REET · Insider trading · 13F holders · Congress trades
Ishares Tr (REET)
Who is buying and selling REET: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 60
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
REET at a glance
- No open-market insider purchases or sales of REET were filed in the last 90 days.
- 60 13F filers hold REET among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Polianta Ltd (15.1%), Cooper/haims Advisors, LLC (7.1%) and Heritage Investment Group, Inc. (6.5%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.
- No member of Congress has disclosed a trade in REET.
REET insider trading
No open-market insider purchases or sales of REET were filed in the last 90 days.
Who owns REET? Hedge funds and superinvestors
60 13F filers hold REET among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Polianta Ltd (15.1%), Cooper/haims Advisors, LLC (7.1%) and Heritage Investment Group, Inc. (6.5%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund DPension fund | 1.1% | $325.6M | 11,787,000 | +0.0% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 2.0% | $184.2M | 6,667,766 | +2.9% shares | Q2 2026 |
| Polianta LtdInvestment manager | 15.1% | $122.3M | 4,427,000 | +4.6% shares | Q2 2026 |
| SageView Advisory Group, LLCWealth manager | 2.9% | $89.5M | 3,241,966 | -3.9% shares | Q2 2026 |
| Nepc LLCInstitutional asset manager | 1.1% | $57.5M | 2,080,016 | +0.0% shares | Q2 2026 |
| Heritage Investment Group, Inc.Wealth manager | 6.5% | $48.3M | 1,748,235 | +1.0% shares | Q2 2026 |
| PDS Planning, IncWealth manager | 2.6% | $45.4M | 1,642,967 | +4.0% shares | Q2 2026 |
| Partners Capital Investment Group, LLPHedge fund | 1.6% | $45.1M | 1,631,844 | +2.2% shares | Q2 2026 |
| Capstone Financial Advisors, Inc.Wealth manager | 1.1% | $23.5M | 851,372 | +0.1% shares | Q2 2026 |
| FSM Wealth Advisors, LLCWealth manager | 2.0% | $19.8M | 771,097 | +5.4% shares | Q3 2026 |
| Brandywine Oak Private Wealth LLCWealth manager | 1.4% | $18.7M | 726,300 | +2.8% shares | Q3 2026 |
| Boston Standard Wealth Management, LLCWealth manager | 2.6% | $17.8M | 690,979 | +1.6% shares | Q3 2026 |
| Cooper/haims Advisors, LLCWealth manager | 7.1% | $16.6M | 600,310 | +1.9% shares | Q2 2026 |
| Brooklyn FI, LLCWealth manager | 2.7% | $14.9M | 523,222 | +3.8% shares | Q2 2026 |
| Quent Capital, LLCWealth manager | 0.9% | $14.1M | 508,937 | +0.7% shares | Q2 2026 |
| Morton Brown Family Wealth, LLCWealth manager | 3.1% | $13.9M | 539,546 | +3.7% shares | Q3 2026 |
| Pacific Life Fund Advisors LLCMutual fund manager | 1.4% | $12.8M | 462,437 | New | Q2 2026 |
| Freedom Investment Management, Inc.Wealth manager | 3.4% | $12.3M | 446,830 | -4.8% shares | Q2 2026 |
| Naples Global Advisors, LLCWealth manager | 0.7% | $11.7M | 422,626 | +3.6% shares | Q2 2026 |
| ERn Financial, LLCWealth manager | 1.8% | $11.1M | 431,261 | -1.8% shares | Q3 2026 |
| Waterford Advisors, LLCWealth manager | 2.7% | $9.8M | 356,526 | +4.1% shares | Q2 2026 |
| Diversified Portfolios, Inc.Wealth manager | 0.7% | $9.8M | 354,453 | -28.3% shares | Q2 2026 |
| Cutler Investment Counsel LLCWealth manager | 0.9% | $9.3M | 361,133 | +5.0% shares | Q3 2026 |
| Waldron Private Wealth LLCWealth manager | 0.3% | $9.1M | 328,005 | -3.7% shares | Q2 2026 |
| Causey Wealth LLCWealth manager | 3.5% | $8.8M | 319,875 | +12.9% shares | Q2 2026 |
| Prime Buchholz LLCInstitutional asset manager | 2.3% | $6.5M | 235,330 | +0.0% shares | Q2 2026 |
| Fiduciary Financial Group, LLCWealth manager | 0.7% | $6.4M | 246,832 | +2.9% shares | Q3 2026 |
| GP Brinson Investments LLCAsset manager | 2.3% | $5.4M | 208,553 | +0.0% shares | Q3 2026 |
| Alhambra Investment Management LLCWealth manager | 2.0% | $4.8M | 185,933 | +1.1% shares | Q3 2026 |
| Cornerstone Financial Group, LLC /NE/Wealth manager | 2.5% | $4.1M | 146,636 | +6.5% shares | Q2 2026 |
The 30 largest of 60 positions, by value. Each manager counts with its latest 13F (Q3 2026: 21, Q2 2026: 38, Q1 2026: 1). Screen REET in the grand portfolio →
REET stock trades by members of Congress
No member of Congress has disclosed a trade in REET.
REET questions and answers
Are insiders buying REET stock?
No open-market insider purchases or sales of REET were filed in the last 90 days.
Which hedge funds own REET?
60 13F filers hold REET among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Polianta Ltd (15.1%), Cooper/haims Advisors, LLC (7.1%) and Heritage Investment Group, Inc. (6.5%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.
Has Congress traded REET?
No member of Congress has disclosed a trade in REET.
Who is the largest holder of REET?
Among 13F filers, State of New Jersey Common Pension Fund D reports the largest REET position, $325.6M (11,787,000 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Polianta Ltd's: 15.1% of its portfolio.
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