Who Owns ISHARES TR (REET)? -- Institutional Holders (2026-03-31)
330 institutions reported holding $2.32B of ISHARES TR (REET) in SEC 13F filings for 2026-03-31. Largest institutional holders: State of New Jersey Common Pension Fund D ($296.4M), Valmark Advisers, Inc. ($163.0M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($162.4M), Creative Planning ($128.7M), M&T Bank Corp ($119.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | State of New Jersey Common Pension Fund D | $296.4M | 11.8M | Hold |
| 2 | Valmark Advisers, Inc. | $163.0M | 6.5M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.4M | 6.5M | Added |
| 4 | Creative Planning | $128.7M | 5.1M | Added |
| 5 | M&T Bank Corp | $119.6M | 4.8M | Trimmed |
| 6 | BlackRock, Inc. | $108.5M | 4.3M | Trimmed |
| 7 | Polianta Ltd | $106.5M | 4.2M | Added |
| 8 | MORGAN STANLEY | $88.0M | 3.5M | Added |
| 9 | GOLDMAN SACHS GROUP INC | $77.4M | 3.1M | Trimmed |
| 10 | Savant Capital, LLC | $62.6M | 2.5M | Added |
| 11 | NEPC LLC | $52.3M | 2.1M | Added |
| 12 | LPL Financial LLC | $46.7M | 1.9M | Added |
| 13 | Heritage Investment Group, Inc. | $43.5M | 1.7M | Added |
| 14 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $40.1M | 1.6M | Added |
| 15 | PDS Planning, Inc | $39.7M | 1.6M | Added |
| 16 | Sumitomo Mitsui DS Asset Management Company, Ltd | $35.3M | 1.4M | Trimmed |
| 17 | BANK OF MONTREAL /CAN/ | $34.7M | 1.4M | Trimmed |
| 18 | Modera Wealth Management, LLC | $34.7M | 1.4M | Added |
| 19 | HighTower Advisors, LLC | $32.9M | 1.3M | Added |
| 20 | Royal Bank of Canada | $23.8M | 946,879 | Added |
| 21 | BANK OF AMERICA CORP /DE/ | $21.6M | 857,459 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $21.5M | 855,851 | Added |
| 23 | Capstone Financial Advisors, Inc. | $21.4M | 850,332 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 814,076 | Added |
| 25 | 1832 Asset Management L.P. | $20.1M | 798,651 | New |
Source: SEC Form 13F filings · as of 2026-03-31