REET — ISHARES TR
Reported value held$535.81M
Funds holding (latest)22
Sector—
Funds holding (Q2 2026)15
Institutional value$504.90M · 15.39M sh
New / Add / Cut / Exit3 / 5 / 5 / 2
Top-5 / Top-10 concentration89.6% / 99.2%
Institutional holdings change
Accumulating +10.3%
(+1.44M sh)
Institutional value change
Up +43.9%
As of Q2 2026, 15 SEC-registered investment managers reported holding REET (ISHARES TR) in their latest 13F filings, with a combined reported value of $504.90M across 15.39M shares. That is +10.3% by share count (+1.44M shares) versus the previous quarter, while reported value moved +43.9%. Ownership is concentrated: the five largest holders account for 89.6% of reported value and the top ten for 99.2%.
Compared with the prior quarter, 3 opened new positions, 5 added to existing stakes, 5 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 1.86M | $131.17M | 0.11% | Add |
| BlackRock Inc history | 4.25M | $117.48M | 0.00% | Reduce |
| Morgan Stanley history | 3.62M | $99.91M | 0.01% | Add |
| Goldman Sachs Group history | 2.90M | $80.05M | 0.01% | Reduce |
| Bank of America Corp history | 859.57K | $23.74M | 0.00% | Hold |
| Amundi US history | 700.00K | $19.33M | 0.01% | Hold |
| Wells Fargo & Co history | 680.91K | $18.81M | 0.00% | Reduce |
| UBS Group AG history | 192.55K | $5.32M | 0.00% | Reduce |
| D. E. Shaw & Co history | 121.70K | $3.36M | 0.00% | New |
| Renaissance Technologies history | 65.80K | $1.82M | 0.00% | New |
| JPMorgan Chase & Co history | 57.59K | $1.62M | 0.00% | New |
| Franklin Resources history | 45.07K | $1.24M | 0.00% | Add |
| PNC Financial Services history | 17.83K | $492.38K | 0.00% | Add |
| Citigroup Inc history | 11.05K | $305.22K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 9.30K | $256.81K | 0.00% | Reduce |
Q1 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.32M | $108.52M | 0.00% | Reduce |
| Morgan Stanley history | 3.50M | $87.98M | 0.01% | Add |
| Goldman Sachs Group history | 3.08M | $77.37M | 0.01% | Reduce |
| Bank of America Corp history | 857.46K | $21.57M | 0.00% | Add |
| Amundi US history | 700.00K | $17.61M | 0.01% | Hold |
| Wells Fargo & Co history | 686.58K | $17.27M | 0.00% | Add |
| Manulife Financial history | 366.59K | $9.22M | 0.01% | Add |
| UBS Group AG history | 235.37K | $5.92M | 0.00% | Add |
| Citadel Advisors history | 122.64K | $3.08M | 0.00% | New |
| Franklin Resources history | 44.60K | $1.12M | 0.00% | Add |
| PNC Financial Services history | 16.86K | $423.95K | 0.00% | Reduce |
| BNY Mellon history | 9.86K | $247.90K | 0.00% | New |
| Citigroup Inc history | 9.81K | $246.81K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 9.62K | $241.96K | 0.00% | Reduce |
Q4 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.02M | $125.33M | 0.00% | Add |
| Goldman Sachs Group history | 3.48M | $86.94M | 0.01% | Add |
| Morgan Stanley history | 3.41M | $85.00M | 0.01% | Reduce |
| Bank of America Corp history | 757.84K | $18.91M | 0.00% | Add |
| Amundi US history | 700.00K | $17.46M | 0.01% | Hold |
| Wells Fargo & Co history | 675.31K | $16.85M | 0.00% | Reduce |
| Manulife Financial history | 360.38K | $8.99M | 0.01% | Reduce |
| UBS Group AG history | 142.81K | $3.56M | 0.00% | Add |
| D. E. Shaw & Co history | 77.14K | $1.92M | 0.00% | New |
| JPMorgan Chase & Co history | 59.33K | $1.48M | 0.00% | Add |
| Franklin Resources history | 42.59K | $1.06M | 0.00% | Hold |
| PNC Financial Services history | 38.68K | $965.02K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 10.34K | $258.01K | 0.00% | Add |
| Citigroup Inc history | 6.85K | $170.92K | 0.00% | Add |
Q3 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.88M | $124.80M | 0.00% | Reduce |
| Morgan Stanley history | 3.45M | $88.21M | 0.01% | Add |
| Goldman Sachs Group history | 1.30M | $33.30M | 0.00% | Add |
| Bank of America Corp history | 735.36K | $18.80M | 0.00% | Reduce |
| Wells Fargo & Co history | 707.62K | $18.09M | 0.00% | Reduce |
| Amundi US history | 700.00K | $17.86M | 0.01% | Hold |
| Manulife Financial history | 373.46K | $9.55M | 0.01% | Reduce |
| UBS Group AG history | 80.79K | $2.07M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 47.83K | $1.22M | 0.00% | Reduce |
| Franklin Resources history | 42.59K | $1.09M | 0.00% | Hold |
| Citadel Advisors history | 24.87K | $635.70K | 0.00% | Add |
| PNC Financial Services history | 16.33K | $417.50K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.67K | $170.57K | 0.00% | Reduce |
| Citigroup Inc history | 6.17K | $157.59K | 0.00% | Add |
Q2 2025 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.94M | $121.94M | 0.00% | Hold |
| Morgan Stanley history | 3.39M | $83.80M | 0.01% | Hold |
| Goldman Sachs Group history | 1.20M | $29.73M | 0.00% | Add |
| Bank of America Corp history | 1.05M | $26.03M | 0.00% | Add |
| Wells Fargo & Co history | 716.66K | $17.70M | 0.00% | Hold |
| Amundi US history | 700.00K | $17.42M | 0.01% | Hold |
| Manulife Financial history | 383.11K | $9.46M | 0.01% | Reduce |
| UBS Group AG history | 93.37K | $2.31M | 0.00% | Add |
| JPMorgan Chase & Co history | 56.25K | $1.39M | 0.00% | Reduce |
| Franklin Resources history | 42.59K | $1.05M | 0.00% | Reduce |
| PNC Financial Services history | 16.36K | $403.99K | 0.00% | Hold |
| D. E. Shaw & Co history | 15.56K | $384.28K | 0.00% | Reduce |
| Citadel Advisors history | 13.00K | $321.10K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 7.73K | $190.93K | 0.00% | Add |
| Citigroup Inc history | 5.53K | $136.66K | 0.00% | Add |
Q1 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.94M | $119.76M | 0.00% | Add |
| Morgan Stanley history | 3.39M | $82.36M | 0.01% | Hold |
| Goldman Sachs Group history | 1.16M | $28.25M | 0.01% | Reduce |
| Bank of America Corp history | 741.31K | $17.98M | 0.00% | Reduce |
| Wells Fargo & Co history | 719.18K | $17.45M | 0.00% | Reduce |
| Amundi US history | 700.00K | $16.60M | 0.01% | Add |
| Manulife Financial history | 552.69K | $13.41M | 0.01% | Hold |
| JPMorgan Chase & Co history | 59.57K | $1.45M | 0.00% | Add |
| UBS Group AG history | 49.42K | $1.20M | 0.00% | Reduce |
| Franklin Resources history | 45.65K | $1.11M | 0.00% | Hold |
| D. E. Shaw & Co history | 17.79K | $431.66K | 0.00% | Add |
| PNC Financial Services history | 16.33K | $396.27K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.50K | $182.06K | 0.00% | Reduce |
| Citigroup Inc history | 5.22K | $126.68K | 0.00% | Add |
New Positions (Q2 2026)
- D. E. Shaw & Co 121.70K sh · $3.36M
- Renaissance Technologies 65.80K sh · $1.82M
- JPMorgan Chase & Co 57.59K sh · $1.62M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 122.64K sh · $3.08M
- BNY Mellon sold 9.86K sh · $247.90K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Manulife Financial | 1.86M | 366.59K | 360.38K | 373.46K | 383.11K | 552.69K | 555.43K | 585.65K | 649.96K | 660.83K | 632.82K | 645.37K | 401.85K | 149.63K | 146.00K | — | — | — | — | — |
| BlackRock Inc | 4.25M | 4.32M | 5.02M | 4.88M | 4.94M | 4.94M | 4.69M | 5.23M | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 3.62M | 3.50M | 3.41M | 3.45M | 3.39M | 3.39M | 3.38M | 3.53M | 3.57M | 3.77M | 4.28M | 4.62M | 5.83M | 6.12M | 5.18M | 4.97M | 4.88M | 4.88M | 4.87M | 4.56M |
| Goldman Sachs Group | 2.90M | 3.08M | 3.48M | 1.30M | 1.20M | 1.16M | 1.29M | 1.24M | 1.35M | 1.38M | 1.60M | 1.46M | 1.03M | 765.50K | 696.96K | 688.61K | 685.48K | 632.86K | 408.12K | 468.49K |
| Bank of America Corp | 859.57K | 857.46K | 757.84K | 735.36K | 1.05M | 741.31K | 835.88K | 799.70K | 941.77K | 1.28M | 1.07M | 1.07M | 1.12M | 1.05M | 655.81K | 547.53K | 774.32K | 720.34K | 574.20K | 553.90K |
| Amundi US | 700.00K | 700.00K | 700.00K | 700.00K | 700.00K | 700.00K | 381.90K | 351.90K | 193.50K | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 680.91K | 686.58K | 675.31K | 707.62K | 716.66K | 719.18K | 725.25K | 678.36K | 699.71K | 732.48K | 815.68K | 887.23K | 953.70K | 1.11M | 1.22M | 1.34M | 1.24M | 1.46M | 1.62M | 1.64M |
| UBS Group AG | 192.55K | 235.37K | 142.81K | 80.79K | 93.37K | 49.42K | 78.71K | 75.15K | 156.99K | 165.67K | 171.27K | 107.47K | 245.74K | 304.78K | 260.88K | 77.18K | 68.00K | 65.23K | 223.06K | 218.15K |
| D. E. Shaw & Co | 121.70K | — | 77.14K | — | 15.56K | 17.79K | 9.08K | — | 71.53K | 88.56K | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 65.80K | — | — | — | — | — | — | 56.10K | 22.52K | 9.00K | — | — | — | — | — | 38.60K | 53.40K | 16.40K | 38.90K | 15.60K |
| JPMorgan Chase & Co | 57.59K | — | 59.33K | 47.83K | 56.25K | 59.57K | 47.48K | 43.62K | 45.40K | 44.30K | 23.22K | 3.22K | 2.86K | 2.69K | 2.58K | 3.04K | 1.82K | 13.71K | 8.35K | 844.27K |
| Franklin Resources | 45.07K | 44.60K | 42.59K | 42.59K | 42.59K | 45.65K | 45.65K | 45.65K | 45.65K | 45.65K | 56.05K | 45.65K | 45.65K | 45.65K | 45.65K | 45.65K | 46.64K | 46.64K | 46.64K | 46.64K |
| PNC Financial Services | 17.83K | 16.86K | 38.68K | 16.33K | 16.36K | 16.33K | 16.77K | 16.33K | 44.36K | 16.63K | 32.30K | 23.68K | 23.68K | 23.68K | 20.89K | 20.89K | 21.02K | 4.68K | 4.68K | 482 |
| Citigroup Inc | 11.05K | 9.81K | 6.85K | 6.17K | 5.53K | 5.22K | 4.63K | 4.49K | 4.82K | 4.27K | 4.82K | 8.47K | 6.41K | 7.08K | 8.10K | 12.95K | 42.21K | 45.71K | 64.70K | 72.68K |
| Fidelity Management & Research (FMR) | 9.30K | 9.62K | 10.34K | 6.67K | 7.73K | 7.50K | 8.95K | 1.37K | 278 | 2.82K | 277 | 1.03K | 29 | 1.20K | 918 | 2.80K | 5.02K | 4.63K | 1.54K | 1.22K |
| Citadel Advisors | — | 122.64K | — | 24.87K | 13.00K | — | — | 79.69K | 35.83K | 95.64K | 21.21K | 31.14K | 9.36K | 34.57K | — | — | 548.47K | 35.24K | 8.40K | 477.97K |
| BNY Mellon | — | 9.86K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity International (FIL) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 674.65K | 674.65K |
| Deutsche Bank AG | — | — | — | — | — | — | — | 194.89K | — | — | — | — | — | 500 | 2.50K | 2.50K | 2.50K | 2.50K | 8.50K | 11.00K |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | 13.15K | — | — | 35.09K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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