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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

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 29.18% 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

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. 321 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.
  • 321 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.