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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 2025-09-30, 68,519,311 shares in all. 25 filers opened a position and 21 filers sold out during the quarter.

Managers
286
13F filers
290
New
25
Added
118
Reduced
98
Sold out
21
Shares held by filers
68,519,311

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.6,045,409$155M2%+228,41513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,425,901$139M0.09%+412,73213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,882,787$125M<0.01%-54,20913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,791,133$122M0.41%-121,43813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,451,044$88.2M0.01%+58,23713F-HR/ATimelineGroup
SageView Advisory Group, LLC3,038,299$77.7M2.68%+86,60913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,577,550$65.9M0.4%-41,83813F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding1,900,552$48.6M+761,681Timeline
LPL Financial LLC1,704,411$43.6M0.01%+86,51013F-HRTimeline
NEPC LLC1,642,929$42M1.11%-208,69413F-HRTimeline
Heritage Investment Group, Inc.1,612,014$41.2M6.6%+36,81313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,543,969$39.5M0.02%-406,20713F-HRTimelineGroup
PDS Planning, Inc1,470,642$37.6M2.6%+47,98013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,413,342$36.1M1.44%+75,31013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,302,746$33.3M<0.01%+99,22913F-HRTimelineGroup
HighTower Advisors, LLC1,210,390$30.9M0.04%+45,46413F-HRTimeline
Modera Wealth Management, LLC1,195,212$30.5M0.35%+13,62913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA910,885$23.3M<0.01%+21,49613F-HRTimelineGroup
Diversified Portfolios, Inc.883,749$22.6M1.99%+29,84713F-HRTimeline
Capstone Financial Advisors, Inc.844,361$21.6M1.17%+3,03213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding784,793$20.1M-17,154Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/735,363$18.8M<0.01%-318,37113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN707,616$18.1M<0.01%-9,04613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS701,300$17.9M0.01%+283,50013F-HRTimelineGroup
Amundiin group Amundi700,000$17.9M0.01%013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC651,663$16.7M1.45%+26,85913F-HRTimeline
Boston Standard Wealth Management, LLC633,416$16.2M2.72%+20,99813F-HRTimeline
One Capital Management, LLC618,609$15.8M0.5%+41,12113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC534,834$13.7M6.39%+17,18813F-HRTimeline
Quent Capital, LLC503,571$12.9M1.08%-4,63113F-HRTimeline
FSM Wealth Advisors, LLC480,653$12.3M1.74%+50,23413F-HRTimeline
BIP Wealth, LLC468,973$12M0.59%+20,76313F-HRTimeline
Morton Brown Family Wealth, LLC435,194$11.1M3.19%+4,00413F-HRTimeline
ERn Financial, LLC409,148$10.5M2.06%-3,20913F-HRTimeline
Brooklyn FI, LLC391,283$10M2.25%+81,33013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …373,458$9.55M0.01%-9,65513F-HRTimelineGroup
Waldron Private Wealth LLC359,807$9.2M0.37%-23,18913F-HRTimeline
Cetera Investment Advisers315,615$8.07M0.01%+10,72313F-HRTimeline
World Investment Advisors314,729$8.04M0.16%-1,24413F-HRTimeline
Vestmark Advisory Solutions, Inc.314,287$8.03M0.15%-1,24413F-HRTimeline
Waterford Advisors, LLC313,620$8.02M2.77%+279,20913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC310,342$7.93M0.62%+22,88613F-HRTimeline
Leading Edge Financial Planning LLC306,342$7.83M1.97%-3,27113F-HRTimeline
BAILARD, INC.303,120$7.75M0.17%-1,42013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC297,254$7.6M0.8%+25,15813F-HRTimeline
Asset Management One Co., Ltd.293,000$7.49M0.02%-16,00013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding283,574$7.25M-77,497Timeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…255,411$6.53M0.03%-175,52513F-HRTimeline
Prime Buchholz LLC235,330$6.02M3.31%013F-HRTimeline
Creative Planningin group Creative Planning232,844$5.95M<0.01%-12,39713F-HRTimelineGroup
Causey Wealth LLC211,055$5.39M2.63%+18,98913F-HRTimeline
Wealthspire Advisors, LLC201,569$5.15M0.03%+8,76813F-HRTimeline
GP Brinson Investments LLC186,339$4.76M1.94%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC173,168$4.43M0.7%+14,66113F-HRTimeline
Alhambra Investment Management LLC172,411$4.41M2.09%-45813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC152,346$3.89M0.01%+135,62413F-HRTimelineGroup
SOL Capital Management CO150,340$3.84M0.34%-26013F-HRTimeline
RFP Financial Group LLC157,000$3.76M1.53%+16,59613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…144,591$3.7M0.01%+50,70013F-HRTimelineGroup
Lester Murray Antman dba SimplyRich144,586$3.69M1%-24,83613F-HRTimeline
Arkos Global Advisors123,689$3.16M0.4%-6,04813F-HRTimeline
SC&H Financial Advisors, Inc.122,147$3.12M0.51%-4,30713F-HRTimeline
Manske Wealth Management118,539$3.03M0.93%-1,33513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,804$2.78M<0.01%-26,60213F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC104,094$2.66M0.64%+89613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.103,843$2.65M<0.01%+35,78313F-HRTimelineGroup
RS CRUM INC.102,815$2.63M0.58%-6013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,800$2.55M<0.01%+5,96413F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC99,308$2.54M0.08%+9213F-HRTimelineGroup
Aurelius Family Office LLC98,149$2.51M1.12%+1,76813F-HRTimeline
Emerald Advisors, LLC96,768$2.47M0.33%+4,27613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co93,290$2.38M0.14%-15,55313F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/92,978$2.38M1.84%+16,34313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV88,973$2.27M<0.01%-4,65513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP85,159$2.18M<0.01%-277,49213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,559$2.17M<0.01%-110,44313F-HRTimeline
JFS WEALTH ADVISORS, LLC83,925$2.15M0.13%-1,57513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…82,563$2.11M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG80,794$2.07M<0.01%-12,57713F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding79,400$2.03M0Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,691$2.02M<0.01%+17,74613F-HRTimelineGroup
FAS Wealth Partners, Inc.78,202$2M0.14%-1,07813F-HRTimeline
Capasso Planning Partners LLC75,460$1.93M1.2%-56413F-HRTimeline
Simplicity Wealth,LLC71,746$1.83M0.11%+38,45313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC70,690$1.81M0.06%-1,47213F-HRTimeline
Wealthspire Retirement, LLC68,101$1.74M0.11%+2,29713F-HR/ATimeline
Waverly Advisors, LLC67,744$1.73M0.02%-1,77313F-HRTimeline
Factor Wealth Management LTD67,052$1.71M0.43%+2,27213F-HRTimeline
Payne Capital Management, LLC63,526$1.62M0.52%+16,57113F-HRTimeline
Apella Capital, LLC60,168$1.53M0.03%-29,65413F-HRTimeline
XY Planning Network, Inc.58,651$1.45M0.49%013F-HRTimeline
WEALTH ALLIANCE, LLC54,985$1.41M0.14%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC54,852$1.4M0.08%-1,50013F-HRTimeline
Aegis Wealth Management LLC54,545$1.39M0.75%-26313F-HRTimeline
Matrix Trust Co53,935$1.38M0.22%-3,32413F-HRTimeline
MB Generational Wealth, LLC53,093$1.36M0.86%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.51,029$1.3M0.47%+54513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,600$1.27M<0.01%-404,36413F-HRTimeline
Foundation Wealth Management, LLC49,608$1.27M0.81%+82313F-HRTimeline
TD Waterhouse Canada Inc.49,123$1.26M0.01%+8,26813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,827$1.22M<0.01%-8,41913F-HR/ATimelineGroup
Accelerate Investment Advisors LLC47,684$1.22M0.83%+7,48013F-HRTimeline
Peirce Capital Management, LLC47,371$1.21M0.5%013F-HRTimeline
Cambridge Investment Research Advisors,…46,509$1.19M<0.01%+21,25713F-HRTimeline
Greenspring Advisors, LLC46,134$1.18M0.21%13F-HRTimeline
Level Financial Advisors44,717$1.14M0.32%+2,87713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…43,620$1.11M<0.01%-13,02913F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.43,554$1.11M0.64%+53613F-HRTimeline
NewEdge Advisors, LLC42,982$1.1M<0.01%-3,42513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,591$1.09M<0.01%013F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…41,560$1.06M<0.01%+1,81313F-HRTimelineGroup
Foster Group, Inc.41,410$1.06M0.03%-3,02413F-HRTimeline
SVB WEALTH LLC40,921$1.05M0.06%-22,89613F-HRTimeline
EARNED WEALTH ADVISORS, LLC40,644$1.04M0.17%-34913F-HRTimeline
MIdWestOne Financial Group, Inc.39,888$1.02M0.12%+29613F-HRTimeline
Beacon Pointe Advisors, LLC39,051$998K0.01%+20,07113F-HRTimeline
Orion Porfolio Solutions, LLC38,493$984K0.01%-5,28713F-HRTimeline
Sterling Wealth Management, Inc.37,165$950K0.29%+32713F-HRTimeline
Comprehensive Wealth Management, LLC35,623$911K0.65%+9,38213F-HRTimeline
COMERICA BANK34,498$882K<0.01%+50313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD34,016$869K0.57%+72313F-HRTimeline
Larson Financial Group LLC33,384$853K0.03%+3513F-HRTimeline
180 WEALTH ADVISORS, LLC33,108$846K0.1%+68213F-HRTimeline
Mariner, LLCin group Mariner, LLC32,475$830K<0.01%+18,94813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,116$821K<0.01%-943,19513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,915$790K<0.01%-2,62813F-HRTimeline
Cresset Asset Management, LLC29,087$743K<0.01%+13013F-HR/ATimeline
Comprehensive Money Management Services…28,959$740K0.52%-43013F-HRTimeline
AE Wealth Management LLC28,575$730K<0.01%-1,97513F-HRTimeline
Avant Financial Advisors LLC27,897$713K0.54%+92113F-HRTimeline
Gryphon Financial Partners LLC27,545$704K0.08%+77213F-HRTimeline
RFG Advisory, LLC27,285$697K0.01%new13F-HRTimeline
Harbor Group, Inc.27,242$696K0.11%+64213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,511$678K<0.01%+7,04113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,404$675K<0.01%-9,48413F-HRTimelineGroup
Twelve Points Wealth Management LLC26,114$667K0.17%+5,87913F-HRTimeline
Longview Financial Advisors LLC25,303$647K0.37%-20413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,871$636K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\24,506$626K<0.01%+23113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,449$624K<0.01%+21,23313F-HRTimelineGroup
WealthPlan Investment Management, LLC24,036$614K0.04%-24113F-HRTimeline
Symmetry Partners, LLC24,011$614K0.07%-4,12413F-HRTimeline
COURIER CAPITAL LLC23,713$606K0.03%+1113F-HRTimeline
Chicago Partners Investment Group LLC23,612$605K0.02%+16913F-HRTimeline
Y-Intercept (Hong Kong) Ltd22,806$583K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC21,031$538K0.01%-17,98813F-HRTimeline
Rathbones Group PLC20,946$535K<0.01%-54013F-HRTimeline
Aptus Capital Advisors, LLC20,712$529K<0.01%+27513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.20,368$521K<0.01%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP20,333$520K0.01%+4,56913F-HRTimeline
Total Wealth Planning, LLC20,324$519K0.06%-4913F-HRTimeline
Seaside Wealth Management, Inc.19,428$497K0.15%+9213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,972$485K<0.01%-1,07613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC18,666$477K0.09%-56013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC18,135$464K0.03%+27513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,096$463K0.03%-3,89013F-HRTimeline
GREAT LAKES ADVISORS, LLC17,591$450K<0.01%-97,78813F-HRTimeline
Betterment LLC16,873$431K<0.01%+96713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,334$417K<0.01%-2213F-HRTimelineGroup
Sunbelt Securities, Inc.16,162$413K0.03%-5,69413F-HRTimeline
Sanctuary Advisors, LLC16,085$411K<0.01%-1,19813F-HR/ATimeline
CGN Advisors LLC16,000$409K0.03%+10813F-HRTimeline
ASPIRIANT, LLC15,593$399K0.01%-4,61113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,463$395K0.01%+37113F-HRTimeline
Private Wealth Management Group, LLC15,318$392K0.11%-2,03013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd15,317$392K0.03%new13F-HRTimeline
Glenmede Investment Management, LP14,899$381K<0.01%+7,22513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …14,597$373K0.02%+3,19713F-HRTimelineGroup
First Interstate Bank14,514$371K0.02%013F-HRTimeline
Clarity Wealth Development LLC14,050$360K0.32%+3,08513F-HRTimeline
Leo Wealth, LLC13,771$352K0.05%-5,92313F-HRTimeline
OneDigital Investment Advisors LLC13,770$352K<0.01%013F-HRTimeline
Sunpointe, LLC13,279$339K0.12%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP13,085$334K0.02%new13F-HRTimeline
Abel Hall, LLC13,077$334K0.13%-2,16313F-HRTimeline
AIRE ADVISORS, LLC13,061$334K0.06%+1113F-HRTimeline
Aviso Financial Inc.13,049$334K0.01%+78213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,792$327K0.24%-20113F-HRTimeline
McLean Asset Management Corp12,373$316K0.07%-9,67613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,240$313K<0.01%+58413F-HRTimelineGroup
Integrated Wealth Concepts LLC11,703$299K<0.01%+2413F-HRTimeline
CWM, LLCin group CWM, LLC11,703$299K<0.01%-1,08513F-HRTimelineGroup
Ballentine Partners, LLC11,453$293K<0.01%+73913F-HRTimeline
Prime Capital Investment Advisors, LLC11,252$288K<0.01%-40013F-HRTimeline
International Private Wealth Advisors L…11,187$286K0.18%+75013F-HRTimeline
Berman McAleer LLC11,000$281K0.04%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,691$273K0.01%+37113F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC10,625$272K0.04%+39513F-HRTimeline
Compagnie Lombard Odier SCmA10,200$261K<0.01%013F-HRTimeline
TRUST CO OF VERMONT10,007$256K0.01%013F-HRTimeline
Integrated Advisors Network LLC10,000$256K0.01%-10513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,623$246K0.01%-14513F-HRTimelineGroup
Claro Advisors Inc.9,593$245K0.04%-1513F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC9,362$239K0.11%+47113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,337$239K<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,384$237K0.01%new13F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC9,232$235K0.04%-2,56513F-HRTimeline
Clearstead Advisors, LLC9,198$235K<0.01%+47413F-HRTimeline
WHITTIER TRUST CO9,000$231K<0.01%013F-HRTimeline
MASECO LLP8,999$230K0.01%013F-HRTimeline