ISHARES TR

$REET
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Smart money positioned

7 of the Top-200 alpha managers hold $REET as of the latest 13F snapshot.

13F holders
296
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$REET is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.29%, with an average of 0.11% of portfolio. Largest holder: Avant Financial Advisors LLC at 0.29%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Avant Financial Advisors LLC
0.29% NEW
α +10.5pts
02
Level Financial Advisors
0.26% held
α +30.9pts
03
Svb Wealth LLC
0.04% held
α +29.6pts
04
Courier Capital LLC
0.04% held
α +14.9pts
05
RFG Advisory, LLC
0.00% held
α +16.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 296 · Source: 13F-HR
01
Holos Integrated Wealth LLC
0.41% of portfolio
14,771,768 sh
02
Hrt Financial LP
1.14% of portfolio
11,787,000 sh
03
Banyan Capital Management, Inc.
0.01% of portfolio
10,563,140 sh
04
Copperwynd Financial, LLC
14.24% of portfolio
8,466,000 sh
05
1834 Investment Advisors Co.
0.10% of portfolio
6,458,143 sh
06
Valmark Advisers, Inc.
1.93% of portfolio
6,283,171 sh
07
Crestline Management, LP
0.09% of portfolio
5,119,249 sh
08
SPC Financial, Inc.
1.04% of portfolio
4,160,032 sh
09
Axxcess Wealth Management, LLC
2.77% of portfolio
3,284,630 sh
10
State Farm Mutual Automobile Insurance Co.
—
2,640,905 sh
See all 296 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $REET in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $REET in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:09 UTC.