Signals

← Signals

☆REET

306 in-universe funds with a nonzero position in REET within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#21499
Score / z0.000 / -0.00
Consensus114.21 over 187 funds
Momentumnot computed

Price & positioning

223 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 154.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 138.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 124.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 122.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 88.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 77.7 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 66.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 45.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 42.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 41.2 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 39.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 37.6 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 36.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 30.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 22.6 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 21.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 18.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 17.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 16.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 16.2 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 15.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 13.7 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 12.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 12.3 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 12.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 11.1 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 10.0 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 9.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 8.0 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 7.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 7.8 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 7.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 6.0 3.3% 2 +1.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 5.4 2.6% 3 +0.2 pp +0.2 pp +2.6 pp +2.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 4.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 4.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 4.4 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 3.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 3.7 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 3.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 2.4 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 1.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 1.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.4 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Sava Infond d.o.o. CIK 0002055882 0.373 242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just REET). Qtrs Held counts distinct quarters this fund has actually held REET (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its REET position size. Δ columns are the percentage-point change in REET's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status