Who owns iShares Global REIT ETF (REET)
Which tracked institutional funds hold REET, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REET company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on REET is one-sided between 2026-Q1 and 2026-Q2: 84 added or opened and 25 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
REET’s largest tracked holder by dollar value, State of New Jersey Common Pension Fund D, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in REET divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 305 tracked filers holding REET, 158 increased or opened the position and 143 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in REET between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Pacific Life Fund Advisors LLC$13M
- Qube Research & Technologies Ltd$4M
- D. E. Shaw & Co., Inc.$3M
- TABLEAUX LLC$3M
- Parkwoods Wealth Partners, LLC$3M
- DAYMARK WEALTH PARTNERS, LLC$3M
Full exits 12
- Polianta Ltd$106M
- HighTower Advisors, LLC$33M
- Amundi$18M
- JANE STREET GROUP, LLC$15M
- Lester Murray Antman dba SimplyRich$3M
- CITADEL ADVISORS LLC$3M
Largest adds
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$122M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$33M
- State of New Jersey Common Pension Fund D$29M
- Valmark Advisers, Inc.$21M
- M&T Bank Corp$16M
- MORGAN STANLEY$12M
Largest trims
- BANK OF MONTREAL /CAN/$25M
- Sumitomo Mitsui DS Asset Management Company, Ltd$23M
- 1832 Asset Management L.P.$6M
- Diversified Portfolios, Inc.$3M
- Pathstone Holdings, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 11,787,000 | $326M | 13.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,060,064 | $195M | 7.9% | 2026-Q2 |
| Valmark Advisers, Inc. added | 6,667,766 | $184M | 7.5% | 2026-Q2 |
| M&T Bank Corp added | 4,914,523 | $136M | 5.5% | 2026-Q2 |
| Creative Planning trimmed | 4,800,308 | $133M | 5.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 4,253,470 | $117M | 4.8% | 2026-Q2 |
| MORGAN STANLEY added | 3,617,325 | $100M | 4.0% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 3,241,966 | $90M | 3.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,898,249 | $80M | 3.2% | 2026-Q2 |
| Savant Capital, LLC added | 2,597,306 | $72M | 2.9% | 2026-Q2 |
| NEPC LLC | 2,080,016 | $57M | 2.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,861,575 | $131M | 5.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,842,951 | $51M | 2.1% | 2026-Q2 |
| Heritage Investment Group, Inc. added | 1,748,235 | $48M | 2.0% | 2026-Q2 |
| PDS Planning, Inc added | 1,642,967 | $45M | 1.8% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 1,631,844 | $45M | 1.8% | 2026-Q2 |
| Modera Wealth Management, LLC added | 1,476,202 | $41M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 987,582 | $27M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 924,675 | $26M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 859,567 | $24M | 1.0% | 2026-Q2 |
| Capstone Financial Advisors, Inc. added | 851,372 | $24M | 1.0% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 731,797 | $20M | 0.8% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 706,773 | $20M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 687,146 | $19M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 680,909 | $19M | 0.8% | 2026-Q2 |
| Boston Standard Wealth Management, LLC added | 679,938 | $19M | 0.8% | 2026-Q2 |
| COOPER/HAIMS ADVISORS, LLC added | 600,310 | $17M | 0.7% | 2026-Q2 |
| Brooklyn FI, LLC added | 523,222 | $15M | 0.6% | 2026-Q2 |
| BIP Wealth, LLC added | 520,857 | $14M | 0.6% | 2026-Q2 |
| Morton Brown Family Wealth, LLC added | 520,305 | $14M | 0.6% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 509,458 | $14M | 0.6% | 2026-Q2 |
| Quent Capital, LLC added | 508,937 | $14M | 0.6% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 462,437 | $13M | 0.5% | 2026-Q2 |
| Sumitomo Mitsui DS Asset Management Company, Ltd trimmed | 449,025 | $12M | 0.5% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 446,830 | $12M | 0.5% | 2026-Q2 |
| ERn Financial, LLC added | 439,376 | $12M | 0.5% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 422,626 | $12M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 371,703 | $10M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 364,913 | $10M | 0.4% | 2026-Q2 |
| Waterford Advisors, LLC added | 356,526 | $10M | 0.4% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 354,453 | $10M | 0.4% | 2026-Q2 |
| CUTLER INVESTMENT COUNSEL LLC added | 344,085 | $10M | 0.4% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 328,005 | $9M | 0.4% | 2026-Q2 |
| Causey Wealth LLC added | 319,875 | $9M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 308,724 | $8M | 0.3% | 2026-Q2 |
| Leading Edge Financial Planning LLC trimmed | 293,457 | $8M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 282,083 | $8M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 262,535 | $7M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 252,547 | $7M | 0.3% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 246,000 | $7M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 239,851 | $7M | 0.3% | 2026-Q2 |
| Prime Buchholz LLC | 235,330 | $6M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 210,694 | $6M | 0.2% | 2026-Q2 |
| GP Brinson Investments LLC added | 208,553 | $6M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 192,550 | $5M | 0.2% | 2026-Q2 |
| Alhambra Investment Management LLC trimmed | 183,949 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 169,175 | $5M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 166,482 | $5M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 149,854 | $4M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 148,174 | $4M | 0.2% | 2026-Q2 |
| Cornerstone Financial Group, LLC /NE/ added | 146,636 | $4M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 140,841 | $4M | 0.2% | 2026-Q2 |
| BAILARD, INC. trimmed | 134,876 | $4M | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 133,840 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 132,608 | $4M | 0.1% | 2026-Q2 |
| Bristlecone Value Partners, LLC added | 126,409 | $3M | 0.1% | 2026-Q2 |
| Manske Wealth Management added | 125,725 | $3M | 0.1% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 124,777 | $3M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 121,697 | $3M | 0.1% | 2026-Q2 |
| Emerald Advisors, LLC trimmed | 120,054 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 119,678 | $3M | 0.1% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC trimmed | 111,458 | $3M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 110,221 | $3M | 0.1% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 109,875 | $3M | 0.1% | 2026-Q2 |
| Aurelius Family Office LLC added | 108,409 | $3M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 106,726 | $3M | 0.1% | 2026-Q2 |
| RS CRUM INC. trimmed | 103,755 | $3M | 0.1% | 2026-Q2 |
| TABLEAUX LLC new | 101,122 | $3M | 0.1% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC new | 100,410 | $3M | 0.1% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 100,164 | $3M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 93,862 | $3M | 0.1% | 2026-Q2 |
| Capasso Planning Partners LLC added | 93,015 | $3M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC added | 91,268 | $3M | 0.1% | 2026-Q2 |
| Financial Plan, Inc. trimmed | 88,787 | $2M | 0.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 82,625 | $2M | 0.1% | 2026-Q2 |
| Factor Wealth Management LTD trimmed | 82,104 | $2M | 0.1% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 80,238 | $2M | 0.1% | 2026-Q2 |
| 55 North Private Wealth, LLC added | 77,981 | $2M | 0.1% | 2026-Q2 |
| Payne Capital Management, LLC trimmed | 75,826 | $2M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 75,821 | $2M | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 74,354 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 73,009 | $2M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 71,611 | $2M | 0.1% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC added | 70,851 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 69,123 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 66,951 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 65,800 | $2M | 0.1% | 2026-Q2 |
| SBI Okasan Asset Management Co.Ltd. added | 60,541 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 59,623 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 57,591 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.