HoldingsChannel.com
Funds Holding REET
HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp3,430,935$94,762 12/31/2019
     REET3,430,935$94,762 12/31/2019
Wells Fargo & Company MN1,296,488$35,808 12/31/2019
     REET1,296,488$35,808 12/31/2019
People s United Financial Inc.1,145,510$31,639 12/31/2019
     REET1,145,510$31,639 12/31/2019
Bank of America Corp DE920,539$25,426 12/31/2019
     REET920,539$25,426 12/31/2019
First Republic Investment Management Inc.916,834$25,323 12/31/2019
     REET916,834$25,323 12/31/2019
FormulaFolio Investments LLC831,873$22,976 12/31/2019
     REET831,873$22,976 12/31/2019
Cahaba Wealth Management Inc.828,280$22,877 12/31/2019
     REET828,280$22,877 12/31/2019
BlackRock Inc.733,622$20,263 12/31/2019
     REET733,622$20,263 12/31/2019
Northwestern Mutual Wealth Management Co.670,596$18,522 12/31/2019
     REET670,596$18,522 12/31/2019
Royal Bank of Canada663,948$18,338 12/31/2019
     REET663,948$18,338 12/31/2019
Partners Capital Investment Group LLP625,306$17,271 12/31/2019
     REET625,306$17,271 12/31/2019
Morgan Stanley563,913$15,576 12/31/2019
     REET563,913$15,576 12/31/2019
Sunbelt Securities Inc.1,994$13,769 12/31/2019
     REET1,994$13,769 12/31/2019
Ameritas Investment Company LLC471,400$13,020 12/31/2019
     REET471,400$13,020 12/31/2019
Brandywine Oak Private Wealth LLC377,696$10,431 12/31/2019
     REET377,696$10,431 12/31/2019
Asset Management One Co. Ltd.377,600$10,429 12/31/2019
     REET377,600$10,429 12/31/2019
Ameriprise Financial Inc.344,615$9,536 12/31/2019
     REET344,615$9,536 12/31/2019
Lester Murray Antman dba SimplyRich305,189$8,362 12/31/2019
     REET305,189$8,362 12/31/2019
Raymond James Financial Services Advisors Inc.285,282$7,880 12/31/2019
     REET285,282$7,880 12/31/2019
Boston Standard Wealth Management LLC283,652$7,834 12/31/2019
     REET283,652$7,834 12/31/2019
Sumitomo Mitsui DS Asset Management Company Ltd269,813$7,452 12/31/2019
     REET269,813$7,452 12/31/2019
Larson Financial Group LLC264,731$7,312 12/31/2019
     REET264,731$7,312 12/31/2019
Goldman Sachs Group Inc.253,785$7,010 12/31/2019
     REET253,785$7,010 12/31/2019
Quadrant Capital Group LLC229,494$6,254 12/31/2019
     REET229,494$6,254 12/31/2019
Voya Investment Management LLC219,125$6,053 12/31/2019
     REET219,125$6,053 12/31/2019
Capstone Financial Advisors Inc.219,126$6,052 12/31/2019
     REET219,126$6,052 12/31/2019
Mirae Asset Global Investments Co. Ltd.218,930$6,047 12/31/2019
     REET218,930$6,047 12/31/2019
Jane Street Group LLC205,846$5,685 12/31/2019
     REET205,846$5,685 12/31/2019
Riverview Trust Co204,136$5,638 12/31/2019
     REET204,136$5,638 12/31/2019
United Capital Financial Advisers LLC199,043$5,498 12/31/2019
     REET199,043$5,498 12/31/2019
Bailard Inc.186,191$5,143 12/31/2019
     REET186,191$5,143 12/31/2019
Susquehanna International Group LLP183,500$5,068 12/31/2019
     REET183,500$5,068 12/31/2019
OptiFour Integrated Wealth Management LLC177,654$4,907 12/31/2019
     REET177,654$4,907 12/31/2019
UBS Group AG169,391$4,678 12/31/2019
     REET169,391$4,678 12/31/2019
Envestnet Asset Management Inc.152,310$4,207 12/31/2019
     REET152,310$4,207 12/31/2019
Allianz Asset Management GmbH147,037$4,061 12/31/2019
     REET147,037$4,061 12/31/2019
CAMG Solamere Management LLC139,656$3,859 12/31/2019
     REET139,656$3,859 12/31/2019
Savant Capital LLC132,515$3,660 12/31/2019
     REET132,515$3,660 12/31/2019
ERn Financial LLC128,273$3,543 12/31/2019
     REET128,273$3,543 12/31/2019
Invesco Ltd.110,174$3,043 12/31/2019
     REET110,174$3,043 12/31/2019
LPL Financial LLC100,759$2,783 12/31/2019
     REET100,759$2,783 12/31/2019
Divergent Wealth Advisors LLC99,800$2,756 12/31/2019
     REET99,800$2,756 12/31/2019
Viewpoint Investment Partners Corp89,600$2,475 12/31/2019
     REET89,600$2,475 12/31/2019
DWM Financial Group Inc.83,664$2,311 12/31/2019
     REET83,664$2,311 12/31/2019
Banque Pictet & Cie SA80,600$2,226 12/31/2019
     REET80,600$2,226 12/31/2019
Pictet North America Advisors SA80,600$2,226 12/31/2019
     REET80,600$2,226 12/31/2019
Commonwealth Equity Services LLC80,506$2,223 12/31/2019
     REET80,506$2,223 12/31/2019
Great Lakes Advisors LLC79,727$2,202 12/31/2019
     REET79,727$2,202 12/31/2019
Phillips Financial Management LLC83,951$2,163 12/31/2019
     REET83,951$2,163 12/31/2019
Truist Financial Corp77,867$2,151 12/31/2019
     REET77,867$2,151 12/31/2019
Fortis Advisors LLC72,393$1,999 12/31/2019
     REET72,393$1,999 12/31/2019
BB&T Securities LLC70,711$1,987 09/30/2019
     REET70,711$1,987 09/30/2019
20 20 Capital Management Inc.67,869$1,911 12/31/2019
     REET67,869$1,911 12/31/2019
Huber Financial Advisors LLC65,135$1,799 12/31/2019
     REET65,135$1,799 12/31/2019
Truewealth LLC62,822$1,735 12/31/2019
     REET62,822$1,735 12/31/2019
Sequoia Financial Advisors LLC61,669$1,703 12/31/2019
     REET61,669$1,703 12/31/2019
180 Wealth Advisors LLC55,384$1,540 12/31/2019
     REET55,384$1,540 12/31/2019
Altavista Wealth Management Inc.52,203$1,442 12/31/2019
     REET52,203$1,442 12/31/2019
Wealthspire Advisors L.P.51,047$1,410 12/31/2019
     REET51,047$1,410 12/31/2019
Professional Financial Advisors LLC50,311$1,390 12/31/2019
     REET50,311$1,390 12/31/2019
Prudential Financial Inc.48,000$1,326 12/31/2019
     REET48,000$1,326 12/31/2019
Chicago Partners Investment Group LLC47,262$1,323 12/31/2019
     REET47,262$1,323 12/31/2019
CLS Investments LLC46,029$1,271 12/31/2019
     REET46,029$1,271 12/31/2019
Fure Financial Corp45,742$1,263 12/31/2019
     REET45,742$1,263 12/31/2019
Kathmere Capital Management LLC45,058$1,245 12/31/2019
     REET45,058$1,245 12/31/2019
Ladenburg Thalmann Financial Services Inc.40,655$1,106 12/31/2019
     REET40,655$1,106 12/31/2019
Wintrust Investments LLC37,664$1,040 12/31/2019
     REET37,664$1,040 12/31/2019
Benjamin F. Edwards & Company Inc.37,364$1,032 12/31/2019
     REET37,364$1,032 12/31/2019
Arete Wealth Advisors LLC36,093$997 12/31/2019
     REET36,093$997 12/31/2019
Citadel Advisors LLC35,844$990 12/31/2019
     REET35,844$990 12/31/2019
BOK Financial Private Wealth Inc.35,620$984 12/31/2019
     REET35,620$984 12/31/2019
Raymond James & Associates34,921$965 12/31/2019
     REET34,921$965 12/31/2019
Bar Harbor Trust Services33,301$919 12/31/2019
     REET33,301$919 12/31/2019
Advisory Services Network LLC30,904$854 12/31/2019
     REET30,904$854 12/31/2019
First Mercantile Trust Co.29,619$818 12/31/2019
     REET29,619$818 12/31/2019
WealthPLAN Partners LLC27,167$774 12/31/2019
     REET27,167$774 12/31/2019
Exencial Wealth Advisors LLC25,904$715 12/31/2019
     REET25,904$715 12/31/2019
Hayden Royal LLC25,016$702 09/30/2019
     REET25,016$702 09/30/2019
Fifth Third Bancorp24,339$672 12/31/2019
     REET24,339$672 12/31/2019
First Merchants Corp22,650$625 12/31/2019
     REET22,650$625 12/31/2019
US Bancorp DE21,074$582 12/31/2019
     REET21,074$582 12/31/2019
Riverpoint Wealth Management Holdings LLC20,699$572 12/31/2019
     REET20,699$572 12/31/2019
Nicolet Advisory Services LLC19,380$535 12/31/2019
     REET19,380$535 12/31/2019
Advisor Group Inc.19,299$534 12/31/2019
     REET19,299$534 12/31/2019
Brio Consultants LLC19,030$526 12/31/2019
     REET19,030$526 12/31/2019
Creative Planning18,178$502 12/31/2019
     REET18,178$502 12/31/2019
HBK Investments L P17,508$484 12/31/2019
     REET17,508$484 12/31/2019
Brand Asset Management Group Inc.17,309$478 12/31/2019
     REET17,309$478 12/31/2019
Cetera Advisor Networks LLC15,905$440 12/31/2019
     REET15,905$440 12/31/2019
Bank of Montreal Can15,495$428 12/31/2019
     REET15,495$428 12/31/2019
Private Advisor Group LLC15,232$420 12/31/2019
     REET15,232$420 12/31/2019
Cascadia Advisory Services LLC15,222$420 12/31/2019
     REET15,222$420 12/31/2019
Northwest Capital Management Inc14,683$406 12/31/2019
     REET14,683$406 12/31/2019
HBW Advisory Services LLC14,138$386 12/31/2019
     REET14,138$386 12/31/2019
SG Americas Securities LLC13,200$365 12/31/2019
     REET13,200$365 12/31/2019
Gainplan LLC13,208$365 12/31/2019
     REET13,208$365 12/31/2019
MidWestOne Financial Group Inc.13,102$361 12/31/2019
     REET13,102$361 12/31/2019
Mid Atlantic Financial Management Inc. ADV12,606$348 12/31/2019
     REET12,606$348 12/31/2019
Sigma Planning Corp12,400$343 12/31/2019
     REET12,400$343 12/31/2019
Sowell Financial Services LLC12,290$339 12/31/2019
     REET12,290$339 12/31/2019
Natixis Advisors L.P.11,947$330 12/31/2019
     REET11,947$330 12/31/2019
AE Wealth Management LLC11,743$324 12/31/2019
     REET11,743$324 12/31/2019
Cetera Advisors LLC11,411$318 12/31/2019
     REET11,411$318 12/31/2019
First National Bank of Omaha10,883$301 12/31/2019
     REET10,883$301 12/31/2019
Cookson Peirce & Co. Inc.10,100$279 12/31/2019
     REET10,100$279 12/31/2019
HawsGoodwin Investment Management LLC9,911$274 12/31/2019
     REET9,911$274 12/31/2019
Sawtooth Solutions LLC9,892$273 12/31/2019
     REET9,892$273 12/31/2019
Northwest Wealth Management LLC9,399$260 12/31/2019
     REET9,399$260 12/31/2019
Cambridge Investment Research Advisors Inc.8,959$247 12/31/2019
     REET8,959$247 12/31/2019
Stonehage Fleming Financial Services Holdings Ltd8,875$245 12/31/2019
     REET8,875$245 12/31/2019
Pinnacle Associates Ltd.8,223$227 12/31/2019
     REET8,223$227 12/31/2019
Change Path LLC8,064$223 12/31/2019
     REET8,064$223 12/31/2019
Parametric Portfolio Associates LLC7,981$220 12/31/2019
     REET7,981$220 12/31/2019
BOKF NA7,703$213 12/31/2019
     REET7,703$213 12/31/2019
Qube Research & Technologies Ltd7,719$213 12/31/2019
     REET7,719$213 12/31/2019
MML Investors Services LLC7,509$207 12/31/2019
     REET7,509$207 12/31/2019
Private Ocean LLC7,473$207 12/31/2019
     REET7,473$207 12/31/2019
Tranquility Partners LLC7,500$207 12/31/2019
     REET7,500$207 12/31/2019
National Asset Management Inc.7,269$201 12/31/2019
     REET7,269$201 12/31/2019
Parallel Advisors LLC6,528$180 12/31/2019
     REET6,528$180 12/31/2019
TCI Wealth Advisors Inc.6,427$178 12/31/2019
     REET6,427$178 12/31/2019
Gradient Investments LLC5,624$155 12/31/2019
     REET5,624$155 12/31/2019
Coastal Investment Advisors Inc.5,415$154 12/31/2019
     REET5,415$154 12/31/2019
Citigroup Inc.5,133$142 12/31/2019
     REET5,133$142 12/31/2019
Baker Ellis Asset Management LLC4,401$122 12/31/2019
     REET4,401$122 12/31/2019
IFP Advisors Inc3,682$100 12/31/2019
     REET3,682$100 12/31/2019
Guidant Wealth Advisors2,900$81 09/30/2019
     REET2,900$81 09/30/2019
Thompson Siegel & Walmsley LLC2,800$77 12/31/2019
     REET2,800$77 12/31/2019
TD Capital Management LLC2,602$72 12/31/2019
     REET2,602$72 12/31/2019
First Interstate Bank2,147$60 12/31/2019
     REET2,147$60 12/31/2019
Raab & Moskowitz Asset Management LLC1,990$54 12/31/2019
     REET1,990$54 12/31/2019
PNC Financial Services Group Inc.1,775$49 12/31/2019
     REET1,775$49 12/31/2019
AdvisorNet Financial Inc1,533$42 12/31/2019
     REET1,533$42 12/31/2019
Cordasco Financial Network1,350$37 12/31/2019
     REET1,350$37 12/31/2019
First Command Advisory Services Inc.1,042$29 12/31/2019
     REET1,042$29 12/31/2019
Sound Income Strategies LLC931$26 12/31/2019
     REET931$26 12/31/2019
LifePlan Financial Group Inc833$23 12/31/2019
     REET833$23 12/31/2019
Aptus Capital Advisors LLC818$22 12/31/2019
     REET818$22 12/31/2019
PSI Advisors LLC745$20 12/31/2019
     REET745$20 12/31/2019
Mycio Wealth Partners LLC645$18 12/31/2019
     REET645$18 12/31/2019
Squar Milner Financial Services LLC605$16 12/31/2019
     REET605$16 12/31/2019
CFM Wealth Partners LLC558$16 12/31/2019
     REET558$16 12/31/2019
Front Row Advisors LLC500$14 12/31/2019
     REET500$14 12/31/2019
Pacific Center for Financial Services486$13 12/31/2019
     REET486$13 12/31/2019
Steward Partners Investment Advisory LLC435$12 12/31/2019
     REET435$12 12/31/2019
Valeo Financial Advisors LLC351$10 12/31/2019
     REET351$10 12/31/2019
Personal Wealth Partners295$8 12/31/2019
     REET295$8 12/31/2019
Deutsche Bank AG288$7 12/31/2019
     REET288$7 12/31/2019
MUFG Americas Holdings Corp236$7 12/31/2019
     REET236$7 12/31/2019
Proequities Inc.207$6 12/31/2019
     REET207$6 12/31/2019
CWM LLC162$4 12/31/2019
     REET162$4 12/31/2019
FMR LLC99$3 12/31/2019
     REET99$3 12/31/2019
Signaturefd LLC95$3 12/31/2019
     REET95$3 12/31/2019
Lowe Wealth Advisors LLC124$3 12/31/2019
     REET124$3 12/31/2019
Mark Sheptoff Financial Planning LLC126$3 12/31/2019
     REET126$3 12/31/2019
Arkadios Wealth Advisors27$1 12/31/2019
     REET27$1 12/31/2019
Massmutual Trust Co. FSB ADV45$1 09/30/2019
     REET45$1 09/30/2019
Asset Dedication LLC22$0 12/31/2019
     REET22$0 12/31/2019
Column Capital Advisors LLC1$0 12/31/2019
     REET1$0 12/31/2019
Liberty Wealth Management LLC18$0 12/31/2019
     REET18$0 12/31/2019

See Summary: Institutional Holders of REET
See Details: Top 10 Hedge Funds Holding REET
Also See: REET Holdings Changes

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