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Get Institutions for : 
Ishares Global Reit (REET)  
$23.07 0.08 (0.35%) as of 4:30 Mon 5/13


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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  : 
1.20 (5.49%)  




 
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
   Pictet Asset Management Holding SA 409 *New 2023-12-31 1,106,000 $26,743,000 1,106,000
   NICOLA WEALTH MANAGEMENT LTD. 65 *New 2024-03-31 123,300 $3,954,000 123,300
   Foster Group Inc. 52 *New 2024-03-31 104,252 $2,469,000 104,252
   FIRST CITIZENS BANK & TRUST CO 212 *New 2024-03-31 60,543 $1,434,000 60,543
   Envestnet Portfolio Solutions Inc. 751 *New 2024-03-31 57,269 $1,356,000 57,269
   Farther Finance Advisors LLC 243 *New 2023-12-31 39,317 $951,000 39,317
   First National Advisers LLC 125 *New 2023-12-31 25,800 $624,000 25,800
   MARINER WEALTH ADVISORS, LLC 2239 *New 2023-12-31 13,722 $332,000 13,722
   HRT FINANCIAL LLC 1448 *New 2023-12-31 13,346 $322,000 13,346
   DT INVESTMENT PARTNERS, LLC 117 *New 2023-12-31 12,000 $280,000 12,000
   CUTLER INVESTMENT COUNSEL LLC 116 *New 2024-03-31 10,727 $254,000 10,727
   STIFEL FINANCIAL CORP 2950 *New 2023-12-31 10,024 $242,000 10,024
   BROWN ADVISORY HOLDINGS INC 1180 *New 2024-03-31 8,766 $208,000 8,766
   Relaxing Retirement Coach 73 *New 2023-06-30 8,967 $206,000 8,967
   ADVISOR PARTNERS II LLC 1172 *New 2023-09-30 9,553 $202,000 9,553
   Atlantic Trust Group LLC 1149 *New 2024-03-31 8,064 $188,000 8,064
   SYM FINANCIAL CORPORATION 107 *New 2024-03-31 4,668 $111,000 4,668
   FTB Advisors Inc. 976 *New 2024-03-31 2,000 $47,000 2,000
   SANDY SPRING BANK 859 *New 2024-03-31 390 $9,000 390
   Nelson Van Denburg & Campbell Wealth Management Gr 1995 *New 2024-03-31 313 $7,000 313
   ANCORA ADVISORS, LLC 1385 *New 2023-12-31 97 $2,000 97
   Tradewinds Capital Management LLC 478 *New 2024-03-31 37 $1,000 37
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 810 *New 2023-12-31 8 $0 8
   TOWER RESEARCH CAPITAL LLC 5548 *New 2023-12-31 3 $0 3
   Glass Jacobson Investment Advisors llc 788 *New 2024-03-31 19 $0 19
  25 Records found
  1    
  Page 1 of 1
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