296 tracked 13F filers disclose a position in REET as of the latest SEC 13F filings, a combined $2.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State of New Jersey Common Pension Fund D | $325.6M | 11.8M | —Held | Q2 2026 | |
| 2 | Valmark Advisers, Inc. | $184.2M | 6.7M | ▲+2.9% Added · +188K sh | Q2 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.4M | 6.5M | ▲+5.6% Added · +340K sh | Q1 2026 | |
| 4 | Creative Planning | $128.7M | 5.1M | ▲22× Added · +4.9M sh | Q1 2026 | |
| 5 | M&T BANK CORP | $119.6M | 4.8M | ▼−0.2% Reduced · −11K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $108.5M | 4.3M | ▼−14% Reduced · −708K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $88.0M | 3.5M | ▲+2.7% Added · +92K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $77.4M | 3.1M | ▼−12% Reduced · −409K sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $71.8M | 2.6M | ▲+4.3% Added · +107K sh | Q2 2026 | |
| 10 | SageView Advisory Group, LLC | $57.0M | 2.4M | ▲+24% Added · +461K sh | Q4 2024 | |
| 11 | NEPC LLC | $52.3M | 2.1M | ▲+1.9% Added · +39K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $46.7M | 1.9M | ▲+4.5% Added · +79K sh | Q1 2026 | |
| 13 | Heritage Investment Group, Inc. | $48.3M | 1.7M | ▲+1.0% Added · +17K sh | Q2 2026 | |
| 14 | PDS Planning, Inc | $45.4M | 1.6M | ▲+4.0% Added · +64K sh | Q2 2026 | |
| 15 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $45.1M | 1.6M | ▲+2.2% Added · +36K sh | Q2 2026 | |
| 16 | Modera Wealth Management, LLC | $40.8M | 1.5M | ▲+7.0% Added · +96K sh | Q2 2026 | |
| 17 | Sumitomo Mitsui DS Asset Management Company, Ltd | $35.3M | 1.4M | ▼−19% Reduced · −325K sh | Q1 2026 | |
| 18 | BANK OF MONTREAL /CAN/ | $34.7M | 1.4M | ▼−1.5% Reduced · −21K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $32.9M | 1.3M | ▲+4.7% Added · +59K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $23.8M | 947K | ▲+5.0% Added · +45K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $21.6M | 857K | ▲+13% Added · +100K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $21.5M | 856K | ▲29× Added · +827K sh | Q1 2026 | |
| 23 | Capstone Financial Advisors, Inc. | $21.4M | 850K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 814K | ▲+87% Added · +378K sh | Q1 2026 | |
| 25 | FSM Wealth Advisors, LLC | $20.2M | 732K | ▲+12% Added · +79K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in REET and 24 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 157 funds | $90.7B |
| MICROSOFT CORPMSFT | 155 funds | $77.0B |
| NVIDIA CORPNVDA | 154 funds | $112.4B |
| ALPHABET INC-CL AGOOGL | 153 funds | $49.7B |
| AMAZON.COM INCAMZN | 151 funds | $59.0B |
| JPMORGAN CHASE & COJPM | 151 funds | $20.4B |
| ALPHABET INC-CL CGOOG | 150 funds | $32.3B |
| META PLATFORMS INC-CLASS AMETA | 149 funds | $30.4B |
| JOHNSON & JOHNSONJNJ | 149 funds | $16.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 149 funds | $7.7B |
| BROADCOM INCAVGO | 148 funds | $42.8B |
| TESLA INCTSLA | 148 funds | $25.8B |
Ranked by how many of REET's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DGROmc | 1231 funds | $21.4B |
| IUSBmc | 793 funds | $35.3B |
| IQLTmc | 583 funds | $10.4B |
| SHYGmc | 517 funds | $5.3B |
| ICSHmc | 513 funds | $3.8B |
| IEURmc | 414 funds | $5.8B |
| HEFAmc | 409 funds | $5.8B |
| TFLOmc | 391 funds | $3.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for REET
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/REET/capital-change-brief"
Use Arkolith's capital_change_brief for REET. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for REET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.