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Disclosery

REET ISHARES TR

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SHS (fund)

299 managers (302 13F filers) reported a position in REET shares at 2025-12-31, 87,266,634 shares in all. 28 filers opened a position and 29 filers sold out during the quarter.

Managers
299
13F filers
302
New
28
Added
124
Reduced
86
Sold out
29
Shares held by filers
87,266,634

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
StoneX Group Inc.in group StoneX Group Inc.11,814$295K0.01%+2,19113F-HRTimelineGroup
International Private Wealth Advisors L…11,630$290K0.18%+44313F-HRTimeline
Prime Capital Investment Advisors, LLC11,183$279K<0.01%-6913F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,875$271K0.04%+25013F-HRTimeline
American Trust2,474$271K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC10,341$258K<0.01%+3,66713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,341$258K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.10,249$256K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,802$254K0.01%+41813F-HRTimelineGroup
Equita Financial Network, Inc.10,133$253K0.08%new13F-HRTimeline
Integrated Advisors Network LLC10,000$250K0.01%013F-HRTimeline
Investors Portfolio Services LLC9,652$241K0.22%13F-HRTimeline
Flaharty Asset Management, LLC9,225$230K0.03%new13F-HRTimeline
WHITTIER TRUST CO9,000$227K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,043$226K<0.01%-29413F-HR/ATimelineGroup
Upper Left Wealth Management, LLC9,039$226K0.14%+63113F-HRTimeline
MASECO LLP8,999$224K0.01%013F-HRTimeline
Claro Advisors Inc.8,778$219K0.03%-81513F-HRTimeline
RFG Advisory, LLC8,677$216K<0.01%-18,60813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC8,674$216K0.1%-68813F-HRTimeline
Cypress Point Wealth Management, LLC8,434$210K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC8,342$208K0.01%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC8,303$208K0.03%-92913F-HRTimeline
Advisory Alpha, LLC8,062$201K0.01%-7313F-HRTimeline
LANARK FINANCIAL, INC.7,311$182K0.01%+75413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,851$171K<0.01%+68513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,781$169K0.01%-24613F-HRTimelineGroup
UMB Bank, n.a.6,110$152K<0.01%-6113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC5,965$149K<0.01%+7713F-HRTimeline
Orion Capital Management LLC5,525$138K0.05%+6313F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,050$126K0.03%013F-HRTimelineGroup
AdvisorNet Financial, Inc4,940$123K0.01%+1,07013F-HRTimeline
Breakwater Investment Management4,879$122K0.04%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,845$121K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA4,514$113K0.01%+4,33513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,500$112K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,413$110K<0.01%new13F-HRTimelineGroup
Tacita Capital Inc4,262$106K0.06%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,209$105K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc3,696$92.2K<0.01%-86613F-HRTimeline
IAG Wealth Partners, LLC3,584$89.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,512$87.6K0.03%+3313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,511$87.6K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC3,457$86.2K<0.01%+94613F-HRTimeline
Triumph Capital Management3,239$80.8K0.02%new13F-HRTimeline
Urban Financial Advisory Corp3,131$78.1K0.03%+34213F-HRTimeline
Parkside Financial Bank & Trust3,089$77.1K0.01%-3013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,992$74.6K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,780$69.4K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC2,331$58.2K0.03%+28613F-HRTimeline
Westfuller Advisors, LLC2,297$57.3K0.02%+2513F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,212$55.2K<0.01%013F-HRTimeline
Operose Advisors LLC2,122$52.9K0.01%+1,44013F-HRTimeline
EFG International AGin group EFG International AG2,000$49.9K<0.01%13F-HRTimelineGroup
Rosenberg Matthew Hamilton1,902$47.5K0.01%013F-HRTimeline
Creative Capital Management Investments…1,836$45.8K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,826$45.6K<0.01%013F-HRTimeline
MAI Capital Management1,645$41K<0.01%+1013F-HRTimeline
Sage Mountain Advisors LLC1,210$30.2K<0.01%-2,52113F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,203$30K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC1,157$28.9K0.02%13F-HRTimeline
Parallel Advisors, LLC1,080$27K<0.01%+1513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,061$26.5K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,054$26K<0.01%new13F-HRTimelineGroup
SHP Wealth Management1,000$24.9K<0.01%13F-HRTimeline
SYM FINANCIAL Corp948$23.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.915$22.8K<0.01%+90613F-HRTimeline
Biltmore Family Office, LLC850$21.2K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.832$20.8K0.01%+17713F-HRTimeline
FINANCIAL CONSULATE, INC750$18.7K<0.01%013F-HRTimeline
Atomic Invest LLC660$16.6K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC526$13.1K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA458$11.4K<0.01%new13F-HRTimeline
Key Financial Inc437$10.9K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp420$10.5K0.01%013F-HRTimeline
Holos Integrated Wealth LLC332$8.31K<0.01%013F-HRTimeline
SIGNATUREFD, LLC325$8.11K<0.01%-30413F-HRTimeline
Steward Partners Investment Advisory, L…315$7.86K<0.01%-4213F-HRTimeline
Quest 10 Wealth Builders, Inc.308$7.68K0.01%+4713F-HRTimeline
Key Capital Management, INC217$5.41K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…206$5.14K<0.01%013F-HRTimeline
Front Row Advisors LLC200$4.99K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC200$4.99K<0.01%013F-HRTimeline
Investors Research Corp197$4.92K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.175$4.36K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd156$3.89K<0.01%-7513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$3.57K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$3.54K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.131$3.26K<0.01%+213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$3.14K<0.01%013F-HRTimeline
CX Institutional115$3K<0.01%-46313F-HRTimeline
AFFINITY WEALTH LLC96$2.4K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$2K<0.01%013F-HRTimeline
Versant Capital Management, Inc62$1.55K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC34$848<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC18$449<0.01%013F-HRTimeline
Allworth Financial LP10$250<0.01%013F-HRTimeline
Networth Advisors, LLC9$225<0.01%13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK8$200<0.01%-5,49113F-HRTimelineGroup