REET Institutional Ownership
iShares Global REIT ETF
1W: -1.6%
1M: -5.4%
3M: -7.9%
YTD: +2.5%
1Y: +1.5%
3Y: +33.1%
5Y: +4.8%
$25.64
+0.05 (+0.20%)
Weekly Expected Move ±1.2%
$25
$25
$26
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — REET
349
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
50
New Positions
123
Increased
128
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (375 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | State of New Jersey Common Pension Fun | 11,787,000 | $302M | — | +0.0% | 3Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 7,060,064 | $181M | +601,921 | +9.3% | 35Q | SEC ↗ |
| 3 | Valmark Advisers, Inc. | 6,667,766 | $171M | +187,731 | +2.9% | 13Q | SEC ↗ |
| 4 | M&T Bank Corp | 4,914,523 | $126M | +81,239 | +1.7% | 20Q | SEC ↗ |
| 5 | Creative Planning | 4,800,308 | $123M | -318,941 | -6.2% | 29Q | SEC ↗ |
| 6 | Polianta Ltd | 4,427,000 | $114M | +194,000 | +4.6% | 3Q | SEC ↗ |
| 7 | BlackRock, Inc. | 4,253,470 | $109M | -61,613 | -1.4% | 8Q | SEC ↗ |
| 8 | MORGAN STANLEY | 3,617,325 | $93M | +119,059 | +3.4% | 45Q | SEC ↗ |
| 9 | SageView Advisory Group, LLC | 3,241,966 | $83M | -132,148 | -3.9% | 9Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 2,898,249 | $74M | -177,932 | -5.8% | 15Q | SEC ↗ |
| 11 | Savant Capital, LLC | 2,597,306 | $67M | +107,377 | +4.3% | 29Q | SEC ↗ |
| 12 | NEPC LLC | 2,080,016 | $53M | — | +0.0% | 12Q | SEC ↗ |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,861,575 | $48M | +1,494,987 | +407.8% | 15Q | SEC ↗ |
| 14 | LPL Financial LLC | 1,842,951 | $47M | -13,455 | -0.7% | 43Q | SEC ↗ |
| 15 | Heritage Investment Group, Inc. | 1,748,235 | $45M | +17,145 | +1.0% | 12Q | SEC ↗ |
| 16 | PDS Planning, Inc | 1,642,967 | $42M | +63,864 | +4.0% | 25Q | SEC ↗ |
| 17 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1,631,844 | $42M | +35,822 | +2.2% | 35Q | SEC ↗ |
| 18 | Modera Wealth Management, LLC | 1,476,202 | $38M | +96,301 | +7.0% | 26Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 1,354,131 | $35M | +45,298 | +3.5% | 24Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 987,582 | $25M | +40,703 | +4.3% | 46Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 924,675 | $24M | +68,824 | +8.0% | 16Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 859,567 | $22M | +2,108 | +0.2% | 15Q | SEC ↗ |
| 23 | Capstone Financial Advisors, Inc. | 851,372 | $22M | +1,040 | +0.1% | 31Q | SEC ↗ |
| 24 | FSM Wealth Advisors, LLC | 731,797 | $19M | +79,379 | +12.2% | 8Q | SEC ↗ |
| 25 | BRANDYWINE OAK PRIVATE WEALTH LLC | 706,773 | $18M | +10,294 | +1.5% | 28Q | SEC ↗ |
| 26 | Amundi | 700,000 | $18M | — | +0.0% | 9Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 687,146 | $18M | -126,930 | -15.6% | 31Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 680,909 | $17M | -5,674 | -0.8% | 40Q | SEC ↗ |
| 29 | Boston Standard Wealth Management, LLC | 679,938 | $17M | +3,637 | +0.5% | 32Q | SEC ↗ |
| 30 | COOPER/HAIMS ADVISORS, LLC | 600,310 | $15M | +11,085 | +1.9% | 20Q | SEC ↗ |
| 31 | Brooklyn FI, LLC | 523,222 | $13M | +19,100 | +3.8% | 19Q | SEC ↗ |
| 32 | BIP Wealth, LLC | 520,857 | $13M | +51,640 | +11.0% | 14Q | SEC ↗ |
| 33 | Morton Brown Family Wealth, LLC | 520,305 | $13M | +29,278 | +6.0% | 19Q | SEC ↗ |
| 34 | 1832 Asset Management L.P. | 509,458 | $13M | -289,193 | -36.2% | 2Q | SEC ↗ |
| 35 | Quent Capital, LLC | 508,937 | $13M | +3,466 | +0.7% | 19Q | SEC ↗ |
| 36 | Pacific Life Fund Advisors LLC NEW | 462,437 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Sumitomo Mitsui DS Asset Management Co | 449,025 | $12M | -955,982 | -68.0% | 32Q | SEC ↗ |
| 38 | Freedom Investment Management, Inc. | 446,830 | $11M | -22,315 | -4.8% | 2Q | SEC ↗ |
| 39 | ERn Financial, LLC | 439,376 | $11M | +6,140 | +1.4% | 31Q | SEC ↗ |
| 40 | NAPLES GLOBAL ADVISORS, LLC | 422,626 | $11M | +14,750 | +3.6% | 24Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 371,703 | $10M | +22,775 | +6.5% | 18Q | SEC ↗ |
| 42 | BANK OF MONTREAL /CAN | 364,913 | $9M | -1,015,293 | -73.6% | 21Q | SEC ↗ |
| 43 | Waterford Advisors, LLC | 356,526 | $9M | +14,019 | +4.1% | 2Q | SEC ↗ |
| 44 | Diversified Portfolios, Inc. | 354,453 | $9M | -140,037 | -28.3% | 19Q | SEC ↗ |
| 45 | CUTLER INVESTMENT COUNSEL LLC | 344,085 | $9M | +13,284 | +4.0% | 10Q | SEC ↗ |
| 46 | Waldron Private Wealth LLC | 328,005 | $8M | -12,631 | -3.7% | 24Q | SEC ↗ |
| 47 | Causey Wealth LLC | 319,875 | $8M | +36,653 | +12.9% | 7Q | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 308,724 | $8M | +129,010 | +71.8% | 2Q | SEC ↗ |
| 49 | Leading Edge Financial Planning LLC | 293,457 | $8M | -2,841 | -1.0% | 15Q | SEC ↗ |
| 50 | Corient Private Wealth LP | 279,868 | $7M | -25,145 | -8.2% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 462,437 | $12M |
| Qube Research & Technologies Ltd | 149,854 | $4M |
| D. E. Shaw & Co., Inc. | 121,697 | $3M |
| TABLEAUX LLC | 101,122 | $3M |
| Parkwoods Wealth Partners, LLC | 100,410 | $3M |
| DAYMARK WEALTH PARTNERS, LLC | 93,862 | $2M |
| Y-Intercept (Hong Kong) Ltd | 75,821 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 65,800 | $2M |
| Arax Advisory Partners | 52,516 | $1M |
| NOMURA ASSET MANAGEMENT INTERNATION | 44,658 | $1M |
| Atwater Malick LLC | 36,469 | $935K |
| HRT FINANCIAL LP | 36,122 | $926K |
| GREAT VALLEY ADVISOR GROUP, INC. | 33,974 | $871K |
| TRUST CO OF VERMONT | 31,020 | $795K |
| FIDUCIARY FINANCIAL ADVISORS | 28,472 | $730K |
| Quantinno Capital Management LP | 20,781 | $533K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 16,174 | $415K |
| Diversify Advisory Services, LLC | 15,505 | $398K |
| Welch & Forbes LLC | 15,127 | $388K |
| Sovran Advisors, LLC | 11,374 | $292K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 582,428 | $15M |
| SOL Capital Management CO | 128,140 | $3M |
| CITADEL ADVISORS LLC | 122,643 | $3M |
| READYSTATE ASSET MANAGEMENT LP | 109,820 | $3M |
| Virtu Financial LLC | 79,045 | $2M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 73,795 | $2M |
| First National Advisers, LLC | 64,500 | $2M |
| FIRST NATIONAL BANK OF OMAHA | 24,000 | $615K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,663 | $607K |
| Cullen Capital Management, LLC | 23,559 | $604K |
| Clarity Wealth Development LLC | 20,506 | $526K |
| GREAT LAKES ADVISORS, LLC | 17,006 | $436K |
| Henrickson Nauta Wealth Advisors, I | 14,462 | $371K |
| Leo Wealth, LLC | 13,845 | $355K |
| Matrix Trust Co | 13,532 | $347K |
| Breachway Investments LLC | 12,648 | $324K |
| OLD MISSION CAPITAL LLC | 10,663 | $273K |
| Equita Financial Network, Inc. | 10,133 | $260K |
| Integrated Advisors Network LLC | 10,000 | $256K |
| Bank of New York Mellon Corp | 9,857 | $253K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | +1,494,987 | +407.8% | 1,861,575 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +601,921 | +9.3% | 7,060,064 |
| Polianta Ltd | +194,000 | +4.6% | 4,427,000 |
| Valmark Advisers, Inc. | +187,731 | +2.9% | 6,667,766 |
| CIBC Bancorp USA Inc. | +129,010 | +71.8% | 308,724 |
| MORGAN STANLEY | +119,059 | +3.4% | 3,617,325 |
| Savant Capital, LLC | +107,377 | +4.3% | 2,597,306 |
| Modera Wealth Management, LLC | +96,301 | +7.0% | 1,476,202 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | +86,775 | +105.3% | 169,175 |
| M&T Bank Corp | +81,239 | +1.7% | 4,914,523 |
| FSM Wealth Advisors, LLC | +79,379 | +12.2% | 731,797 |
| Asset Management One Co., Ltd. | +69,000 | +39.0% | 246,000 |
| AMERIPRISE FINANCIAL INC | +68,824 | +8.0% | 924,675 |
| PDS Planning, Inc | +63,864 | +4.0% | 1,642,967 |
| BIP Wealth, LLC | +51,640 | +11.0% | 520,857 |
| HighTower Advisors, LLC | +45,298 | +3.5% | 1,354,131 |
| ROYAL BANK OF CANADA | +40,703 | +4.3% | 987,582 |
| WEALTH ALLIANCE, LLC | +38,883 | +274.1% | 53,070 |
| Causey Wealth LLC | +36,653 | +12.9% | 319,875 |
| Simplicity Wealth,LLC | +36,437 | +49.4% | 110,221 |