Allworth Financial’s iShares Global REIT ETF REET Stock Holding History

Allworth Financial’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	$277	Hold	10	–	–	﹤0.01%	4921
2026 Q1	$252	Hold	10	–	–	﹤0.01%	4879
2025 Q4	$250	Hold	10	–	–	﹤0.01%	4675
2025 Q3	$256	Hold	10	–	–	﹤0.01%	4575
2025 Q2	$247	Hold	10	–	–	﹤0.01%	4282
2025 Q1	$239	Sell	10 -5,793	-100%	-$141K	﹤0.01%	3836
2024 Q4	$140K	Buy	5,803 +5,793	+57,930%	+$148K	﹤0.01%	1105
2024 Q3	$267	Buy	+10	New	+$253	﹤0.01%	3547
2023 Q2	–	Sell	-639	Closed	-$14.7K	–	3361
2023 Q1	$14.7K	Hold	639	–	–	﹤0.01%	1630
2022 Q4	$14.5K	Buy	+639	New	+$14.2K	﹤0.01%	1532
2022 Q3	–	Sell	-21	Closed	-$1K	–	3037
2022 Q2	$1K	Sell	21 -95	-82%	-$2.53K	﹤0.01%	2237
2022 Q1	$3K	Hold	116	–	–	﹤0.01%	1738
2021 Q4	$4K	Hold	116	–	–	﹤0.01%	1613
2021 Q3	$3K	Buy	116 +95	+452%	+$2.73K	﹤0.01%	1621
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	1484
2021 Q1	$1K	Sell	21 -222	-91%	-$5.48K	﹤0.01%	1416
2020 Q4	$6K	Buy	+243	New	+$5.47K	﹤0.01%	955

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

Allworth Financial's REET Position: Q2 2026 in Review

Allworth Financial held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 10 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #4921.

Allworth Financial first reported a position in REET in Q4 2020 and has held it in 17 quarters since. The position peaked at $140K in Q4 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Allworth Financial held 10 shares of iShares Global REIT ETF worth $277 as of Q2 2026.
Allworth Financial left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4921 holding.
Allworth Financial first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 17 quarters since.
Allworth Financial's iShares Global REIT ETF position peaked at $140K in Q4 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.