Aurelius Family Office’s iShares Global REIT ETF REET Stock Holding History

Aurelius Family Office’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	$2.99M	Buy	108,409 +183	+0.2%	+$4.96K	1.18%	20
2026 Q1	$2.72M	Buy	108,226 +2,691	+3%	+$69.9K	1.18%	19
2025 Q4	$2.64M	Buy	105,535 +7,386	+8%	+$187K	1.14%	20
2025 Q3	$2.51M	Buy	98,149 +1,768	+2%	+$44.4K	1.12%	20
2025 Q2	$2.38M	Buy	96,381 +3,938	+4%	+$95.4K	1.13%	21
2025 Q1	$2.24M	Buy	92,443 +419	+0.5%	+$10.2K	1.14%	18
2024 Q4	$2.21M	Buy	+92,024	New	+$2.35M	1.11%	18

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

Aurelius Family Office's REET Position: Q2 2026 in Review

Aurelius Family Office increased its iShares Global REIT ETF (REET) stake by 0.17% in Q2 2026, buying an estimated $4.96K and bringing the position to 108,409 shares worth $2.99M. The position accounts for 1.18% of the portfolio, ranked #20.

Aurelius Family Office first reported a position in REET in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Aurelius Family Office held 108,409 shares of iShares Global REIT ETF worth $2.99M as of Q2 2026.
Aurelius Family Office bought 183 iShares Global REIT ETF shares in Q2 2026, an estimated $4.96K.
iShares Global REIT ETF made up 1.18% of Aurelius Family Office's portfolio in Q2 2026, its #20 holding.
Aurelius Family Office first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.