Accelerate Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

Accelerate Investment Advisors’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	$1.47M	Buy	53,302 +1,499	+3%	+$40.7K	0.85%	20
2026 Q1	$1.3M	Buy	51,803 +2,302	+5%	+$59.8K	0.87%	23
2025 Q4	$1.24M	Buy	49,501 +1,817	+4%	+$45.9K	0.83%	24
2025 Q3	$1.22M	Buy	47,684 +7,480	+19%	+$188K	0.83%	25
2025 Q2	$993K	Buy	40,204 +1,493	+4%	+$36.2K	0.74%	27
2025 Q1	$939K	Buy	38,711 +3,101	+9%	+$75.5K	0.79%	26
2024 Q4	$854K	Buy	35,610 +1,278	+4%	+$32.6K	0.75%	28
2024 Q3	$916K	Buy	+34,332	New	+$868K	0.89%	24

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

Accelerate Investment Advisors's REET Position: Q2 2026 in Review

Accelerate Investment Advisors increased its iShares Global REIT ETF (REET) stake by 2.9% in Q2 2026, buying an estimated $40.7K and bringing the position to 53,302 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #20.

Accelerate Investment Advisors first reported a position in REET in Q3 2024 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Accelerate Investment Advisors held 53,302 shares of iShares Global REIT ETF worth $1.47M as of Q2 2026.
Accelerate Investment Advisors bought 1,499 iShares Global REIT ETF shares in Q2 2026, an estimated $40.7K.
iShares Global REIT ETF made up 0.85% of Accelerate Investment Advisors's portfolio in Q2 2026, its #20 holding.
Accelerate Investment Advisors first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 8 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.