# ISHARES TR (REET)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/REET/

- Reporting holders: 12
- Reported value: $32.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $17.8M | 690,979 | 2.6% | 32 |
| [GP Brinson Investments LLC](https://holderbook.com/funds/1860928-gp-brinson-investments-llc/) | $5.4M | 208,553 | 2.3% | 23 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $3.1M | 120,373 | 0.6% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.7M | 106,305 | 0.0% | 8 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $2.2M | 87,097 | 0.3% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $448.6K | 17,400 | 0.0% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $146.6K | 5,685 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $91.7K | 3,558 | 0.0% | 15 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $48.8K | 1,893 | 0.0% | 27 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $5.1K | 197 | 0.0% | 20 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.3K | 51 | 0.0% | 12 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $799 | 31 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $3 | 117 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $32.0M |
| Q2 2026 | 325 | $2.9B |
| Q1 2026 | 304 | $2.6B |
| Q4 2025 | 303 | $2.2B |
| Q3 2025 | 290 | $1.8B |
| Q2 2025 | 287 | $1.9B |
| Q1 2025 | 280 | $1.9B |
| Q4 2024 | 288 | $1.8B |
| Q3 2024 | 271 | $2.0B |
| Q2 2024 | 268 | $1.7B |
| Q1 2024 | 265 | $1.9B |
| Q4 2023 | 274 | $1.9B |