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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State of New Jersey Common Pension Fund D | $296.4M | 11.8M | —Held | Q1 2026 | |
| 2 | Valmark Advisers, Inc. | $163.0M | 6.5M | ▲+3.1% Added · +197K sh | Q1 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 | $62.6M | 2.5M | ▲+1.2% Added · +29K sh | Q1 2026 | |
| 10 | NEPC LLC | $52.3M | 2.1M | ▲+1.9% Added · +39K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $46.7M | 1.9M | ▲+4.5% Added · +79K sh | Q1 2026 | |
| 12 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $40.1M | 1.6M | ▲+2.1% Added · +32K sh | Q1 2026 | |
| 13 | Sumitomo Mitsui DS Asset Management Company, Ltd | $35.3M | 1.4M | ▼−19% Reduced · −325K sh | Q1 2026 | |
| 14 | BANK OF MONTREAL /CAN/ | $34.7M | 1.4M | ▼−1.5% Reduced · −21K sh | Q1 2026 | |
| 15 | Modera Wealth Management, LLC | $34.7M | 1.4M | ▲+6.2% Added · +81K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $32.9M | 1.3M | ▲+4.7% Added · +59K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $23.8M | 947K | ▲+5.0% Added · +45K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $21.6M | 857K | ▲+13% Added · +100K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $21.5M | 856K | ▲29× Added · +827K sh | Q1 2026 | |
| 20 | Capstone Financial Advisors, Inc. | $21.4M | 850K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 814K | ▲+87% Added · +378K sh | Q1 2026 | |
| 22 | FSM Wealth Advisors, LLC | $20.2M | 732K | ▲+12% Added · +79K sh | Q2 2026 | |
| 23 | BRANDYWINE OAK PRIVATE WEALTH LLC | $19.5M | 707K | ▲+1.5% Added · +10K sh | Q2 2026 | |
| 24 | Amundi | $17.6M | 700K | —Held | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $17.3M | 687K | ▲+1.7% Added · +11K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 94 funds | $19.9B |
| ALPHABET INC-CL AGOOGL | 94 funds | $13.4B |
| META PLATFORMS INC-CLASS AMETA | 94 funds | $8.6B |
| NVIDIA CORPNVDA | 93 funds | $24.4B |
| ALPHABET INC-CL CGOOG | 93 funds | $10.0B |
| BROADCOM INCAVGO | 93 funds | $9.8B |
| JOHNSON & JOHNSONJNJ | 93 funds | $5.5B |
| VISA INC-CLASS A SHARESV | 93 funds | $4.9B |
| TESLA INCTSLA | 93 funds | $4.7B |
| GENERAL ELECTRICGE | 93 funds | $2.5B |
| APPLE INCAAPL | 92 funds | $25.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 92 funds | $14.2B |
Ranked by how many of REET's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.