BP
REET icon

Ballentine Partners’s iShares Global REIT ETF REET Stock Holding History

Ballentine Partners’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 		$304K Sell
11,005
-483
-4% -$13.1K ﹤0.01% 782
2026
Q1 		$289K Sell
11,488
-521
-4% -$13.5K ﹤0.01% 761
2025
Q4 		$300K Buy
12,009
+556
+5% +$14K ﹤0.01% 723
2025
Q3 		$293K Buy
11,453
+739
+7% +$18.5K ﹤0.01% 721
2025
Q2 		$265K Sell
10,714
-531
-5% -$12.9K ﹤0.01% 740
2025
Q1 		$273K Buy
11,245
+2,449
+28% +$59.6K ﹤0.01% 659
2024
Q4 		$211K Buy
8,796
+118
+1% +$3.01K ﹤0.01% 766
2024
Q3 		$232K Buy
+8,678
New +$219K ﹤0.01% 695
2024
Q2 		– Sell
-9,210
Closed -$218K – 792
2024
Q1 		$218K Sell
9,210
-1,190
-11% -$27.8K ﹤0.01% 640
2023
Q4 		$251K Buy
10,400
+454
+5% +$9.93K 0.01% 559
2023
Q3 		$211K Buy
9,946
+477
+5% +$10.9K ﹤0.01% 542
2023
Q2 		$218K Buy
+9,469
New +$216K 0.01% 531

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

Ballentine Partners's REET Position: Q2 2026 in Review

Ballentine Partners reduced its iShares Global REIT ETF (REET) stake by 4.2% in Q2 2026, selling an estimated $13.1K and leaving 11,005 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Ballentine Partners first reported a position in REET in Q2 2023 and has held it in 12 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Ballentine Partners held 11,005 shares of iShares Global REIT ETF worth $304K as of Q2 2026.
  • Ballentine Partners sold 483 iShares Global REIT ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Global REIT ETF made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #782 holding.
  • Ballentine Partners first reported a position in iShares Global REIT ETF in Q2 2023 and has held it in 12 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.