Home › REET

Who holds REET

ISHARES TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
State of New Jersey Common Pension Fund D11.8M$325.6M1.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7.1M$195.0M0.1%
Valmark Advisers, Inc.6.7M$184.2M2.0%
Creative Planning4.8M$132.6M0.1%
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.9M$131.2M0.1%
Polianta Ltd4.4M$122.3M15.1%
M&T BANK CORP4.8M$121.6M0.4%
BlackRock, Inc.4.3M$117.5M0.0%
MORGAN STANLEY3.6M$99.9M0.0%
SageView Advisory Group, LLC3.2M$89.5M2.9%
GOLDMAN SACHS GROUP INC2.9M$80.0M0.0%
Savant Capital, LLC2.6M$71.8M0.2%
NEPC LLC2.1M$57.5M1.1%
LPL Financial LLC1.8M$50.9M0.0%
Heritage Investment Group, Inc.1.7M$48.3M6.5%
PDS Planning, Inc1.6M$45.4M2.6%
PARTNERS CAPITAL INVESTMENT GROUP, LLP1.6M$45.1M1.6%
Modera Wealth Management, LLC1.5M$40.8M0.4%
ROYAL BANK OF CANADA987.6K$27.3M0.0%
AMERIPRISE FINANCIAL INC924.7K$25.5M0.0%
BANK OF AMERICA CORP /DE/859.6K$23.7M0.0%
Capstone Financial Advisors, Inc.851.4K$23.5M1.1%
FSM Wealth Advisors, LLC731.8K$20.2M2.2%
BRANDYWINE OAK PRIVATE WEALTH LLC706.8K$19.5M1.5%
ENVESTNET ASSET MANAGEMENT INC687.1K$19.0M0.0%
WELLS FARGO & COMPANY/MN680.9K$18.8M0.0%
Boston Standard Wealth Management, LLC679.9K$18.8M2.7%
COOPER/HAIMS ADVISORS, LLC600.3K$16.6M7.1%
Brooklyn FI, LLC523.2K$14.9M2.7%
BIP Wealth, LLC520.9K$14.4M0.4%
Morton Brown Family Wealth, LLC520.3K$14.4M3.3%
1832 Asset Management L.P.509.5K$14.1M0.0%
Quent Capital, LLC508.9K$14.1M0.9%
Pacific Life Fund Advisors LLC462.4K$12.8M1.4%
Sumitomo Mitsui DS Asset Management Company, Ltd449.0K$12.4M0.1%
Freedom Investment Management, Inc.446.8K$12.3M3.4%
ERn Financial, LLC439.4K$12.1M2.0%
NAPLES GLOBAL ADVISORS, LLC422.6K$11.7M0.7%
Cetera Investment Advisers371.7K$10.3M0.0%
BANK OF MONTREAL /CAN/364.9K$10.1M0.0%
Waterford Advisors, LLC356.5K$9.8M2.7%
Diversified Portfolios, Inc.354.5K$9.8M0.7%
CUTLER INVESTMENT COUNSEL LLC344.1K$9.5M0.9%
Waldron Private Wealth LLC328.0K$9.1M0.3%
Causey Wealth LLC319.9K$8.8M3.5%
Leading Edge Financial Planning LLC293.5K$8.1M1.4%
CIBC Bancorp USA Inc.308.7K$7.8M0.0%
Corient Private Wealth LP279.9K$7.7M0.0%
CIBC WORLD MARKET INC.262.5K$7.3M0.0%
Wealthspire Advisors, LLC252.5K$7.0M0.0%
Asset Management One Co., Ltd.246.0K$6.8M0.0%
FIDUCIARY FINANCIAL GROUP, LLC239.9K$6.6M0.8%
Prime Buchholz LLC235.3K$6.5M2.3%
Focus Partners Wealth210.7K$5.8M0.0%
GP Brinson Investments LLC208.6K$5.4M2.3%
UBS Group AG192.6K$5.3M0.0%
Alhambra Investment Management LLC183.9K$5.1M2.2%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS169.2K$4.7M0.0%
Advisory Services Network, LLC166.5K$4.6M0.1%
JONES FINANCIAL COMPANIES LLLP148.2K$4.2M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}