Avant Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Avant Financial Advisors’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	$489K	Buy	17,702 +1,416	+9%	+$38.4K	0.3%	44
2026 Q1	$410K	Sell	16,286 -11,747	-42%	-$305K	0.29%	48
2025 Q4	$699K	Buy	28,033 +136	+0.5%	+$3.44K	0.5%	38
2025 Q3	$713K	Buy	27,897 +921	+3%	+$23.1K	0.54%	36
2025 Q2	$666K	Buy	26,976 +1,054	+4%	+$25.5K	0.55%	36
2025 Q1	$629K	Sell	25,922 -97	-0.4%	-$2.36K	0.57%	36
2024 Q4	$624K	Buy	+26,019	New	+$664K	0.57%	36

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

Avant Financial Advisors's REET Position: Q2 2026 in Review

Avant Financial Advisors increased its iShares Global REIT ETF (REET) stake by 8.7% in Q2 2026, buying an estimated $38.4K and bringing the position to 17,702 shares worth $489K. The position accounts for 0.3% of the portfolio, ranked #44.

Avant Financial Advisors first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $713K in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Avant Financial Advisors held 17,702 shares of iShares Global REIT ETF worth $489K as of Q2 2026.
Avant Financial Advisors bought 1,416 iShares Global REIT ETF shares in Q2 2026, an estimated $38.4K.
iShares Global REIT ETF made up 0.3% of Avant Financial Advisors's portfolio in Q2 2026, its #44 holding.
Avant Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's iShares Global REIT ETF position peaked at $713K in Q3 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.