Aegis Wealth Management (Maryland)’s iShares Global REIT ETF REET Stock Holding History

Aegis Wealth Management (Maryland)’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	$651K	Buy	23,570 +15	+0.1%	+$407	0.31%	71
2026 Q1	$592K	Buy	23,555 +1,542	+7%	+$40K	0.34%	61
2025 Q4	$549K	Sell	22,013 -32,532	-60%	-$822K	0.31%	60
2025 Q3	$1.39M	Sell	54,545 -263	-0.5%	-$6.6K	0.75%	39
2025 Q2	$1.33M	Hold	54,808	–	–	0.8%	36
2025 Q1	$1.33M	Buy	54,808 +2,111	+4%	+$51.4K	0.78%	37
2024 Q4	$1.26M	Buy	+52,697	New	+$1.35M	0.85%	32

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

Aegis Wealth Management (Maryland)'s REET Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its iShares Global REIT ETF (REET) stake by 0.06% in Q2 2026, buying an estimated $407 and bringing the position to 23,570 shares worth $651K. The position accounts for 0.31% of the portfolio, ranked #71.

Aegis Wealth Management (Maryland) first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2025. 319 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Aegis Wealth Management (Maryland) held 23,570 shares of iShares Global REIT ETF worth $651K as of Q2 2026.
Aegis Wealth Management (Maryland) bought 15 iShares Global REIT ETF shares in Q2 2026, an estimated $407.
iShares Global REIT ETF made up 0.31% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #71 holding.
Aegis Wealth Management (Maryland) first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s iShares Global REIT ETF position peaked at $1.39M in Q3 2025.
319 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.