Advisory Services Network’s iShares Global REIT ETF REET Stock Holding History

Advisory Services Network’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	$4.6M	Sell	166,482 -3,460	-2%	-$93.8K	0.05%	381
2026 Q1	$4.27M	Buy	169,942 +23,401	+16%	+$608K	0.06%	366
2025 Q4	$3.66M	Buy	146,541 +145,966	+25,385%	+$3.69M	0.05%	395
2025 Q3	$14.7K	Buy	+575	New	+$14.4K	﹤0.01%	3101
2024 Q1	–	Sell	-5,895	Closed	-$143K	–	3173
2023 Q4	$143K	Buy	+5,895	New	+$129K	﹤0.01%	1445
2023 Q2	–	Sell	-6,730	Closed	-$154K	–	3153
2023 Q1	$154K	Sell	6,730 -217	-3%	-$5.12K	﹤0.01%	1423
2022 Q4	$158K	Buy	+6,947	New	+$155K	﹤0.01%	1376
2022 Q2	–	Sell	-12,687	Closed	-$371K	–	1473
2022 Q1	$371K	Sell	12,687 -513	-4%	-$14.7K	0.01%	1036
2021 Q4	$404K	Sell	13,200 -788	-6%	-$23K	0.01%	968
2021 Q3	$383K	Buy	13,988 +110	+0.8%	+$3.16K	0.01%	986
2021 Q2	$385K	Buy	13,878 +1,171	+9%	+$32K	0.01%	984
2021 Q1	$324K	Sell	12,707 -1,102	-8%	-$27.2K	0.01%	991
2020 Q4	$330K	Sell	13,809 -6,525	-32%	-$147K	0.01%	901
2020 Q3	$428K	Sell	20,334 -7,819	-28%	-$167K	0.02%	687
2020 Q2	$588K	Sell	28,153 -2,409	-8%	-$48.7K	0.03%	547
2020 Q1	$585K	Sell	30,562 -342	-1%	-$8.72K	0.04%	481
2019 Q4	$854K	Buy	30,904 +16,276	+111%	+$457K	0.04%	465
2019 Q3	$390K	Hold	14,628	–	–	0.02%	622
2019 Q2	$390K	Buy	14,628 +13,771	+1,607%	+$368K	0.02%	620
2019 Q1	$23K	Buy	+857	New	+$22.1K	﹤0.01%	1558
2018 Q2	–	Sell	-2	Closed	–	–	2648
2018 Q1	$0	Sell	2 -131	-98%	-$3.25K	﹤0.01%	2692
2017 Q4	$3K	Buy	+133	New	+$3.43K	﹤0.01%	2286

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 Services Network's REET Position: Q2 2026 in Review

Advisory Services Network reduced its iShares Global REIT ETF (REET) stake by 2% in Q2 2026, selling an estimated $93.8K and leaving 166,482 shares worth $4.6M. The position accounts for 0.05% of the portfolio, ranked #381.

Advisory Services Network first reported a position in REET in Q4 2017 and has held it in 22 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Advisory Services Network held 166,482 shares of iShares Global REIT ETF worth $4.6M as of Q2 2026.
Advisory Services Network sold 3,460 iShares Global REIT ETF shares in Q2 2026, an estimated $93.8K.
iShares Global REIT ETF made up 0.05% of Advisory Services Network's portfolio in Q2 2026, its #381 holding.
Advisory Services Network first reported a position in iShares Global REIT ETF in Q4 2017 and has held it in 22 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.