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Institutional Ownership · SEC Form 13F

Who owns REET (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

300
Institutional holders
92,068,648
Shares held (tracked funds)

How the tape is positioned

59 tracked funds added or opened REET while 46 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 0.3% of theirs — a 0.8pp 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 2025-Q4 and 2026-Q1, across 300 tracked filers holding REET, 157 increased or opened the position and 131 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 2025-Q4 and 2026-Q1 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 13

  • 1832 Asset Management L.P.$20M
  • JANE STREET GROUP, LLC$15M
  • Freedom Investment Management, Inc.$12M
  • Waterford Advisors, LLC$8M
  • CIBC WORLD MARKET INC.$7M
  • CIBC Bancorp USA Inc.$5M

Full exits 16

  • SageView Advisory Group, LLC$82M
  • Quent Long Short Global Small Cap Fund, LP$13M
  • SOL Capital Management CO$3M
  • CIBC Private Wealth Group LLC$3M
  • READYSTATE ASSET MANAGEMENT LP$3M
  • FAS Wealth Partners, Inc.$2M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162M
  • Creative Planning$123M
  • M&T Bank Corp$118M
  • AMERIPRISE FINANCIAL INC$21M
  • Polianta Ltd$16M
  • ENVESTNET ASSET MANAGEMENT INC$10M

Largest trims

  • BlackRock, Inc.$17M
  • GOLDMAN SACHS GROUP INC$10M
  • Sumitomo Mitsui DS Asset Management Company, Ltd$8M
  • Vestmark Advisory Solutions, Inc.$7M
  • World Investment Advisors$7M
  • Asset Management One Co., Ltd.$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
State of New Jersey Common Pension Fund D11,787,000$296M11.7%2026-Q1
Valmark Advisers, Inc. added6,480,035$163M6.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added6,458,143$162M6.4%2026-Q1
Creative Planning added5,119,249$129M5.1%2026-Q1
M&T Bank Corp added4,755,008$120M4.7%2026-Q1
BlackRock, Inc. trimmed4,315,083$109M4.3%2026-Q1
Polianta Ltd added4,233,000$106M4.2%2026-Q1
MORGAN STANLEY added3,498,266$88M3.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed3,076,181$77M3.1%2026-Q1
Savant Capital, LLC added2,489,929$63M2.5%2026-Q1
NEPC LLC added2,080,016$52M2.1%2026-Q1
LPL Financial LLC added1,856,406$47M1.8%2026-Q1
Heritage Investment Group, Inc. added1,731,090$44M1.7%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP added1,596,022$40M1.6%2026-Q1
PDS Planning, Inc added1,579,103$40M1.6%2026-Q1
Sumitomo Mitsui DS Asset Management Company, Ltd trimmed1,405,007$35M1.4%2026-Q1
BANK OF MONTREAL /CAN/ trimmed1,380,206$35M1.4%2026-Q1
Modera Wealth Management, LLC added1,379,901$35M1.4%2026-Q1
HighTower Advisors, LLC added1,308,833$33M1.3%2026-Q1
ROYAL BANK OF CANADA added946,879$24M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ added857,459$22M0.9%2026-Q1
AMERIPRISE FINANCIAL INC added855,851$22M0.9%2026-Q1
Capstone Financial Advisors, Inc. added850,332$21M0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added814,076$20M0.8%2026-Q1
1832 Asset Management L.P. added798,651$20M0.8%2026-Q1
Amundi700,000$18M0.7%2026-Q1
BRANDYWINE OAK PRIVATE WEALTH LLC added696,479$18M0.7%2026-Q1
WELLS FARGO & COMPANY/MN added686,583$17M0.7%2026-Q1
Boston Standard Wealth Management, LLC added676,301$17M0.7%2026-Q1
FSM Wealth Advisors, LLC added652,418$16M0.6%2026-Q1
COOPER/HAIMS ADVISORS, LLC added589,225$15M0.6%2026-Q1
JANE STREET GROUP, LLC added582,428$15M0.6%2026-Q1
Quent Capital, LLC added505,471$13M0.5%2026-Q1
Brooklyn FI, LLC added504,122$13M0.5%2026-Q1
Diversified Portfolios, Inc. trimmed494,490$12M0.5%2026-Q1
Morton Brown Family Wealth, LLC added491,027$12M0.5%2026-Q1
BIP Wealth, LLC trimmed469,217$12M0.5%2026-Q1
Freedom Investment Management, Inc. new469,145$12M0.5%2026-Q1
ERn Financial, LLC added433,236$11M0.4%2026-Q1
NAPLES GLOBAL ADVISORS, LLC added407,876$10M0.4%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added366,588$9M0.4%2026-Q1
Cetera Investment Advisers added348,928$9M0.3%2026-Q1
Waldron Private Wealth LLC trimmed340,636$9M0.3%2026-Q1
Waterford Advisors, LLC added342,507$8M0.3%2026-Q1
CUTLER INVESTMENT COUNSEL LLC added330,801$8M0.3%2026-Q1
Corient Private Wealth LLC trimmed305,013$8M0.3%2026-Q1
Leading Edge Financial Planning LLC trimmed296,298$7M0.3%2026-Q1
Causey Wealth LLC added283,222$7M0.3%2026-Q1
CIBC WORLD MARKET INC. new281,290$7M0.3%2026-Q1
Wealthspire Advisors, LLC added240,770$6M0.2%2026-Q1
UBS Group AG added235,372$6M0.2%2026-Q1
Prime Buchholz LLC235,330$6M0.2%2026-Q1
Focus Partners Wealth trimmed219,806$6M0.2%2026-Q1
FIDUCIARY FINANCIAL GROUP, LLC added211,300$5M0.2%2026-Q1
Alhambra Investment Management LLC added189,396$5M0.2%2026-Q1
GP Brinson Investments LLC186,339$5M0.2%2026-Q1
CIBC Bancorp USA Inc. new179,714$5M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed177,000$4M0.2%2026-Q1
Advisory Services Network, LLC added169,942$4M0.2%2026-Q1
Cornerstone Financial Group, LLC /NE/ added137,670$4M0.1%2026-Q1
BAILARD, INC. trimmed148,074$4M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. added146,691$4M0.1%2026-Q1
XY Planning Network, Inc. added136,181$3M0.1%2026-Q1
Cerity Partners LLC added131,690$3M0.1%2026-Q1
Greenspring Advisors, LLC added131,418$3M0.1%2026-Q1
OSAIC HOLDINGS, INC. added130,850$3M0.1%2026-Q1
Lester Murray Antman dba SimplyRich trimmed128,087$3M0.1%2026-Q1
CITADEL ADVISORS LLC added122,643$3M0.1%2026-Q1
Manske Wealth Management added122,135$3M0.1%2026-Q1
Emerald Advisors, LLC added121,016$3M0.1%2026-Q1
Bristlecone Value Partners, LLC added120,655$3M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added115,637$3M0.1%2026-Q1
COLLECTIVE FAMILY OFFICE LLC added111,943$3M0.1%2026-Q1
SC&H Financial Advisors, Inc. trimmed109,646$3M0.1%2026-Q1
Aurelius Family Office LLC added108,226$3M0.1%2026-Q1
GLENMEDE TRUST CO NA106,726$3M0.1%2026-Q1
RS CRUM INC. added104,815$3M0.1%2026-Q1
SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed101,296$3M0.1%2026-Q1
Wealthcare Advisory Partners LLC added100,470$3M0.1%2026-Q1
Pathstone Holdings, LLC trimmed100,199$3M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added100,134$3M0.1%2026-Q1
Factor Wealth Management LTD added93,955$2M0.1%2026-Q1
Capasso Planning Partners LLC added92,933$2M0.1%2026-Q1
Financial Plan, Inc. trimmed91,677$2M0.1%2026-Q1
Arkos Global Advisors trimmed90,187$2M0.1%2026-Q1
Callan Family Office, LLC trimmed86,763$2M0.1%2026-Q1
Hills Bank & Trust Co trimmed84,877$2M0.1%2026-Q1
HSBC HOLDINGS PLC5,681,021$140M5.5%2025-Q2 stale
SageView Advisory Group, LLC added3,284,630$82M3.2%2025-Q4 stale
NICOLA WEALTH MANAGEMENT LTD. trimmed903,300$22M0.9%2025-Q2 stale
BNP PARIBAS FINANCIAL MARKETS added701,300$18M0.7%2025-Q3 stale
Quent Long Short Global Small Cap Fund, LP new505,219$13M0.5%2025-Q4 stale
Money Design Co.,Ltd. trimmed492,368$12M0.5%2025-Q2 stale
Wilshire Advisors LLC added782,038$5M0.2%2025-Q1 stale
Corrigan Financial, Inc. trimmed189,624$5M0.2%2025-Q1 stale
RFP Financial Group LLC added157,000$4M0.1%2025-Q3 stale
SOL Capital Management CO trimmed128,140$3M0.1%2025-Q4 stale
CIBC Private Wealth Group LLC added127,989$3M0.1%2025-Q4 stale
READYSTATE ASSET MANAGEMENT LP added109,820$3M0.1%2025-Q4 stale
NISA INVESTMENT ADVISORS, LLC99,600$2M0.1%2025-Q1 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership