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Security record · archived quarter

REET

iShares Global REIT ETF · Financial Services · Asset Management

26.14 -0.1% mkt cap $4.76B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
50Tracked holders
0Δ holders
29.42MShares held
$733.95MReported value
+1New positions
−1Exits
Rising Conviction score 57/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.5% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 51.42K $1.31M n/a n/a
Q2 2026 58 +6 34.86M $1.04B +10 −6
Q1 2026 55 +4 36.77M $924.68M +8 −4
Q4 2025 50 0 29.42M $733.95M +1 −1
Q3 2025 6 0 9.76M $249.56M +1 −1
Q2 2025 3 0 4.96M $122.52M n/a n/a
Q1 2025 1 0 17.79K $431,658 n/a n/a
Q4 2024 1 -1 9.08K $217,600 +1 −2
Q3 2024 2 -1 95.19K $2.54M n/a −1
Q2 2024 3 n/a 126.69K $2.95M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northwestern Mutual Wealth… 6.12M n/a $152.64M 0.1% n/c 1 SEC ↗
2 BlackRock ✦ (passive) 5.02M +2.9% $125.33M 0.0% ▲ Add 3 SEC ↗ ×4
3 Goldman Sachs Group ✦ 3.48M +167.5% $86.94M 0.0% ▲ Add 2 SEC ↗ ×4
4 Morgan Stanley ✦ 3.41M -1.3% $85.00M 0.0% ▼ Trim 2 SEC ↗ ×5
5 LPL Financial LLC 1.78M n/a $44.34M 0.0% n/c 1 SEC ↗
6 Bank Of Montreal /Can/ 1.40M n/a $34.95M 0.0% n/c 1 SEC ↗ ×5
7 HighTower Advisors, LLC 1.25M n/a $31.18M 0.0% n/c 1 SEC ↗
8 Royal Bank Of Canada 901.97K n/a $22.50M 0.0% n/c 1 SEC ↗ ×7
9 Bank Of America Corp /De/ 757.84K n/a $18.91M 0.0% n/c 1 SEC ↗ ×4
10 Amundi 700.00K n/a $17.46M 0.0% n/c 1 SEC ↗ ×2
11 Wells Fargo & Company/Mn 675.31K n/a $16.85M 0.0% n/c 1 SEC ↗ ×5
12 Corient Private Wealth LP 662.75K n/a $16.54M 0.0% n/c 1 SEC ↗ ×3
13 Envestnet Asset Management Inc 436.11K n/a $10.88M 0.0% n/c 1 SEC ↗
14 Manufacturers Life Insurance… 360.38K n/a $8.99M 0.0% n/c 1 SEC ↗
15 Cetera Investment Advisers 327.96K n/a $8.18M 0.0% n/c 1 SEC ↗
16 Asset Management One Co., Ltd. 293.00K n/a $7.31M 0.0% n/c 1 SEC ↗
17 Creative Planning 235.42K n/a $5.87M 0.0% n/c 1 SEC ↗
18 Focus Partners Wealth 225.92K n/a $5.64M 0.0% n/c 1 SEC ↗
19 Mirae Asset Global Investments Co.… 144.59K n/a $3.61M 0.0% n/c 1 SEC ↗
20 UBS Group AG 142.81K n/a $3.56M 0.0% n/c 1 SEC ↗ ×3
21 Raymond James Financial Inc 93.50K n/a $2.33M 0.0% n/c 1 SEC ↗ ×2
22 Jones Financial Companies Lllp 90.01K n/a $2.25M 0.0% n/c 1 SEC ↗
23 Wealth Enhancement Advisory… 87.00K n/a $2.19M 0.0% n/c 1 SEC ↗
24 Mercer Global Advisors Inc /Adv 84.00K n/a $2.10M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 83.43K n/a $2.08M 0.0% n/c 1 SEC ↗ ×3
26 D. E. Shaw & Co. ✦ 77.14K New $1.92M 0.0% New 1 SEC ↗
27 JPMorgan Chase ✦ 59.33K -38.0% $1.48M 0.0% ▼ Trim 2 SEC ↗ ×5
28 Commonwealth Equity Services, Llc 50.55K n/a $1.26M 0.0% n/c 1 SEC ↗
29 TD Waterhouse Canada Inc. 48.19K n/a $1.20M 0.0% n/c 1 SEC ↗
30 Mitsubishi UFJ Asset Management… 43.62K n/a $1.09M 0.0% n/c 1 SEC ↗
31 Franklin Resources Inc 42.59K n/a $1.06M 0.0% n/c 1 SEC ↗
32 DZ BANK AG Deutsche Zentral… 41.12K n/a $1.03M 0.0% n/c 1 SEC ↗
33 Pnc Financial Services Group, Inc. 38.68K n/a $965,016 0.0% n/c 1 SEC ↗ ×3
34 Mml Investors Services, Llc 34.51K n/a $861,127 0.0% n/c 1 SEC ↗
35 Ameriprise Financial Inc 29.26K n/a $730,073 0.0% n/c 1 SEC ↗ ×3
36 Cwm, Llc 28.56K n/a $713,000 0.0% n/c 1 SEC ↗
37 Us Bancorp \De\ 24.27K n/a $605,661 0.0% n/c 1 SEC ↗ ×2
38 Susquehanna International Group, Llp 23.66K n/a $590,392 0.0% n/c 1 SEC ↗
39 National Bank Of Canada /Fi/ 21.58K n/a $538,251 0.0% n/c 1 SEC ↗
40 Captrust Financial Advisors 19.04K n/a $475,074 0.0% n/c 1 SEC ↗
41 Mariner, LLC 15.81K n/a $394,534 0.0% n/c 1 SEC ↗
42 Stifel Financial Corp 12.81K n/a $319,574 0.0% n/c 1 SEC ↗
43 Empower Advisory Group, LLC 12.41K n/a $309,729 0.0% n/c 1 SEC ↗
44 Fidelity (FMR) ✦ 10.34K +54.9% $258,007 0.0% ▲ Add 3 SEC ↗
45 Rockefeller Capital Management L.P. 9.04K n/a $225,633 0.0% n/c 1 SEC ↗
46 Citigroup Inc 6.85K n/a $170,922 0.0% n/c 1 SEC ↗
47 Fifth Third Bancorp 3.51K n/a $87,599 0.0% n/c 1 SEC ↗
48 Qube Research & Technologies Ltd 156 n/a $3,892 0.0% n/c 1 SEC ↗
49 UBS AM, a distinct business unit of… 15 n/a $374 0.0% n/c 1 SEC ↗
50 Toronto Dominion Bank 8 n/a $200 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $1.92M 0.0%

Exited

Citadel Advisors $635,703 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 299 holders, 92.01M shares, $2.20B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API