REET

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$28.68

-0.20 (-0.69%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding REET · 2026-Q1 methodology → sources →

300 holders

% of shares outstanding held

—

Shares held (13F)

92,073,324

Reporting holders

300

Top holders

largest 100 of 300 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	State of New Jersey Common Pension Fund D	11,787,00011.8M	$296M	—	—
2	Valmark Advisers, Inc.	6,480,0356.5M	$163M	—	ADD 3%
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,458,1436.5M	$162M	—	ADD 6%
4	Creative Planning	5,119,2495.1M	$129M	—	ADD 2075%
5	M&T Bank Corp	4,755,0084.8M	$120M	—	—
6	BlackRock, Inc.	4,315,0834.3M	$109M	—	TRIM -14%
7	Polianta Ltd	4,233,0004.2M	$106M	—	ADD 16%
8	MORGAN STANLEY	3,498,2663.5M	$88M	—	ADD 3%
9	GOLDMAN SACHS GROUP INC	3,076,1813.1M	$77M	—	TRIM -12%
10	Savant Capital, LLC	2,489,9292.5M	$63M	—	—
11	NEPC LLC	2,080,0162.1M	$52M	—	—
12	LPL Financial LLC	1,856,4061.9M	$47M	—	ADD 4%
13	Heritage Investment Group, Inc.	1,731,0901.7M	$44M	—	ADD 2%
14	PARTNERS CAPITAL INVESTMENT GROUP, LLP	1,596,0221.6M	$40M	—	ADD 2%
15	PDS Planning, Inc	1,579,1031.6M	$40M	—	ADD 3%
16	Sumitomo Mitsui DS Asset Management Company, Ltd	1,405,0071.4M	$35M	—	TRIM -19%
17	BANK OF MONTREAL /CAN/	1,380,2061.4M	$35M	—	—
18	Modera Wealth Management, LLC	1,379,9011.4M	$35M	—	ADD 6%
19	HighTower Advisors, LLC	1,308,8331.3M	$33M	—	ADD 5%
20	ROYAL BANK OF CANADA	946,879946,879	$24M	—	ADD 5%
21	BANK OF AMERICA CORP /DE/	857,459857,459	$22M	—	ADD 13%
22	AMERIPRISE FINANCIAL INC	855,851855,851	$22M	—	ADD 2825%
23	Capstone Financial Advisors, Inc.	850,332850,332	$21M	—	—
24	ENVESTNET ASSET MANAGEMENT INC	814,076814,076	$20M	—	ADD 87%
25	1832 Asset Management L.P.	798,651798,651	$20M	—	NEW
26	Amundi	700,000700,000	$18M	—	—
27	BRANDYWINE OAK PRIVATE WEALTH LLC	696,479696,479	$18M	—	—
28	WELLS FARGO & COMPANY/MN	686,583686,583	$17M	—	—
29	Boston Standard Wealth Management, LLC	676,301676,301	$17M	—	—
30	FSM Wealth Advisors, LLC	652,418652,418	$16M	—	ADD 21%
31	COOPER/HAIMS ADVISORS, LLC	589,225589,225	$15M	—	ADD 5%
32	JANE STREET GROUP, LLC	582,428582,428	$15M	—	NEW
33	Quent Capital, LLC	505,471505,471	$13M	—	—
34	Brooklyn FI, LLC	504,122504,122	$13M	—	ADD 9%
35	Diversified Portfolios, Inc.	494,490494,490	$12M	—	TRIM -16%
36	Morton Brown Family Wealth, LLC	491,027491,027	$12M	—	ADD 4%
37	BIP Wealth, LLC	469,217469,217	$12M	—	TRIM -3%
38	Freedom Investment Management, Inc.	469,145469,145	$12M	—	NEW
39	ERn Financial, LLC	433,236433,236	$11M	—	ADD 3%
40	NAPLES GLOBAL ADVISORS, LLC	407,876407,876	$10M	—	ADD 11%
41	MANUFACTURERS LIFE INSURANCE COMPANY, THE	366,588366,588	$9M	—	—
42	Cetera Investment Advisers	348,928348,928	$9M	—	ADD 6%
43	Waldron Private Wealth LLC	340,636340,636	$9M	—	TRIM -5%
44	Waterford Advisors, LLC	342,507342,507	$8M	—	NEW
45	CUTLER INVESTMENT COUNSEL LLC	330,801330,801	$8M	—	ADD 2%
46	Corient Private Wealth LLC	305,013305,013	$8M	—	TRIM -54%
47	Leading Edge Financial Planning LLC	296,298296,298	$7M	—	TRIM -2%
48	Causey Wealth LLC	283,222283,222	$7M	—	ADD 19%
49	CIBC WORLD MARKET INC.	281,290281,290	$7M	—	NEW
50	Wealthspire Advisors, LLC	240,770240,770	$6M	—	ADD 13%
51	UBS Group AG	235,372235,372	$6M	—	ADD 65%
52	Prime Buchholz LLC	235,330235,330	$6M	—	—
53	Focus Partners Wealth	219,806219,806	$6M	—	TRIM -3%
54	FIDUCIARY FINANCIAL GROUP, LLC	211,300211,300	$5M	—	ADD 15%
55	Alhambra Investment Management LLC	189,396189,396	$5M	—	ADD 5%
56	GP Brinson Investments LLC	186,339186,339	$5M	—	—
57	CIBC Bancorp USA Inc.	179,714179,714	$5M	—	NEW
58	Asset Management One Co., Ltd.	177,000177,000	$4M	—	TRIM -40%
59	Advisory Services Network, LLC	169,942169,942	$4M	—	ADD 16%
60	Cornerstone Financial Group, LLC /NE/	137,670137,670	$4M	—	ADD 15%
61	BAILARD, INC.	148,074148,074	$4M	—	TRIM -39%
62	Mirae Asset Global Investments Co., Ltd.	146,691146,691	$4M	—	—
63	XY Planning Network, Inc.	136,181136,181	$3M	—	ADD 13%
64	Cerity Partners LLC	131,690131,690	$3M	—	NEW
65	Greenspring Advisors, LLC	131,418131,418	$3M	—	—
66	OSAIC HOLDINGS, INC.	130,850130,850	$3M	—	ADD 57%
67	Lester Murray Antman dba SimplyRich	128,087128,087	$3M	—	TRIM -9%
68	CITADEL ADVISORS LLC	122,643122,643	$3M	—	NEW
69	Manske Wealth Management	122,135122,135	$3M	—	ADD 3%
70	Emerald Advisors, LLC	121,016121,016	$3M	—	ADD 15%
71	Bristlecone Value Partners, LLC	120,655120,655	$3M	—	ADD 6%
72	JONES FINANCIAL COMPANIES LLLP	115,637115,637	$3M	—	ADD 28%
73	COLLECTIVE FAMILY OFFICE LLC	111,943111,943	$3M	—	ADD 2%
74	SC&H Financial Advisors, Inc.	109,646109,646	$3M	—	TRIM -4%
75	Aurelius Family Office LLC	108,226108,226	$3M	—	ADD 3%
76	GLENMEDE TRUST CO NA	106,726106,726	$3M	—	—
77	RS CRUM INC.	104,815104,815	$3M	—	—
78	SUMITOMO MITSUI FINANCIAL GROUP, INC.	101,296101,296	$3M	—	TRIM -3%
79	Wealthcare Advisory Partners LLC	100,470100,470	$3M	—	NEW
80	Pathstone Holdings, LLC	100,199100,199	$3M	—	TRIM -33%
81	Cambridge Investment Research Advisors, Inc.	100,134100,134	$3M	—	ADD 6%
82	Factor Wealth Management LTD	93,95593,955	$2M	—	ADD 20%
83	Capasso Planning Partners LLC	92,93392,933	$2M	—	ADD 9%
84	Financial Plan, Inc.	91,67791,677	$2M	—	—
85	Arkos Global Advisors	90,18790,187	$2M	—	TRIM -27%
86	Callan Family Office, LLC	86,76386,763	$2M	—	TRIM -4%
87	Hills Bank & Trust Co	84,87784,877	$2M	—	TRIM -6%
88	RAYMOND JAMES FINANCIAL INC	83,54083,540	$2M	—	TRIM -11%
89	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	82,40082,400	$2M	—	TRIM -41%
90	JFS WEALTH ADVISORS, LLC	79,42079,420	$2M	—	—
91	Virtu Financial LLC	79,04579,045	$2M	—	NEW
92	Payne Capital Management, LLC	77,93477,934	$2M	—	ADD 12%
93	Simplicity Wealth,LLC	73,78473,784	$2M	—	ADD 26%
94	COMMONWEALTH EQUITY SERVICES, LLC	72,76372,763	$2M	—	ADD 44%
95	Focus Partners Advisor Solutions, LLC	71,36071,360	$2M	—	NEW
96	MERCER GLOBAL ADVISORS INC /ADV	69,32569,325	$2M	—	TRIM -17%
97	55 North Private Wealth, LLC	69,22169,221	$2M	—	ADD 6%
98	Waverly Advisors, LLC	69,12369,123	$2M	—	—
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	67,08567,085	$2M	—	TRIM -23%
100	EXENCIAL WEALTH ADVISORS, LLC	67,61767,617	$2M	—	TRIM -4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

State of New Jersey Common Pension Fund D

—

11.8M

$296M

Valmark Advisers, Inc.

5.6M

5.7M

5.8M

6.0M

6.3M

6.5M

$163M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.6M

4.9M

5.0M

5.4M

6.1M

6.5M

$162M

Creative Planning

258K

248K

245K

233K

235K

5.1M

$129M

M&T Bank Corp

4.5M

4.9M

4.8M

$120M

BlackRock, Inc.

4.7M

4.9M

5.0M

4.3M

$109M

Polianta Ltd

—

3.6M

4.2M

$106M

MORGAN STANLEY

3.4M

3.5M

3.4M

3.5M

$88M

GOLDMAN SACHS GROUP INC

1.3M

1.2M

1.3M

3.5M

3.1M

$77M

Savant Capital, LLC

2.4M

2.6M

2.5M

$63M

NEPC LLC

1.5M

1.6M

1.9M

1.6M

2.0M

2.1M

$52M

LPL Financial LLC

1.5M

1.6M

1.7M

1.8M

1.9M

$47M

Heritage Investment Group, Inc.

1.5M

1.6M

1.7M

$44M

PARTNERS CAPITAL INVESTMENT GROUP, LLP

2.0M

3.2M

1.3M

1.4M

1.6M

$40M

PDS Planning, Inc

1.3M

1.4M

1.5M

1.6M

$40M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	300	92,073,324	—	$2.3B
2025-Q4	299	87,569,827	—	$2.2B
2025-Q3	288	68,584,188	—	$1.8B
2025-Q2	286	76,677,631	—	$1.9B
2025-Q1	280	77,095,866	—	$1.9B
2024-Q4	288	74,360,279	—	$1.8B
2024-Q3	271	73,349,383	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding REET · 2026-Q1 methodology → sources →

300 holders

% of shares outstanding held

—

Shares held (13F)

92,073,324

Reporting holders

300

Top holders

largest 100 of 300 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	State of New Jersey Common Pension Fund D	11,787,00011.8M	$296M	—	—
2	Valmark Advisers, Inc.	6,480,0356.5M	$163M	—	ADD 3%
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,458,1436.5M	$162M	—	ADD 6%
4	Creative Planning	5,119,2495.1M	$129M	—	ADD 2075%
5	M&T Bank Corp	4,755,0084.8M	$120M	—	—
6	BlackRock, Inc.	4,315,0834.3M	$109M	—	TRIM -14%
7	Polianta Ltd	4,233,0004.2M	$106M	—	ADD 16%
8	MORGAN STANLEY	3,498,2663.5M	$88M	—	ADD 3%
9	GOLDMAN SACHS GROUP INC	3,076,1813.1M	$77M	—	TRIM -12%
10	Savant Capital, LLC	2,489,9292.5M	$63M	—	—
11	NEPC LLC	2,080,0162.1M	$52M	—	—
12	LPL Financial LLC	1,856,4061.9M	$47M	—	ADD 4%
13	Heritage Investment Group, Inc.	1,731,0901.7M	$44M	—	ADD 2%
14	PARTNERS CAPITAL INVESTMENT GROUP, LLP	1,596,0221.6M	$40M	—	ADD 2%
15	PDS Planning, Inc	1,579,1031.6M	$40M	—	ADD 3%
16	Sumitomo Mitsui DS Asset Management Company, Ltd	1,405,0071.4M	$35M	—	TRIM -19%
17	BANK OF MONTREAL /CAN/	1,380,2061.4M	$35M	—	—
18	Modera Wealth Management, LLC	1,379,9011.4M	$35M	—	ADD 6%
19	HighTower Advisors, LLC	1,308,8331.3M	$33M	—	ADD 5%
20	ROYAL BANK OF CANADA	946,879946,879	$24M	—	ADD 5%
21	BANK OF AMERICA CORP /DE/	857,459857,459	$22M	—	ADD 13%
22	AMERIPRISE FINANCIAL INC	855,851855,851	$22M	—	ADD 2825%
23	Capstone Financial Advisors, Inc.	850,332850,332	$21M	—	—
24	ENVESTNET ASSET MANAGEMENT INC	814,076814,076	$20M	—	ADD 87%
25	1832 Asset Management L.P.	798,651798,651	$20M	—	NEW
26	Amundi	700,000700,000	$18M	—	—
27	BRANDYWINE OAK PRIVATE WEALTH LLC	696,479696,479	$18M	—	—
28	WELLS FARGO & COMPANY/MN	686,583686,583	$17M	—	—
29	Boston Standard Wealth Management, LLC	676,301676,301	$17M	—	—
30	FSM Wealth Advisors, LLC	652,418652,418	$16M	—	ADD 21%
31	COOPER/HAIMS ADVISORS, LLC	589,225589,225	$15M	—	ADD 5%
32	JANE STREET GROUP, LLC	582,428582,428	$15M	—	NEW
33	Quent Capital, LLC	505,471505,471	$13M	—	—
34	Brooklyn FI, LLC	504,122504,122	$13M	—	ADD 9%
35	Diversified Portfolios, Inc.	494,490494,490	$12M	—	TRIM -16%
36	Morton Brown Family Wealth, LLC	491,027491,027	$12M	—	ADD 4%
37	BIP Wealth, LLC	469,217469,217	$12M	—	TRIM -3%
38	Freedom Investment Management, Inc.	469,145469,145	$12M	—	NEW
39	ERn Financial, LLC	433,236433,236	$11M	—	ADD 3%
40	NAPLES GLOBAL ADVISORS, LLC	407,876407,876	$10M	—	ADD 11%
41	MANUFACTURERS LIFE INSURANCE COMPANY, THE	366,588366,588	$9M	—	—
42	Cetera Investment Advisers	348,928348,928	$9M	—	ADD 6%
43	Waldron Private Wealth LLC	340,636340,636	$9M	—	TRIM -5%
44	Waterford Advisors, LLC	342,507342,507	$8M	—	NEW
45	CUTLER INVESTMENT COUNSEL LLC	330,801330,801	$8M	—	ADD 2%
46	Corient Private Wealth LLC	305,013305,013	$8M	—	TRIM -54%
47	Leading Edge Financial Planning LLC	296,298296,298	$7M	—	TRIM -2%
48	Causey Wealth LLC	283,222283,222	$7M	—	ADD 19%
49	CIBC WORLD MARKET INC.	281,290281,290	$7M	—	NEW
50	Wealthspire Advisors, LLC	240,770240,770	$6M	—	ADD 13%
51	UBS Group AG	235,372235,372	$6M	—	ADD 65%
52	Prime Buchholz LLC	235,330235,330	$6M	—	—
53	Focus Partners Wealth	219,806219,806	$6M	—	TRIM -3%
54	FIDUCIARY FINANCIAL GROUP, LLC	211,300211,300	$5M	—	ADD 15%
55	Alhambra Investment Management LLC	189,396189,396	$5M	—	ADD 5%
56	GP Brinson Investments LLC	186,339186,339	$5M	—	—
57	CIBC Bancorp USA Inc.	179,714179,714	$5M	—	NEW
58	Asset Management One Co., Ltd.	177,000177,000	$4M	—	TRIM -40%
59	Advisory Services Network, LLC	169,942169,942	$4M	—	ADD 16%
60	Cornerstone Financial Group, LLC /NE/	137,670137,670	$4M	—	ADD 15%
61	BAILARD, INC.	148,074148,074	$4M	—	TRIM -39%
62	Mirae Asset Global Investments Co., Ltd.	146,691146,691	$4M	—	—
63	XY Planning Network, Inc.	136,181136,181	$3M	—	ADD 13%
64	Cerity Partners LLC	131,690131,690	$3M	—	NEW
65	Greenspring Advisors, LLC	131,418131,418	$3M	—	—
66	OSAIC HOLDINGS, INC.	130,850130,850	$3M	—	ADD 57%
67	Lester Murray Antman dba SimplyRich	128,087128,087	$3M	—	TRIM -9%
68	CITADEL ADVISORS LLC	122,643122,643	$3M	—	NEW
69	Manske Wealth Management	122,135122,135	$3M	—	ADD 3%
70	Emerald Advisors, LLC	121,016121,016	$3M	—	ADD 15%
71	Bristlecone Value Partners, LLC	120,655120,655	$3M	—	ADD 6%
72	JONES FINANCIAL COMPANIES LLLP	115,637115,637	$3M	—	ADD 28%
73	COLLECTIVE FAMILY OFFICE LLC	111,943111,943	$3M	—	ADD 2%
74	SC&H Financial Advisors, Inc.	109,646109,646	$3M	—	TRIM -4%
75	Aurelius Family Office LLC	108,226108,226	$3M	—	ADD 3%
76	GLENMEDE TRUST CO NA	106,726106,726	$3M	—	—
77	RS CRUM INC.	104,815104,815	$3M	—	—
78	SUMITOMO MITSUI FINANCIAL GROUP, INC.	101,296101,296	$3M	—	TRIM -3%
79	Wealthcare Advisory Partners LLC	100,470100,470	$3M	—	NEW
80	Pathstone Holdings, LLC	100,199100,199	$3M	—	TRIM -33%
81	Cambridge Investment Research Advisors, Inc.	100,134100,134	$3M	—	ADD 6%
82	Factor Wealth Management LTD	93,95593,955	$2M	—	ADD 20%
83	Capasso Planning Partners LLC	92,93392,933	$2M	—	ADD 9%
84	Financial Plan, Inc.	91,67791,677	$2M	—	—
85	Arkos Global Advisors	90,18790,187	$2M	—	TRIM -27%
86	Callan Family Office, LLC	86,76386,763	$2M	—	TRIM -4%
87	Hills Bank & Trust Co	84,87784,877	$2M	—	TRIM -6%
88	RAYMOND JAMES FINANCIAL INC	83,54083,540	$2M	—	TRIM -11%
89	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	82,40082,400	$2M	—	TRIM -41%
90	JFS WEALTH ADVISORS, LLC	79,42079,420	$2M	—	—
91	Virtu Financial LLC	79,04579,045	$2M	—	NEW
92	Payne Capital Management, LLC	77,93477,934	$2M	—	ADD 12%
93	Simplicity Wealth,LLC	73,78473,784	$2M	—	ADD 26%
94	COMMONWEALTH EQUITY SERVICES, LLC	72,76372,763	$2M	—	ADD 44%
95	Focus Partners Advisor Solutions, LLC	71,36071,360	$2M	—	NEW
96	MERCER GLOBAL ADVISORS INC /ADV	69,32569,325	$2M	—	TRIM -17%
97	55 North Private Wealth, LLC	69,22169,221	$2M	—	ADD 6%
98	Waverly Advisors, LLC	69,12369,123	$2M	—	—
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	67,08567,085	$2M	—	TRIM -23%
100	EXENCIAL WEALTH ADVISORS, LLC	67,61767,617	$2M	—	TRIM -4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

State of New Jersey Common Pension Fund D

—

11.8M

$296M

Valmark Advisers, Inc.

5.6M

5.7M

5.8M

6.0M

6.3M

6.5M

$163M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.6M

4.9M

5.0M

5.4M

6.1M

6.5M

$162M

Creative Planning

258K

248K

245K

233K

235K

5.1M

$129M

M&T Bank Corp

4.5M

4.9M

4.8M

$120M

BlackRock, Inc.

4.7M

4.9M

5.0M

4.3M

$109M

Polianta Ltd

—

3.6M

4.2M

$106M

MORGAN STANLEY

3.4M

3.5M

3.4M

3.5M

$88M

GOLDMAN SACHS GROUP INC

1.3M

1.2M

1.3M

3.5M

3.1M

$77M

Savant Capital, LLC

2.4M

2.6M

2.5M

$63M

NEPC LLC

1.5M

1.6M

1.9M

1.6M

2.0M

2.1M

$52M

LPL Financial LLC

1.5M

1.6M

1.7M

1.8M

1.9M

$47M

Heritage Investment Group, Inc.

1.5M

1.6M

1.7M

$44M

PARTNERS CAPITAL INVESTMENT GROUP, LLP

2.0M

3.2M

1.3M

1.4M

1.6M

$40M

PDS Planning, Inc

1.3M

1.4M

1.5M

1.6M

$40M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	300	92,073,324	—	$2.3B
2025-Q4	299	87,569,827	—	$2.2B
2025-Q3	288	68,584,188	—	$1.8B
2025-Q2	286	76,677,631	—	$1.9B
2025-Q1	280	77,095,866	—	$1.9B
2024-Q4	288	74,360,279	—	$1.8B
2024-Q3	271	73,349,383	—

Short interest has its own tab now — open SI →

REET☆

Institutional ownership· 13F filers holding REET · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding REET · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

REET