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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
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Aspiriant LLC's REET Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares Global REIT ETF (REET) stake by 21% in Q1 2026, selling an estimated $79.5K and leaving 11,681 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #279.

Aspiriant LLC first reported a position in REET in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2022. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Aspiriant LLC held 11,681 shares of iShares Global REIT ETF worth $294K as of Q1 2026.
  • Aspiriant LLC sold 3,060 iShares Global REIT ETF shares in Q1 2026, an estimated $79.5K.
  • iShares Global REIT ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #279 holding.
  • Aspiriant LLC first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 14 quarters since.
  • Aspiriant LLC's iShares Global REIT ETF position peaked at $2.35M in Q4 2022.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.