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iShares Global REIT ETF
REET

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1
Valmark Advisers
Ohio
$139M +$1.68M +68,963 +1%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$138M – – –
BlackRock
3
BlackRock
New York
$120M +$6.02M +247,123 +5%
M&T Bank
4
M&T Bank
New York
$119M +$10.6M +435,670 +10%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$118M +$7.58M +311,477 +7%
Morgan Stanley
6
Morgan Stanley
New York
$82.4M +$300K +12,343 +0.4%
PCIG
7
Partners Capital Investment Group
Massachusetts
$76.9M +$29.7M +1,220,103 +63%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$65.7M -$3.41M -140,000 -5%
SAG
9
SageView Advisory Group
California
$64.6M +$6.95M +285,627 +12%
SC
10
Savant Capital
Illinois
$57.9M +$147K +6,050 +0.3%
LPL Financial
11
LPL Financial
California
$38.1M +$1.86M +76,211 +5%
NL
12
NEPC LLC
Massachusetts
$37.9M +$2M +82,034 +6%
HIG
13
Heritage Investment Group
Florida
$37.8M +$1.06M +43,349 +3%
PP
14
PDS Planning
Ohio
$33M +$949K +38,977 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$28.5M -$2.79M -114,591 -9%
Goldman Sachs
16
Goldman Sachs
New York
$28.3M -$3.02M -124,034 -10%
NWM
17
Nicola Wealth Management
British Columbia, Canada
$27.4M +$3.65M +150,000 +15%
MWM
18
Modera Wealth Management
New Jersey
$25.6M +$1.47M +60,388 +6%
SMDAM
19
Sumitomo Mitsui DS Asset Management
Japan
$24.7M +$1.49M +61,255 +6%
CFA
20
Capstone Financial Advisors
Illinois
$20.3M +$9.47K +389 +0%
DPI
21
Diversified Portfolios Inc
Michigan
$19.8M +$1.06M +43,596 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.2M -$280K -11,499 -1%
Bank of America
23
Bank of America
North Carolina
$18M -$2.3M -94,564 -11%
Wells Fargo
24
Wells Fargo
California
$17.4M -$148K -6,077 -0.8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.3M +$1.44M +59,239 +9%
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