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Disclosery

REET ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 19 13F filers report a position in REET shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Boston Standard Wealth Management, LLC690,979$17.8M2.56%+11,04113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC246,832$6.36M0.74%+6,98113F-HRTimeline
GP Brinson Investments LLC208,553$5.38M2.3%013F-HRTimeline
Emerald Advisors, LLC128,898$3.32M0.43%+8,84413F-HRTimeline
BAILARD, INC.122,440$3.16M0.06%-12,43613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC120,373$3.1M0.64%+8,91513F-HRTimeline
Apella Capital, LLC106,305$2.7M0.03%+63,81513F-HRTimeline
Factor Wealth Management LTD87,097$2.25M0.34%+4,99313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,079$1.05M<0.01%+29413F-HRTimeline
Level Financial Advisors39,167$1.01M0.22%-33813F-HRTimeline
Foster Group, Inc.21,586$556K0.02%-2,37913F-HRTimeline
Farther Finance Advisors, LLC17,400$449K<0.01%-72413F-HRTimeline
CoreCap Advisors, LLC5,685$147K<0.01%+81813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,558$91.7K0.03%+1913F-HRTimeline
Rosenberg Matthew Hamilton1,893$48.8K0.01%-213F-HRTimeline
Investors Research Corp197$5.08K<0.01%013F-HRTimeline
CX Institutional117$3K<0.01%+113F-HRTimeline
Versant Capital Management, Inc51$1.31K<0.01%013F-HRTimeline
Planning Strategies Inc.31$799<0.01%new13F-HRTimeline