REET — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (REET)? 15 institutions reported holding $31.98M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Boston Standard Wealth Management, LLC ($17.8M), GP Brinson Investments LLC ($5.4M), Collective Family Office LLC ($3.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Boston Standard Wealth Management, LLC | $17.8M | 690,979 | Added |
| 2 | GP Brinson Investments LLC | $5.4M | 208,553 | Hold |
| 3 | COLLECTIVE FAMILY OFFICE LLC | $3.1M | 120,373 | Added |
| 4 | Apella Capital, LLC | $2.7M | 106,305 | Added |
| 5 | CLUNE & ASSOCIATES, LTD. | $2.2M | 87,097 | Added |
| 6 | Farther Finance Advisors, LLC | $448,569 | 17,400 | Trimmed |
| 7 | CoreCap Advisors, LLC | $146,559 | 5,685 | Added |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $91,720 | 3,558 | Added |
| 9 | Rosenberg Matthew Hamilton | $48,802 | 1,893 | Trimmed |
| 10 | Investors Research Corp | $5,079 | 197 | Hold |
| 11 | CX Institutional | $3,000 | 117 | Added |
| 12 | Versant Capital Management, Inc | $1,315 | 51 | Hold |
| 13 | Planning Strategies Inc. | $799 | 31 | New |
| 14 | Prosperity Planning, Inc. | $0 | 0 | Exited |
| 15 | FINANCIAL MANAGEMENT NETWORK INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30