Security record · archived quarter
REET
iShares Global REIT ETF · Financial Services · Asset Management
55Tracked holders
+4Δ holders
36.77MShares held
$924.68MReported value
+8New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +7.8% ·
share flow +24.2% ·
net new positions +7.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 6.46M | +5.6% | $162.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Creative Planning | 5.12M | +2074.5% | $128.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 4.32M | -14.1% | $108.52M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 3.50M | +2.7% | $87.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Goldman Sachs Group ✦ | 3.08M | -11.7% | $77.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | LPL Financial LLC | 1.86M | +4.5% | $46.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 1.38M | -1.5% | $34.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | HighTower Advisors, LLC | 1.31M | +4.7% | $32.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 946.88K | +5.0% | $23.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 10 | Bank Of America Corp /De/ | 857.46K | +13.2% | $21.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 855.85K | +2824.9% | $21.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 814.08K | +86.7% | $20.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | 1832 Asset Management L.P. | 798.65K | New | $20.09M | 0.0% | New | 1 | SEC ↗ |
| 14 | Amundi | 700.00K | 0.0% | $17.61M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 15 | Wells Fargo & Company/Mn | 686.58K | +1.7% | $17.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Jane Street Group, Llc | 582.43K | New | $14.65M | 0.0% | New | 1 | SEC ↗ |
| 17 | Manufacturers Life Insurance… | 366.59K | +1.7% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 348.93K | +6.4% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 305.01K | -54.0% | $7.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cibc World Market Inc. | 281.29K | New | $7.07M | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 235.37K | +64.8% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Focus Partners Wealth | 219.81K | -2.7% | $5.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | CIBC Bancorp USA Inc. | 179.71K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Asset Management One Co., Ltd. | 177.00K | -39.6% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mirae Asset Global Investments Co.… | 146.69K | +1.4% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 131.69K | New | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 130.85K | +56.8% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Citadel Advisors ✦ | 122.64K | New | $3.08M | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 115.64K | +28.5% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 83.54K | -10.7% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Commonwealth Equity Services, Llc | 72.76K | +43.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 69.33K | -17.5% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 67.08K | -22.9% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 55.93K | -5.7% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 35 | DZ BANK AG Deutsche Zentral… | 50.56K | +22.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 44.60K | +4.7% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mitsubishi UFJ Asset Management… | 43.62K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 41.24K | +19.5% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cwm, Llc | 30.90K | +8.2% | $777,174 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 28.71K | +717.6% | $721,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 24.27K | 0.0% | $610,516 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 42 | National Bank Of Canada /Fi/ | 19.35K | -10.4% | $486,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Captrust Financial Advisors | 19.05K | 0.0% | $478,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 16.86K | -56.4% | $423,954 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Mariner, LLC | 16.43K | +3.9% | $413,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Stifel Financial Corp | 12.41K | -3.1% | $312,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 9.99K | +10.5% | $251,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 9.86K | New | $247,903 | 0.0% | New | 1 | SEC ↗ ×3 |
| 49 | Citigroup Inc | 9.81K | +43.2% | $246,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 9.62K | -7.0% | $241,963 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 51 | TD Waterhouse Canada Inc. | 8.24K | -82.9% | $209,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Empower Advisory Group, LLC | 8.05K | -35.1% | $202,483 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 1.05K | New | $26,533 | 0.0% | New | 1 | SEC ↗ |
| 54 | Assetmark, Inc | 65 | New | $1,635 | 0.0% | New | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 15 | 0.0% | $377 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| 1832 Asset Management L.P. | $20.09M | 0.0% |
| Jane Street Group, Llc | $14.65M | 0.0% |
| Cibc World Market Inc. | $7.07M | 0.0% |
| Cerity Partners LLC | $3.31M | 0.0% |
| Citadel Advisors | $3.08M | 0.0% |
| Bank of New York Mellon Corp | $247,903 | 0.0% |
| Russell Investments Group… | $26,533 | 0.0% |
| Assetmark, Inc | $1,635 | 0.0% |
Exited
| D. E. Shaw & Co. | $1.92M | was 0.0% |
| Susquehanna International… | $590,392 | was 0.0% |
| Qube Research & Technologies… | $3,892 | was 0.0% |
| Toronto Dominion Bank | $200 | 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: Q1 2026 ·
Methodology ·
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