Aspiriant LLC’s iShares Global REIT ETF REET Stock Holding History

Aspiriant LLC’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	$303K	Sell	10,953 -728	-6%	-$19.7K	0.01%	315
2026 Q1	$294K	Sell	11,681 -3,060	-21%	-$79.5K	0.01%	279
2025 Q4	$368K	Sell	14,741 -852	-5%	-$21.5K	0.01%	250
2025 Q3	$399K	Sell	15,593 -4,611	-23%	-$116K	0.01%	221
2025 Q2	$499K	Sell	20,204 -8,092	-29%	-$196K	0.02%	199
2025 Q1	$686K	Sell	28,296 -10,208	-27%	-$249K	0.02%	163
2024 Q4	$923K	Sell	38,504 -12,889	-25%	-$329K	0.03%	147
2024 Q3	$1.37M	Sell	51,393 -5,614	-10%	-$142K	0.05%	120
2024 Q2	$1.33M	Sell	57,007 -4,239	-7%	-$96.9K	0.05%	120
2024 Q1	$1.45M	Sell	61,246 -13,913	-19%	-$326K	0.06%	115
2023 Q4	$1.82M	Sell	75,159 -7,320	-9%	-$160K	0.08%	97
2023 Q3	$1.75M	Sell	82,479 -16,216	-16%	-$371K	0.09%	96
2023 Q2	$2.27M	Sell	98,695 -3,797	-4%	-$86.5K	0.11%	86
2023 Q1	$2.35M	Sell	102,492 -1,119	-1%	-$26.4K	0.12%	81
2022 Q4	$2.35M	Buy	+103,611	New	+$2.31M	0.12%	79

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

Aspiriant LLC's REET Position: Q2 2026 in Review

Aspiriant LLC reduced its iShares Global REIT ETF (REET) stake by 6.2% in Q2 2026, selling an estimated $19.7K and leaving 10,953 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #315.

Aspiriant LLC first reported a position in REET in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q4 2022. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Aspiriant LLC held 10,953 shares of iShares Global REIT ETF worth $303K as of Q2 2026.
Aspiriant LLC sold 728 iShares Global REIT ETF shares in Q2 2026, an estimated $19.7K.
iShares Global REIT ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #315 holding.
Aspiriant LLC first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
Aspiriant LLC's iShares Global REIT ETF position peaked at $2.35M in Q4 2022.
321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.