I
iShares Global REIT
REET • ARCA
iShares Global REIT is an exchange-traded fund on ARCA. As of Q3 2025, 283 institutional investors hold shares in this ETF, with total holdings valued at $1.7B. Valmark Advisers, Inc. is the largest holder with a position valued at $154.5M.
Overview
Overview of institutional ownership in REET as of Q3 2025
All Institutions
- Institutions
- 283
- Value Held
- $1.7B
- Shares Held
- 68.2M
- Avg Position
- $6.2M
- Median Position
- $604.9K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $13.8M
- Shares Held
- 541.5K
- Avg Position
- $4.6M
- Median Position
- $635.7K
Biggest Investors
Institutions with the largest positions in REET as of Q3 2025
| Institution | Position Value |
|---|---|
 Valmark Advisers, Inc. RIA/Wealth | $154.5M 2.00% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $138.7M 0.09% of portfolio |
B BlackRock, Inc. Institution | $124.8M 0.00% of portfolio |
 M&T BANK CORP Institution | $122.5M 0.42% of portfolio |
 MORGAN STANLEY RIA/Wealth | $88.2M 0.01% of portfolio |
S SageView Advisory Group, LLC RIA/Wealth | $77.7M 2.69% of portfolio |
 Savant Capital, LLC RIA/Wealth | $66.1M 0.35% of portfolio |
 Sumitomo Mitsui Asset Management Company, LTD Long Only Manager | $45.9M 0.37% of portfolio |
L LPL Financial LLC Institution | $43.6M 0.01% of portfolio |
 NEPC LLC Fund of Funds | $42.0M 1.11% of portfolio |
Net Capital Flow
Institutional buying and selling activity for REET in Q3 2025
- Net Flow
- −$177.1M
- Buyers
- 117
- Sellers
- 116
- Total Bought
- +$87.3M
- Total Sold
- −$264.4M
- Avg Position
- $6.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Sumitomo Mitsui Asset Management Company, LTD Long Only Manager | +$19.4M +758.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$10.5M +412.7K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$7.2M +283.5K shares |
 Waterford Advisors, LLC RIA/Wealth | +$7.1M +279.2K shares |
Valmark Advisers, Inc. RIA/Wealth | +$5.8M +228.4K shares |
 Pathstone Holdings, LLC Family Office | +$3.5M +135.6K shares |
 GOLDMAN SACHS GROUP INC Institution | +$2.5M +99.2K shares |
S SageView Advisory Group, LLC RIA/Wealth | +$2.2M +86.6K shares |
L LPL Financial LLC Institution | +$2.2M +86.5K shares |
 Brooklyn FI, LLC RIA/Wealth | +$2.1M +81.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
H HSBC HOLDINGS PLC Institution | −$140.3M −5.7M shares |
J JANE STREET GROUP, LLC Institution | −$24.1M −943.2K shares |
N NICOLA WEALTH MANAGEMENT LTD. RIA/Wealth | −$22.3M −903.3K shares |
 BANK OF MONTREAL /CAN/ Institution | −$10.4M −406.2K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$10.3M −404.4K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$8.1M −318.4K shares |
C CI Private Wealth, LLC RIA/Wealth | −$7.1M −277.5K shares |
NEPC LLC Fund of Funds | −$5.3M −208.7K shares |
−$4.5M −175.5K shares | |
 TORONTO DOMINION BANK Institution | −$3.7M −144.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited REET in Q3 2025
- New Positions
- 11
- New Value
- $2.2M
- Exited Positions
- 21
- Exited Value
- $166.9M
New Positions
| Institution | Position Value |
|---|---|
 RFG Advisory Group, LLC RIA/Wealth | $697.4K 27.3K shares |
D Davy Asset Management Ltd Institution | $391.5K 15.3K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $334.5K 13.1K shares |
 Berman McAleer LLC RIA/Wealth | $281.2K 11.0K shares |
 GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth | $200.4K 7.8K shares |
 United Financial Planning Group LLC RIA/Wealth | $195.8K 2.5K shares |
 Westfuller Advisors, LLC RIA/Wealth | $58.1K 2.3K shares |
 FINANCIAL CONSULATE, INC RIA/Wealth | $19.2K 750.0 shares |
 Operose Advisors LLC RIA/Wealth | $17.4K 682.0 shares |
 HOLLENCREST SECURITIES LLC RIA/Wealth | $13.0K 510.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
H HSBC HOLDINGS PLC Institution | $140.3M 5.7M shares |
N NICOLA WEALTH MANAGEMENT LTD. RIA/Wealth | $22.3M 903.3K shares |
O OLD MISSION CAPITAL LLC Institution | $1.6M 66.3K shares |
H HRT FINANCIAL LLC Institution | $516.9K 20.9K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | $425.7K 17.2K shares |
D D. E. Shaw & Co., Inc. Institution | $384.3K 15.6K shares |
R Red Mountain Financial, LLC RIA/Wealth | $324.1K 13.9K shares |
 FIRST FOUNDATION ADVISORS RIA/Wealth | $228.6K 9.3K shares |
T TWO SIGMA SECURITIES, LLC Institution | $208.1K 8.4K shares |
 EFG Asset Management Corp. RIA/Wealth | $201.2K 8.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in REET as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with REET as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Heritage Investment Group, Inc. RIA/Wealth | 6.60% $41.2M |
 COOPER/HAIMS ADVISORS, LLC RIA/Wealth | 6.39% $13.7M |
 Prime Buchholz LLC Fund of Funds | 3.31% $6.0M |
M Morton Brown Family Wealth, LLC RIA/Wealth | 3.19% $11.1M |
Waterford Advisors, LLC RIA/Wealth | 2.77% $8.0M |
 Boston Standard Wealth Management, LLC RIA/Wealth | 2.74% $16.2M |
S SageView Advisory Group, LLC RIA/Wealth | 2.69% $77.7M |
P PDS Planning, Inc RIA/Wealth | 2.60% $37.6M |
Brooklyn FI, LLC RIA/Wealth | 2.25% $10.0M |
A Alhambra Investment Partners LLC RIA/Wealth | 2.09% $4.4M |
Hedge Fund Spotlight
Discover hedge funds investing in REET
Quent Capital, LLC
Hedge Fund • Long/Short
Portfolio ManagerWilliam Albert Jollie
- Portfolio Value
- $1.2B
- Positions
- 1,433
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares Global REIT
- Market Value
- $12.9M
- Shares Held
- 503.6K
- Portfolio Weight
- 1.08%
- Owned Since
- 2021-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $129.0M | 10.81% | |
ETF ETF | $79.3M | 6.64% | |
ETF ETF | $59.0M | 4.94% |
