AWM
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AE Wealth Management’s iShares Global REIT ETF REET Stock Holding History

AE Wealth Management’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 		$932K Buy
33,744
+5,802
+21% +$157K ﹤0.01% 942
2026
Q1 		$703K Buy
27,942
+702
+3% +$18.2K ﹤0.01% 960
2025
Q4 		$680K Sell
27,240
-1,335
-5% -$33.7K ﹤0.01% 933
2025
Q3 		$730K Sell
28,575
-1,975
-6% -$49.6K ﹤0.01% 837
2025
Q2 		$755K Sell
30,550
-1,750
-5% -$42.4K 0.01% 796
2025
Q1 		$784K Sell
32,300
-996
-3% -$24.2K 0.01% 781
2024
Q4 		$798K Buy
33,296
+155
+0.5% +$3.96K 0.01% 763
2024
Q3 		$885K Buy
33,141
+393
+1% +$9.94K 0.01% 722
2024
Q2 		$761K Sell
32,748
-911
-3% -$20.8K 0.01% 777
2024
Q1 		$797K Sell
33,659
-115,001
-77% -$2.69M 0.01% 706
2023
Q4 		$3.47M Sell
148,660
-15,575
-9% -$341K 0.02% 712
2023
Q3 		$3.48M Buy
164,235
+10,932
+7% +$250K 0.02% 659
2023
Q2 		$3.52M Buy
153,303
+22,731
+17% +$518K 0.02% 651
2023
Q1 		$2.99M Buy
130,572
+7,603
+6% +$179K 0.02% 665
2022
Q4 		$2.79M Buy
122,969
+48,518
+65% +$1.08M 0.02% 635
2022
Q3 		$1.58M Buy
74,451
+28,244
+61% +$696K 0.01% 777
2022
Q2 		$1.12M Buy
46,207
+3,843
+9% +$102K 0.01% 853
2022
Q1 		$1.24M Buy
42,364
+7,597
+22% +$217K 0.01% 854
2021
Q4 		$1.06M Buy
34,767
+10,732
+45% +$314K 0.01% 908
2021
Q3 		$659K Buy
24,035
+8,502
+55% +$244K 0.01% 1040
2021
Q2 		$431K Buy
15,533
+4,440
+40% +$121K ﹤0.01% 1198
2021
Q1 		$283K Buy
11,093
+873
+9% +$21.6K ﹤0.01% 1275
2020
Q4 		$245K Sell
10,220
-930
-8% -$20.9K ﹤0.01% 1211
2020
Q3 		$234K Sell
11,150
-4,080
-27% -$87.2K ﹤0.01% 1129
2020
Q2 		$318K Buy
15,230
+2,784
+22% +$56.3K ﹤0.01% 1002
2020
Q1 		$238K Buy
12,446
+703
+6% +$17.9K 0.01% 953
2019
Q4 		$324K Buy
11,743
+3,621
+45% +$102K 0.01% 874
2019
Q3 		$228K Buy
+8,122
New +$222K 0.01% 885

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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

AE Wealth Management's REET Position: Q2 2026 in Review

AE Wealth Management increased its iShares Global REIT ETF (REET) stake by 21% in Q2 2026, buying an estimated $157K and bringing the position to 33,744 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

AE Wealth Management first reported a position in REET in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.52M in Q2 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • AE Wealth Management held 33,744 shares of iShares Global REIT ETF worth $932K as of Q2 2026.
  • AE Wealth Management bought 5,802 iShares Global REIT ETF shares in Q2 2026, an estimated $157K.
  • iShares Global REIT ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #942 holding.
  • AE Wealth Management first reported a position in iShares Global REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • AE Wealth Management's iShares Global REIT ETF position peaked at $3.52M in Q2 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.