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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 2025-09-30, 68,519,311 shares in all. 25 filers opened a position and 21 filers sold out during the quarter.

Managers
286
13F filers
290
New
25
Added
118
Reduced
98
Sold out
21
Shares held by filers
68,519,311

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cypress Point Wealth Management, LLC8,434$216K0.04%013F-HRTimeline
Upper Left Wealth Management, LLC8,408$215K0.13%+7713F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,350$213K0.02%013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO8,258$211K<0.01%-33613F-HRTimeline
Private Advisor Group, LLC8,196$209K<0.01%new13F-HRTimeline
Advisory Alpha, LLC8,135$208K0.01%+3813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,939$203K<0.01%new13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,928$203K0.06%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.7,845$201K<0.01%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,841$200K0.03%new13F-HRTimeline
United Financial Planning Group LLC2,518$196K0.12%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,027$180K0.01%+15813F-HRTimelineGroup
FMR LLCin group FMR LLC6,674$171K<0.01%-1,05613F-HRTimelineGroup
LANARK FINANCIAL, INC.6,557$168K0.01%+3,02713F-HRTimeline
UMB Bank, n.a.6,171$158K<0.01%-79613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIGROUP INCin group CITIGROUP INC6,166$158K<0.01%+63313F-HRTimelineGroup
Global Retirement Partners, LLC5,888$150K<0.01%+32013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5,499$141K<0.01%-144,50113F-HRTimelineGroup
Orion Capital Management LLC5,462$140K0.05%+513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,050$129K0.03%013F-HRTimelineGroup
Breakwater Investment Management4,879$125K0.05%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,845$124K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc4,562$117K<0.01%-2,12013F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,500$115K0.01%013F-HRTimeline
Tacita Capital Inc4,262$109K0.07%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,209$108K<0.01%-4113F-HRTimelineGroup
AdvisorNet Financial, Inc3,870$98.9K0.01%-31713F-HRTimeline
Sage Mountain Advisors LLC3,731$95.4K0.01%013F-HRTimeline
IAG Wealth Partners, LLC3,584$91.6K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,511$89.7K<0.01%-2,39113F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC3,479$88.9K0.03%+1913F-HR/ATimeline
Parkside Financial Bank & Trust3,119$79.7K0.01%+3013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,992$76.5K0.06%013F-HRTimeline
Urban Financial Advisory Corp2,789$71.3K0.03%+17613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,780$71.1K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC2,511$64.2K<0.01%+2,50213F-HRTimeline
Westfuller Advisors, LLC2,272$58.1K0.03%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,212$56.5K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,045$52.3K0.02%+2913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,039$52.1K<0.01%+1,95713F-HRTimelineGroup
Rosenberg Matthew Hamilton1,902$48.6K0.01%013F-HRTimeline
Creative Capital Management Investments…1,836$46.9K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,826$46.7K<0.01%+313F-HRTimeline
MAI Capital Management1,635$41.8K<0.01%-6313F-HRTimeline
Promus Capital, LLC1,379$35.2K0.02%-1,37913F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,203$30K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,065$27.2K<0.01%+813F-HRTimeline
SYM FINANCIAL Corp948$24.2K<0.01%013F-HRTimeline
Biltmore Family Office, LLC850$21.7K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp821$21K<0.01%-5,17913F-HRTimelineGroup
FINANCIAL CONSULATE, INC750$19.2K<0.01%new13F-HRTimeline
Operose Advisors LLC682$17.4K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.655$16.7K0.01%+613F-HRTimeline
SIGNATUREFD, LLC629$16.1K<0.01%-24713F-HRTimeline
BFSG, LLC629$16.1K<0.01%013F-HRTimeline
CX Institutional578$15K<0.01%+413F-HRTimeline
Advisory Services Network, LLC575$14.7K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC526$13.4K<0.01%+13513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT510$13K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp420$10.7K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC419$10.7K<0.01%+413F-HRTimeline
Steward Partners Investment Advisory, L…357$9.13K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC332$8.23K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.261$6.67K0.01%+2513F-HRTimeline
Keener Financial Planning LLC267$6K<0.01%-13913F-HRTimeline
Qube Research & Technologies Ltd231$5.9K<0.01%-45,77513F-HRTimeline
Federation des caisses Desjardins du Qu…206$5.25K<0.01%013F-HRTimeline
Front Row Advisors LLC200$5.11K<0.01%-10013F-HRTimeline
WOLFF WIESE MAGANA LLC200$5.11K<0.01%013F-HRTimeline
Kings Path Partners LLC200$5.11K<0.01%new13F-HRTimeline
Investors Research Corp197$5.04K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA179$4.56K<0.01%-99213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$3.65K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$3.63K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.129$3.29K<0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$3.22K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC110$2.83K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.103$2.62K<0.01%new13F-HRTimeline
Versant Capital Management, Inc62$1.58K<0.01%+613F-HRTimeline
Founders Financial Alliance, LLC34$869<0.01%-4513F-HRTimeline
REDMONT WEALTH ADVISORS LLC18$460<0.01%013F-HRTimeline
Allworth Financial LP10$256<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9$230<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8$204<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.