ISHARES TR (REET)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
308
Reporting holders
$2.6B
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | $325.6M | 11,787,000 | 1.11% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $195.0M | 7,060,064 | 0.10% | 31q | +9.3%+$16.6M |
| Valmark Advisers, Inc. | $184.2M | 6,667,766 | 1.95% | 13q | +2.9%+$5.2M |
| M&T Bank Corp | $135.7M | 4,914,523 | 0.40% | 26q | +3.4%+$4.4M |
| Creative Planning | $132.6M | 4,800,308 | 0.08% | 29q | -6.2%-$8.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $131.2M | 1,861,575 | 0.10% | 15q | +407.8%+$105.3M |
| BlackRock, Inc. | $117.5M | 4,253,470 | 0.00% | 8q | -1.4%-$1.7M |
| MORGAN STANLEY | $99.9M | 3,617,325 | 0.01% | 35q | +3.4%+$3.3M |
| SageView Advisory Group, LLC | $89.5M | 3,241,966 | 2.93% | 9q | -3.9%-$3.6M |
| GOLDMAN SACHS GROUP INC | $80.0M | 2,898,249 | 0.01% | 31q | -5.8%-$4.9M |
| Savant Capital, LLC | $71.8M | 2,597,306 | 0.21% | 29q | +4.3%+$3.0M |
| NEPC LLC | $57.5M | 2,080,016 | 1.07% | 12q | HELD |
| LPL Financial LLC | $50.9M | 1,842,951 | 0.01% | 31q | -0.7%-$371.6K |
| Heritage Investment Group, Inc. | $48.3M | 1,748,235 | 6.49% | 12q | +1.0%+$473.5K |
| PDS Planning, Inc | $45.4M | 1,642,967 | 2.63% | 25q | +4.0%+$1.8M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $45.1M | 1,631,844 | 1.59% | 31q | +2.2%+$989.4K |
| Modera Wealth Management, LLC | $40.8M | 1,476,202 | 0.44% | 26q | +7.0%+$2.7M |
| HighTower Advisors, LLC | $37.4M | 1,354,131 | 0.04% | 24q | +3.5%+$1.3M |
| ROYAL BANK OF CANADA | $27.3M | 987,582 | 0.00% | 31q | +4.3%+$1.1M |
| AMERIPRISE FINANCIAL INC | $25.5M | 924,675 | 0.01% | 31q | -46.0%-$21.7M |
| BANK OF AMERICA CORP /DE/ | $23.7M | 859,567 | 0.00% | 31q | HELD |
| Capstone Financial Advisors, Inc. | $23.5M | 851,372 | 1.15% | 31q | HELD |
| FSM Wealth Advisors, LLC | $20.2M | 731,797 | 2.15% | 8q | +12.2%+$2.2M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $19.5M | 706,773 | 1.48% | 28q | +1.5%+$284.3K |
| Amundi | $19.3M | 700,000 | 0.00% | 9q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $19.0M | 687,146 | 0.00% | 31q | -15.6%-$3.5M |
| WELLS FARGO & COMPANY/MN | $18.8M | 680,909 | 0.00% | 31q | -50.4%-$19.1M |
| Boston Standard Wealth Management, LLC | $18.8M | 679,938 | 2.73% | 31q | +0.5%+$100.5K |
| COOPER/HAIMS ADVISORS, LLC | $16.6M | 600,310 | 7.13% | 20q | +1.9%+$306.2K |
| Corient Private Wealth LP | $15.6M | 564,166 | 0.01% | 15q | +85.0%+$7.2M |
| Brooklyn FI, LLC | $14.9M | 523,222 | 2.72% | 19q | +3.8%+$542.4K |
| BIP Wealth, LLC | $14.4M | 520,857 | 0.41% | 14q | +11.0%+$1.4M |
| Morton Brown Family Wealth, LLC | $14.4M | 520,305 | 3.26% | 19q | +6.0%+$808.7K |
| 1832 Asset Management L.P. | $14.1M | 509,458 | 0.01% | 2q | -36.2%-$8.0M |
| Quent Capital, LLC | $14.1M | 508,937 | 0.86% | 19q | +0.7%+$95.7K |
| Pacific Life Fund Advisors LLC | $12.8M | 462,437 | 1.40% | new | NEW |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $12.4M | 449,025 | 0.09% | 31q | -68.0%-$26.4M |
| Freedom Investment Management, Inc. | $12.3M | 446,830 | 3.44% | 2q | -4.8%-$616.3K |
| ERn Financial, LLC | $12.1M | 439,376 | 2.01% | 31q | +1.4%+$169.6K |
| NAPLES GLOBAL ADVISORS, LLC | $11.7M | 422,626 | 0.72% | 24q | +3.6%+$407.4K |
| Cetera Investment Advisers | $10.3M | 371,703 | 0.01% | 18q | +6.5%+$629.0K |
| BANK OF MONTREAL /CAN/ | $10.1M | 364,913 | 0.00% | 21q | -73.6%-$28.0M |
| Waterford Advisors, LLC | $9.8M | 356,526 | 2.69% | 2q | +4.1%+$387.2K |
| Diversified Portfolios, Inc. | $9.8M | 354,453 | 0.71% | 19q | -28.3%-$3.9M |
| CUTLER INVESTMENT COUNSEL LLC | $9.5M | 344,085 | 0.89% | 10q | +4.0%+$366.9K |
| Waldron Private Wealth LLC | $9.1M | 328,005 | 0.31% | 24q | -3.7%-$348.9K |
| Causey Wealth LLC | $8.8M | 319,875 | 3.45% | 7q | +12.9%+$1.0M |
| Leading Edge Financial Planning LLC | $8.1M | 293,457 | 1.44% | 15q | -1.0%-$78.5K |
| CIBC Bancorp USA Inc. | $7.8M | 308,724 | 0.01% | 2q | +71.8%+$3.3M |
| CIBC WORLD MARKET INC. | $7.3M | 262,535 | 0.01% | 2q | -6.7%-$518.0K |
| Wealthspire Advisors, LLC | $7.0M | 252,547 | 0.04% | 23q | +4.9%+$325.3K |
| Asset Management One Co., Ltd. | $6.8M | 246,000 | 0.02% | 31q | +39.0%+$1.9M |
| FIDUCIARY FINANCIAL GROUP, LLC | $6.6M | 239,851 | 0.75% | 9q | +13.5%+$788.6K |
| Prime Buchholz LLC | $6.5M | 235,330 | 2.34% | 7q | HELD |
| Focus Partners Wealth | $5.8M | 210,694 | 0.01% | 8q | -4.1%-$251.7K |
| GP Brinson Investments LLC | $5.8M | 208,553 | 2.35% | 22q | +11.9%+$613.6K |
| UBS Group AG | $5.3M | 192,550 | 0.00% | 31q | -18.2%-$1.2M |
| Alhambra Investment Management LLC | $5.1M | 183,949 | 2.22% | 15q | -2.9%-$150.4K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $4.7M | 169,175 | 0.02% | 11q | +105.3%+$2.4M |
| Advisory Services Network, LLC | $4.6M | 166,482 | 0.05% | 4q | -2.0%-$95.6K |
| JONES FINANCIAL COMPANIES LLLP | $4.2M | 148,174 | 0.00% | 31q | +28.1%+$914.3K |
| Qube Research & Technologies Ltd | $4.1M | 149,854 | 0.00% | new | NEW |
| Cornerstone Financial Group, LLC /NE/ | $4.1M | 146,636 | 2.50% | 7q | +6.5%+$247.6K |
| Mirae Asset Global Investments Co., Ltd. | $3.9M | 140,841 | 0.01% | 14q | -52.0%-$4.2M |
| BAILARD, INC. | $3.7M | 134,876 | 0.08% | 29q | -8.9%-$364.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.7M | 133,902 | 0.00% | 22q | +93.2%+$1.8M |
| XY Planning Network, Inc. | $3.7M | 133,840 | 0.46% | 5q | -1.7%-$64.7K |
| Cerity Partners LLC | $3.7M | 132,608 | 0.00% | 2q | +0.7%+$25.4K |
| Bristlecone Value Partners, LLC | $3.5M | 126,409 | 2.81% | 3q | +4.8%+$158.9K |
| Manske Wealth Management | $3.5M | 125,725 | 0.86% | 7q | +2.9%+$99.2K |
| Greenspring Advisors, LLC | $3.4M | 124,777 | 0.19% | 18q | -5.1%-$183.4K |
| D. E. Shaw & Co., Inc. | $3.4M | 121,697 | 0.00% | new | NEW |
| Emerald Advisors, LLC | $3.3M | 120,054 | 0.42% | 22q | -0.8%-$26.6K |
| OSAIC HOLDINGS, INC. | $3.3M | 119,678 | 0.00% | 26q | -8.5%-$308.6K |
| COLLECTIVE FAMILY OFFICE LLC | $3.1M | 111,458 | 0.63% | 15q | HELD |
| Simplicity Wealth,LLC | $3.0M | 110,221 | 0.10% | 8q | +49.4%+$1.0M |
| SC&H Financial Advisors, Inc. | $3.0M | 109,875 | 0.40% | 19q | HELD |
| Aurelius Family Office LLC | $3.0M | 108,409 | 1.18% | 7q | HELD |
| GLENMEDE TRUST CO NA | $2.9M | 106,726 | 0.01% | 5q | HELD |
| RS CRUM INC. | $2.9M | 103,755 | 0.54% | 19q | -1.0%-$29.3K |
| TABLEAUX LLC | $2.8M | 101,122 | 1.18% | new | NEW |
| Parkwoods Wealth Partners, LLC | $2.8M | 100,410 | 0.45% | new | NEW |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $2.8M | 100,164 | 0.05% | 19q | -1.1%-$31.3K |
| DAYMARK WEALTH PARTNERS, LLC | $2.6M | 93,862 | 0.06% | new | NEW |
| Capasso Planning Partners LLC | $2.6M | 93,015 | 1.28% | 19q | HELD |
| Callan Family Office, LLC | $2.5M | 91,268 | 0.05% | 15q | +5.2%+$124.4K |
| Financial Plan, Inc. | $2.5M | 88,787 | 0.23% | 3q | -3.2%-$79.8K |
| FAS Wealth Partners, Inc. | $2.3M | 82,625 | 0.12% | 18q | +6.1%+$131.5K |
| Factor Wealth Management LTD | $2.3M | 82,104 | 0.34% | 7q | -12.6%-$327.3K |
| Hills Bank & Trust Co | $2.2M | 80,238 | 0.09% | 5q | -5.5%-$128.1K |
| 55 North Private Wealth, LLC | $2.2M | 77,981 | 0.42% | 3q | +12.7%+$242.0K |
| Payne Capital Management, LLC | $2.1M | 75,826 | 0.56% | 7q | -2.7%-$58.2K |
| Y-Intercept (Hong Kong) Ltd | $2.1M | 75,821 | 0.04% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $2.1M | 74,354 | 0.10% | 25q | -6.4%-$139.9K |
| Focus Partners Advisor Solutions, LLC | $2.0M | 73,009 | 0.02% | 2q | +2.3%+$45.5K |
| Wealthcare Advisory Partners LLC | $2.0M | 71,611 | 0.04% | 2q | -28.7%-$797.1K |
| Pitcairn Wealth Advisors LLC | $2.0M | 70,851 | 0.21% | 3q | +53.1%+$678.8K |
| Waverly Advisors, LLC | $1.9M | 69,123 | 0.01% | 7q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 65,800 | 0.00% | new | NEW |
| SBI Okasan Asset Management Co.Ltd. | $1.7M | 60,541 | 0.06% | 3q | +58.9%+$629.4K |
Showing the largest 100 of 323 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 308 | $2.6B | 92,221,884 | 41 | 109 | 90 | 0.0% |
| Q1 2026 | 289 | $2.3B | 92,435,217 | 34 | 100 | 82 | 0.0% |
| Q4 2025 | 287 | $2.1B | 83,889,162 | 24 | 108 | 79 | 0.0% |
| Q3 2025 | 274 | $1.7B | 67,931,374 | 24 | 103 | 82 | 0.0% |
| Q2 2025 | 267 | $1.9B | 75,057,558 | 23 | 86 | 87 | 0.0% |
| Q1 2025 | 260 | $1.8B | 75,268,054 | 18 | 95 | 85 | 0.0% |
| Q4 2024 | 271 | $1.8B | 72,703,715 | 28 | 91 | 71 | 0.0% |
| Q3 2024 | 249 | $1.9B | 72,077,147 | 25 | 71 | 92 | 0.1% |
| Q2 2024 | 251 | $1.7B | 72,474,047 | 29 | 68 | 92 | 0.0% |
| Q1 2024 | 245 | $1.9B | 78,832,692 | 25 | 87 | 82 | 0.0% |
| Q4 2023 | 253 | $1.9B | 77,132,144 | 30 | 87 | 80 | 0.0% |
| Q3 2023 | 230 | $1.5B | 69,643,864 | 21 | 84 | 74 | 0.0% |
| Q2 2023 | 228 | $1.5B | 67,343,831 | 24 | 81 | 77 | 0.0% |
| Q1 2023 | 222 | $1.4B | 61,072,881 | 13 | 89 | 76 | 0.0% |
| Q4 2022 | 222 | $1.3B | 58,666,777 | 35 | 80 | 59 | 0.0% |
| Q3 2022 | 238 | $1.1B | 53,098,788 | 23 | 92 | 67 | 0.0% |
| Q2 2022 | 247 | $1.3B | 51,896,668 | 19 | 98 | 83 | 0.0% |
| Q1 2022 | 268 | $1.6B | 52,970,677 | 27 | 105 | 77 | 0.0% |
| Q4 2021 | 261 | $1.6B | 52,657,087 | 30 | 74 | 69 | 0.0% |
| Q3 2021 | 219 | $1.3B | 45,558,153 | 24 | 84 | 60 | 0.0% |
| Q2 2021 | 209 | $1.3B | 46,600,344 | 22 | 83 | 60 | 0.0% |
| Q1 2021 | 205 | $1.0B | 40,863,401 | 32 | 85 | 43 | 0.0% |
| Q4 2020 | 192 | $881.8M | 36,859,051 | 23 | 46 | 63 | 0.0% |
| Q3 2020 | 173 | $773.2M | 36,823,682 | 28 | 59 | 49 | 0.0% |
| Q2 2020 | 166 | $721.5M | 34,564,426 | 31 | 61 | 46 | 0.0% |
| Q1 2020 | 163 | $682.5M | 35,664,123 | 33 | 60 | 43 | 0.0% |
| Q4 2019 | 166 | $608.2M | 22,027,444 | 24 | 64 | 35 | 0.0% |
| Q3 2019 | 142 | $546.1M | 19,457,390 | 23 | 57 | 32 | 0.0% |
| Q2 2019 | 133 | $549.1M | 20,588,198 | 24 | 53 | 27 | 0.0% |
| Q1 2019 | 120 | $703.7M | 26,351,528 | 21 | 53 | 26 | 0.0% |
| Q4 2018 | 107 | $493.1M | 20,937,527 | 1 | 2 | 4 | 0.0% |