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Disclosery

REET ISHARES TR

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SHS (fund)

278 managers (282 13F filers) reported a position in REET shares at 2025-03-31, 77,065,798 shares in all. 21 filers opened a position and 23 filers sold out during the quarter.

Managers
278
13F filers
282
New
21
Added
114
Reduced
97
Sold out
23
Shares held by filers
77,065,798

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Valmark Advisers, Inc.5,714,409$139M2.09%+68,96313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,681,021$138M0.09%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,936,699$120M<0.01%+247,12313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,917,036$119M0.43%+435,67013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,880,660$118M0.1%+311,47713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,394,924$82.4M0.01%+12,34313F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,171,017$76.9M1.3%+1,220,10313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,706,594$65.7M0.03%-140,00013F-HRTimelineGroup
SageView Advisory Group, LLC2,663,387$64.6M2.76%+285,62713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,387,293$57.9M0.49%+6,05013F-HR/ATimelineGroup
LPL Financial LLC1,571,067$38.1M0.01%+76,21113F-HRTimeline
NEPC LLC1,562,057$37.9M1.05%+82,03413F-HRTimeline
Heritage Investment Group, Inc.1,558,893$37.8M7.11%+43,34913F-HRTimeline
PDS Planning, Inc1,359,525$33M2.78%+38,97713F-HRTimeline
HighTower Advisors, LLC1,175,447$28.5M0.04%-114,59113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,164,561$28.3M0.01%-124,03413F-HR/ATimelineGroup
NICOLA WEALTH MANAGEMENT LTD.1,128,300$27.4M2.67%+150,00013F-HR/ATimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding1,113,669$27M+69,030Timeline
Modera Wealth Management, LLC1,056,894$25.6M0.35%+60,38813F-HRTimeline
Capstone Financial Advisors, Inc.837,944$20.3M1.28%+38913F-HRTimeline
Diversified Portfolios, Inc.815,769$19.8M2.08%+43,59613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding802,758$19.5M-12,480Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/741,311$18M<0.01%-94,56413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN719,177$17.4M<0.01%-6,07713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA712,916$17.3M<0.01%+59,23913F-HR/ATimelineGroup
Amundiin group Amundi700,000$16.6M0.01%+318,10013F-HRTimelineGroup
Money Design Co.,Ltd.667,729$16.2M0.81%+156,26713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC612,379$14.9M1.46%+15,02413F-HRTimeline
One Capital Management, LLC573,949$13.9M0.47%+29813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …552,689$13.4M0.01%-2,73813F-HRTimelineGroup
Boston Standard Wealth Management, LLC551,157$12.8M2.82%-38,22313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS510,015$12.4M0.01%-62,72013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC499,191$12.1M6.56%+20,05313F-HRTimeline
Quent Capital, LLC488,923$11.9M1.24%+18913F-HRTimeline
BIP Wealth, LLC451,560$11M0.71%+28,96813F-HRTimeline
ERn Financial, LLC413,016$10M1.58%-7,11413F-HRTimeline
Morton Brown Family Wealth, LLC406,435$9.86M3.35%+15,06813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP396,226$9.61M0.02%-41,24813F-HRTimelineGroup
Waldron Private Wealth LLC391,493$9.5M0.45%-107,54413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC372,963$9.05M0.01%+76,59613F-HRTimeline
FSM Wealth Advisors, LLC339,075$8.23M1.85%+76,18813F-HRTimeline
Vestmark Advisory Solutions, Inc.335,016$8.13M0.21%new13F-HRTimeline
World Investment Advisors324,209$7.87M0.2%+33,46213F-HRTimeline
Asset Management One Co., Ltd.321,000$7.79M0.03%-21,00013F-HRTimeline
Prime Buchholz LLC319,330$7.75M2.71%013F-HRTimeline
Leading Edge Financial Planning LLC318,877$7.74M2.42%+2,02013F-HRTimeline
Cetera Investment Advisers312,438$7.58M0.01%+13,19113F-HRTimeline
BAILARD, INC.302,057$7.33M0.19%-55213F-HRTimeline
Waterford Advisors, LLC299,503$7.27M3.02%+14,23213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…295,976$7.18M0.01%-316,40613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding281,360$6.83M+154,787Timeline
Brooklyn FI, LLC267,385$6.49M2%+30,60213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC266,785$6.47M0.61%+17,02513F-HRTimeline
Creative Planningin group Creative Planning247,980$6.02M0.01%-9,79913F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC247,808$6.01M0.72%+61,41613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…218,440$5.3M0.03%+81,33013F-HRTimeline
Wealthspire Advisors, LLC200,406$4.86M0.03%+3,62713F-HRTimeline
Wilshire Advisors LLC782,038$4.79M15.14%+109,30313F-HR/ATimeline
Corrigan Financial, Inc.189,624$4.6M0.95%-2,04813F-HRTimeline
GP Brinson Investments LLC186,339$4.52M1.98%013F-HRTimeline
Causey Wealth LLC182,001$4.42M2.47%+24,63313F-HRTimeline
Lester Murray Antman dba SimplyRich176,521$4.28M1.24%-81,87213F-HRTimeline
Alhambra Investment Management LLC173,100$4.2M2.16%+3,94513F-HRTimeline
SOL Capital Management CO150,630$3.65M0.4%+1,54013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,486$3.6M0.01%+114,40513F-HRTimelineGroup
RFP Financial Group LLC143,502$3.48M1.4%-16,43813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC151,972$3.41M0.74%+23,93413F-HRTimeline
SVB WEALTH LLC140,247$3.4M0.14%-37,27213F-HRTimeline
Arkos Global Advisors136,908$3.32M0.49%+7,87913F-HRTimeline
RS CRUM INC.131,280$3.18M0.86%-50013F-HRTimeline
SC&H Financial Advisors, Inc.127,236$3.09M0.61%-1,74913F-HRTimeline
Callan Family Office, LLC115,942$2.81M0.21%-3,09013F-HRTimeline
Manske Wealth Management114,708$2.78M1.05%+70013F-HRTimeline
GREAT LAKES ADVISORS, LLC111,285$2.7M0.02%-68,72813F-HRTimeline
Apella Capital, LLC114,948$2.63M0.09%+5,09113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV105,032$2.55M0.01%-38,01013F-HRTimeline
Capasso Planning Partners LLC104,856$2.54M1.06%+5,06813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC99,600$2.42M0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC96,485$2.34M0.16%-1,54013F-HRTimeline
Aurelius Family Office LLC92,443$2.24M1.14%+41913F-HRTimeline
Emerald Advisors, LLC90,325$2.19M0.29%+10,77813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,007$2.04M<0.01%-5,89513F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC83,085$2.02M0.54%-2,38013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding79,263$1.92M+1,900Timeline
EXENCIAL WEALTH ADVISORS, LLC78,743$1.91M0.07%+3,23213F-HRTimeline
FAS Wealth Partners, Inc.76,769$1.86M0.15%+93613F-HRTimeline
Wealthspire Retirement, LLC76,652$1.86M0.15%+4,70113F-HRTimeline
Cornerstone Financial Group, LLC /NE/71,785$1.77M1.59%+9,68513F-HRTimeline
MB Generational Wealth, LLC69,563$1.69M1.26%+16,47013F-HRTimeline
Waverly Advisors, LLC69,517$1.69M0.02%-1,31613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,572$1.45M<0.01%+12,09213F-HRTimelineGroup
Factor Wealth Management LTD58,663$1.42M0.44%+5,38913F-HRTimeline
Matrix Trust Co56,749$1.38M0.23%+18,72213F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…56,649$1.37M<0.01%-1,12713F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC55,614$1.35M0.09%013F-HRTimeline
Aegis Wealth Management LLC54,808$1.33M0.78%+2,11113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.60,997$1.32M<0.01%+15,64613F-HRTimelineGroup
MIdWestOne Financial Group, Inc.52,152$1.27M0.18%-9013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.51,154$1.24M0.52%+99813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…50,571$1.23M<0.01%+50,46113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd49,571$1.2M0.03%-7,19313F-HRTimelineGroup
Foundation Wealth Management, LLC49,573$1.2M0.94%+35613F-HRTimeline
Level Financial Advisors49,493$1.2M0.41%-1,47013F-HRTimeline
UBS Group AGin group UBS Group AG49,420$1.2M<0.01%-29,28813F-HRTimelineGroup
Foster Group, Inc.48,206$1.17M0.04%-2,53813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co47,856$1.16M0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC47,066$1.14M0.01%+8,93813F-HRTimeline
Payne Capital Management, LLC47,004$1.14M0.49%-6,01313F-HRTimeline
Greenspring Advisors, LLC46,134$1.12M0.27%+8,31513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources45,648$1.11M<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC45,553$1.11M0.01%+15,48513F-HRTimeline
Orion Portfolio Solutions, LLC45,553$1.11M0.01%+15,48513F-HR/ATimeline
North Ridge Wealth Advisors, Inc.43,029$1.04M0.7%+61213F-HRTimeline
Larson Financial Group LLC41,827$1.01M0.05%-2,57913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,753$1.01M<0.01%+6,38913F-HR/ATimelineGroup
EARNED WEALTH ADVISORS, LLC40,981$994K0.22%+1,28413F-HRTimeline
Waypoint Wealth Partners Inc.39,050$947K0.26%013F-HRTimeline
Accelerate Investment Advisors LLC38,711$939K0.79%+3,10113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,774$916K<0.01%+1,06413F-HRTimelineGroup
TD Waterhouse Canada Inc.37,437$909K0.01%+45913F-HRTimeline
Parkworth Wealth Management, Inc.35,996$873K0.7%+89613F-HRTimeline
Quantinno Capital Management LP35,000$849K0.01%new13F-HRTimeline
COMERICA BANK33,791$820K<0.01%-12313F-HRTimeline
MML INVESTORS SERVICES, LLC33,112$803K<0.01%+29813F-HRTimeline
Qube Research & Technologies Ltd32,596$791K<0.01%+22013F-HRTimeline
AE Wealth Management LLC32,300$784K0.01%-99613F-HRTimeline
180 WEALTH ADVISORS, LLC31,776$772K0.12%+2,00713F-HRTimeline
Comprehensive Money Management Services…31,114$755K0.61%-2,24013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,542$741K<0.01%-1,77013F-HRTimelineGroup
Symmetry Partners, LLC29,278$710K0.1%-1,22713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC28,865$700K0.07%-1,38713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD28,423$690K0.62%+10,62213F-HRTimeline
ASPIRIANT, LLC28,296$686K0.02%-10,20813F-HRTimeline
Cresset Asset Management, LLC27,973$679K<0.01%-1,05413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,904$677K0.04%+29613F-HRTimelineGroup
Simplicity Wealth,LLC27,763$674K0.05%+9,96213F-HRTimeline
Harbor Group, Inc.26,975$654K0.13%+4513F-HRTimeline
Gryphon Financial Partners LLC26,486$643K0.09%+39813F-HRTimeline
Longview Financial Advisors LLC26,213$636K0.42%-36713F-HRTimeline
Avant Financial Advisors LLC25,922$629K0.57%-9713F-HRTimeline
Rathbones Group PLC25,731$624K<0.01%+1,41113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,275$589K<0.01%013F-HRTimelineGroup
WealthPlan Investment Management, LLC23,970$582K0.06%-1,22813F-HRTimeline
COURIER CAPITAL LLC23,802$577K0.04%+2,01513F-HRTimeline
Chicago Partners Investment Group LLC23,301$569K0.02%+9913F-HRTimeline
Cambridge Investment Research Advisors,…22,564$547K<0.01%+55713F-HRTimeline
Sunbelt Securities, Inc.21,461$521K0.05%-39513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.21,216$515K<0.01%-84813F-HRTimelineGroup
Total Wealth Planning, LLC20,884$507K0.08%-1,53613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,046$486K<0.01%-28213F-HRTimeline
Aptus Capital Advisors, LLC19,842$481K0.01%+1,74513F-HRTimeline
McLean Asset Management Corp22,237$480K0.16%+39913F-HRTimeline
Beacon Pointe Advisors, LLC19,631$476K0.01%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC19,480$473K0.12%+61213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,470$472K<0.01%013F-HRTimelineGroup
Leo Wealth, LLC19,295$468K0.07%-26413F-HRTimeline
Twelve Points Wealth Management LLC19,167$465K0.13%+52113F-HRTimeline
OneDigital Investment Advisors LLC18,950$460K0.01%-42813F-HRTimeline
Private Wealth Management Group, LLC18,742$455K0.17%-2,42113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,693$453K0.02%-12413F-HRTimelineGroup
Seaside Wealth Management, Inc.18,494$449K0.16%+3813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,793$432K<0.01%+8,71513F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,679$429K<0.01%-1,23513F-HRTimelineGroup
Abel Hall, LLC17,592$427K0.26%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC17,265$419K0.03%+1,27013F-HRTimeline
Sanctuary Advisors, LLC17,250$418K<0.01%-78913F-HRTimeline
Strive Asset Management, LLC17,014$413K0.29%-1,07213F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP16,848$409K0.01%-20113F-HRTimeline
IFP Advisors, Inc16,387$398K0.01%-2,17513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,334$396K<0.01%-43513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC16,293$395K0.02%new13F-HRTimelineGroup
Intrua Financial, LLC15,150$368K0.06%new13F-HRTimeline
HRT FINANCIAL LP14,992$363K<0.01%new13F-HRTimeline
First Interstate Bank14,514$352K0.02%-46113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,626$331K<0.01%-67413F-HRTimeline
Mariner, LLCin group Mariner, LLC13,499$327K<0.01%+19213F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.13,154$319K0.28%-34713F-HRTimeline
Prime Capital Investment Advisors, LLC13,111$318K<0.01%+9013F-HRTimeline
Claro Advisors Inc.12,908$313K0.04%+79013F-HRTimeline
AIRE ADVISORS, LLC12,540$304K0.06%-6,83913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,435$302K0.01%-1,27913F-HRTimeline
Integrated Wealth Concepts LLC12,066$293K<0.01%+2113F-HRTimeline
TPG Financial Advisors, LLC11,839$287K0.13%-28,58613F-HRTimeline
Aviso Financial Inc.11,453$278K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,292$274K<0.01%+1,00813F-HRTimelineGroup
Ballentine Partners, LLC11,245$273K<0.01%+2,44913F-HRTimeline
Betterment LLC11,035$268K<0.01%+55213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,665$256K0.06%-8813F-HRTimeline
Clarity Wealth Development LLC10,484$253K0.28%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,320$250K0.01%-57813F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC10,230$248K0.05%-15513F-HRTimeline
Compagnie Lombard Odier SCmA10,200$247K<0.01%013F-HRTimeline
International Private Wealth Advisors L…10,036$243K0.23%+1,39613F-HRTimeline
Integrated Advisors Network LLC10,000$243K0.01%013F-HRTimeline
UMB Bank, n.a.9,808$238K<0.01%-2,86313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC9,800$238K<0.01%-22213F-HRTimeline
Triumph Capital Management9,680$235K0.08%-66313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…101,986$233K<0.01%-16,95513F-HRTimelineGroup
Diversified Enterprises, LLC9,426$229K0.02%-7,34413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,254$225K0.01%013F-HRTimelineGroup