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iShares Global REIT ETF
REET

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$119M +$8.64M +350,883 +7%
Morgan Stanley
2
Morgan Stanley
New York
$106M +$2.07M +84,023 +2%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$89.4M – – –
M&T Bank
4
M&T Bank
New York
$82.2M +$1.35M +54,639 +1%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$62.4M +$180K +7,295 +0.3%
SC
6
Savant Capital
Illinois
$36.2M +$3.42M +138,846 +9%
PCIG
7
Partners Capital Investment Group
Massachusetts
$33.4M +$2.15M +87,199 +6%
Wells Fargo
8
Wells Fargo
California
$28.5M +$2.51M +101,992 +8%
LPL Financial
9
LPL Financial
California
$28.4M -$277K -11,260 -0.8%
CFA
10
Capstone Financial Advisors
Illinois
$23.1M -$234K -9,490 -0.9%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$22M +$920K +37,332 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$21.6M +$1.58M +64,043 +7%
SW
13
SVB Wealth
Massachusetts
$21.3M +$9.61M +390,118 +64%
OCM
14
One Capital Management
California
$19.5M +$3.12M +126,787 +16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.9M +$312K +12,659 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$17.6M -$556K -22,557 -3%
PP
17
PDS Planning
Ohio
$14.7M +$2.49M +101,114 +17%
Goldman Sachs
18
Goldman Sachs
New York
$14.6M +$77.2K +3,132 +0.5%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$13.8M +$4.69M +190,327 +41%
WFA
20
Wipfli Financial Advisors
Wisconsin
$12.1M +$6.79M +275,499 +94%
Bank of America
21
Bank of America
North Carolina
$11.6M -$5.59M -226,785 -29%
KFAA
22
Klaas Financial Asset Advisors
Illinois
$11.5M +$526K +21,331 +4%
LFG
23
Larson Financial Group
Missouri
$11.5M +$925K +37,546 +7%
WA
24
Wilshire Advisors
California
$11.1M +$49.7K +2,018 +0.4%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$10.7M +$474K +19,245 +4%
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