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	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Valmark Advisers, Inc. RIA/Wealth	Lawrence Joseph Rybka President	$154.5M 2.00% of portfolio	6.0M shares	Q2 2023 Held for 2y 6m	$7.7B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$138.7M 0.09% of portfolio	5.4M shares	Q4 2017 Held for 8 years	$149.83B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$124.8M 0.00% of portfolio	4.9M shares	Q4 2015 Held for 10 years	$5.67T
M&T BANK CORP Institution	René F. Jones CEO	$122.5M 0.42% of portfolio	4.8M shares	Q1 2020 Held for 5y 9m	$29.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$88.2M 0.01% of portfolio	3.5M shares	Q2 2015 Held for 10y 6m	$1.65T
S SageView Advisory Group, LLC RIA/Wealth	John Turnbull Longley CEO	$77.7M 2.69% of portfolio	3.0M shares	Q4 2022 Held for 3 years	$2.9B
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$66.1M 0.35% of portfolio	2.6M shares	Q2 2019 Held for 6y 6m	$18.9B
Sumitomo Mitsui Asset Management Company, LTD Long Only Manager	Wataru Ogihara CEO	$45.9M 0.37% of portfolio	1.8M shares	Q3 2018 Held for 7y 3m	$12.3B
L LPL Financial LLC Institution	-	$43.6M 0.01% of portfolio	1.7M shares	Q4 2015 Held for 10 years	$340.07B
NEPC LLC Fund of Funds	Michael Patrick Manning CEO	$42.0M 1.11% of portfolio	1.6M shares	Q3 2023 Held for 2y 3m	$3.8B

Net Capital Flow

Institutional buying and selling activity for REET in Q3 2025

Traded: −$139.0M
Buyers: 146
Sellers: 114
Total Bought: +$96.9M
Total Sold: −$235.9M
Avg Position: $5.7M

Biggest Buyers

Institution	Net Bought	Current Position
Sumitomo Mitsui Asset Management Company, LTD Long Only Manager	+$19.4M +758.2K shares	$45.9M 1.8M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$10.5M +412.7K shares	$138.7M 5.4M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$7.2M +283.5K shares	$17.9M 701.3K shares
Waterford Advisors, LLC RIA/Wealth	+$7.1M +279.2K shares	$8.0M 313.6K shares
Valmark Advisers, Inc. RIA/Wealth	+$5.8M +228.4K shares	$154.5M 6.0M shares
Pathstone Holdings, LLC Family Office	+$3.5M +135.6K shares	$3.9M 152.3K shares
GOLDMAN SACHS GROUP INC Institution	+$2.5M +99.2K shares	$33.3M 1.3M shares
S SageView Advisory Group, LLC RIA/Wealth	+$2.2M +86.6K shares	$77.7M 3.0M shares
L LPL Financial LLC Institution	+$2.2M +86.5K shares	$43.6M 1.7M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$2.1M +82.6K shares	$2.1M 82.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
H HSBC HOLDINGS PLC Institution	−$140.3M −5.7M shares	Sold Off 0 shares
N NICOLA WEALTH MANAGEMENT LTD. RIA/Wealth	−$22.3M −903.3K shares	Sold Off 0 shares
BANK OF MONTREAL /CAN/ Institution	−$10.4M −406.2K shares	$39.5M 1.5M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$10.3M −404.4K shares	$1.3M 49.6K shares
BANK OF AMERICA CORP /DE/ Institution	−$8.1M −318.4K shares	$18.8M 735.4K shares
C CI Private Wealth, LLC RIA/Wealth	−$7.1M −277.5K shares	$2.2M 85.2K shares
NEPC LLC Fund of Funds	−$5.3M −208.7K shares	$42.0M 1.6M shares
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Private Equity	−$4.5M −175.5K shares	$6.5M 255.4K shares
M&T BANK CORP Institution	−$3.1M −121.4K shares	$122.5M 4.8M shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$2.8M −110.4K shares	$2.2M 85.6K 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	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Heritage Investment Group, Inc. RIA/Wealth	Jr. Frederick Maclean President	6.60% $41.2M	1.6M shares	Q3 2023 Held for 2y 3m	$624.5M
COOPER/HAIMS ADVISORS, LLC RIA/Wealth	Daniel Norris Jones Managing Partner	6.39% $13.7M	534.8K shares	Q3 2021 Held for 4y 3m	$214.0M
Prime Buchholz LLC Fund of Funds	Gregory Charles Johnson President	3.31% $6.0M	235.3K shares	Q4 2024 Held for 1 year	$181.9M
Morton Brown Family Wealth, LLC RIA/Wealth	Kathryn Marie Brown Managing Partner	3.19% $11.1M	435.2K shares	Q4 2021 Held for 4 years	$348.5M
Waterford Advisors, LLC RIA/Wealth	Christina Marie Michalczak CCO	2.77% $8.0M	313.6K shares	Q4 2022 Held for 3 years	$289.2M
Boston Standard Wealth Management, LLC RIA/Wealth	Zachary Conover Bouchard CCO	2.74% $16.2M	633.4K shares	Q3 2018 Held for 7y 3m	$590.8M
S SageView Advisory Group, LLC RIA/Wealth	John Turnbull Longley CEO	2.69% $77.7M	3.0M shares	Q4 2022 Held for 3 years	$2.9B
P PDS Planning, Inc RIA/Wealth	Rita M Itsell President	2.60% $37.6M	1.5M shares	Q2 2020 Held for 5y 6m	$1.4B
Brooklyn FI, LLC RIA/Wealth	Ally Ayers Managing Partner	2.25% $10.0M	391.3K shares	Q4 2021 Held for 4 years	$445.9M
A Alhambra Investment Partners LLC RIA/Wealth	Joseph Youngblood Calhoun CEO	2.09% $4.4M	172.4K shares	Q4 2022 Held for 3 years	$210.6M

Hedge Fund Spotlight

Discover hedge funds investing in REET

READYSTATE ASSET MANAGEMENT LP

Hedge Fund • Multi-Strategy

Portfolio ManagerRyan Matthew Garino

Portfolio Value: $1.0B
Positions: 259
Last Reported: Q3 2025

Sector Allocation

Position in iShares Global REIT

Market Value: $334.5K
Shares Held: 13.1K
Portfolio Weight: 0.03%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$61.1M	6.10%
2 CyberArk Software CYBR	Software - Infrastructure Technology	$54.5M	5.44%
3 Exact Sciences EXAS	Medical - Diagnostics & Research Healthcare	$47.6M	4.75%