Advisory Alpha’s iShares Global REIT ETF REET Stock Holding History

Advisory Alpha’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	$235K	Buy	8,503 +354	+4%	+$9.6K	0.01%	525
2026 Q1	$205K	Buy	8,149 +87	+1%	+$2.26K	0.01%	529
2025 Q4	$201K	Sell	8,062 -73	-0.9%	-$1.84K	0.01%	503
2025 Q3	$208K	Buy	8,135 +38	+0.5%	+$954	0.01%	500
2025 Q2	$200K	Buy	+8,097	New	+$196K	0.01%	469
2024 Q1	–	Sell	-21,207	Closed	-$513K	–	392
2023 Q4	$513K	Sell	21,207 -296	-1%	-$6.47K	0.02%	200
2023 Q3	$455K	Sell	21,503 -4,536	-17%	-$104K	0.02%	200
2023 Q2	$598K	Buy	26,039 +6,456	+33%	+$147K	0.03%	199
2023 Q1	$449K	Buy	19,583 +1,408	+8%	+$33.2K	0.03%	193
2022 Q4	$413K	Buy	18,175 +1,933	+12%	+$43.1K	0.03%	178
2022 Q3	$345K	Sell	16,242 -9,577	-37%	-$236K	0.03%	192
2022 Q2	$624K	Sell	25,819 -4,623	-15%	-$123K	0.05%	131
2022 Q1	$889K	Buy	30,442 +636	+2%	+$18.2K	0.06%	124
2021 Q4	$912K	Sell	29,806 -22,465	-43%	-$657K	0.05%	132
2021 Q3	$1.43M	Buy	52,271 +15	+0%	+$430	0.1%	97
2021 Q2	$1.45M	Sell	52,256 -2,873	-5%	-$78.5K	0.12%	82
2021 Q1	$1.41M	Buy	+55,129	New	+$1.36M	0.14%	67

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

Advisory Alpha's REET Position: Q2 2026 in Review

Advisory Alpha increased its iShares Global REIT ETF (REET) stake by 4.3% in Q2 2026, buying an estimated $9.6K and bringing the position to 8,503 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #525.

Advisory Alpha first reported a position in REET in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2021. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Advisory Alpha held 8,503 shares of iShares Global REIT ETF worth $235K as of Q2 2026.
Advisory Alpha bought 354 iShares Global REIT ETF shares in Q2 2026, an estimated $9.6K.
iShares Global REIT ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #525 holding.
Advisory Alpha first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 17 quarters since.
Advisory Alpha's iShares Global REIT ETF position peaked at $1.45M in Q2 2021.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.