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iShares Global REIT ETF
REET

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$171M +$43.3M +1,944,245 +35%
Morgan Stanley
2
Morgan Stanley
New York
$118M +$4.63M +207,716 +4%
HSBC Holdings
3
HSBC Holdings
United Kingdom
$95.3M – – –
M&T Bank
4
M&T Bank
New York
$90.7M +$2.86M +128,258 +3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$65M +$2.98M +133,840 +5%
SC
6
Savant Capital
Illinois
$57.2M +$19.3M +866,125 +51%
PCIG
7
Partners Capital Investment Group
Massachusetts
$38.3M +$2.51M +112,493 +7%
CFA
8
Capstone Financial Advisors
Illinois
$31.4M +$6.64M +297,814 +27%
LPL Financial
9
LPL Financial
California
$29.9M -$366K -16,434 -1%
Wells Fargo
10
Wells Fargo
California
$27.7M -$2.62M -117,362 -9%
OCM
11
One Capital Management
California
$24.1M +$3.21M +144,180 +16%
SW
12
SVB Wealth
Massachusetts
$23.7M +$945K +42,393 +4%
MWM
13
Modera Wealth Management
New Jersey
$23.2M +$19.2M +860,840 +529%
HighTower Advisors
14
HighTower Advisors
Illinois
$22.3M -$756K -33,898 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$21.8M -$1.7M -76,302 -7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$18.9M -$194K -8,688 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$18.2M -$610K -27,374 -3%
PP
18
PDS Planning
Ohio
$16.4M +$728K +32,673 +5%
Goldman Sachs
19
Goldman Sachs
New York
$15.8M +$186K +8,345 +1%
Bank of America
20
Bank of America
North Carolina
$14.9M +$2.41M +108,278 +20%
SMDAM
21
Sumitomo Mitsui DS Asset Management
Japan
$14.7M – – –
KFAA
22
Klaas Financial Asset Advisors
Illinois
$13.5M +$1.22M +54,789 +10%
CAN
23
Cetera Advisor Networks
California
$12.5M +$12M +537,927 +4,888%
WA
24
Wilshire Advisors
California
$11.9M +$57.4K +2,575 +0.5%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$11.9M +$471K +21,147 +4%
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