Who Owns REET?
iShares Global REIT ETF — Institutional Ownership & 13F Holdings
$26.96
-0.06 (-0.22%)
Market Cap
$4.8B
Shares Outstanding
161,198,332
Institutional Holders
270
Total Inst. Value
$1.6B
% of Float Held
—
QoQ Holder Change
+90
Institutional data as of Q1 2025
New Positions
60
Closed Positions
32
Increased
92
Decreased
83
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Valmark Advisers, Inc. | $138.6M | 5,714,409 |
| 2 | HSBC HOLDINGS PLC | $137.8M | 5,681,021 |
| 3 | BlackRock, Inc. | $119.8M | 4,936,699 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $118.4M | 4,880,660 |
| 5 | MORGAN STANLEY | $82.4M | 3,394,924 |
| 6 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $76.9M | 3,171,017 |
| 7 | BANK OF MONTREAL /CAN/ | $65.7M | 2,706,594 |
| 8 | SageView Advisory Group, LLC | $64.6M | 2,663,387 |
| 9 | Savant Capital, LLC | $58.3M | 2,402,659 |
| 10 | NICOLA WEALTH MANAGEMENT LTD. | $39.4M | 1,128,300 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Valmark Advisers, Inc. | +69K | $138.6M |
| BlackRock, Inc. | +247K | $119.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +311K | $118.4M |
| MORGAN STANLEY | +12K | $82.4M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | +1.2M | $76.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brooklyn FI, LLC | -14.8M | $6.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -454K | $7.2M |
| BANK OF MONTREAL /CAN/ | -140K | $65.7M |
| GOLDMAN SACHS GROUP INC | -124K | $28.3M |
| HighTower Advisors, LLC | -115K | $28.5M |
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Frequently Asked Questions
How many institutional investors hold REET?
As of Q1 2025, 270 institutional investors report holding REET (iShares Global REIT ETF) in their 13F filings.
Which hedge fund owns the most REET?
The largest institutional holder of REET is Valmark Advisers, Inc. with $138.6M in shares.
Are institutions buying or selling REET?
This quarter, 60 institutions opened new positions in REET and 32 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.