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Apella Capital’s iShares Global REIT ETF REET Stock Holding History

Apella Capital’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 		$1.19M Sell
42,490
-8,234
-16% -$223K 0.02% 339
2026
Q1 		$1.39M Sell
50,724
-4,491
-8% -$117K 0.02% 309
2025
Q4 		$1.38M Sell
55,215
-4,953
-8% -$125K 0.03% 243
2025
Q3 		$1.53M Sell
60,168
-29,654
-33% -$744K 0.03% 201
2025
Q2 		$2.22M Sell
89,822
-25,126
-22% -$609K 0.06% 158
2025
Q1 		$2.63M Buy
114,948
+5,091
+5% +$124K 0.09% 117
2024
Q4 		$2.63M Buy
+109,857
New +$2.81M 0.1% 100
2024
Q3 		– Sell
-12,483
Closed -$291K – 326
2024
Q2 		$291K Sell
12,483
-1,948
-13% -$44.5K 0.01% 262
2024
Q1 		$340K Sell
14,431
-1,276
-8% -$29.9K 0.02% 230
2023
Q4 		$373K Sell
15,707
-3,332
-18% -$72.9K 0.02% 211
2023
Q3 		$403K Sell
19,039
-726
-4% -$16.6K 0.03% 183
2023
Q2 		$454K Buy
+19,765
New +$450K 0.03% 178
2022
Q4 		$750K Sell
33,012
-44,598
-57% -$994K 0.07% 128
2022
Q3 		$1.65M Sell
77,610
-12,755
-14% -$314K 0.19% 72
2022
Q2 		$2.19M Buy
90,365
+4,563
+5% +$121K 0.26% 61
2022
Q1 		$2.51M Sell
85,802
-10,751
-11% -$307K 0.35% 50
2021
Q4 		$2.96M Buy
96,553
+15,816
+20% +$462K 0.38% 47
2021
Q3 		$2.21M Buy
80,737
+507
+0.6% +$14.5K 0.32% 62
2021
Q2 		$2.22M Sell
80,230
-5,896
-7% -$161K 0.37% 58
2021
Q1 		$2.19M Sell
86,126
-6,042
-7% -$149K 0.69% 35
2020
Q4 		$2.21M Buy
92,168
+10,348
+13% +$233K 0.77% 33
2020
Q3 		$1.72M Buy
81,820
+11,188
+16% +$239K 0.69% 34
2020
Q2 		$1.48M Buy
70,632
+6,918
+11% +$140K 0.69% 33
2020
Q1 		$1.22M Buy
+63,714
New +$1.62M 0.71% 35

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

Apella Capital's REET Position: Q2 2026 in Review

Apella Capital reduced its iShares Global REIT ETF (REET) stake by 16% in Q2 2026, selling an estimated $223K and leaving 42,490 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #339.

Apella Capital first reported a position in REET in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.96M in Q4 2021. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Apella Capital held 42,490 shares of iShares Global REIT ETF worth $1.19M as of Q2 2026.
  • Apella Capital sold 8,234 iShares Global REIT ETF shares in Q2 2026, an estimated $223K.
  • iShares Global REIT ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #339 holding.
  • Apella Capital first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 24 quarters since.
  • Apella Capital's iShares Global REIT ETF position peaked at $2.96M in Q4 2021.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.