13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
REET

ISHARES GLOBAL REIT ETF

321 institutions still hold ISHARES GLOBAL REIT ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V647·Exchange Traded Fund·321 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$1.7B
62.0% inst. owned
of float
Holders
321
+112 QoQ
filers reporting
Activity
+91 / −9
+860 added · −673 reduced
this quarter
Concentration
17.75%
State of New Jersey Common Pension Fund D #1
top holder share
AI Holders Summary · Q1 2026

321 institutions reported REET in Q1 2026. State of New Jersey Common Pension Fund D leads at 17.7% of the visible book. +112 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
State of New Jersey Common Pension Fund D
CIK 0001483066
$296M11.8M1.14%Q1 202602
Valmark Advisers, Inc.
CIK 0001380443
$163M6.5M1.94%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$162M6.5M0.10%Q1 202604
Creative Planning
CIK 0001540235
$129M5.1M0.09%Q1 202605
M&T BANK CORP
CIK 0000036270
$120M4.8M0.41%Q1 202606
BlackRock, Inc.
CIK 0002012383
$109M4.3M0.00%Q1 202607
MORGAN STANLEY
CIK 0000895421
$88M3.5M0.01%Q1 202608
SageView Advisory Group, LLC
CIK 0001914558
$82M3.3M2.77%Q4 202509
GOLDMAN SACHS GROUP INC
CIK 0000886982
$77M3.1M0.01%Q1 202610
Savant Capital, LLC
CIK 0001482880
$63M2.5M0.30%Q1 202611
NEPC LLC
CIK 0001424799
$52M2.1M1.04%Q1 202612
LPL Financial LLC
CIK 0001403438
$47M1.9M0.01%Q1 202613
Heritage Investment Group, Inc.
CIK 0001876811
$44M1.7M6.59%Q1 202614
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$40M1.6M1.51%Q1 202615
PDS Planning, Inc
CIK 0000838618
$40M1.6M2.62%Q1 202616
Sumitomo Mitsui DS Asset Management Company, Ltd
CIK 0001411530
$35M1.4M0.29%Q1 202617
BANK OF MONTREAL /CAN/
CIK 0000927971
$35M1.4M0.01%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$33M1.3M0.03%Q1 202619
Modera Wealth Management, LLC
CIK 0001542143
$32M1.3M0.37%Q4 202520
ROYAL BANK OF CANADA
CIK 0001000275
$24M947K0.00%Q1 2026
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