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iShares Global REIT ETF
REET

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
USD 326 M – – –
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 195 M +USD 16.3 M +601,921 +9%
Valmark Advisers
3
Valmark Advisers
Ohio
USD 184 M +USD 5.09 M +187,731 +3%
M&T Bank
4
M&T Bank
New York
USD 136 M +USD 2.2 M +81,239 +2%
Creative Planning
5
Creative Planning
Kansas
USD 133 M -USD 8.65 M -318,941 -6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
USD 131 M +USD 40.5 M +1,494,987 +408%
PL
7
Polianta Ltd
Jersey
USD 122 M +USD 5.26 M +194,000 +5%
BlackRock
8
BlackRock
New York
USD 117 M -USD 1.67 M -61,613 -1%
Morgan Stanley
9
Morgan Stanley
New York
USD 100 M +USD 3.23 M +119,059 +3%
SageView Advisory Group
10
SageView Advisory Group
California
USD 89.5 M -USD 3.58 M -132,148 -4%
Goldman Sachs
11
Goldman Sachs
New York
USD 80 M -USD 4.83 M -177,932 -6%
Savant Capital
12
Savant Capital
Illinois
USD 71.8 M +USD 2.91 M +107,377 +4%
NEPC LLC
13
NEPC LLC
Massachusetts
USD 57.5 M – – –
LPL Financial
14
LPL Financial
California
USD 50.9 M -USD 365 k -13,455 -0.7%
Heritage Investment Group
15
Heritage Investment Group
Florida
USD 48.3 M +USD 465 k +17,145 +1%
PDS Planning
16
PDS Planning
Ohio
USD 45.4 M +USD 1.73 M +63,864 +4%
Partners Capital Investment Group
17
Partners Capital Investment Group
Massachusetts
USD 45.1 M +USD 971 k +35,822 +2%
Modera Wealth Management
18
Modera Wealth Management
New Jersey
USD 40.8 M +USD 2.61 M +96,301 +7%
HighTower Advisors
19
HighTower Advisors
Illinois
USD 37.4 M +USD 1.23 M +45,298 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 27.3 M +USD 1.1 M +40,703 +4%
Ameriprise
21
Ameriprise
Minnesota
USD 25.5 M +USD 1.87 M +68,824 +8%
Bank of America
22
Bank of America
North Carolina
USD 23.7 M +USD 57.2 k +2,108 +0.2%
Capstone Financial Advisors
23
Capstone Financial Advisors
Illinois
USD 23.5 M +USD 28.2 k +1,040 +0.1%
FSM Wealth Advisors
24
FSM Wealth Advisors
Ohio
USD 20.2 M +USD 2.15 M +79,379 +12%
Brandywine Oak Private Wealth
25
Brandywine Oak Private Wealth
Pennsylvania
USD 19.5 M +USD 279 k +10,294 +1%
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