55 North Private Wealth’s iShares Global REIT ETF REET Stock Holding History

55 North Private Wealth’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Buy	77,981 +8,760	+13%	+$238K	0.42%	34
2026 Q1	$1.74M	Buy	69,221 +3,846	+6%	+$99.9K	0.45%	36
2025 Q4	$1.63M	Buy	+65,375	New	+$1.65M	0.43%	35

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

55 North Private Wealth's REET Position: Q2 2026 in Review

55 North Private Wealth increased its iShares Global REIT ETF (REET) stake by 13% in Q2 2026, buying an estimated $238K and bringing the position to 77,981 shares worth $2.15M. The position accounts for 0.42% of the portfolio, ranked #34.

55 North Private Wealth first reported a position in REET in Q4 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold REET as of Q2 2026.

55 North Private Wealth held 77,981 shares of iShares Global REIT ETF worth $2.15M as of Q2 2026.
55 North Private Wealth bought 8,760 iShares Global REIT ETF shares in Q2 2026, an estimated $238K.
iShares Global REIT ETF made up 0.42% of 55 North Private Wealth's portfolio in Q2 2026, its #34 holding.
55 North Private Wealth first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 3 quarters since.
319 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.