REET institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding320
Shares held96,644,885
Reported value$2.7bn
Quarter flows48 new, 122 added, 104 trimmed, 29 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
State of New Jersey Common Pension Fund D11,787,000$325.6m1.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,060,064$195.0m0.1%
Valmark Advisers, Inc.6,667,766$184.2m2.0%
M&T Bank Corp4,914,523$135.7m0.4%
Creative Planning4,800,308$132.6m0.1%
MANUFACTURERS LIFE INSURANCE COMPANY, THE1,861,575$131.2m0.1%
Polianta Ltd4,427,000$122.3m15.1%
BlackRock, Inc.4,253,470$117.5m0.0%
MORGAN STANLEY3,617,325$99.9m0.0%
SageView Advisory Group, LLC3,241,966$89.5m2.9%
GOLDMAN SACHS GROUP INC2,898,249$80.0m0.0%
Savant Capital, LLC2,597,306$71.8m0.2%
NEPC LLC2,080,016$57.5m1.1%
LPL Financial LLC1,842,951$50.9m0.0%
Heritage Investment Group, Inc.1,748,235$48.3m6.5%
PDS Planning, Inc1,642,967$45.4m2.6%
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,631,844$45.1m1.6%
Modera Wealth Management, LLC1,476,202$40.8m0.4%
HighTower Advisors, LLC1,354,131$37.4m0.0%
ROYAL BANK OF CANADA987,582$27.3m0.0%
AMERIPRISE FINANCIAL INC924,675$25.5m0.0%
BANK OF AMERICA CORP /DE/859,567$23.7m0.0%
Capstone Financial Advisors, Inc.851,372$23.5m1.1%
FSM Wealth Advisors, LLC731,797$20.2m2.2%
BRANDYWINE OAK PRIVATE WEALTH LLC706,773$19.5m1.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("REET"). REET price history · All 13F data

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