AssetMark Inc’s iShares Global REIT ETF REET Stock Holding History

AssetMark Inc’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	–	Sell	-65	Closed	-$1.64K	–	3643
2026 Q1	$1.64K	Buy	+65	New	+$1.69K	﹤0.01%	2912
2025 Q4	–	Sell	-8	Closed	-$204	–	3459
2025 Q3	$204	Buy	+8	New	+$201	﹤0.01%	3066
2025 Q1	–	Sell	-6	Closed	-$144	–	2741
2024 Q4	$144	Hold	6	–	–	﹤0.01%	2505
2024 Q3	$160	Buy	+6	New	+$152	﹤0.01%	2188
2022 Q2	–	Sell	-339	Closed	-$10K	–	1634
2022 Q1	$10K	Buy	+339	New	+$9.68K	﹤0.01%	1197
2021 Q1	–	Sell	-232	Closed	-$6K	–	1496
2020 Q4	$6K	Buy	+232	New	+$5.23K	﹤0.01%	1006

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 29.2% 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

AssetMark Inc's REET Position: Q2 2026 in Review

AssetMark Inc sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 65 shares — an estimated $1.64K sold.

AssetMark Inc first reported a position in REET in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

AssetMark Inc reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 65 iShares Global REIT ETF shares in Q2 2026, an estimated $1.64K.
AssetMark Inc first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 6 quarters.
AssetMark Inc's iShares Global REIT ETF position peaked at $10K in Q1 2022.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.