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Alhambra Investment Management’s iShares Global REIT ETF REET Stock Holding History

Alhambra Investment 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 		$5.08M Sell
183,949
-5,447
-3% -$148K 2.22% 12
2026
Q1 		$4.76M Buy
189,396
+8,556
+5% +$222K 2.2% 9
2025
Q4 		$4.51M Buy
180,840
+8,429
+5% +$213K 2.1% 10
2025
Q3 		$4.41M Sell
172,411
-458
-0.3% -$11.5K 2.09% 9
2025
Q2 		$4.27M Sell
172,869
-231
-0.1% -$5.6K 2.12% 8
2025
Q1 		$4.2M Buy
173,100
+3,945
+2% +$96K 2.16% 10
2024
Q4 		$4.05M Buy
169,155
+16,903
+11% +$432K 2.08% 11
2024
Q3 		$4.06M Sell
152,252
-10,351
-6% -$262K 2.11% 12
2024
Q2 		$3.78M Sell
162,603
-36,112
-18% -$826K 2.07% 11
2024
Q1 		$4.71M Sell
198,715
-147
-0.1% -$3.44K 2.57% 8
2023
Q4 		$4.81M Buy
198,862
+2,300
+1% +$50.3K 2.85% 5
2023
Q3 		$4.16M Buy
196,562
+11,402
+6% +$261K 2.74% 5
2023
Q2 		$4.25M Buy
185,160
+4,887
+3% +$111K 2.81% 3
2023
Q1 		$4.13M Buy
180,273
+18,935
+12% +$447K 2.84% 4
2022
Q4 		$3.66M Buy
+161,338
New +$3.6M 2.67% 5

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Alhambra Investment Management's REET Position: Q2 2026 in Review

Alhambra Investment Management reduced its iShares Global REIT ETF (REET) stake by 2.9% in Q2 2026, selling an estimated $148K and leaving 183,949 shares worth $5.08M. The position accounts for 2.22% of the portfolio, ranked #12.

Alhambra Investment Management first reported a position in REET in Q4 2022 and has held it in 15 quarters since. 116 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Alhambra Investment Management held 183,949 shares of iShares Global REIT ETF worth $5.08M as of Q2 2026.
  • Alhambra Investment Management sold 5,447 iShares Global REIT ETF shares in Q2 2026, an estimated $148K.
  • iShares Global REIT ETF made up 2.22% of Alhambra Investment Management's portfolio in Q2 2026, its #12 holding.
  • Alhambra Investment Management first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.