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Security record

REET

iShares Global REIT ETF · Financial Services · Asset Management

25.69 +0.7% mkt cap $4.42B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
60Tracked holders
+6Δ holders
36.91MShares held
$1.10BReported value
+10New positions
−4Exits
Rising Conviction score 59/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.1% · share flow +0.5% · net new positions +10.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 60 +6 36.91M $1.10B +10 −4
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 — —
Q1 2025 1 0 17.79K $431,658 — —
Q4 2024 1 -1 9.08K $217,600 +1 −2
Q3 2024 2 -1 95.19K $2.54M — −1
Q2 2024 3 — 126.69K $2.95M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northwestern Mutual Wealth… 7.06M +9.3% $195.00M 0.1% ▲ Add 3 SEC ↗
2 Creative Planning 4.80M -6.2% $132.58M 0.1% ▼ Trim 3 SEC ↗
3 Manufacturers Life Insurance… 1.86M +407.8% $131.17M 0.1% ▲ Add 3 SEC ↗
4 BlackRock ✦ (passive) 4.25M -1.4% $117.48M 0.0% ▼ Trim 5 SEC ↗ ×5
5 Morgan Stanley ✦ 3.62M +3.4% $99.91M 0.0% ▲ Add 4 SEC ↗ ×4
6 Goldman Sachs Group ✦ 2.90M -5.8% $80.05M 0.0% ▼ Trim 4 SEC ↗ ×4
7 LPL Financial LLC 1.84M -0.7% $50.90M 0.0% ▼ Trim 3 SEC ↗
8 HighTower Advisors, LLC 1.35M +3.5% $37.40M 0.0% ▲ Add 3 SEC ↗
9 Royal Bank Of Canada 987.58K +4.3% $27.28M 0.0% ▲ Add 3 SEC ↗ ×7
10 Ameriprise Financial Inc 924.67K +8.0% $25.54M 0.0% ▲ Add 3 SEC ↗ ×3
11 Bank Of America Corp /De/ 859.57K +0.2% $23.74M 0.0% ▲ Add 3 SEC ↗ ×4
12 Amundi 700.00K 0.0% $19.33M 0.0% Held 3 SEC ↗ ×2
13 Envestnet Asset Management Inc 687.15K -15.6% $18.98M 0.0% ▼ Trim 3 SEC ↗
14 Wells Fargo & Company/Mn 680.91K -0.8% $18.81M 0.0% ▼ Trim 3 SEC ↗ ×5
15 1832 Asset Management L.P. 509.46K -36.2% $14.07M 0.0% ▼ Trim 2 SEC ↗
16 Cetera Investment Advisers 371.70K +6.5% $10.27M 0.0% ▲ Add 3 SEC ↗
17 Bank Of Montreal /Can/ 364.91K -73.6% $10.08M 0.0% ▼ Trim 3 SEC ↗ ×4
18 CIBC Bancorp USA Inc. 308.72K +71.8% $7.81M 0.0% ▲ Add 2 SEC ↗ ×2
19 Corient Private Wealth LP 282.08K -7.5% $7.79M 0.0% ▼ Trim 3 SEC ↗
20 Cibc World Market Inc. 262.54K -6.7% $7.25M 0.0% ▼ Trim 2 SEC ↗
21 Asset Management One Co., Ltd. 246.00K +39.0% $6.79M 0.0% ▲ Add 3 SEC ↗
22 Focus Partners Wealth 210.69K -4.2% $5.82M 0.0% ▼ Trim 3 SEC ↗
23 UBS Group AG 192.55K -18.2% $5.32M 0.0% ▼ Trim 3 SEC ↗ ×3
24 Jones Financial Companies Lllp 148.17K +28.1% $4.16M 0.0% ▲ Add 3 SEC ↗
25 Qube Research & Technologies Ltd 149.85K New $4.14M 0.0% New 1 SEC ↗
26 Mirae Asset Global Investments Co.… 140.84K -4.0% $3.89M 0.0% ▼ Trim 3 SEC ↗
27 Cerity Partners LLC 132.61K +0.7% $3.66M 0.0% ▲ Add 2 SEC ↗
28 D. E. Shaw & Co. ✦ 121.70K New $3.36M 0.0% New 1 SEC ↗
29 Osaic Holdings, Inc. 119.68K -8.5% $3.31M 0.0% ▼ Trim 3 SEC ↗ ×3
30 Mercer Global Advisors Inc /Adv 66.95K -3.4% $1.85M 0.0% ▼ Trim 3 SEC ↗
31 Renaissance Technologies ✦ 65.80K New $1.82M 0.0% New 1 SEC ↗
32 Raymond James Financial Inc 59.62K -28.6% $1.65M 0.0% ▼ Trim 3 SEC ↗ ×2
33 JPMorgan Chase ✦ 57.59K +3.0% $1.62M 0.0% ▲ Add 4 SEC ↗ ×5
34 Commonwealth Equity Services, Llc 54.37K -25.3% $1.50M 0.0% ▼ Trim 3 SEC ↗
35 Franklin Resources Inc 45.07K +1.1% $1.24M 0.0% ▲ Add 3 SEC ↗ ×3
36 Nomura Asset Management… 44.66K New $1.23M 0.0% New 1 SEC ↗
37 DZ BANK AG Deutsche Zentral… 44.60K -11.8% $1.23M 0.0% ▼ Trim 3 SEC ↗
38 Mitsubishi UFJ Asset Management… 43.62K 0.0% $1.20M 0.0% Held 3 SEC ↗
39 Mml Investors Services, Llc 42.56K +3.2% $1.18M 0.0% ▲ Add 3 SEC ↗
40 Wealth Enhancement Advisory… 40.78K -39.2% $1.13M 0.0% ▼ Trim 3 SEC ↗
41 Hrt Financial Lp 36.12K New $997,000 0.0% New 1 SEC ↗
42 Us Bancorp \De\ 24.61K +1.4% $679,618 0.0% ▲ Add 3 SEC ↗ ×2
43 Fifth Third Bancorp 22.01K -23.3% $608,006 0.0% ▼ Trim 3 SEC ↗
44 National Bank Of Canada /Fi/ 21.75K +12.4% $600,723 0.0% ▲ Add 3 SEC ↗
45 Quantinno Capital Management LP 20.78K New $573,971 0.0% New 1 SEC ↗
46 Pnc Financial Services Group, Inc. 17.83K +5.8% $492,382 0.0% ▲ Add 3 SEC ↗ ×3
47 Captrust Financial Advisors 17.16K -9.9% $474,002 0.0% ▼ Trim 3 SEC ↗
48 Mariner, LLC 16.13K -1.9% $445,400 0.0% ▼ Trim 3 SEC ↗
49 Stifel Financial Corp 12.50K +0.7% $345,152 0.0% ▲ Add 3 SEC ↗
50 Citigroup Inc 11.05K +12.6% $305,218 0.0% ▲ Add 3 SEC ↗
51 TD Waterhouse Canada Inc. 10.53K +27.8% $290,859 0.0% ▲ Add 3 SEC ↗
52 Fidelity (FMR) ✦ 9.30K -3.4% $256,809 0.0% ▼ Trim 5 SEC ↗ ×2
53 Nuveen, LLC 8.36K New $230,959 0.0% New 1 SEC ↗
54 Rockefeller Capital Management L.P. 8.30K -16.9% $229,373 0.0% ▼ Trim 3 SEC ↗
55 Empower Advisory Group, LLC 8.05K 0.0% $222,369 0.0% Held 3 SEC ↗
56 Truist Financial Corp 7.67K New $211,873 0.0% New 1 SEC ↗ ×2
57 Allspring Global Investments… 3.21K New $89,634 0.0% New 1 SEC ↗
58 Russell Investments Group, Ltd. 1.05K 0.0% $29,139 0.0% Held 2 SEC ↗
59 Bnp Paribas Financial Markets 700 New $19,334 0.0% New 1 SEC ↗
60 UBS AM, a distinct business unit of… 15 0.0% $414 0.0% Held 3 SEC ↗

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

New buyers

Exited

Jane Street Group, Llc $14.65M was 0.0%
Citadel Advisors $3.08M was 0.0%
Bank of New York Mellon Corp $247,903 was 0.0%
Assetmark, Inc $1,635 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: Q2 2026 · Methodology · Get this via the API