +58.9% 60,541 $1.7M
Raymond James Financial Inc. 0.00% Reduce -28.6% 59,623 $1.6M
JPMorgan Chase & Co. 0.00% Add +3.0% 57,591 $1.6M
Beacon Pointe Advisors, LLC 0.01% No change 57,101 $1.6M
One Capital Management, LLC 0.04% No change 61,102 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -25.3% 54,370 $1.5M
Accelerate Investment Advisors LLC 0.85% Add +2.9% 53,302 $1.5M
MB Generational Wealth, LLC 0.72% No change 53,093 $1.5M
Wealth Alliance, LLC 0.12% Add +274.1% 53,070 $1.5M
Wealthspire Retirement, LLC 0.08% Reduce -9.4% 53,060 $1.5M
Arax Advisory Partners 0.01% New 52,516 $1.5M
Morris Financial Concepts, Inc. 0.43% Reduce -2.7% 50,365 $1.4M
Comprehensive Wealth Management, LLC 0.60% Add +6.5% 47,737 $1.3M
Peirce Capital Management, LLC 0.46% Reduce -0.4% 45,212 $1.2M
Franklin Resources Inc. 0.00% Add +1.1% 45,074 $1.2M
Nomura Asset Management International Inc. 0.00% New 44,658 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -11.8% 44,597 $1.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 43,620 $1.2M
Apella Capital, LLC 0.02% Reduce -16.2% 42,490 $1.2M
Oxford Financial Group, LTD. LLC 0.06% Reduce -6.9% 42,841 $1.2M
MML Investors Services, LLC 0.00% Add +3.2% 42,558 $1.2M
NewEdge Advisors, LLC 0.00% Reduce -0.1% 41,673 $1.2M
Foundation Wealth Management, LLC 0.71% Reduce -13.8% 41,619 $1.1M
Nicolet Bankshares Inc. 0.04% Reduce -4.2% 41,274 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -39.2% 40,785 $1.1M
Level Financial Advisors 0.24% Reduce -1.4% 39,505 $1.1M
Atwater Malick LLC 0.22% New 36,469 $1.0M
HRT Financial LP 0.00% New 36,122 $997K
Orion Porfolio Solutions, LLC 0.01% Reduce -4.0% 35,464 $980K
Great Valley Advisor Group, Inc. 0.01% New 33,974 $938K
AE Wealth Management LLC 0.00% Add +20.8% 33,744 $932K
HUB Investment Partners, LLC 0.02% Reduce -0.1% 33,472 $924K
Larson Financial Group LLC 0.02% Add +2.8% 33,175 $916K
Twelve Points Wealth Management LLC 0.18% Add +7.9% 31,936 $882K
Courier Capital LLC 0.04% Add +0.6% 31,113 $859K
180 Wealth Advisors, LLC 0.09% Reduce -7.4% 31,043 $857K
Trust Co. of Vermont 0.03% — 31,020 $857K
Gryphon Financial Partners LLC 0.08% Add +1.4% 30,807 $851K
Compagnie Lombard Odier SCmA 0.01% Reduce -24.0% 29,190 $806K
Fiduciary Financial Advisors 0.08% New 28,472 $786K
Private Advisor Group, LLC 0.00% Add +10.6% 28,426 $785K
City National Bank of Florida 0.32% Reduce -1.3% 27,447 $758K
Comprehensive Money Management Services LLC 0.48% Reduce -4.7% 27,406 $757K
SeedSafe Financial LLC 0.53% Reduce -2.1% 26,844 $741K
StoneX Group Inc. 0.03% Add +179.8% 26,033 $719K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -1.3% 25,408 $702K
Longview Financial Advisors LLC 0.34% Reduce -0.4% 25,003 $691K
Smartleaf Asset Management LLC 0.02% No change 24,521 $688K
US Bancorp \de 0.00% Add +1.4% 24,606 $680K
Harbor Group, Inc. 0.08% Reduce -5.3% 24,020 $663K
Symmetry Partners, LLC 0.03% No change 24,011 $663K
WealthPlan Investment Management, LLC 0.03% Add +0.4% 23,970 $662K
Foster Group, Inc. 0.02% Reduce -14.1% 23,965 $662K
Earned Wealth Advisors, LLC 0.04% Reduce -5.2% 23,838 $658K
Aegis Wealth Management LLC 0.31% Add +0.1% 23,570 $651K
World Investment Advisors 0.01% Reduce -0.1% 25,764 $649K
Navigate Wealth Management, LLC 0.39% Add +32.4% 22,312 $636K
Sanctuary Advisors, LLC 0.00% Add +0.4% 22,051 $609K
Fifth Third Bancorp 0.00% Reduce -23.3% 22,013 $608K
National Bank of Canada 0.00% Add +12.4% 21,750 $601K
Mission Wealth Management, LP 0.01% Add +12.1% 21,684 $599K
Quantinno Capital Management LP 0.00% New 20,781 $574K
Cyndeo Wealth Partners, LLC 0.03% Reduce -0.0% 20,470 $565K
Nolet Wealth Management, LLC 0.31% No change 20,121 $556K
Seaside Wealth Management, Inc. 0.14% No change 19,784 $546K
Betterment LLC 0.00% Add +4.9% 19,759 $546K
Sterling Wealth Management, Inc. 0.13% Add +0.7% 19,534 $540K
Moors & Cabot, Inc. 0.02% Add +39.1% 19,351 $534K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.5% 19,060 $526K
Aptus Capital Advisors, LLC 0.00% Add +0.5% 19,060 $526K
Peapack Gladstone Financial Corp. 0.01% Add +2.9% 18,912 $522K
SVB Wealth LLC 0.03% Reduce -30.3% 18,876 $521K
Integrated Wealth Concepts LLC 0.00% Add +0.1% 18,624 $514K
Farther Finance Advisors, LLC 0.00% Reduce -16.1% 18,124 $501K
PNC Financial Services Group, Inc. 0.00% Add +5.8% 17,827 $492K
J.W. Cole Advisors, Inc. 0.01% Reduce -6.1% 17,754 $490K
Avant Financial Advisors LLC 0.30% Add +8.7% 17,702 $489K
Equitable Holdings, Inc. 0.00% Add +0.5% 17,217 $476K
Captrust Financial Advisors 0.00% Reduce -9.9% 17,162 $474K
CI Investments Inc. 0.00% No change 16,976 $469K
CGN Advisors LLC 0.03% Add +2.1% 16,873 $466K
Insigneo Advisory Services, LLC 0.02% Reduce -73.4% 16,344 $451K
United Capital Financial Advisors, LLC 0.00% New 16,174 $447K
Diversify Advisory Services, LLC 0.01% New 15,505 $446K
Diversify Wealth Management, LLC 0.01% Add +20.1% 15,505 $446K
Mariner, LLC 0.00% Reduce -1.9% 16,126 $445K
Pathstone Holdings, LLC 0.00% Reduce -84.0% 16,048 $443K
J. Safra Sarasin Holding AG 0.01% No change 16,924 $426K
Northland Securities, Inc. 0.24% Add +0.6% 15,157 $419K
Welch & Forbes LLC 0.01% New 15,127 $418K
Natixis Advisors, LLC 0.00% Add +25.0% 14,175 $391K
Cresset Asset Management, LLC 0.00% Add +6.3% 13,896 $384K
OneDigital Investment Advisors LLC 0.00% Add +0.5% 13,700 $378K
Sunpointe, LLC 0.11% Reduce -1.8% 13,390 $370K
International Private Wealth Advisors LLC 0.19% Add +2.4% 13,131 $363K
Aire Advisors, LLC 0.06% Reduce -0.3% 13,044 $360K
Rik Saylor Financial, Inc. 0.23% Reduce -0.3% 12,819 $354K
Aviso Financial Inc. 0.01% Add +0.6% 12,734 $352K
McLean Asset Management Corp 0.05% Reduce -0.4% 12,350 $350K
Gladstone Institutional Advisory LLC 0.01% Reduce -13.4% 12,569 $347K
Stifel Financial Corp. 0.00% Add +0.7% 12,497 $345K
First Interstate Bank 0.02% Reduce -15.2% 12,307 $340K
Regatta Capital Group, LLC 0.04% Add +1.3% 12,025 $332K
O'ROURKE & COMPANY, Inc 0.11% Add +1.9% 11,891 $328K
Sovran Advisors, LLC 0.02% New 11,374 $326K
Amicus Financial Advisors, LLC 0.08% Add +0.3% 11,376 $314K
Zhang Financial LLC 0.01% New 11,320 $313K
Abel Hall, LLC 0.05% Reduce -6.8% 11,234 $310K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.7% 11,086 $306K
Citigroup Inc. 0.00% Add +12.6% 11,051 $305K
Ballentine Partners, LLC 0.00% Reduce -4.2% 11,005 $304K
Aspiriant, LLC 0.01% Reduce -6.2% 10,953 $303K
Private Wealth Management Group, LLC 0.07% Reduce -17.7% 10,944 $302K
TD Waterhouse Canada Inc. 0.00% Add +27.8% 10,530 $291K
Rossby Financial, LCC 0.05% Reduce -20.3% 9,876 $273K
Upper Left Wealth Management, LLC 0.15% Add +1.9% 9,693 $268K
Sound View Wealth Advisors Group, LLC 0.02% New 9,397 $260K
FMR LLC 0.00% Reduce -3.4% 9,298 $257K
Rathbones Group PLC 0.00% Reduce -34.8% 9,285 $256K
SMART Wealth LLC 0.05% New 9,204 $254K
Whittier Trust Co. 0.00% No change 9,000 $251K
Ritholtz Wealth Management 0.00% New 8,943 $247K
Kathmere Capital Management, LLC 0.01% Reduce -0.5% 8,863 $245K
Advisory Alpha, LLC 0.01% Add +4.3% 8,503 $235K
Nuveen, LLC 0.00% New 8,362 $231K
Rockefeller Capital Management L.P. 0.00% Reduce -16.9% 8,304 $229K
Lanark Financial, Inc. 0.02% Add +5.6% 8,123 $224K
Empower Advisory Group, LLC 0.00% No change 8,051 $222K
Castlekeep Investment Advisors LLC 0.11% New 7,869 $217K
Scotia Capital Inc. 0.00% New 7,806 $216K
Truist Financial Corp. 0.00% New 7,671 $212K
Financial Management Network Inc. 0.03% New 7,423 $212K
First Foundation Advisors 0.01% New 7,636 $211K
Harvest Fund Management Co., Ltd 0.01% Reduce -33.8% 7,524 $208K
McMill Wealth Management 0.05% New 7,507 $207K
Tacita Capital Inc 0.11% Add +74.9% 7,456 $206K
KCM Investment Advisors LLC 0.01% New 7,278 $201K
EverSource Wealth Advisors, LLC 0.01% Add +5.0% 7,190 $199K
Investors Portfolio Services LLC 0.14% Reduce -12.0% 6,854 $189K
Global Retirement Partners, LLC 0.00% — 6,772 $187K
IFP Advisors, Inc 0.00% Add +77.9% 6,575 $182K
O'shaughnessy Asset Management, LLC 0.00% Add +242.1% 6,246 $173K
UMB Bank, n.a. 0.00% No change 6,110 $169K
Maseco LLP 0.00% No change 6,097 $168K
3 Factor Indexing, LLC 0.14% Reduce -68.9% 5,826 $161K
Orion Capital Management LLC 0.05% Add +2.9% 5,332 $147K
Ascentis Wealth Management, LLC 0.02% Add +3.4% 5,222 $144K
AdvisorNet Financial, Inc 0.01% Add +2.5% 5,208 $144K
CoreCap Advisors, LLC 0.00% Add +14.4% 4,867 $134K
EP Wealth Advisors, LLC 0.00% New 4,800 $133K
Private Trust Co. NA 0.01% No change 4,514 $125K
Sava Infond d.o.o. 0.01% New 4,300 $119K
Breakwater Investment Management 0.04% No change 4,186 $116K
St Germain D J Co. Inc. 0.00% Reduce -11.3% 3,734 $103K
IAG Wealth Partners, LLC 0.01% No change 3,584 $99K
Elevation Wealth Partners, LLC 0.03% Add +0.5% 3,539 $98K
Allspring Global Investments Holdings, LLC 0.00% New 3,215 $90K
Parkside Financial Bank & Trust 0.01% No change 3,089 $85K
Elevate Wealth Advisory, Inc. 0.05% No change 2,992 $83K
Urban Financial Advisory Corp 0.02% Reduce -5.4% 2,977 $82K
Triumph Capital Management 0.01% Reduce -6.0% 2,703 $75K
Security National Bank of Sioux City Iowa 0.03% New 2,625 $73K
Horizon Financial Services, LLC 0.03% Add +1.4% 2,390 $66K
EFG International AG 0.00% Reduce -49.5% 2,036 $56K
Rosenberg Matthew Hamilton 0.01% No change 1,895 $52K
Creative Capital Management Investments LLC 0.01% No change 1,836 $51K
Ashton Thomas Private Wealth, LLC 0.00% Add +0.7% 1,805 $50K
Operose Advisors LLC 0.01% Reduce -47.8% 1,440 $40K
Wilmington Savings Fund Society, FSB 0.00% Add +309.5% 1,290 $36K
Continuum Advisory, LLC 0.00% New 1,290 $36K
Harbour Investments, Inc. 0.00% Reduce -4.5% 1,236 $34K
Sage Mountain Advisors LLC 0.00% No change 1,210 $33K
Valley National Advisers Inc. 0.00% No change 1,203 $33K
International Assets Investment Management, LLC 0.00% Add +3.4% 1,112 $31K
Russell Investments Group, Ltd. 0.00% No change 1,055 $29K
Parallel Advisors, LLC 0.00% Reduce -7.0% 1,004 $28K
Axiom Investment Management LLC 0.02% New 1,000 $28K
Raleigh Capital Management Inc. 0.01% Reduce -7.8% 951 $26K
SYM FINANCIAL Corp 0.00% No change 948 $26K
Westfuller Advisors, LLC 0.01% Reduce -62.2% 872 $24K
Key Capital Management, INC 0.01% Add +38.6% 872 $24K
Biltmore Family Office, LLC 0.00% No change 850 $23K
Financial Consulate, Inc. 0.00% No change 750 $21K
Hazlett, Burt & Watson, Inc. 0.01% New 737 $20K
BNP Paribas Financial Markets 0.00% New 700 $19K
IFG Advisory, LLC 0.00% New 608 $17K
Quest 10 Wealth Builders, Inc. 0.01% Add +81.2% 558 $15K
Ancora Advisors LLC 0.00% No change 526 $15K
Murphy & Mullick Capital Management Corp 0.01% No change 420 $12K
Sunrise Financial Services, LLC 0.01% Reduce -46.8% 419 $12K
Steward Partners Investment Advisory, LLC 0.00% Add +11.7% 373 $10K
Holos Integrated Wealth LLC 0.00% No change 332 $9K
Key Financial Inc 0.00% No change 312 $9K
Phillips Financial Management, LLC 0.00% Reduce -90.4% 224 $6K
Howe & Rusling Inc. 0.00% New 219 $6K
Lloyd Advisory Services, LLC. 0.00% Add +25.1% 219 $6K
Smithfield Trust Co 0.00% New 253 $6K
Federation des caisses Desjardins du Quebec 0.00% No change 206 $6K
Cornerstone Planning Group LLC 0.00% New 198 $6K
Front Row Advisors LLC 0.00% No change 200 $6K
Wolff Wiese Magana LLC 0.00% No change 200 $6K
Investors Research Corp 0.00% No change 197 $5K
Kingdom Financial Group LLC. 0.00% Add +4.0% 182 $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% 132 $4K
Country Trust Bank 0.00% New 109 $3K
CX Institutional 0.00% Add +0.9% 116 $3K
Bessemer Group Inc. 0.00% Reduce -96.0% 95 $3K
Frazier Financial Advisors, LLC 0.00% Add +0.9% 106 $3K
Ares Financial Consulting, LLC 0.00% New 69 $2K
Versant Capital Management, Inc 0.00% No change 51 $1K
Allied Private Wealth LLC 0.00% — 40 $1K
GW&K Investment Management, LLC 0.00% New 36 $1K
Founders Financial Alliance, LLC 0.00% No change 34 $939
Networth Advisors, LLC 0.00% Add +30.8% 17 $470
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 15 $414
Allworth Financial LP 0.00% No change 10 $277
Tower Research Capital LLC (TRC) 0.00% Reduce -87.5% 1 $28

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