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Disclosery

REET ISHARES TR

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SHS (fund)

284 managers (288 13F filers) reported a position in REET shares at 2025-06-30, 75,785,484 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
284
13F filers
288
New
24
Added
106
Reduced
100
Sold out
16
Shares held by filers
75,785,484

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TWO SIGMA SECURITIES, LLC8,425$208K0.03%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,350$206K0.01%013F-HR/ATimelineGroup
Upper Left Wealth Management, LLC8,331$206K0.14%new13F-HRTimeline
EFG Private Wealth Management (Americas…8,144$201K0.04%new13F-HRTimeline
Advisory Alpha, LLC8,097$200K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC7,730$191K<0.01%+22513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,700$190K0.01%-10,99313F-HRTimelineGroup
Glenmede Investment Management, LP7,674$190K<0.01%13F-HRTimeline
UMB Bank, n.a.6,967$172K<0.01%-2,84113F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,869$170K0.01%-21,03513F-HRTimelineGroup
IFP Advisors, Inc6,682$165K<0.01%-9,70513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,000$148K0.01%+21013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,902$146K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC5,568$138K<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,533$137K<0.01%+31113F-HRTimelineGroup
Orion Capital Management LLC5,457$135K0.05%+913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,050$126K0.03%013F-HRTimelineGroup
Breakwater Investment Management4,879$121K0.05%-21613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,845$120K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,500$111K0.01%013F-HRTimeline
Tacita Capital Inc4,262$105K0.07%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,250$105K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc4,187$103K0.01%+57313F-HRTimeline
Sage Mountain Advisors LLC3,731$92.2K0.01%013F-HRTimeline
IAG Wealth Partners, LLC3,584$88.5K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,530$87K0.01%+3,29213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,460$85.5K0.03%+1613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,216$79.5K<0.01%-5,50413F-HR/ATimelineGroup
Parkside Financial Bank & Trust3,089$76.3K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,992$73.9K0.05%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,899$71.6K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,780$68.7K<0.01%new13F-HRTimelineGroup
Promus Capital, LLC2,758$68.1K0.04%new13F-HR/ATimeline
Urban Financial Advisory Corp2,613$64.5K0.03%+2013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,016$49.8K0.03%+2713F-HRTimeline
Rosenberg Matthew Hamilton1,902$47K0.01%-1913F-HRTimeline
Creative Capital Management Investments…1,836$45.3K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,823$45K<0.01%-1,26213F-HRTimeline
MAI Capital Management1,698$41.9K<0.01%-24613F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,203$29K<0.01%-1,17113F-HRTimeline
PRIVATE TRUST CO NA1,171$28.9K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,138$28.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,057$26.1K<0.01%-66313F-HRTimeline
SYM FINANCIAL Corp948$23.4K<0.01%-46513F-HRTimeline
SIGNATUREFD, LLC876$21.6K<0.01%+413F-HRTimeline
Biltmore Family Office, LLC850$21K<0.01%013F-HRTimeline
Sava Infond d.o.o.800$19.8K<0.01%013F-HRTimeline
Transce3nd, LLC764$18.9K0.01%+2713F-HRTimeline
New Millennium Group LLC664$16.4K0.01%013F-HRTimeline
Raleigh Capital Management Inc.649$16K0.01%+513F-HRTimeline
BFSG, LLC629$15.5K<0.01%013F-HRTimeline
CX Institutional574$14K<0.01%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB500$12.3K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …424$10.5K<0.01%13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp420$10.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC415$10.3K<0.01%+313F-HRTimeline
Keener Financial Planning LLC406$10K<0.01%+20213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC391$9.66K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…357$8.82K<0.01%+8413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.334$8.25K0.01%13F-HRTimeline
Holos Integrated Wealth LLC332$8.21K<0.01%013F-HRTimeline
Front Row Advisors LLC300$7.41K<0.01%-20013F-HRTimeline
Golden State Wealth Management, LLC268$6.62K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.236$5.83K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…206$5.09K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC200$4.94K<0.01%013F-HRTimeline
Investors Research Corp196$4.84K<0.01%013F-HRTimeline
Integrity Financial Corp /WA191$4.72K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$3.53K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$3.51K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.128$3.15K<0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$3.11K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC82$2.02K<0.01%-5613F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.100$2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC79$1.95K<0.01%013F-HRTimeline
Versant Capital Management, Inc56$1.38K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.43$1.06K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC18$445<0.01%013F-HRTimeline
Allworth Financial LP10$247<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9$222<0.01%-14813F-HRTimeline
CoreCap Advisors, LLC9$222<0.01%013F-HRTimeline
Scarborough Advisors, LLC13$00%new13F-HRTimelineValue filed as zero, left out of ratios.
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.