AF
REET icon

Aviso Financial’s iShares Global REIT ETF REET Stock Holding History

Aviso Financial’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 		$352K Buy
12,734
+76
+0.6% +$2.06K 0.01% 176
2026
Q1 		$318K Sell
12,658
-151
-1% -$3.92K 0.01% 207
2025
Q4 		$320K Sell
12,809
-240
-2% -$6.06K 0.01% 202
2025
Q3 		$334K Buy
13,049
+782
+6% +$19.6K 0.01% 212
2025
Q2 		$303K Buy
12,267
+814
+7% +$19.7K 0.01% 215
2025
Q1 		$278K Buy
+11,453
New +$279K 0.01% 218

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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

Aviso Financial's REET Position: Q2 2026 in Review

Aviso Financial increased its iShares Global REIT ETF (REET) stake by 0.6% in Q2 2026, buying an estimated $2.06K and bringing the position to 12,734 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #176.

Aviso Financial first reported a position in REET in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Aviso Financial held 12,734 shares of iShares Global REIT ETF worth $352K as of Q2 2026.
  • Aviso Financial bought 76 iShares Global REIT ETF shares in Q2 2026, an estimated $2.06K.
  • iShares Global REIT ETF made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #176 holding.
  • Aviso Financial first reported a position in iShares Global REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.