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Disclosery

REET ISHARES TR

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SHS (fund)

320 managers (324 13F filers) reported a position in REET shares at 2026-06-30, 96,531,874 shares in all. 46 filers opened a position and 23 filers sold out during the quarter.

Managers
320
13F filers
324
New
46
Added
122
Reduced
105
Sold out
23
Shares held by filers
96,531,874

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,497$345K<0.01%+9013F-HRTimelineGroup
First Interstate Bank12,307$340K0.02%-2,20713F-HRTimeline
REGATTA CAPITAL GROUP, LLC12,025$332K0.04%+15013F-HRTimeline
O'ROURKE & COMPANY, Inc11,891$328K0.11%+22413F-HRTimeline
Sovran Advisors, LLC11,374$326K0.02%new13F-HRTimeline
Amicus Financial Advisors, LLC11,376$314K0.08%+3613F-HRTimeline
Zhang Financial LLC11,320$313K0.01%new13F-HRTimeline
Abel Hall, LLC11,234$310K0.05%-82113F-HRTimeline
Prime Capital Investment Advisors, LLC11,086$306K<0.01%-8213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,051$305K<0.01%+1,23713F-HRTimelineGroup
Ballentine Partners, LLC11,005$304K<0.01%-48313F-HRTimeline
ASPIRIANT, LLC10,953$303K0.01%-72813F-HRTimeline
Private Wealth Management Group, LLC10,944$302K0.07%-2,35613F-HRTimeline
TD Waterhouse Canada Inc.10,530$291K<0.01%+2,28813F-HRTimeline
Rossby Financial, LCC9,876$273K0.05%-2,51713F-HRTimeline
Upper Left Wealth Management, LLC9,693$268K0.15%+18413F-HRTimeline
Sound View Wealth Advisors Group, LLC9,397$260K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC9,298$257K<0.01%-32313F-HRTimelineGroup
Rathbones Group PLC9,285$256K<0.01%-4,95513F-HRTimeline
SMART Wealth LLC9,204$254K0.05%new13F-HRTimeline
WHITTIER TRUST CO9,000$251K<0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,943$247K<0.01%new13F-HR/ATimeline
Kathmere Capital Management, LLC8,863$245K0.01%-4813F-HRTimeline
Advisory Alpha, LLC8,503$235K0.01%+35413F-HRTimeline
Nuveen, LLCin group TIAA8,362$231K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,304$229K<0.01%-1,68613F-HRTimelineGroup
LANARK FINANCIAL, INC.8,123$224K0.02%+42913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,051$222K<0.01%013F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC7,869$217K0.11%new13F-HRTimeline
SCOTIA CAPITAL INC.7,806$216K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,671$212K<0.01%new13F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC7,423$212K0.03%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,636$211K0.01%new13F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …7,524$208K0.01%-3,83813F-HRTimelineGroup
McMill Wealth Management7,507$207K0.05%new13F-HR/ATimeline
Tacita Capital Inc7,456$206K0.11%+3,19413F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,278$201K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,190$199K0.01%+34113F-HRTimelineGroup
Investors Portfolio Services LLC6,854$189K0.14%-93413F-HRTimeline
Global Retirement Partners, LLC6,772$187K<0.01%13F-HRTimeline
IFP Advisors, Inc6,575$182K<0.01%+2,87913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,246$173K<0.01%+4,42013F-HRTimeline
UMB Bank, n.a.6,110$169K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MASECO LLP6,097$168K<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC5,826$161K0.14%-12,90413F-HRTimeline
Orion Capital Management LLC5,332$147K0.05%+15113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,222$144K0.02%+17213F-HR/ATimelineGroup
AdvisorNet Financial, Inc5,208$144K0.01%+12613F-HRTimeline
CoreCap Advisors, LLC4,867$134K<0.01%+61213F-HRTimeline
EP Wealth Advisors, LLC4,800$133K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,514$125K0.01%013F-HRTimeline
Sava Infond d.o.o.4,300$119K0.01%new13F-HRTimeline
Breakwater Investment Management4,186$116K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,734$103K<0.01%-47513F-HRTimelineGroup
IAG Wealth Partners, LLC3,584$99K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,539$97.7K0.03%+1613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,215$89.6K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust3,089$85.3K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,992$82.6K0.05%013F-HRTimeline
Urban Financial Advisory Corp2,977$82.2K0.02%-17013F-HRTimeline
Triumph Capital Management2,703$74.7K0.01%-17413F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…2,625$72.5K0.03%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,390$66K0.03%+3413F-HRTimeline
EFG International AGin group EFG International AG2,036$56.2K<0.01%-2,00013F-HRTimelineGroup
Rosenberg Matthew Hamilton1,895$52.3K0.01%013F-HRTimeline
Creative Capital Management Investments…1,836$50.7K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,805$49.9K<0.01%+1313F-HRTimeline
Operose Advisors LLC1,440$39.8K0.01%-1,32013F-HRTimeline
Wilmington Savings Fund Society, FSB1,290$35.6K<0.01%+97513F-HRTimeline
Continuum Advisory, LLC1,290$35.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,236$34.1K<0.01%-5813F-HRTimeline
Sage Mountain Advisors LLC1,210$33.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,203$33.2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,112$30.7K<0.01%+3713F-HRTimeline
Atomic Invest LLC1,066$29.9K<0.01%-413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,055$29.1K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,004$27.7K<0.01%-7513F-HRTimeline
Axiom Investment Management LLC1,000$27.6K0.02%new13F-HRTimeline
Raleigh Capital Management Inc.951$26.3K0.01%-8013F-HRTimeline
SYM FINANCIAL Corp948$26.2K<0.01%013F-HRTimeline
Westfuller Advisors, LLC872$24.1K0.01%-1,43313F-HRTimeline
Key Capital Management, INC872$24.1K0.01%+24313F-HRTimeline
Biltmore Family Office, LLC850$23.5K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC750$20.7K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.737$20K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS700$19.3K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC608$16.8K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.558$15.4K0.01%+25013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC526$14.5K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp420$11.6K0.01%013F-HRTimeline
Sunrise Financial Services, LLC419$11.6K0.01%-36813F-HRTimeline
Steward Partners Investment Advisory, L…373$10.3K<0.01%+3913F-HRTimeline
Holos Integrated Wealth LLC332$9.33K<0.01%013F-HRTimeline
Key Financial Inc312$8.62K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC224$6.19K<0.01%-2,11813F-HRTimeline
HOWE & RUSLING INC219$6.05K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.219$6.04K<0.01%+4413F-HRTimeline
Smithfield Trust Co253$6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…206$5.67K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC198$5.62K<0.01%new13F-HRTimeline
Front Row Advisors LLC200$5.54K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC200$5.52K<0.01%013F-HRTimeline
Investors Research Corp197$5.44K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.182$5.02K<0.01%+713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$3.95K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$3.92K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.132$3.65K<0.01%+113F-HRTimeline
COUNTRY TRUST BANK109$3.01K<0.01%new13F-HRTimeline
CX Institutional116$3K<0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC95$3K<0.01%-2,26613F-HRTimelineGroup
Frazier Financial Advisors, LLC106$2.93K<0.01%+113F-HRTimeline
Ares Financial Consulting, LLC69$1.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc51$1.41K<0.01%013F-HRTimeline
Allied Private Wealth LLC40$1.11K<0.01%13F-HRTimeline
GW&K Investment Management, LLC36$1K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC34$939<0.01%013F-HRTimeline
Networth Advisors, LLC17$470<0.01%+413F-HRTimeline
Allworth Financial LP10$277<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$28<0.01%-713F-HRTimelineGroup
SIGNATUREFD, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.