REET Institutional Ownership & Shareholders
ISHARES GLOBAL REIT ETF (REET) is currently held by 316 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.35B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Of New Jersey Common Pension Fund D is currently the largest disclosed institutional shareholder of REET tracked by InsiderSet, reporting ownership valued at approximately $325.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $311.53M, representing an estimated loss of -4.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed REET value among the investors covered in this analysis. Major shareholders include State Of New Jersey Common Pension Fund D, Valmark Advisers, Inc., Manufacturers Life Insurance Company, The, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL REIT ETF (REET).
This page ranks the largest institutional REET shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
316
Total Reported Value
$2.35B
Largest Holder
State Of New Jersey Common Pension Fund D
Largest Position
$325.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Of New Jersey Common Pension Fund D | 1.11% | 11,787,000 | $325,556,940 | $311,530,410 | -$14,026,530 | -4.31% | |
| Valmark Advisers, Inc. | 1.95% | 6,667,766 | $184,163,708 | $176,229,055 | -$7,934,653 | -4.31% | |
| Manufacturers Life Insurance Company, The | 0.10% | 1,861,575 | $131,168,583 | $49,201,427 | -$81,967,156 | -62.49% | |
| Polianta Ltd | 15.12% | 4,427,000 | $122,273,000 | $117,005,610 | -$5,267,390 | -4.31% | |
| M&T Bank Corp | 0.40% | 4,833,284 | $121,557,451 | $127,743,696 | +$6,186,245 | +5.09% | |
| Blackrock, Inc. | 0.00% | 4,253,470 | $117,480,841 | $112,419,212 | -$5,061,629 | -4.31% | |
| Creative Planning | 0.06% | 4,208,690 | $108,500,033 | $111,235,677 | +$2,735,644 | +2.52% | |
| Morgan Stanley | 0.01% | 3,617,325 | $99,910,539 | $95,605,900 | -$4,304,639 | -4.31% | |
| Goldman Sachs Group Inc | 0.01% | 2,898,249 | $80,049,644 | $76,600,721 | -$3,448,923 | -4.31% | |
| Savant Capital, Llc | 0.21% | 2,597,306 | $71,782,516 | $68,646,798 | -$3,135,718 | -4.37% | |
| Nepc Llc | 1.07% | 2,080,016 | $57,450,042 | $54,974,823 | -$2,475,219 | -4.31% | |
| Lpl Financial Llc | 0.01% | 1,842,951 | $50,902,315 | $48,709,195 | -$2,193,120 | -4.31% | |
| Heritage Investment Group, Inc. | 6.49% | 1,748,235 | $48,286,255 | $46,205,851 | -$2,080,404 | -4.31% | |
| Pds Planning, Inc | 2.63% | 1,642,967 | $45,378,741 | $43,423,618 | -$1,955,123 | -4.31% | |
| Partners Capital Investment Group, Llp | 1.59% | 1,631,844 | $45,071,537 | $43,129,637 | -$1,941,900 | -4.31% | |
| Modera Wealth Management, Llc | 0.41% | 1,501,298 | $38,703,466 | $39,679,306 | +$975,840 | +2.52% | |
| Royal Bank Of Canada | 0.00% | 987,582 | $27,278,000 | $26,101,792 | -$1,176,208 | -4.31% | |
| Ameriprise Financial Inc | 0.01% | 924,675 | $25,544,438 | $24,439,160 | -$1,105,278 | -4.33% | |
| Bank Of America Corp | 0.00% | 859,567 | $23,741,229 | $22,718,356 | -$1,022,873 | -4.31% | |
| Capstone Financial Advisors, Inc. | 1.15% | 851,372 | $23,514,887 | $22,501,762 | -$1,013,125 | -4.31% | |
| Fsm Wealth Advisors, Llc | 2.05% | 771,097 | $19,809,474 | $20,380,094 | +$570,620 | +2.88% | |
| Envestnet Asset Management Inc | 0.00% | 687,146 | $18,978,979 | $18,161,269 | -$817,710 | -4.31% | |
| Wells Fargo & Company/Mn | 0.00% | 680,909 | $18,806,700 | $17,996,425 | -$810,275 | -4.31% | |
| Brandywine Oak Private Wealth Llc | 1.42% | 726,300 | $18,723,990 | $19,196,109 | +$472,119 | +2.52% | |
| Boston Standard Wealth Management, Llc | 2.56% | 690,979 | $17,813,464 | $18,262,575 | +$449,111 | +2.52% | |
| Cooper/Haims Advisors, Llc | 7.14% | 600,310 | $16,580,576 | $15,866,193 | -$714,383 | -4.31% | |
| Brooklyn Fi, Llc | 2.72% | 523,222 | $14,857,476 | $13,828,757 | -$1,028,719 | -6.92% | |
| 1832 Asset Management L.P. | 0.02% | 509,458 | $14,071,230 | $13,464,975 | -$606,255 | -4.31% | |
| Bip Wealth, Llc | 0.38% | 545,575 | $14,064,928 | $14,419,547 | +$354,619 | +2.52% | |
| Quent Capital, Llc | 0.86% | 508,937 | $14,056,832 | $13,451,205 | -$605,627 | -4.31% | |
| Morton Brown Family Wealth, Llc | 3.09% | 539,546 | $13,909,497 | $14,260,201 | +$350,704 | +2.52% | |
| Pacific Life Fund Advisors Llc | 1.40% | 462,437 | $12,772,510 | $12,222,210 | -$550,300 | -4.31% | |
| Freedom Investment Management, Inc. | 3.44% | 446,830 | $12,341,454 | $11,809,717 | -$531,737 | -4.31% | |
| Sumitomo Mitsui Ds Asset Management Company, Ltd | 0.08% | 469,306 | $12,098,709 | $12,403,758 | +$305,049 | +2.52% | |
| Naples Global Advisors, Llc | 0.72% | 422,626 | $11,672,930 | $11,170,005 | -$502,925 | -4.31% | |
| Ern Financial, Llc | 1.81% | 431,261 | $11,117,913 | $11,398,228 | +$280,315 | +2.52% | |
| Cetera Investment Advisers | 0.01% | 371,703 | $10,266,447 | $9,824,110 | -$442,337 | -4.31% | |
| Bank Of Montreal | 0.00% | 364,913 | $10,078,900 | $9,644,651 | -$434,249 | -4.31% | |
| Waterford Advisors, Llc | 2.69% | 356,526 | $9,847,251 | $9,422,982 | -$424,269 | -4.31% | |
| Diversified Portfolios, Inc. | 0.71% | 354,453 | $9,789,986 | $9,368,193 | -$421,793 | -4.31% | |
| Cutler Investment Counsel Llc | 0.88% | 361,133 | $9,310,014 | $9,544,745 | +$234,731 | +2.52% | |
| Causey Wealth Llc | 3.45% | 319,875 | $8,834,948 | $8,454,296 | -$380,652 | -4.31% | |
| Waldron Private Wealth Llc | 0.28% | 316,133 | $8,149,900 | $8,355,395 | +$205,495 | +2.52% | |
| Cibc Bancorp Usa Inc. | 0.01% | 308,724 | $7,808,837 | $8,159,575 | +$350,738 | +4.49% | |
| Corient Private Wealth Llc | 0.01% | 279,868 | $7,729,962 | $7,396,911 | -$333,051 | -4.31% | |
| Cibc World Market Inc. | 0.01% | 262,535 | $7,251,217 | $6,938,800 | -$312,417 | -4.31% | |
| Wealthspire Advisors, Llc | 0.04% | 252,547 | $6,975,337 | $6,674,817 | -$300,520 | -4.31% | |
| Prime Buchholz Llc | 2.34% | 235,330 | $6,499,815 | $6,219,772 | -$280,043 | -4.31% | |
| Fiduciary Financial Group, Llc | 0.74% | 246,832 | $6,363,334 | $6,523,770 | +$160,436 | +2.52% | |
| Focus Partners Wealth | 0.01% | 210,694 | $5,819,377 | $5,568,642 | -$250,735 | -4.31% |
Frequently asked questions about REET
Who are the largest institutional holders of REET?
The largest institutional holders of REET reported in the latest SEC Form 13F filings include State Of New Jersey Common Pension Fund D, Valmark Advisers, Inc., Manufacturers Life Insurance Company, The, Polianta Ltd, and M&T Bank Corp. InsiderSet ranks institutional holders by their latest reported REET position.
What is REET institutional ownership?
This page tracks REET positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL REIT ETF (REET) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own REET?
InsiderSet currently tracks 316 institutional managers reporting REET holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of REET shareholders.
How much REET stock do institutions own?
Institutional investment managers disclosed approximately $2.35B in REET holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was REET institutional ownership last updated?
The latest REET institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional REET holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its REET position after the reporting date.
Are institutions buying or selling REET?
Institutional buying and selling can be analyzed by comparing REET positions across consecutive 13F reporting periods. InsiderSet's REET Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View REET ownership changes.
How has REET institutional ownership changed over time?
InsiderSet tracks REET institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.