DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
REET

ISHARES GLOBAL REIT ETF

320 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·320 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.7B
visible holders
Holders
320
filers reporting
Concentration
17.02%
State of New Jersey Common Pension Fund D #1
top holder share
AI Holders Summary · Q1 2026

320 institutions reported REET in Q1 2026. State of New Jersey Common Pension Fund D leads at 17.0% of the visible book.

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 2026
02
Valmark Advisers, Inc.
CIK 0001380443
$163M6.5M1.94%Q1 2026
03
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$162M6.5M0.10%Q1 2026
04
Creative Planning
CIK 0001540235
$129M5.1M0.09%Q1 2026
05
M&T BANK CORP
CIK 0000036270
$120M4.8M0.41%Q1 2026
06
BlackRock, Inc.
CIK 0002012383
$109M4.3M0.00%Q1 2026
07
Polianta Ltd
CIK 0001695214
$106M4.2M14.13%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$88M3.5M0.01%Q1 2026
09
SageView Advisory Group, LLC
CIK 0001914558
$82M3.3M2.77%Q4 2025
10
GOLDMAN SACHS GROUP INC
CIK 0000886982
$77M3.1M0.01%Q1 2026
11
Savant Capital, LLC
CIK 0001482880
$63M2.5M0.30%Q1 2026
12
NEPC LLC
CIK 0001424799
$52M2.1M1.04%Q1 2026
13
LPL Financial LLC
CIK 0001403438
$47M1.9M0.01%Q1 2026
14
Heritage Investment Group, Inc.
CIK 0001876811
$44M1.7M6.59%Q1 2026
15
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$40M1.6M1.51%Q1 2026
16
PDS Planning, Inc
CIK 0000838618
$40M1.6M2.62%Q1 2026
17
BANK OF MONTREAL /CAN/
CIK 0000927971
$35M1.4M0.01%Q1 2026
18
HighTower Advisors, LLC
CIK 0001462245
$33M1.3M0.03%Q1 2026
19
Modera Wealth Management, LLC
CIK 0001542143
$32M1.3M0.37%Q4 2025
20
ROYAL BANK OF CANADA
CIK 0001000275
$24M947K0.00%Q1 2026
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