ISHARES GLOBAL REIT ETF (REET) Institutional Shareholders
ISHARES GLOBAL REIT ETF (REET) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.22B in REET holdings during the latest filing period.
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 $296.44M in its March 31, 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 $334.52M, representing an estimated gain of +12.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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., Northwestern Mutual Wealth Management Co, 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
301
Total Reported Value
$2.22B
Largest Holder
State Of New Jersey Common Pension Fund D
Largest Position
$296.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
1
| 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 | 1.14% | 11,787,000 | $296,443,050 | $334,515,060 | +$38,072,010 | +12.84% | |
| Valmark Advisers, Inc. | 1.94% | 6,480,035 | $162,972,887 | $183,903,393 | +$20,930,506 | +12.84% | |
| Northwestern Mutual Wealth Management Co | 0.10% | 6,458,143 | $162,422,280 | $183,282,098 | +$20,859,818 | +12.84% | |
| Creative Planning | 0.09% | 5,119,249 | $128,749,122 | $145,284,287 | +$16,535,165 | +12.84% | |
| M&T Bank Corp | 0.41% | 4,755,008 | $119,588,451 | $134,947,127 | +$15,358,676 | +12.84% | |
| Blackrock, Inc. | 0.00% | 4,315,083 | $108,524,337 | $122,462,056 | +$13,937,719 | +12.84% | |
| Morgan Stanley | 0.01% | 3,498,266 | $87,981,424 | $99,280,789 | +$11,299,365 | +12.84% | |
| Goldman Sachs Group Inc | 0.01% | 3,076,181 | $77,365,946 | $87,302,017 | +$9,936,071 | +12.84% | |
| Savant Capital, Llc | 0.30% | 2,489,929 | $62,621,724 | $70,664,185 | +$8,042,461 | +12.84% | |
| Nepc Llc | 1.04% | 2,080,016 | $52,312,402 | $59,030,854 | +$6,718,452 | +12.84% | |
| Heritage Investment Group, Inc. | 6.49% | 1,748,235 | $48,286,255 | $49,614,909 | +$1,328,654 | +2.75% | |
| Lpl Financial Llc | 0.01% | 1,856,406 | $46,688,618 | $52,684,802 | +$5,996,184 | +12.84% | |
| Partners Capital Investment Group, Llp | 1.51% | 1,596,022 | $40,139,956 | $45,295,104 | +$5,155,148 | +12.84% | |
| Pds Planning, Inc | 2.62% | 1,579,103 | $39,714,439 | $44,814,943 | +$5,100,504 | +12.84% | |
| Bank Of Montreal | 0.01% | 1,380,206 | $34,712,184 | $39,170,246 | +$4,458,062 | +12.84% | |
| Modera Wealth Management, Llc | 0.42% | 1,379,901 | $34,704,512 | $39,161,590 | +$4,457,078 | +12.84% | |
| Hightower Advisors, Llc | 0.03% | 1,308,833 | $32,917,009 | $37,144,681 | +$4,227,672 | +12.84% | |
| Royal Bank Of Canada | 0.00% | 946,879 | $23,813,000 | $26,872,426 | +$3,059,426 | +12.85% | |
| Bank Of America Corp | 0.00% | 857,459 | $21,565,099 | $24,334,686 | +$2,769,587 | +12.84% | |
| Ameriprise Financial Inc | 0.00% | 855,851 | $21,521,129 | $24,289,051 | +$2,767,922 | +12.86% | |
| Capstone Financial Advisors, Inc. | 1.15% | 850,332 | $21,385,860 | $24,132,422 | +$2,746,562 | +12.84% | |
| Envestnet Asset Management Inc | 0.01% | 814,076 | $20,474,017 | $23,103,477 | +$2,629,460 | +12.84% | |
| Fsm Wealth Advisors, Llc | 2.17% | 731,797 | $20,212,231 | $20,768,399 | +$556,168 | +2.75% | |
| 1832 Asset Management L.P. | 0.03% | 798,651 | $20,086,073 | $22,665,715 | +$2,579,642 | +12.84% | |
| Brandywine Oak Private Wealth Llc | 1.48% | 706,773 | $19,521,004 | $20,058,218 | +$537,214 | +2.75% | |
| Boston Standard Wealth Management, Llc | 2.73% | 679,938 | $18,796,873 | $19,296,640 | +$499,767 | +2.66% | |
| Causey Wealth Llc | 2.44% | 742,490 | $18,326,061 | $21,071,866 | +$2,745,805 | +14.98% | |
| Amundi | 0.00% | 700,000 | $17,605,000 | $19,866,000 | +$2,261,000 | +12.84% | |
| Wells Fargo & Company/Mn | 0.00% | 686,583 | $17,267,552 | $19,485,226 | +$2,217,674 | +12.84% | |
| Cooper/Haims Advisors, Llc | 6.97% | 589,225 | $14,819,006 | $16,722,206 | +$1,903,200 | +12.84% | |
| Jane Street Group, Llc | 0.02% | 582,428 | $14,648,064 | $16,529,307 | +$1,881,243 | +12.84% | |
| Morton Brown Family Wealth, Llc | 3.26% | 520,305 | $14,370,830 | $14,766,256 | +$395,426 | +2.75% | |
| Quent Capital, Llc | 0.90% | 505,471 | $12,712,603 | $14,345,267 | +$1,632,664 | +12.84% | |
| Brooklyn Fi, Llc | 2.66% | 504,122 | $12,678,669 | $14,306,982 | +$1,628,313 | +12.84% | |
| Diversified Portfolios, Inc. | 1.02% | 494,490 | $12,436,414 | $14,033,626 | +$1,597,212 | +12.84% | |
| Sumitomo Mitsui Ds Asset Management Company, Ltd | 0.09% | 449,025 | $12,402,071 | $12,743,330 | +$341,259 | +2.75% | |
| Ern Financial, Llc | 2.01% | 439,376 | $12,135,552 | $12,469,491 | +$333,939 | +2.75% | |
| Bip Wealth, Llc | 0.48% | 469,217 | $11,800,794 | $13,316,378 | +$1,515,584 | +12.84% | |
| Freedom Investment Management, Inc. | 3.50% | 469,145 | $11,798,997 | $13,314,335 | +$1,515,338 | +12.84% | |
| Naples Global Advisors, Llc | 0.72% | 422,626 | $11,672,930 | $11,994,126 | +$321,196 | +2.75% | |
| Cutler Investment Counsel Llc | 0.89% | 344,085 | $9,503,636 | $9,765,132 | +$261,496 | +2.75% | |
| Manufacturers Life Insurance Company, The | 0.01% | 366,588 | $9,219,606 | $10,403,767 | +$1,184,161 | +12.84% | |
| Waldron Private Wealth Llc | 0.31% | 328,005 | $9,059,506 | $9,308,782 | +$249,276 | +2.75% | |
| Cetera Investment Advisers | 0.01% | 348,928 | $8,775,545 | $9,902,577 | +$1,127,032 | +12.84% | |
| Waterford Advisors, Llc | 2.69% | 342,507 | $8,490,749 | $9,720,349 | +$1,229,600 | +14.48% | |
| Corient Private Wealth Llc | 0.01% | 305,013 | $7,671,066 | $8,656,269 | +$985,203 | +12.84% | |
| Leading Edge Financial Planning Llc | 1.57% | 296,298 | $7,451,883 | $8,408,937 | +$957,054 | +12.84% | |
| Cibc World Market Inc. | 0.01% | 281,290 | $7,074,444 | $7,983,010 | +$908,566 | +12.84% | |
| Asset Management One Co., Ltd. | 0.02% | 246,000 | $6,794,520 | $6,981,480 | +$186,960 | +2.75% | |
| Fiduciary Financial Group, Llc | 0.75% | 239,851 | $6,624,674 | $6,806,971 | +$182,297 | +2.75% |
Frequently asked questions about REET
Who owns the most REET stock?
The largest holders of REET are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GLOBAL REIT ETF (REET).
Is REET widely held by superinvestors?
Many widely followed stocks like REET appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly REET is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.