Skip to content
Disclosery

REET ISHARES TR

Follow

SHS (fund)

300 managers (303 13F filers) reported a position in REET shares at 2026-03-31, 95,632,216 shares in all. 34 filers opened a position and 30 filers sold out during the quarter.

Managers
300
13F filers
303
New
34
Added
124
Reduced
91
Sold out
30
Shares held by filers
95,632,216

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …11,362$286K0.01%-1,23513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,341$285K<0.01%+1,00013F-HRTimelineGroup
Amicus Financial Advisors, LLC11,340$285K0.08%new13F-HRTimeline
Prime Capital Investment Advisors, LLC11,168$281K<0.01%-1513F-HRTimeline
OLD MISSION CAPITAL LLC10,663$268K0.01%-45,98413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,990$251K<0.01%+94713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,857$248K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC9,814$247K<0.01%+2,96313F-HRTimelineGroup
FMR LLCin group FMR LLC9,621$242K<0.01%-72013F-HRTimelineGroup
Upper Left Wealth Management, LLC9,509$239K0.14%+47013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,303$234K0.01%-2,51113F-HRTimelineGroup
WHITTIER TRUST CO9,000$230K<0.01%013F-HRTimeline
Kathmere Capital Management, LLC8,911$224K0.01%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,705$218K0.07%new13F-HRTimeline
Chicago Partners Investment Group LLC7,849$211K<0.01%-16,05613F-HRTimeline
RFG Advisory, LLC8,350$210K<0.01%-32713F-HRTimeline
TD Waterhouse Canada Inc.8,242$209K<0.01%-39,94913F-HRTimeline
TWO SIGMA SECURITIES, LLC8,269$208K0.02%new13F-HRTimeline
Advisory Alpha, LLC8,149$205K0.01%+8713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,051$202K<0.01%-4,36313F-HRTimelineGroup
Investors Portfolio Services LLC7,788$196K0.18%-1,86413F-HRTimeline
LANARK FINANCIAL, INC.7,694$194K0.01%+38313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,849$172K0.01%+6813F-HR/ATimelineGroup
UMB Bank, n.a.6,110$154K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MASECO LLP6,097$153K<0.01%-2,90213F-HRTimeline
Orion Capital Management LLC5,181$130K0.04%-34413F-HRTimeline
AdvisorNet Financial, Inc5,082$128K0.01%+14213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5,050$127K0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA4,514$114K0.01%013F-HRTimeline
Tacita Capital Inc4,262$107K0.06%013F-HRTimeline
CoreCap Advisors, LLC4,255$107K<0.01%+79813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,209$106K<0.01%013F-HRTimelineGroup
Breakwater Investment Management4,186$105K0.04%-69313F-HRTimeline
EFG International AGin group EFG International AG4,036$102K<0.01%+2,03613F-HRTimelineGroup
IFP Advisors, Inc3,696$93K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC3,584$90.1K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,523$88.6K0.03%+1113F-HRTimeline
Urban Financial Advisory Corp3,147$79.1K0.03%+1613F-HRTimeline
Parkside Financial Bank & Trust3,089$77.7K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,992$75.2K0.05%013F-HRTimeline
Triumph Capital Management2,877$72.4K0.01%-36213F-HRTimeline
Operose Advisors LLC2,760$69.4K0.02%+63813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,361$60K<0.01%+1,30713F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC2,356$59.3K0.03%+2513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,342$58.9K<0.01%-2,15813F-HRTimeline
Westfuller Advisors, LLC2,305$58K0.03%+813F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,212$55.6K<0.01%013F-HR/ATimeline
Rosenberg Matthew Hamilton1,895$47.7K0.01%-713F-HRTimeline
Creative Capital Management Investments…1,836$46.2K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,826$45.9K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,792$45.1K<0.01%new13F-HRTimeline
MAI Capital Management1,648$41.5K<0.01%+313F-HRTimeline
Mascoma Wealth Management LLC1,317$33.1K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,294$32.5K<0.01%+37913F-HRTimeline
Sage Mountain Advisors LLC1,210$30.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,203$30K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,075$27.3K<0.01%+1413F-HRTimeline
Parallel Advisors, LLC1,079$27.1K<0.01%-113F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,055$26.5K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC1,070$26.5K0.01%+41013F-HRTimeline
Raleigh Capital Management Inc.1,031$25.9K0.01%+19913F-HRTimeline
SHP Wealth Management1,000$25.1K<0.01%013F-HRTimeline
SYM FINANCIAL Corp948$23.8K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC896$22.5K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC850$21.4K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC787$19.8K0.01%-37013F-HRTimeline
FINANCIAL CONSULATE, INC750$18.9K<0.01%013F-HRTimeline
Key Capital Management, INC629$15.8K0.01%+41213F-HRTimeline
Synergy Investment Management, LLC578$14.5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC526$13.2K<0.01%013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA458$11.5K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp420$10.6K0.01%013F-HRTimeline
Holos Integrated Wealth LLC332$8.52K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…334$8.4K<0.01%+1913F-HRTimeline
Wilmington Savings Fund Society, FSB315$7.92K<0.01%new13F-HRTimeline
Key Financial Inc312$7.85K<0.01%-12513F-HRTimeline
Quest 10 Wealth Builders, Inc.308$7.75K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…206$5.16K<0.01%013F-HRTimeline
Front Row Advisors LLC200$5.03K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC200$5.03K<0.01%013F-HRTimeline
Investors Research Corp197$4.96K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.175$4.41K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.175$4.41K<0.01%013F-HRTimeline
Root Financial Partners, LLC172$4.33K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$3.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$3.57K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.131$3.3K<0.01%013F-HRTimeline
CX Institutional115$3K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC105$2.65K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.101$2.54K<0.01%-15,46713F-HRTimeline
Crews Bank & Trust87$2.19K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC64$2K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC73$1.84K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC65$1.64K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc51$1.28K<0.01%-1113F-HRTimeline
Founders Financial Alliance, LLC34$855<0.01%013F-HRTimeline
Networth Advisors, LLC13$327<0.01%+413F-HRTimeline
Allworth Financial LP10$252<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$201<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC0$1<0.01%-32513F-HRTimelineAmount filed as zero, left out of ratios.