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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 11,787,000 | $296M | 11.7% | 2026-Q1 |
| Valmark Advisers, Inc. added | 6,480,035 | $163M | 6.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,458,143 | $162M | 6.4% | 2026-Q1 |
| Creative Planning added | 5,119,249 | $129M | 5.1% | 2026-Q1 |
| M&T Bank Corp added | 4,755,008 | $120M | 4.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,315,083 | $109M | 4.3% | 2026-Q1 |
| Polianta Ltd added | 4,233,000 | $106M | 4.2% | 2026-Q1 |
| MORGAN STANLEY added | 3,498,266 | $88M | 3.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,076,181 | $77M | 3.1% | 2026-Q1 |
| Savant Capital, LLC added | 2,489,929 | $63M | 2.5% | 2026-Q1 |
| NEPC LLC added | 2,080,016 | $52M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 1,856,406 | $47M | 1.8% | 2026-Q1 |
| Heritage Investment Group, Inc. added | 1,731,090 | $44M | 1.7% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 1,596,022 | $40M | 1.6% | 2026-Q1 |
| PDS Planning, Inc added | 1,579,103 | $40M | 1.6% | 2026-Q1 |
| Sumitomo Mitsui DS Asset Management Company, Ltd trimmed | 1,405,007 | $35M | 1.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,380,206 | $35M | 1.4% | 2026-Q1 |
| Modera Wealth Management, LLC added | 1,379,901 | $35M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,308,833 | $33M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 946,879 | $24M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 857,459 | $22M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 855,851 | $22M | 0.9% | 2026-Q1 |
| Capstone Financial Advisors, Inc. added | 850,332 | $21M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 814,076 | $20M | 0.8% | 2026-Q1 |
| 1832 Asset Management L.P. added | 798,651 | $20M | 0.8% | 2026-Q1 |
| Amundi | 700,000 | $18M | 0.7% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 696,479 | $18M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 686,583 | $17M | 0.7% | 2026-Q1 |
| Boston Standard Wealth Management, LLC added | 676,301 | $17M | 0.7% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 652,418 | $16M | 0.6% | 2026-Q1 |
| COOPER/HAIMS ADVISORS, LLC added | 589,225 | $15M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 582,428 | $15M | 0.6% | 2026-Q1 |
| Quent Capital, LLC added | 505,471 | $13M | 0.5% | 2026-Q1 |
| Brooklyn FI, LLC added | 504,122 | $13M | 0.5% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 494,490 | $12M | 0.5% | 2026-Q1 |
| Morton Brown Family Wealth, LLC added | 491,027 | $12M | 0.5% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 469,217 | $12M | 0.5% | 2026-Q1 |
| Freedom Investment Management, Inc. new | 469,145 | $12M | 0.5% | 2026-Q1 |
| ERn Financial, LLC added | 433,236 | $11M | 0.4% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC added | 407,876 | $10M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 366,588 | $9M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 348,928 | $9M | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 340,636 | $9M | 0.3% | 2026-Q1 |
| Waterford Advisors, LLC added | 342,507 | $8M | 0.3% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC added | 330,801 | $8M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 305,013 | $8M | 0.3% | 2026-Q1 |
| Leading Edge Financial Planning LLC trimmed | 296,298 | $7M | 0.3% | 2026-Q1 |
| Causey Wealth LLC added | 283,222 | $7M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. new | 281,290 | $7M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 240,770 | $6M | 0.2% | 2026-Q1 |
| UBS Group AG added | 235,372 | $6M | 0.2% | 2026-Q1 |
| Prime Buchholz LLC | 235,330 | $6M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 219,806 | $6M | 0.2% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 211,300 | $5M | 0.2% | 2026-Q1 |
| Alhambra Investment Management LLC added | 189,396 | $5M | 0.2% | 2026-Q1 |
| GP Brinson Investments LLC | 186,339 | $5M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 179,714 | $5M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 177,000 | $4M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 169,942 | $4M | 0.2% | 2026-Q1 |
| Cornerstone Financial Group, LLC /NE/ added | 137,670 | $4M | 0.1% | 2026-Q1 |
| BAILARD, INC. trimmed | 148,074 | $4M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 146,691 | $4M | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. added | 136,181 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 131,690 | $3M | 0.1% | 2026-Q1 |
| Greenspring Advisors, LLC added | 131,418 | $3M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 130,850 | $3M | 0.1% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich trimmed | 128,087 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 122,643 | $3M | 0.1% | 2026-Q1 |
| Manske Wealth Management added | 122,135 | $3M | 0.1% | 2026-Q1 |
| Emerald Advisors, LLC added | 121,016 | $3M | 0.1% | 2026-Q1 |
| Bristlecone Value Partners, LLC added | 120,655 | $3M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 115,637 | $3M | 0.1% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 111,943 | $3M | 0.1% | 2026-Q1 |
| SC&H Financial Advisors, Inc. trimmed | 109,646 | $3M | 0.1% | 2026-Q1 |
| Aurelius Family Office LLC added | 108,226 | $3M | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA | 106,726 | $3M | 0.1% | 2026-Q1 |
| RS CRUM INC. added | 104,815 | $3M | 0.1% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 101,296 | $3M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 100,470 | $3M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 100,199 | $3M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 100,134 | $3M | 0.1% | 2026-Q1 |
| Factor Wealth Management LTD added | 93,955 | $2M | 0.1% | 2026-Q1 |
| Capasso Planning Partners LLC added | 92,933 | $2M | 0.1% | 2026-Q1 |
| Financial Plan, Inc. trimmed | 91,677 | $2M | 0.1% | 2026-Q1 |
| Arkos Global Advisors trimmed | 90,187 | $2M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 86,763 | $2M | 0.1% | 2026-Q1 |
| Hills Bank & Trust Co trimmed | 84,877 | $2M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC | 5,681,021 | $140M | 5.5% | 2025-Q2 stale |
| SageView Advisory Group, LLC added | 3,284,630 | $82M | 3.2% | 2025-Q4 stale |
| NICOLA WEALTH MANAGEMENT LTD. trimmed | 903,300 | $22M | 0.9% | 2025-Q2 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 701,300 | $18M | 0.7% | 2025-Q3 stale |
| Quent Long Short Global Small Cap Fund, LP new | 505,219 | $13M | 0.5% | 2025-Q4 stale |
| Money Design Co.,Ltd. trimmed | 492,368 | $12M | 0.5% | 2025-Q2 stale |
| Wilshire Advisors LLC added | 782,038 | $5M | 0.2% | 2025-Q1 stale |
| Corrigan Financial, Inc. trimmed | 189,624 | $5M | 0.2% | 2025-Q1 stale |
| RFP Financial Group LLC added | 157,000 | $4M | 0.1% | 2025-Q3 stale |
| SOL Capital Management CO trimmed | 128,140 | $3M | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 127,989 | $3M | 0.1% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 109,820 | $3M | 0.1% | 2025-Q4 stale |
| NISA INVESTMENT ADVISORS, LLC | 99,600 | $2M | 0.1% | 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.
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.