Skip to content
Disclosery

REET ISHARES TR

Follow

SHS (fund)

278 managers (282 13F filers) reported a position in REET shares at 2025-03-31, 77,065,798 shares in all. 21 filers opened a position and 23 filers sold out during the quarter.

Managers
278
13F filers
282
New
21
Added
114
Reduced
97
Sold out
23
Shares held by filers
77,065,798

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cypress Point Wealth Management, LLC9,240$224K0.07%-1,83813F-HRTimeline
WHITTIER TRUST CO9,000$218K<0.01%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC8,860$215K0.11%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,720$212K<0.01%-94,41813F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO8,350$203K0.01%-78013F-HRTimelineGroup
FMR LLCin group FMR LLC7,505$182K<0.01%-1,44713F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp5,790$140K0.01%new13F-HRTimelineGroup
Orion Capital Management LLC5,448$132K0.06%-4413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,222$127K<0.01%+59613F-HRTimelineGroup
Breakwater Investment Management5,095$124K0.05%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,050$123K0.04%013F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,845$118K<0.01%-4,03013F-HRTimelineGroup
Farther Finance Advisors, LLC4,826$117K<0.01%+3,37113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,500$109K0.01%013F-HRTimeline
Tacita Capital Inc4,262$103K0.07%+1,24213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,250$103K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT3,991$96.8K<0.01%+10913F-HRTimeline
Sage Mountain Advisors LLC3,731$90.5K0.01%-80013F-HRTimeline
AdvisorNet Financial, Inc3,614$87.7K0.01%+3413F-HRTimeline
IAG Wealth Partners, LLC3,584$86.9K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,444$83.6K0.04%+1113F-HRTimeline
Parkside Financial Bank & Trust3,089$74.9K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,085$74.8K<0.01%+2,04013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,080$74.7K<0.01%+62413F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC2,992$72.6K0.05%013F-HRTimeline
Urban Financial Advisory Corp2,593$62.9K0.03%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,374$57K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,212$53.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,989$48.3K0.03%new13F-HR/ATimeline
MAI Capital Management1,944$47.2K<0.01%-1713F-HRTimeline
Rosenberg Matthew Hamilton1,921$46.6K0.01%013F-HRTimeline
Creative Capital Management Investments…1,836$44.5K0.02%013F-HRTimeline
Parallel Advisors, LLC1,720$41.7K<0.01%-1,11313F-HRTimeline
Continuum Advisory, LLC1,466$35.6K<0.01%-7513F-HRTimeline
SYM FINANCIAL Corp1,413$34.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,171$28.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC872$21.2K<0.01%+32813F-HRTimeline
Biltmore Family Office, LLC850$20.6K<0.01%013F-HRTimeline
Sava Infond d.o.o.800$19.4K<0.01%-85013F-HRTimeline
Transce3nd, LLC737$17.9K0.01%+32113F-HRTimeline
New Millennium Group LLC664$16.1K0.01%013F-HRTimeline
Raleigh Capital Management Inc.644$15.6K0.01%-1913F-HRTimeline
BFSG, LLC629$15.3K<0.01%013F-HRTimeline
CX Institutional574$14K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA574$13.9K<0.01%-5,09013F-HRTimelineGroup
Front Row Advisors LLC500$12.1K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …424$10.3K<0.01%13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp420$10.2K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC412$10K<0.01%+32013F-HRTimeline
Holos Integrated Wealth LLC332$8.05K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…273$6.62K<0.01%-4,91413F-HRTimeline
Golden State Wealth Management, LLC268$6.5K<0.01%013F-HR/ATimeline
Quest 10 Wealth Builders, Inc.236$5.72K0.01%-3113F-HRTimeline
LANARK FINANCIAL, INC.238$5K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…206$5K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC200$4.85K<0.01%-2413F-HRTimeline
Investors Research Corp196$4.75K<0.01%013F-HRTimeline
Integrity Financial Corp /WA191$4.63K<0.01%new13F-HRTimeline
Keener Financial Planning LLC204$4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.157$3.8K<0.01%-713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$3.47K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$3.44K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC138$3.31K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.127$3.07K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$3.06K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC79$1.92K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management70$1.7K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc56$1.36K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc20$472<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC18$437<0.01%new13F-HRTimeline
Allworth Financial LP10$239<0.01%-5,79313F-HRTimeline
CoreCap Advisors, LLC9$218<0.01%-1,37213F-HRTimeline
Sandy Spring Bank8$195<0.01%new13F-HRTimeline
Davis Capital Management1$24<0.01%013F-HRTimeline
Hughes Financial Services, LLC1$24<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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.