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Disclosery

REET ISHARES TR

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SHS (fund)

299 managers (302 13F filers) reported a position in REET shares at 2025-12-31, 87,266,634 shares in all. 28 filers opened a position and 29 filers sold out during the quarter.

Managers
299
13F filers
302
New
28
Added
124
Reduced
86
Sold out
29
Shares held by filers
87,266,634

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…11,787,000$294M1.06%new13F-HRTimelineGroup
Valmark Advisers, Inc.6,283,171$157M1.93%+237,76213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,117,917$153M0.1%+692,01613F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,023,285$125M<0.01%+140,49813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,765,751$119M0.38%-25,38213F-HR/ATimelineGroup
Polianta Ltd3,634,000$90.7M11.86%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,484,686$86.9M0.01%+2,181,94013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,406,677$85M0.01%-44,36713F-HR/ATimelineGroup
SageView Advisory Group, LLC3,284,630$82M2.77%+246,33113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,460,709$61.4M0.35%-116,84113F-HRTimelineGroup
NEPC LLC2,040,739$50.9M1.09%+397,81013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding1,834,953$45.8M-65,599Timeline
LPL Financial LLC1,777,264$44.3M0.01%+72,85313F-HRTimeline
Heritage Investment Group, Inc.1,690,158$42.2M6.42%+78,14413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,563,807$39M1.45%+150,46513F-HRTimeline
PDS Planning, Inc1,533,569$38.3M2.56%+62,92713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,400,968$35M0.01%-143,00113F-HRTimelineGroup
Modera Wealth Management, LLC1,299,166$32.4M0.37%+103,95413F-HRTimeline
HighTower Advisors, LLC1,249,750$31.2M0.03%+39,36013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA901,965$22.5M<0.01%-8,92013F-HRTimelineGroup
Capstone Financial Advisors, Inc.848,493$21.2M1.13%+4,13213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/757,836$18.9M<0.01%+22,47313F-HRTimelineGroup
Amundiin group Amundi700,000$17.5M<0.01%013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC690,507$17.2M1.45%+38,84413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN675,311$16.8M<0.01%-32,30513F-HRTimelineGroup
Boston Standard Wealth Management, LLC664,644$16.6M2.74%+31,22813F-HRTimeline
Diversified Portfolios, Inc.588,791$14.7M1.22%-294,95813F-HRTimeline
COOPER/HAIMS ADVISORS, LLC562,760$14M6.38%+27,92613F-HRTimeline
FSM Wealth Advisors, LLC537,742$13.4M1.84%+57,08913F-HRTimeline
Quent Capital, LLC505,219$12.6M0.91%+1,64813F-HRTimeline
BIP Wealth, LLC483,797$12.1M0.43%+14,82413F-HRTimeline
Morton Brown Family Wealth, LLC471,540$11.8M3.2%+36,34613F-HRTimeline
Brooklyn FI, LLC464,137$11.6M2.48%+72,85413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding436,113$10.9M-348,680Timeline
ERn Financial, LLC421,282$10.5M1.98%+12,13413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC368,396$9.19M0.69%+58,05413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …360,382$8.99M0.01%-13,07613F-HRTimelineGroup
Waldron Private Wealth LLC358,847$8.95M0.35%-96013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP331,374$8.27M0.01%+246,21513F-HR/ATimelineGroup
Cetera Investment Advisers327,960$8.18M0.01%+12,34513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC323,641$8.07M0.84%+26,38713F-HRTimeline
World Investment Advisors320,454$8M0.13%+5,72513F-HR/ATimeline
Vestmark Advisory Solutions, Inc.320,424$7.99M0.11%+6,13713F-HRTimeline
Leading Edge Financial Planning LLC303,533$7.57M1.73%-2,80913F-HRTimeline
Asset Management One Co., Ltd.293,000$7.31M0.02%013F-HRTimeline
BAILARD, INC.242,428$6.05M0.13%-60,69213F-HRTimeline
Causey Wealth LLC237,912$5.94M2.7%+26,85713F-HRTimeline
Creative Planningin group Creative Planning235,420$5.87M<0.01%+2,57613F-HRTimelineGroup
Prime Buchholz LLC235,330$5.87M3.49%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding225,919$5.64M-57,655Timeline
Wealthspire Advisors, LLC212,611$5.3M0.04%+11,04213F-HRTimeline
GP Brinson Investments LLC186,339$4.65M2%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC183,939$4.59M0.65%+10,77113F-HRTimeline
Alhambra Investment Management LLC180,840$4.51M2.1%+8,42913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC149,110$3.72M0.01%-3,23613F-HRTimelineGroup
Advisory Services Network, LLC146,541$3.66M0.05%+145,96613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…144,591$3.61M0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding142,820$3.56M+62,026Timeline
Lester Murray Antman dba SimplyRich140,204$3.5M0.91%-4,38213F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…140,000$3.49M0.02%-115,41113F-HRTimeline
Greenspring Advisors, LLC131,407$3.28M0.2%+85,27313F-HRTimeline
SOL Capital Management CO128,140$3.2M0.29%-22,20013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.127,989$3.19M0.01%+24,14613F-HRTimelineGroup
Arkos Global Advisors124,207$3.1M0.4%+51813F-HRTimeline
XY Planning Network, Inc.120,869$3.02M0.53%+62,21813F-HRTimeline
Cornerstone Financial Group, LLC /NE/119,787$2.99M2.09%+26,80913F-HRTimeline
Manske Wealth Management118,779$2.96M0.88%+24013F-HRTimeline
SC&H Financial Advisors, Inc.114,781$2.86M0.44%-7,36613F-HRTimeline
Bristlecone Value Partners, LLC114,190$2.85M3.29%13F-HRTimeline
One Capital Management, LLC113,175$2.82M0.09%-505,43413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP109,820$2.74M0.12%+96,73513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC109,673$2.74M0.63%+5,57913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA106,726$2.66M0.01%13F-HRTimelineGroup
Aurelius Family Office LLC105,535$2.64M1.14%+7,38613F-HRTimeline
Emerald Advisors, LLC105,245$2.63M0.36%+8,47713F-HRTimeline
RS CRUM INC.102,815$2.57M0.51%013F-HRTimeline
Cambridge Investment Research Advisors,…94,775$2.37M0.01%+48,26613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,496$2.33M<0.01%-6,30413F-HRTimelineGroup
Financial Plan, Inc.91,744$2.29M0.26%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co90,030$2.25M0.13%-3,26013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,007$2.25M<0.01%+10,31613F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC89,911$2.24M0.05%-9,39713F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding88,500$2.21M+9,100Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,996$2.19M<0.01%+1,43713F-HRTimeline
Capasso Planning Partners LLC85,373$2.13M1.17%+9,91313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV83,999$2.1M<0.01%-4,97413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,431$2.08M<0.01%-25,37313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC79,390$1.98M0.11%-4,53513F-HRTimeline
Factor Wealth Management LTD78,574$1.96M0.42%+11,52213F-HRTimeline
FAS Wealth Partners, Inc.77,865$1.94M0.13%-33713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.77,139$1.92M<0.01%new13F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …73,795$1.84M0.03%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC70,240$1.75M0.06%-45013F-HRTimeline
Payne Capital Management, LLC69,645$1.74M0.55%+6,11913F-HRTimeline
Waverly Advisors, LLC69,123$1.72M0.01%+1,37913F-HRTimeline
55 North Private Wealth, LLC65,375$1.63M0.43%13F-HRTimeline
Wealthspire Retirement, LLC64,290$1.6M0.1%-3,81113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,332$1.48M<0.01%+11,50513F-HRTimelineGroup
Simplicity Wealth,LLC58,522$1.46M0.09%-13,22413F-HRTimeline
OLD MISSION CAPITAL LLC56,647$1.41M0.05%new13F-HRTimeline
WEALTH ALLIANCE, LLC55,456$1.38M0.14%+47113F-HRTimeline
Apella Capital, LLC55,215$1.38M0.03%-4,95313F-HRTimeline
MB Generational Wealth, LLC53,093$1.32M0.7%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50,596$1.26M0.44%-43313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,551$1.26M<0.01%+95113F-HRTimeline
Accelerate Investment Advisors LLC49,501$1.24M0.83%+1,81713F-HRTimeline
TD Waterhouse Canada Inc.48,191$1.2M0.01%-93213F-HRTimeline
Foundation Wealth Management, LLC48,060$1.2M0.79%-1,54813F-HRTimeline
Y-Intercept (Hong Kong) Ltd47,607$1.19M0.03%+24,80113F-HRTimeline
Peirce Capital Management, LLC47,054$1.17M0.47%-31713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC46,372$1.16M0.06%-8,48013F-HRTimeline
PITCAIRN COgroup of 2 filers holding46,274$1.15M+37,924Timeline
Level Financial Advisors44,076$1.1M0.29%-64113F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…43,620$1.09M<0.01%013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.43,071$1.07M0.12%+3,18313F-HRTimeline
North Ridge Wealth Advisors, Inc.42,909$1.07M0.6%-64513F-HRTimeline
NewEdge Advisors, LLC42,877$1.07M<0.01%-10513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,591$1.06M<0.01%013F-HRTimelineGroup
Comprehensive Wealth Management, LLC41,633$1.04M0.61%+6,01013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…41,124$1.03M<0.01%-43613F-HRTimelineGroup
Orion Porfolio Solutions, LLC39,427$984K0.01%+93413F-HRTimeline
Foster Group, Inc.39,059$975K0.03%-2,35113F-HRTimeline
Beacon Pointe Advisors, LLC39,052$974K0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…38,678$965K<0.01%+22,34413F-HRTimelineGroup
Compagnie Lombard Odier SCmA38,390$958K0.01%+28,19013F-HRTimeline
SVB WEALTH LLC38,129$951K0.06%-2,79213F-HRTimeline
MML INVESTORS SERVICES, LLC34,514$861K<0.01%+3,59913F-HRTimeline
180 WEALTH ADVISORS, LLC33,934$847K0.1%+82613F-HRTimeline
Larson Financial Group LLC31,918$796K0.03%-1,46613F-HRTimeline
SBI Okasan Asset Management Co.Ltd.31,670$795K0.04%13F-HRTimeline
COURIER CAPITAL LLC30,817$769K0.04%+7,10413F-HRTimeline
Comprehensive Money Management Services…29,509$736K0.51%+55013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,261$730K<0.01%+2,85713F-HRTimelineGroup
Cresset Asset Management, LLC29,242$730K<0.01%+15513F-HRTimeline
EARNED WEALTH ADVISORS, LLC29,194$728K0.05%-11,45013F-HR/ATimeline
CITY NATIONAL BANK OF FLORIDA /MSD28,889$721K0.47%-5,12713F-HRTimeline
Smartleaf Asset Management LLC28,576$718K0.03%new13F-HRTimeline
Gryphon Financial Partners LLC28,749$717K0.08%+1,20413F-HRTimeline
CWM, LLCin group CWM, LLC28,562$713K<0.01%+16,85913F-HRTimelineGroup
Twelve Points Wealth Management LLC27,904$707K0.16%+1,79013F-HRTimeline
Avant Financial Advisors LLC28,033$699K0.5%+13613F-HRTimeline
Harbor Group, Inc.27,519$687K0.1%+27713F-HRTimeline
SeedSafe Financial LLC27,425$684K0.61%13F-HRTimeline
AE Wealth Management LLC27,240$680K<0.01%-1,33513F-HRTimeline
COMERICA BANK26,487$661K<0.01%-8,01113F-HRTimeline
Private Advisor Group, LLC26,290$656K<0.01%+18,09413F-HRTimeline
Sunpointe, LLC25,498$636K0.21%+12,21913F-HRTimeline
Longview Financial Advisors LLC25,238$630K0.35%-6513F-HRTimeline
Chicago Partners Investment Group LLC23,905$609K0.02%+29313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,275$606K<0.01%-23113F-HRTimelineGroup
WealthPlan Investment Management, LLC24,043$600K0.04%+713F-HRTimeline
Symmetry Partners, LLC24,011$599K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,663$590K<0.01%-58,90013F-HRTimelineGroup
Cullen Capital Management, LLC23,559$588K0.01%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG22,730$567K0.01%new13F-HRTimelineGroup
Aegis Wealth Management LLC22,013$549K0.31%-32,53213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,582$538K<0.01%-2,86713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP21,008$524K0.01%+67513F-HRTimeline
Clarity Wealth Development LLC20,506$512K0.43%+6,45613F-HRTimeline
Nolet Wealth Management, LLC20,121$502K0.28%13F-HR/ATimeline
Aptus Capital Advisors, LLC19,845$495K<0.01%-86713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC19,845$495K0.03%+1,71013F-HRTimeline
Rathbones Group PLC19,618$489K<0.01%-1,32813F-HR/ATimeline
Farther Finance Advisors, LLC19,613$489K0.01%-1,41813F-HRTimeline
Seaside Wealth Management, Inc.19,558$488K0.14%+13013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC19,421$485K0.08%+75513F-HRTimelineGroup
Sterling Wealth Management, Inc.19,295$481K0.14%-17,87013F-HRTimeline
Cyndeo Wealth Partners, LLC19,120$477K0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,041$475K<0.01%+6913F-HRTimeline
Betterment LLC18,033$450K<0.01%+1,16013F-HRTimeline
Integrated Wealth Concepts LLC17,924$447K0.01%+6,22113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP17,609$439K0.01%+2,14613F-HRTimeline
GREAT LAKES ADVISORS, LLC17,404$434K<0.01%-18713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,091$426K<0.01%-9,42013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.16,976$424K<0.01%-3,39213F-HRTimelineGroup
Sanctuary Advisors, LLC16,342$408K<0.01%+25713F-HRTimeline
CGN Advisors LLC16,188$404K0.03%+18813F-HRTimeline
Mariner, LLCin group Mariner, LLC15,813$395K<0.01%-16,66213F-HRTimelineGroup
Sunbelt Securities, Inc.15,568$388K0.03%-59413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,097$377K0.03%-2,99913F-HRTimeline
ASPIRIANT, LLC14,741$368K0.01%-85213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.14,462$364K0.05%new13F-HRTimeline
First Interstate Bank14,514$362K0.02%013F-HRTimeline
Private Wealth Management Group, LLC14,367$358K0.1%-95113F-HRTimeline
Leo Wealth, LLC13,845$345K0.03%+7413F-HRTimeline
Matrix Trust Co13,532$338K0.06%-40,40313F-HRTimeline
OneDigital Investment Advisors LLC13,278$331K<0.01%-49213F-HRTimeline
AIRE ADVISORS, LLC13,080$326K0.06%+1913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,833$320K0.23%+4113F-HRTimeline
Aviso Financial Inc.12,809$320K0.01%-24013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,808$320K<0.01%+56813F-HRTimelineGroup
McLean Asset Management Corp12,406$317K0.06%+3313F-HRTimeline
Breachway Investments LLC12,619$315K0.33%13F-HRTimeline
TRUST CO OF VERMONT12,591$314K0.01%+2,58413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …12,597$314K0.01%-2,00013F-HRTimelineGroup
Abel Hall, LLC12,573$314K0.07%-50413F-HRTimeline
Rossby Financial, LCC12,501$312K0.1%new13F-HRTimeline
O'ROURKE & COMPANY, Inc12,501$312K0.12%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,414$310K<0.01%new13F-HRTimelineGroup
Ballentine Partners, LLC12,009$300K<0.01%+55613F-HRTimeline