Abel Hall LLC’s iShares Global REIT ETF REET Stock Holding History

Abel Hall LLC’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	$310K	Sell	11,234 -821	-7%	-$22.3K	0.05%	461
2026 Q1	$303K	Sell	12,055 -518	-4%	-$13.4K	0.06%	406
2025 Q4	$314K	Sell	12,573 -504	-4%	-$12.7K	0.07%	313
2025 Q3	$334K	Sell	13,077 -2,163	-14%	-$54.3K	0.14%	153
2025 Q2	$376K	Sell	15,240 -2,352	-13%	-$57K	0.17%	122
2025 Q1	$427K	Hold	17,592	–	–	0.26%	67
2024 Q4	$422K	Buy	17,592 +2	+0%	+$51	0.27%	62
2024 Q3	$469K	Sell	17,590 -116	-0.7%	-$2.93K	0.31%	52
2024 Q2	$412K	Sell	17,706 -2,712	-13%	-$62K	0.29%	54
2024 Q1	$484K	Buy	20,418 +60	+0.3%	+$1.4K	0.36%	43
2023 Q4	$492K	Buy	+20,358	New	+$445K	0.42%	39

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

Abel Hall LLC's REET Position: Q2 2026 in Review

Abel Hall LLC reduced its iShares Global REIT ETF (REET) stake by 6.8% in Q2 2026, selling an estimated $22.3K and leaving 11,234 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #461.

Abel Hall LLC first reported a position in REET in Q4 2023 and has held it in 11 quarters since. The position peaked at $492K in Q4 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Abel Hall LLC held 11,234 shares of iShares Global REIT ETF worth $310K as of Q2 2026.
Abel Hall LLC sold 821 iShares Global REIT ETF shares in Q2 2026, an estimated $22.3K.
iShares Global REIT ETF made up 0.05% of Abel Hall LLC's portfolio in Q2 2026, its #461 holding.
Abel Hall LLC first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 11 quarters since.
Abel Hall LLC's iShares Global REIT ETF position peaked at $492K in Q4 2023.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.