Arax Advisory Partners’s iShares Global REIT ETF REET Stock Holding History

Arax Advisory Partners’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	$1.45M	Buy	+52,516	New	+$1.42M	0.01%	999
2025 Q1	–	Sell	-2,108	Closed	-$50.5K	–	2976
2024 Q4	$50.5K	Buy	+2,108	New	+$53.8K	﹤0.01%	897
2018 Q4	–	Sell	-328	Closed	-$8K	–	604
2018 Q3	$8K	Buy	+328	New	+$8.5K	﹤0.01%	490

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 29.18% 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

Arax Advisory Partners's REET Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 52,516 shares worth $1.45M. The stake represents 0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in REET as recently as Q4 2024.

Arax Advisory Partners first reported a position in REET in Q3 2018 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Arax Advisory Partners held 52,516 shares of iShares Global REIT ETF worth $1.45M as of Q2 2026.
iShares Global REIT ETF was a new Arax Advisory Partners position in Q2 2026.
iShares Global REIT ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #999 holding.
Arax Advisory Partners first reported a position in iShares Global REIT ETF in Q3 2018 and has held it in 3 quarters since.
322 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.