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Disclosery

REET ISHARES TR

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SHS (fund)

284 managers (288 13F filers) reported a position in REET shares at 2025-06-30, 75,785,484 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
284
13F filers
288
New
24
Added
106
Reduced
100
Sold out
16
Shares held by filers
75,785,484

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Valmark Advisers, Inc.5,816,994$144M2%+102,58513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,681,021$140M0.09%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,013,169$124M0.09%+132,50913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,936,996$122M<0.01%+29713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,912,571$121M0.42%-4,46513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,392,807$83.8M0.01%-2,11713F-HRTimelineGroup
SageView Advisory Group, LLC2,951,690$73M2.76%+288,30313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,619,388$64.7M0.46%+232,09513F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,950,176$48.2M0.02%-756,41813F-HRTimelineGroup
NEPC LLC1,851,623$45.7M1.16%+289,56613F-HRTimeline
LPL Financial LLC1,617,901$40M0.01%+46,83413F-HRTimeline
Heritage Investment Group, Inc.1,575,201$38.9M6.71%+16,30813F-HRTimeline
PDS Planning, Inc1,422,662$35.1M2.62%+63,13713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,338,032$33M1.32%-1,832,98513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,203,517$29.7M<0.01%+38,95613F-HRTimelineGroup
Modera Wealth Management, LLC1,181,583$29.2M0.36%+124,68913F-HRTimeline
HighTower Advisors, LLC1,164,926$28.8M0.04%-10,52113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding1,138,871$28.1M+25,202Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,053,734$26M<0.01%+312,42313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC975,311$24.1M0.04%new13F-HRTimelineGroup
NICOLA WEALTH MANAGEMENT LTD.903,300$22.3M2.09%-225,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA889,389$22M<0.01%+176,47313F-HR/ATimelineGroup
Diversified Portfolios, Inc.853,902$21.1M2.01%+38,13313F-HRTimeline
Capstone Financial Advisors, Inc.841,329$20.8M1.2%+3,38513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding801,947$19.8M-811Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN716,662$17.7M<0.01%-2,51513F-HRTimelineGroup
Amundiin group Amundi700,000$17.4M0.01%013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC624,804$15.4M1.43%+12,42513F-HRTimeline
Boston Standard Wealth Management, LLC612,418$15.1M2.72%+61,26113F-HRTimeline
One Capital Management, LLC577,488$14.3M0.49%+3,53913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC517,646$12.8M6.3%+18,45513F-HRTimeline
Quent Capital, LLC508,202$12.6M1.21%+19,27913F-HRTimeline
Money Design Co.,Ltd.492,368$12.2M0.57%-175,36113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC453,964$11.2M0.01%+81,00113F-HRTimeline
BIP Wealth, LLC448,210$11.1M0.68%-3,35013F-HRTimeline
Morton Brown Family Wealth, LLC431,190$10.7M3.24%+24,75513F-HRTimeline
FSM Wealth Advisors, LLC430,419$10.6M1.73%+91,34413F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…430,936$10.6M0.06%+212,49613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS417,800$10.3M0.01%-92,21513F-HRTimelineGroup
ERn Financial, LLC412,357$10.2M2.15%-65913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …383,113$9.46M0.01%-169,57613F-HRTimelineGroup
Waldron Private Wealth LLC382,996$9.46M0.41%-8,49713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP362,651$8.96M0.01%-33,57513F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding361,071$8.92M+79,711Timeline
World Investment Advisors315,973$7.8M0.18%-8,23613F-HRTimeline
Vestmark Advisory Solutions, Inc.315,531$7.79M0.11%-19,48513F-HRTimeline
Brooklyn FI, LLC309,953$7.66M1.96%+42,56813F-HRTimeline
Leading Edge Financial Planning LLC309,613$7.65M2.13%-9,26413F-HRTimeline
Asset Management One Co., Ltd.309,000$7.63M0.02%-12,00013F-HRTimeline
Cetera Investment Advisers304,892$7.53M0.01%-7,54613F-HRTimeline
BAILARD, INC.304,540$7.52M0.18%+2,48313F-HRTimeline
Waterford Advisors, LLC34,411$7.48M3%-265,09213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC287,456$7.1M0.61%+20,67113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC272,096$6.72M0.75%+24,28813F-HRTimeline
Creative Planningin group Creative Planning245,241$6.06M0.01%-2,73913F-HRTimelineGroup
Prime Buchholz LLC235,330$5.81M1.86%-84,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…196,002$4.89M0.01%-99,97413F-HRTimeline
Wealthspire Advisors, LLC192,801$4.76M0.03%-7,60513F-HRTimeline
Causey Wealth LLC192,066$4.74M2.44%+10,06513F-HRTimeline
GP Brinson Investments LLC186,339$4.6M1.96%013F-HRTimeline
Alhambra Investment Management LLC172,869$4.27M2.12%-23113F-HRTimeline
Lester Murray Antman dba SimplyRich169,422$4.18M1.17%-7,09913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC158,507$3.94M0.71%+6,53513F-HRTimeline
SOL Capital Management CO150,600$3.72M0.36%-3013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK150,000$3.71M0.01%+146,92013F-HRTimelineGroup
RFP Financial Group LLC140,404$3.47M1.43%-3,09813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,406$3.34M0.01%-13,08013F-HR/ATimelineGroup
Arkos Global Advisors129,737$3.21M0.44%-7,17113F-HRTimeline
SC&H Financial Advisors, Inc.126,454$3.12M0.53%-78213F-HRTimeline
Manske Wealth Management119,874$2.96M0.98%+5,16613F-HRTimeline
GREAT LAKES ADVISORS, LLC115,379$2.85M0.02%+4,09413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co108,843$2.69M0.17%new13F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC103,198$2.55M0.65%+20,11313F-HRTimeline
RS CRUM INC.102,875$2.54M0.61%-28,40513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC99,216$2.45M0.08%-16,72613F-HRTimelineGroup
Aurelius Family Office LLC96,381$2.38M1.12%+3,93813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…93,891$2.32M0.01%-8,09513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,836$2.32M<0.01%+9,82913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV93,628$2.31M0.01%-11,40413F-HRTimeline
UBS Group AGin group UBS Group AG93,371$2.31M<0.01%+43,95113F-HRTimelineGroup
Emerald Advisors, LLC92,492$2.28M0.29%+2,16713F-HRTimeline
Apella Capital, LLC89,822$2.22M0.06%-25,12613F-HRTimeline
JFS WEALTH ADVISORS, LLC85,500$2.11M0.13%-10,98513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding79,400$1.96M+137Timeline
FAS Wealth Partners, Inc.79,280$1.96M0.14%+2,51113F-HRTimeline
Cornerstone Financial Group, LLC /NE/76,635$1.89M1.61%+4,85013F-HRTimeline
Capasso Planning Partners LLC76,024$1.88M1.06%-28,83213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC72,162$1.78M0.06%-6,58113F-HRTimeline
Waverly Advisors, LLC69,517$1.72M0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.68,060$1.68M<0.01%+7,06313F-HRTimelineGroup
OLD MISSION CAPITAL LLC66,334$1.64M0.04%new13F-HRTimeline
Wealthspire Retirement, LLC65,804$1.63M0.11%-10,84813F-HRTimeline
Factor Wealth Management LTD64,780$1.6M0.44%+6,11713F-HRTimeline
SVB WEALTH LLC63,817$1.58M0.08%-76,43013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,945$1.52M<0.01%+20,19213F-HRTimelineGroup
XY Planning Network, Inc.58,651$1.45M0.49%new13F-HRTimeline
Matrix Trust Co57,259$1.41M0.23%+51013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…56,649$1.4M<0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC56,352$1.39M0.08%+73813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,246$1.39M<0.01%-3,32613F-HRTimelineGroup
Aegis Wealth Management LLC54,808$1.33M0.8%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50,484$1.25M0.49%-67013F-HRTimeline
Foundation Wealth Management, LLC48,785$1.2M0.84%-78813F-HRTimeline
Peirce Capital Management, LLC47,371$1.17M0.52%new13F-HRTimeline
Payne Capital Management, LLC46,955$1.16M0.45%-4913F-HRTimeline
NewEdge Advisors, LLC46,407$1.15M0.01%-65913F-HRTimeline
Qube Research & Technologies Ltd46,006$1.14M<0.01%+13,41013F-HRTimeline
Foster Group, Inc.44,434$1.1M0.04%-3,77213F-HRTimeline
Orion Porfolio Solutions, LLC43,780$1.08M0.01%-1,77313F-HR/ATimeline
North Ridge Wealth Advisors, Inc.43,018$1.06M0.65%-1113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,591$1.05M<0.01%-3,05713F-HRTimelineGroup
Level Financial Advisors41,840$1.03M0.32%-7,65313F-HRTimeline
TD Waterhouse Canada Inc.40,855$1.01M0.01%+3,41813F-HRTimeline
EARNED WEALTH ADVISORS, LLC40,993$1.01M0.2%+1213F-HRTimeline
Accelerate Investment Advisors LLC40,204$993K0.74%+1,49313F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…39,747$982K<0.01%-10,82413F-HRTimelineGroup
MIdWestOne Financial Group, Inc.39,592$978K0.13%-12,56013F-HRTimeline
Waypoint Wealth Partners Inc.39,050$965K0.23%013F-HRTimeline
Farther Finance Advisors, LLC39,019$964K0.02%+34,19313F-HRTimeline
Sterling Wealth Management, Inc.36,838$910K0.31%13F-HRTimeline
Parkworth Wealth Management, Inc.36,375$898K0.65%+37913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,888$884K<0.01%-1,88613F-HRTimelineGroup
COMERICA BANK33,995$840K<0.01%+20413F-HRTimeline
MML INVESTORS SERVICES, LLC33,543$829K<0.01%+43113F-HRTimeline
Larson Financial Group LLC33,349$824K0.03%-8,47813F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD33,293$822K0.6%+4,87013F-HRTimeline
Simplicity Wealth,LLC33,293$822K0.03%+5,53013F-HRTimeline
180 WEALTH ADVISORS, LLC32,426$801K0.11%+65013F-HRTimeline
AE Wealth Management LLC30,550$755K0.01%-1,75013F-HRTimeline
Comprehensive Money Management Services…29,389$726K0.55%-1,72513F-HRTimeline
Cresset Asset Management, LLC28,957$715K<0.01%+98413F-HR/ATimeline
Symmetry Partners, LLC28,135$695K0.09%-1,14313F-HRTimeline
Avant Financial Advisors LLC26,976$666K0.55%+1,05413F-HRTimeline
Gryphon Financial Partners LLC26,773$661K0.09%+28713F-HRTimeline
Harbor Group, Inc.26,600$657K0.12%-37513F-HRTimeline
Comprehensive Wealth Management, LLC26,241$648K0.52%new13F-HRTimeline
Longview Financial Advisors LLC25,507$630K0.39%-70613F-HRTimeline
Cambridge Investment Research Advisors,…25,252$624K<0.01%+2,68813F-HRTimeline
WealthPlan Investment Management, LLC24,277$600K0.04%+30713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,275$600K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC23,443$592K0.02%+14213F-HRTimeline
COURIER CAPITAL LLC23,702$585K0.04%-10013F-HRTimeline
McLean Asset Management Corp22,049$549K0.14%-18813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC21,986$543K0.05%-6,87913F-HRTimeline
Rathbones Group PLC21,486$531K<0.01%-4,24513F-HRTimeline
Sunbelt Securities, Inc.21,856$524K0.05%+39513F-HRTimeline
HRT FINANCIAL LP20,929$516K<0.01%+5,93713F-HRTimeline
Aptus Capital Advisors, LLC20,437$505K<0.01%+59513F-HRTimeline
Total Wealth Planning, LLC20,373$503K0.06%-51113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.20,368$503K<0.01%-84813F-HRTimelineGroup
Twelve Points Wealth Management LLC20,235$500K0.13%+1,06813F-HRTimeline
ASPIRIANT, LLC20,204$499K0.02%-8,09213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,048$495K<0.01%+213F-HRTimeline
Leo Wealth, LLC19,694$486K0.04%+39913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,470$481K<0.01%013F-HRTimelineGroup
Seaside Wealth Management, Inc.19,336$478K0.15%+84213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC19,226$475K0.1%-25413F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,980$469K<0.01%-65113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC17,860$441K0.03%+59513F-HRTimeline
Private Wealth Management Group, LLC17,348$428K0.14%-1,39413F-HRTimeline
Sanctuary Advisors, LLC17,283$427K<0.01%+3313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC17,236$426K<0.01%new13F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,722$413K<0.01%-13,82013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,356$404K<0.01%+2213F-HRTimelineGroup
Betterment LLC15,906$393K<0.01%+4,87113F-HRTimeline
CGN Advisors LLC15,892$393K0.04%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,764$389K0.01%-1,08413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,558$384K<0.01%-2,23513F-HRTimelineGroup
Abel Hall, LLC15,240$376K0.17%-2,35213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,092$373K0.01%+1,46613F-HRTimeline
First Interstate Bank14,514$358K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC13,770$340K<0.01%-5,18013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,527$334K<0.01%+2813F-HRTimelineGroup
AIRE ADVISORS, LLC13,050$322K0.06%+51013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,993$321K0.25%-16113F-HRTimeline
CWM, LLCin group CWM, LLC12,788$316K<0.01%-4,89113F-HRTimelineGroup
Aviso Financial Inc.12,267$303K0.01%+81413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC11,797$294K0.05%+13213F-HRTimeline
Integrated Wealth Concepts LLC11,679$288K<0.01%-38713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,656$288K<0.01%+36413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC11,652$288K<0.01%-1,45913F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …11,400$282K0.01%new13F-HRTimelineGroup
Parkside Advisors LLC11,206$277K0.06%new13F-HRTimeline
Clarity Wealth Development LLC10,965$271K0.27%+48113F-HRTimeline
Ballentine Partners, LLC10,714$265K<0.01%-53113F-HRTimeline
International Private Wealth Advisors L…10,437$258K0.22%+40113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,320$255K0.01%013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC10,230$253K0.04%013F-HRTimeline
Compagnie Lombard Odier SCmA10,200$252K<0.01%013F-HRTimeline
Integrated Advisors Network LLC10,105$250K0.01%+10513F-HRTimeline
TRUST CO OF VERMONT10,007$247K0.01%+6,01613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,768$241K0.01%new13F-HRTimelineGroup
Claro Advisors Inc.9,608$237K0.04%-3,30013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,254$229K0.01%013F-HRTimelineGroup
MASECO LLP8,999$222K0.01%13F-HRTimeline
WHITTIER TRUST CO9,000$222K<0.01%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC8,891$220K0.11%+3113F-HRTimeline
Clearstead Advisors, LLC8,724$215K<0.01%-1,07613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,594$212K<0.01%-3,84113F-HRTimeline
Cypress Point Wealth Management, LLC8,434$208K0.05%-80613F-HRTimeline