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Disclosery

REET ISHARES TR

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SHS (fund)

286 managers (290 13F filers) reported a position in REET shares at 2024-12-31, 74,282,630 shares in all. 28 filers opened a position and 33 filers sold out during the quarter.

Managers
286
13F filers
290
New
28
Added
115
Reduced
83
Sold out
33
Shares held by filers
74,282,630

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FWG Investments, LLC.10,434$250K0.19%-12213F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,385$249K0.05%+1013F-HRTimeline
Triumph Capital Management10,343$248K0.08%+99413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,284$247K<0.01%-6513F-HRTimelineGroup
Compagnie Lombard Odier SCmA10,200$244K<0.01%+1,00013F-HRTimeline
Clearstead Advisors, LLC10,022$240K<0.01%+15213F-HRTimeline
Integrated Advisors Network LLC10,000$240K0.01%013F-HRTimeline
GeoWealth Management, LLC9,614$230K0.01%+95313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,496$228K<0.01%+43513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,254$222K0.01%013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO9,130$219K0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,078$218K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO9,000$216K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC8,952$215K<0.01%+7,58613F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…8,875$213K0.01%013F-HRTimelineGroup
Ballentine Partners, LLC8,796$211K<0.01%+11813F-HRTimeline
International Private Wealth Advisors L…8,640$207K0.21%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,548$205K0.01%+3513F-HRTimelineGroup
Global Retirement Partners, LLC8,195$196K0.01%+34813F-HRTimeline
Allworth Financial LP5,803$140K<0.01%+5,79313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,664$136K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC5,492$132K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,187$124K<0.01%+4,91413F-HRTimeline
Breakwater Investment Management5,095$122K0.05%+55113F-HR/ATimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,050$121K0.04%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,626$111K<0.01%+13213F-HRTimelineGroup
Sage Mountain Advisors LLC4,531$109K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,500$108K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,250$102K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT3,882$93.1K<0.01%+2,33613F-HRTimeline
IAG Wealth Partners, LLC3,584$85.9K0.02%013F-HRTimeline
AdvisorNet Financial, Inc3,580$85.8K0.01%+28213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,433$82.3K0.03%+5913F-HRTimeline
Tacita Capital Inc3,020$72.4K0.05%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,992$71.7K0.05%+7813F-HRTimeline
Parallel Advisors, LLC2,833$67.9K<0.01%+10713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,456$58.9K<0.01%new13F-HR/ATimelineGroup
QUADRANT CAPITAL GROUP LLC2,212$53K<0.01%013F-HRTimeline
Arax Advisory Partners2,108$50.5K<0.01%new13F-HRTimeline
MAI Capital Management1,961$47K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton1,921$46K0.01%013F-HRTimeline
Creative Capital Management Investments…1,836$44K0.02%013F-HRTimeline
Sava Infond d.o.o.1,650$39.6K0.01%13F-HRTimeline
Continuum Advisory, LLC1,541$36.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,455$34.9K<0.01%013F-HRTimeline
SYM FINANCIAL Corp1,413$33.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,381$33.1K<0.01%+1,37213F-HRTimeline
PRIVATE TRUST CO NA1,171$28.1K<0.01%-3513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,045$25K<0.01%013F-HRTimeline
Biltmore Family Office, LLC850$20.4K<0.01%013F-HRTimeline
New Millennium Group LLC664$15.9K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.663$15.9K0.01%+1213F-HRTimeline
BFSG, LLC629$15.1K<0.01%013F-HRTimeline
WR Wealth Planners, LLC602$14.4K<0.01%-1,68013F-HRTimeline
SIGNATUREFD, LLC544$13K<0.01%+913F-HRTimeline
Front Row Advisors LLC500$12K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …424$10.2K<0.01%new13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp420$10.1K0.01%13F-HRTimeline
Transce3nd, LLC416$9.97K<0.01%13F-HRTimeline
Holos Integrated Wealth LLC332$7.96K0.01%13F-HRTimeline
Golden State Wealth Management, LLC268$6.42K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.267$6.4K0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC224$5.37K<0.01%-22413F-HRTimeline
Investors Research Corp196$4.7K<0.01%+1213F-HRTimeline
Wilmington Savings Fund Society, FSB169$4.05K<0.01%new13F-HRTimeline
Keener Financial Planning LLC204$4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.164$3.93K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$3.43K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$3.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC138$3.31K<0.01%+5213F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$3.02K<0.01%-10113F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…110$2.64K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC92$2.2K<0.01%+213F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC79$1.89K<0.01%-20413F-HRTimeline
Geneos Wealth Management Inc.75$1.8K<0.01%013F-HRTimeline
FLP Wealth Management, LLC75$1.79K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management70$1.68K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc56$1.34K<0.01%013F-HRTimeline
McIlrath & Eck, LLC40$959<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc20$472<0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC6$144<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$72<0.01%-313F-HRTimelineGroup
Davis Capital Management1$24<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Creekmur Asset Management LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.