Evid Invest
Who owns REETWhat REET owns — n/a

Who owns iShares Global REIT ETF?

Institutional ownership of REET from SEC Form 13F filings across 193 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

193

13F holders

$2.08B

value, 2026 filers

42.4%

of shares outstanding (73.0M sh)

36

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of REET's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1State of New Jersey Common Pension Fund D11.8M$325.6M1.1%6.8%0.0%
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7.1M$195.0M0.1%4.1%+9.3%
3Valmark Advisers, Inc.6.7M$184.2M2.0%3.9%+2.9%
4M&T Bank Corp4.9M$135.7M0.4%2.9%+3.4%
5Creative Planning4.8M$132.6M0.1%2.8%-6.2%
6BlackRock, Inc.4.3M$117.5M0.0%2.5%-1.4%
7MORGAN STANLEY3.6M$99.9M0.0%2.1%+3.4%
8SageView Advisory Group, LLCNEW3.2M$89.5M2.9%1.9%new
9GOLDMAN SACHS GROUP INC2.9M$80.0M0.0%1.7%-5.8%
10Savant Capital, LLC2.6M$71.8M0.2%1.5%+4.3%
11MANUFACTURERS LIFE INSURANCE COMPANY, THE1.9M$131.2M0.1%1.1%+407.8%
12LPL Financial LLC1.8M$50.9M0.0%1.1%-0.7%
13PDS Planning, Inc1.6M$45.4M2.6%1%+4.0%
14HighTower Advisors, LLC1.4M$37.4M0.0%0.8%+3.5%
15ROYAL BANK OF CANADA987,582$27.3M0.0%0.6%+4.3%
16AMERIPRISE FINANCIAL INC924,675$25.5M0.0%0.5%+8.0%
17BANK OF AMERICA CORP /DE/859,567$23.7M0.0%0.5%+0.2%
18Capstone Financial Advisors, Inc.851,372$23.5M1.1%0.5%+0.1%
19Amundi700,000$19.3M0.0%0.4%0.0%
20ENVESTNET ASSET MANAGEMENT INC687,146$19.0M0.0%0.4%-15.6%
21WELLS FARGO & COMPANY/MN680,909$18.8M0.0%0.4%-0.8%
22BIP Wealth, LLC520,857$14.4M0.4%0.3%+11.0%
23Morton Brown Family Wealth, LLC520,305$14.4M3.3%0.3%+6.0%
24Quent Capital, LLC508,937$14.1M0.9%0.3%+0.7%
25Sumitomo Mitsui DS Asset Management Company, Ltd449,025$12.4M0.1%0.3%-68.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.