REET — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(REET)?2026年Q3(报告期截至 2026-09-30)共有 15 家机构在 SEC 13F 申报中报告持有,合计 3,198.45 万美元。前几大持有机构:Boston Standard Wealth Management, LLC(1,780.00 万美元)、GP Brinson Investments LLC(540.00 万美元)、Collective Family Office LLC(310.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Boston Standard Wealth Management, LLC | $17.8M | 690,979 | 增持 |
| 2 | GP Brinson Investments LLC | $5.4M | 208,553 | 持平 |
| 3 | COLLECTIVE FAMILY OFFICE LLC | $3.1M | 120,373 | 增持 |
| 4 | Apella Capital, LLC | $2.7M | 106,305 | 增持 |
| 5 | CLUNE & ASSOCIATES, LTD. | $2.2M | 87,097 | 增持 |
| 6 | Farther Finance Advisors, LLC | $448,569 | 17,400 | 减持 |
| 7 | CoreCap Advisors, LLC | $146,559 | 5,685 | 增持 |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $91,720 | 3,558 | 增持 |
| 9 | Rosenberg Matthew Hamilton | $48,802 | 1,893 | 减持 |
| 10 | Investors Research Corp | $5,079 | 197 | 持平 |
| 11 | CX Institutional | $3,000 | 117 | 增持 |
| 12 | Versant Capital Management, Inc | $1,315 | 51 | 持平 |
| 13 | Planning Strategies Inc. | $799 | 31 | 新建仓 |
| 14 | Prosperity Planning, Inc. | $0 | 0 | 清仓 |
| 15 | FINANCIAL MANAGEMENT NETWORK INC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30