Affinity Wealth’s iShares Global REIT ETF REET Stock Holding History

Affinity Wealth’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 Q1	–	Sell	-96	Closed	-$2.4K	–	57
2025 Q4	$2.4K	Buy	+96	New	+$2.42K	﹤0.01%	50

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Affinity Wealth's REET Position: Q1 2026 in Review

Affinity Wealth sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 96 shares — an estimated $2.4K sold.

Affinity Wealth first reported a position in REET in Q4 2025 and held it in 1 quarter. The position peaked at $2.4K in Q4 2025. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Affinity Wealth reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
Affinity Wealth sold 96 iShares Global REIT ETF shares in Q1 2026, an estimated $2.4K.
Affinity Wealth first reported a position in iShares Global REIT ETF in Q4 2025 and held it in 1 quarter.
Affinity Wealth's iShares Global REIT ETF position peaked at $2.4K in Q4 2025.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Affinity Wealth's 13F filing for Q1 2026, filed 26 Aug 2026.