Who Owns ISHARES TR (REET)? -- Institutional Holders (2026-06-30)
346 institutions reported holding $2.75B of ISHARES TR (REET) in SEC 13F filings for 2026-06-30. Largest institutional holders: State of New Jersey Common Pension Fund D ($325.6M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($195.0M), Valmark Advisers, Inc. ($184.2M), M&T Bank Corp ($135.7M), Creative Planning ($132.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | State of New Jersey Common Pension Fund D | $325.6M | 11.8M | Hold |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $195.0M | 7.1M | Added |
| 3 | Valmark Advisers, Inc. | $184.2M | 6.7M | Added |
| 4 | M&T Bank Corp | $135.7M | 4.9M | Added |
| 5 | Creative Planning | $132.6M | 4.8M | Trimmed |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $131.2M | 1.9M | Added |
| 7 | Polianta Ltd | $122.3M | 4.4M | Added |
| 8 | BlackRock, Inc. | $117.5M | 4.3M | Trimmed |
| 9 | MORGAN STANLEY | $99.9M | 3.6M | Added |
| 10 | SageView Advisory Group, LLC | $89.5M | 3.2M | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $80.0M | 2.9M | Trimmed |
| 12 | Savant Capital, LLC | $71.8M | 2.6M | Added |
| 13 | NEPC LLC | $57.5M | 2.1M | Hold |
| 14 | LPL Financial LLC | $50.9M | 1.8M | Trimmed |
| 15 | Heritage Investment Group, Inc. | $48.3M | 1.7M | Added |
| 16 | PDS Planning, Inc | $45.4M | 1.6M | Added |
| 17 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $45.1M | 1.6M | Added |
| 18 | Modera Wealth Management, LLC | $40.8M | 1.5M | Added |
| 19 | HighTower Advisors, LLC | $37.4M | 1.4M | Added |
| 20 | Royal Bank of Canada | $27.3M | 987,582 | Added |
| 21 | AMERIPRISE FINANCIAL INC | $25.5M | 924,675 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $23.7M | 859,567 | Added |
| 23 | Capstone Financial Advisors, Inc. | $23.5M | 851,372 | Added |
| 24 | FSM Wealth Advisors, LLC | $20.2M | 731,797 | Added |
| 25 | BRANDYWINE OAK PRIVATE WEALTH LLC | $19.5M | 706,773 | Added |
Source: SEC Form 13F filings · as of 2026-06-30