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Aptus Capital Advisors’s iShares Global REIT ETF REET Stock Holding History

Aptus Capital Advisors’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 		$526K Buy
19,060
+100
+0.5% +$2.71K ﹤0.01% 774
2026
Q1 		$477K Sell
18,960
-885
-4% -$23K ﹤0.01% 728
2025
Q4 		$495K Sell
19,845
-867
-4% -$21.9K ﹤0.01% 731
2025
Q3 		$529K Buy
20,712
+275
+1% +$6.9K ﹤0.01% 687
2025
Q2 		$505K Buy
20,437
+595
+3% +$14.4K ﹤0.01% 669
2025
Q1 		$481K Buy
19,842
+1,745
+10% +$42.5K 0.01% 649
2024
Q4 		$434K Buy
18,097
+1,675
+10% +$42.8K ﹤0.01% 682
2024
Q3 		$438K Buy
16,422
+2,522
+18% +$63.8K 0.01% 573
2024
Q2 		$323K Buy
13,900
+1,221
+10% +$27.9K 0.01% 602
2024
Q1 		$300K Buy
12,679
+2,364
+23% +$55.3K 0.01% 631
2023
Q4 		$249K Buy
10,315
+3,025
+41% +$66.2K 0.01% 498
2023
Q3 		$154K Sell
7,290
-135
-2% -$3.09K ﹤0.01% 588
2023
Q2 		$171K Buy
7,425
+2,100
+39% +$47.9K ﹤0.01% 494
2023
Q1 		$122K Buy
5,325
+1,893
+55% +$44.7K ﹤0.01% 503
2022
Q4 		$77.9K Sell
3,432
-2,853
-45% -$63.6K ﹤0.01% 554
2022
Q3 		$134K Buy
6,285
+2,514
+67% +$61.9K ﹤0.01% 475
2022
Q2 		$91K Buy
3,771
+1,428
+61% +$38K ﹤0.01% 429
2022
Q1 		$68K Buy
2,343
+2,296
+4,885% +$65.6K ﹤0.01% 492
2021
Q4 		$1K Sell
47
-2
-4% -$58 ﹤0.01% 551
2021
Q3 		$1K Hold
49
– – ﹤0.01% 531
2021
Q2 		$1K Hold
49
– – ﹤0.01% 557
2021
Q1 		$1K Hold
49
– – ﹤0.01% 510
2020
Q4 		$1K Hold
49
– – ﹤0.01% 466
2020
Q3 		$1K Sell
49
-105
-68% -$2.25K ﹤0.01% 463
2020
Q2 		$3K Sell
154
-522
-77% -$10.6K ﹤0.01% 396
2020
Q1 		$12K Sell
676
-142
-17% -$3.62K ﹤0.01% 359
2019
Q4 		$22K Sell
818
-201
-20% -$5.64K ﹤0.01% 427
2019
Q3 		$28K Buy
+1,019
New +$27.9K ﹤0.01% 413

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 29.2% 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

Aptus Capital Advisors's REET Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Global REIT ETF (REET) stake by 0.53% in Q2 2026, buying an estimated $2.71K and bringing the position to 19,060 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Aptus Capital Advisors first reported a position in REET in Q3 2019 and has held it in 28 quarters since. The position peaked at $529K in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Aptus Capital Advisors held 19,060 shares of iShares Global REIT ETF worth $526K as of Q2 2026.
  • Aptus Capital Advisors bought 100 iShares Global REIT ETF shares in Q2 2026, an estimated $2.71K.
  • iShares Global REIT ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #774 holding.
  • Aptus Capital Advisors first reported a position in iShares Global REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's iShares Global REIT ETF position peaked at $529K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.