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Get Institutions for : 
Ishares Global Reit (REET)  
$22.71 0.09 (0.39%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 254    2
Total shares held : 
73,889,680  
% of shares held : 
74.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
4,013,746  
% of shares held change : 
  4.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$20.73  
Last Quarter's Ending Price : 
$24.18  
Last Quarter's Average Price
$21.87  
Change from last quarter's     
avg. price to the last closing  : 
0.84 (3.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 1,565,170
 2.12%
 
Increased Positions :
95
 8,298,757
 11.23%
 
Unchanged Positions :
41
 6,057,014
 8.2%
 
Decreased Positions :
93
-5,650,058
-7.65%
 
Closed Positions :
23
-200,123
-0.27%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HSBC HOLDINGS PLC 270 - 2024-03-31 4,201,861 $99,500,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 113 - 2024-03-31 564,588 $13,369,000 0
   GUNMA BANK,LTD. 18 - 2024-03-31 150,000 $3,552,000 0
   MERRIMAN WEALTH MANAGEMENT, LLC 63 - 2024-03-31 114,601 $2,714,000 0
   ING GROEP NV 405 - 2024-03-31 111,500 $2,640,000 0
   Waypoint Wealth Partners Inc. 28 - 2024-03-31 39,048 $925,000 0
   EverSource Wealth Advisors LLC 213 - 2024-03-31 27,162 $657,000 0
   CI INVESTMENTS INC 469 - 2024-03-31 22,912 $543,000 0
   Qube Research & Technologies Ltd 2147 - 2024-03-31 21,477 $509,000 0
   FIRST INTERSTATE BANK 113 - 2024-03-31 18,585 $440,000 0
   MAS Advisors LLC 55 - 2024-03-31 11,976 $284,000 0
   DT INVESTMENT PARTNERS, LLC 115 - 2024-03-31 12,000 $284,000 0
   PRIVATE CAPITAL MANAGEMENT LLC 154 - 2024-03-31 11,560 $274,000 0
   REGATTA CAPITAL GROUP LLC 162 - 2024-03-31 10,230 $242,000 0
   Integrated Advisors Network LLC 632 - 2024-03-31 10,000 $237,000 0
   DORSEY & WHITNEY TRUST CO LLC 576 - 2024-03-31 9,155 $217,000 0
   WHITTIER TRUST CO 633 - 2024-03-31 9,000 $213,000 0
   Sage Mountain Advisors LLC 321 - 2024-03-31 7,603 $180,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 191 - 2024-03-31 4,975 $118,000 0
   ST GERMAIN D J CO INC 305 - 2024-03-31 4,946 $117,000 0
   Cassady Schiller Wealth Management LLC 156 - 2024-03-31 4,130 $98,000 0
   Retirement Group LLC 203 - 2024-03-31 2,759 $65,000 0
   QUADRANT CAPITAL GROUP LLC 1373 - 2024-03-31 2,212 $52,000 0
   Creative Capital Management Investments LLC 88 - 2024-03-31 1,836 $43,000 0
   PRIVATE TRUST CO NA 1361 - 2024-03-31 1,027 $24,000 0
   Pacifica Partners Inc. 308 - 2024-03-31 726 $17,000 0
   Front Row Advisors LLC 535 - 2024-03-31 500 $12,000 0
   WOLFF WIESE MAGANA LLC 286 - 2024-03-31 448 $11,000 0
   Founders Financial Alliance LLC 481 - 2024-03-31 361 $9,000 0
   Keener Financial Planning LLC 177 - 2024-03-31 204 $5,000 0
   HARBOUR INVESTMENTS INC. 2451 - 2023-12-31 148 $4,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1810 - 2024-03-31 190 $4,000 0
   Investors Research Corp 845 - 2024-03-31 177 $4,000 0
   Cherry Tree Wealth Management LLC 452 - 2024-03-31 146 $3,000 0
   CALDWELL SUTTER CAPITAL INC. 677 - 2024-03-31 143 $3,000 0
   Coastal Capital Group Inc. 482 - 2023-06-30 142 $3,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 354 - 2024-03-31 126 $3,000 0
   HAZLETT BURT & WATSON INC. 666 - 2024-03-31 100 $2,000 0
   Versant Capital Management Inc 1456 - 2024-03-31 52 $1,000 0
   McIlrath & Eck LLC 874 - 2024-03-31 40 $1,000 0
   EPG Wealth Management LLC 439 - 2024-03-31 22 $1,000 0
   PROEQUITIES INC. 9123 - 2024-03-31 0 $0 0
   Gordian Capital Singapore Pte Ltd 129 - 2024-03-31 1 $0 0

  43 Records found
  1    
  Page 1 of 1
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