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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 2024-12-31, 74,282,630 shares in all. 28 filers opened a position and 33 filers sold out during the quarter.

Managers
286
13F filers
290
New
28
Added
115
Reduced
83
Sold out
33
Shares held by filers
74,282,630

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,681,021$136M0.08%+1,480,00013F-HRTimelineGroup
Valmark Advisers, Inc.5,645,446$135M2.1%+294,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,689,576$112M<0.01%-540,84513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,569,183$110M0.09%-236,10313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,481,366$107M0.36%+520,03813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,382,581$81.1M0.01%-150,58913F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,846,594$68.2M0.03%-2813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,381,243$57.1M0.45%-6,08113F-HRTimelineGroup
SageView Advisory Group, LLC2,377,760$57M2.45%+461,04613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,950,914$46.8M1.29%-340,68013F-HRTimeline
Heritage Investment Group, Inc.1,515,544$36.3M6.78%+5,21613F-HRTimeline
LPL Financial LLC1,494,856$35.8M0.01%+445,91013F-HRTimeline
NEPC LLC1,480,023$35.5M0.95%+330,45613F-HRTimeline
NICOLA WEALTH MANAGEMENT LTD.978,300$33.7M3.19%+355,00013F-HRTimeline
PDS Planning, Inc1,320,548$31.7M2.81%+37,15413F-HRTimeline
HighTower Advisors, LLC1,290,038$30.9M0.04%-234,44113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,288,595$30.9M0.01%+51,34513F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding1,044,639$25M-17,186Timeline
Modera Wealth Management, LLC996,506$23.9M0.29%+50,04613F-HRTimeline
Capstone Financial Advisors, Inc.837,555$20.1M1.24%-10,42513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/835,875$20M<0.01%+36,17813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding815,238$19.5M-60,927Timeline
Diversified Portfolios, Inc.772,173$18.5M2.02%+55,48213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN725,254$17.4M<0.01%+46,89613F-HRTimelineGroup
Wilshire Advisors LLC672,735$16.1M5.89%+212,98113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA653,677$15.7M<0.01%+18,08313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…612,382$14.7M0.03%-137,29213F-HR/ATimeline
BRANDYWINE OAK PRIVATE WEALTH LLC597,355$14.3M1.4%+16,26613F-HRTimeline
Boston Standard Wealth Management, LLC589,380$14.1M2.75%+11,12813F-HRTimeline
One Capital Management, LLC573,651$13.8M0.46%-21,13913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS572,735$13.7M0.01%+55,79513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …555,427$13.3M0.01%-30,22013F-HRTimelineGroup
Money Design Co.,Ltd.511,462$12.2M0.63%+200,05813F-HRTimeline
Waldron Private Wealth LLC499,037$12M0.48%-4,71413F-HRTimeline
Quent Capital, LLC488,734$11.7M1.21%+93813F-HRTimeline
COOPER/HAIMS ADVISORS, LLC479,138$11.5M6.51%+9,52613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP437,474$10.5M0.02%-6,04313F-HRTimelineGroup
BIP Wealth, LLC422,592$10.1M0.68%+50,44013F-HRTimeline
ERn Financial, LLC420,130$10.1M1.51%-7,31813F-HRTimeline
Morton Brown Family Wealth, LLC391,367$9.38M3.27%+19,45313F-HRTimeline
Amundiin group Amundi381,900$9.06M<0.01%+30,00013F-HRTimelineGroup
Asset Management One Co., Ltd.342,000$8.2M0.03%-33,00013F-HRTimeline
Prime Buchholz LLC319,330$7.65M2.5%13F-HRTimeline
Leading Edge Financial Planning LLC316,857$7.6M2.49%-12,84313F-HRTimeline
BAILARD, INC.302,609$7.25M0.19%-42213F-HRTimeline
Cetera Investment Advisers299,247$7.17M0.01%-16,74213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC296,367$7.1M0.01%+220,76313F-HRTimeline
World Investment Advisors290,747$6.97M0.19%new13F-HRTimeline
Waterford Advisors, LLC285,271$6.84M3.48%+15,60213F-HRTimeline
FSM Wealth Advisors, LLC262,887$6.32M1.55%+17,51913F-HRTimeline
Lester Murray Antman dba SimplyRich258,393$6.19M1.77%-22,94113F-HRTimeline
Creative Planningin group Creative Planning257,779$6.18M0.01%-10,00313F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC249,760$5.99M0.56%+13,79913F-HRTimeline
Brooklyn FI, LLC236,783$5.68M1.89%+11,08113F-HR/ATimeline
Kooman & Associates234,848$5.63M2.04%+9,84113F-HRTimeline
Wealthspire Advisors, LLC196,779$4.72M0.05%+7,57613F-HRTimeline
Corrigan Financial, Inc.191,672$4.59M1.05%+30913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC186,392$4.47M0.56%+69,90913F-HRTimeline
GP Brinson Investments LLC186,339$4.47M1.84%013F-HRTimeline
GREAT LAKES ADVISORS, LLC180,013$4.31M0.04%-3,22213F-HRTimeline
SVB WEALTH LLC177,519$4.26M0.08%new13F-HRTimeline
Alhambra Investment Management LLC169,155$4.05M2.08%+16,90313F-HRTimeline
RFP Financial Group LLC159,940$3.83M1.49%+21413F-HRTimeline
Causey Wealth LLC157,368$3.77M2.2%13F-HRTimeline
SOL Capital Management CO149,090$3.57M0.4%-1,24513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV143,042$3.43M0.01%-9,76713F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…137,110$3.29M0.02%-54,58013F-HRTimeline
RS CRUM INC.131,780$3.16M0.78%-1,57513F-HRTimeline
Arkos Global Advisors129,029$3.09M0.45%+3,11713F-HRTimeline
SC&H Financial Advisors, Inc.128,985$3.09M0.64%+1,66913F-HRTimeline
Merriman Wealth Management, LLC128,851$3.09M0.13%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding126,573$3.03M+67,400Timeline
Arete Wealth Advisors, LLC125,932$3.02M0.22%+43,17513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC128,038$2.98M0.65%+7,61213F-HRTimeline
Callan Family Office, LLC119,032$2.85M0.18%+13,60413F-HRTimeline
Manske Wealth Management114,008$2.73M1.09%13F-HRTimeline
Apella Capital, LLC109,857$2.63M0.1%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/103,138$2.47M<0.01%+38,64413F-HRTimelineGroup
Capasso Planning Partners LLC99,788$2.39M0.96%-21,72913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC99,600$2.39M0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC98,025$2.35M0.16%+2,34613F-HRTimeline
Aurelius Family Office LLC92,024$2.21M1.11%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,902$2.15M<0.01%13F-HR/ATimelineGroup
COLLECTIVE FAMILY OFFICE LLC85,465$2.05M0.56%+2,27013F-HRTimeline
Emerald Advisors, LLC79,547$1.91M0.26%-1,05313F-HRTimeline
UBS Group AGin group UBS Group AG78,708$1.89M<0.01%+3,55413F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding77,363$1.85M+15,600Timeline
FAS Wealth Partners, Inc.75,833$1.82M0.15%+88513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC75,511$1.81M0.07%+11,03113F-HRTimeline
Wealthspire Retirement, LLC71,951$1.72M0.14%-51413F-HRTimeline
Waverly Advisors, LLC70,833$1.7M0.03%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD70,613$1.69M<0.01%-7,98113F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/62,100$1.49M1.47%13F-HRTimeline
Crossingbridge Advisors, LLC60,000$1.44M0.47%new13F-HRTimeline
AlphaCentric Advisors LLC60,000$1.44M1.44%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…57,776$1.39M<0.01%+55513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd56,764$1.36M0.03%new13F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC55,614$1.33M0.09%-2,487,64613F-HRTimeline
Factor Wealth Management LTD53,274$1.28M0.42%13F-HRTimeline
MB Generational Wealth, LLC53,093$1.27M0.93%013F-HRTimeline
Payne Capital Management, LLC53,017$1.27M0.55%13F-HRTimeline
Aegis Wealth Management LLC52,697$1.26M0.85%13F-HRTimeline
MIdWestOne Financial Group, Inc.52,242$1.25M0.18%+7,36413F-HRTimeline
Cullen Capital Management, LLC51,410$1.23M0.01%new13F-HRTimeline
Level Financial Advisors50,963$1.22M0.45%-91713F-HRTimeline
Foster Group, Inc.50,744$1.22M0.05%-42,95913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50,156$1.2M0.52%-5,47213F-HRTimeline
Foundation Wealth Management, LLC49,217$1.18M0.92%-3,32213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co47,856$1.15M0.02%-20,96013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,480$1.14M<0.01%+3,86413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources45,648$1.09M<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.45,351$1.08M<0.01%+4,74613F-HRTimelineGroup
Larson Financial Group LLC44,406$1.06M0.06%-3,41313F-HRTimeline
North Ridge Wealth Advisors, Inc.42,417$1.02M0.7%-29,66913F-HRTimeline
TPG Financial Advisors, LLC40,425$969K0.42%-78213F-HRTimeline
Sterling Wealth Management, Inc.39,764$953K0.35%-1,99213F-HRTimeline
EARNED WEALTH ADVISORS, LLC39,697$952K0.3%+42113F-HRTimeline
Waypoint Wealth Partners Inc.39,050$936K0.26%+113F-HRTimeline
ASPIRIANT, LLC38,504$923K0.03%-12,88913F-HRTimeline
NewEdge Advisors, LLC38,128$914K0.01%new13F-HRTimeline
Matrix Trust Co38,027$912K0.16%+33,10713F-HRTimeline
Greenspring Advisors, LLC37,819$907K0.2%-8,31513F-HRTimeline
TD Waterhouse Canada Inc.36,978$886K0.01%-8713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,710$880K<0.01%+1,24613F-HRTimelineGroup
Accelerate Investment Advisors LLC35,610$854K0.75%+1,27813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,364$848K<0.01%+6,12913F-HRTimelineGroup
Parkworth Wealth Management, Inc.35,100$841K0.7%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,081$817K<0.01%-72413F-HR/ATimelineGroup
COMERICA BANK33,914$813K<0.01%-5613F-HR/ATimeline
Comprehensive Money Management Services…33,354$799K0.66%13F-HRTimeline
AE Wealth Management LLC33,296$798K0.01%+15513F-HRTimeline
MML INVESTORS SERVICES, LLC32,814$787K<0.01%+3,05113F-HRTimeline
Qube Research & Technologies Ltd32,376$776K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,312$775K<0.01%-3613F-HRTimelineGroup
Symmetry Partners, LLC30,505$731K0.1%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC30,252$725K0.07%-3,50013F-HRTimeline
Orion Porfolio Solutions, LLC30,068$721K0.01%+38213F-HRTimeline
Orion Portfolio Solutions, LLC30,068$721K0.01%+38213F-HRTimeline
180 WEALTH ADVISORS, LLC29,769$714K0.11%+46113F-HRTimeline
Cresset Asset Management, LLC29,027$696K<0.01%-12,08813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,608$662K0.04%-1313F-HRTimelineGroup
Harbor Group, Inc.26,930$646K0.15%-20,14113F-HRTimeline
NWAM LLC26,839$643K0.04%new13F-HRTimeline
Longview Financial Advisors LLC26,580$637K0.43%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…118,941$634K<0.01%+2,38013F-HRTimelineGroup
Gryphon Financial Partners LLC26,088$625K0.09%-71013F-HRTimeline
Avant Financial Advisors LLC26,019$624K0.57%13F-HRTimeline
WealthPlan Investment Management, LLC25,198$604K0.06%-85313F-HRTimeline
Rathbones Group PLC24,320$583K<0.01%-23,77313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,275$582K<0.01%+1,62313F-HRTimelineGroup
Chicago Partners Investment Group LLC23,202$550K0.02%+32213F-HRTimeline
Total Wealth Planning, LLC22,420$537K0.08%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.22,064$529K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,007$527K<0.01%-15513F-HRTimeline
McLean Asset Management Corp21,838$523K0.16%+9113F-HRTimeline
COURIER CAPITAL LLC21,787$522K0.04%+2,32513F-HRTimeline
Sunbelt Securities, Inc.21,856$521K0.05%-5413F-HRTimeline
Private Wealth Management Group, LLC21,163$507K0.19%-5,95313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,328$487K<0.01%+1113F-HRTimeline
Beacon Pointe Advisors, LLC19,631$471K0.01%+1,00013F-HRTimeline
Leo Wealth, LLC19,559$469K0.04%+18113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,470$467K<0.01%new13F-HRTimelineGroup
AIRE ADVISORS, LLC19,379$465K0.1%-2,09813F-HRTimeline
OneDigital Investment Advisors LLC19,378$464K0.01%+3713F-HRTimeline
CWM, LLCin group CWM, LLC18,914$453K<0.01%+3,48113F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC18,868$452K0.11%+1,33813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,817$451K0.02%+2,75713F-HRTimelineGroup
Twelve Points Wealth Management LLC18,646$447K0.13%-4,03413F-HRTimeline
IFP Advisors, Inc18,562$445K0.01%+5,23513F-HRTimeline
Seaside Wealth Management, Inc.18,456$442K0.16%+9113F-HRTimeline
Sanctuary Advisors, LLC18,039$440K<0.01%-1,56513F-HRTimeline
Aptus Capital Advisors, LLC18,097$434K0.01%+1,67513F-HRTimeline
Strive Asset Management, LLC18,086$434K0.32%13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD17,801$427K0.39%13F-HRTimeline
Simplicity Wealth,LLC17,801$427K0.09%+1,82513F-HRTimeline
Abel Hall, LLC17,592$422K0.27%+213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,049$409K0.01%-34113F-HRTimeline
Diversified Enterprises, LLC16,770$402K0.04%-59,84913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,769$402K<0.01%+43513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,479$395K<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC15,995$383K0.03%+1,67513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,686$376K<0.01%-8,74313F-HRTimelineGroup
McMill Wealth Management15,039$360K0.15%13F-HRTimeline
First Interstate Bank14,975$359K0.02%-1,09113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,300$343K<0.01%-23013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,714$329K0.01%-13,42813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,501$324K0.3%13F-HRTimeline
WEALTH ALLIANCE, LLC13,486$323K0.04%-42,61413F-HRTimeline
Traveka Wealth, LLC13,349$320K0.18%-27,55713F-HRTimeline
Mariner, LLCin group Mariner, LLC13,307$319K<0.01%-26913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC13,021$312K<0.01%-3713F-HRTimeline
UMB Bank, n.a.12,671$304K<0.01%-8613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Management Nebraskain group Wealth Management Nebraska13,371$295K0.05%13F-HRTimelineGroup
Claro Advisors Inc.12,118$290K0.04%+44513F-HRTimeline
Integrated Wealth Concepts LLC12,045$289K<0.01%-37913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,753$283K0.06%+5013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…11,560$277K0.06%013F-HRTimeline
Cypress Point Wealth Management, LLC11,078$266K0.08%-2,82113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,898$261K0.01%+30513F-HRTimelineGroup
Betterment LLC10,483$251K<0.01%+1,76313F-HRTimeline