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Beacon Pointe Advisors’s iShares Global REIT ETF REET Stock Holding History

Beacon Pointe 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 		$1.58M Hold
57,101
– – 0.01% 848
2026
Q1 		$1.44M Buy
57,101
+18,049
+46% +$469K 0.01% 855
2025
Q4 		$974K Buy
39,052
+1
+0% +$25 0.01% 841
2025
Q3 		$998K Buy
39,051
+20,071
+106% +$504K 0.01% 762
2025
Q2 		$469K Sell
18,980
-651
-3% -$15.8K ﹤0.01% 900
2025
Q1 		$476K Hold
19,631
– – 0.01% 862
2024
Q4 		$471K Buy
19,631
+1,000
+5% +$25.5K 0.01% 854
2024
Q3 		$497K Sell
18,631
-7,400
-28% -$187K 0.01% 860
2024
Q2 		$605K Sell
26,031
-1,413
-5% -$32.3K 0.01% 812
2024
Q1 		$650K Sell
27,444
-3,853
-12% -$90.2K 0.01% 816
2023
Q4 		$757K Sell
31,297
-125
-0.4% -$2.73K 0.01% 756
2023
Q3 		$665K Buy
31,422
+3,325
+12% +$76.1K 0.01% 762
2023
Q2 		$645K Sell
28,097
-5,922
-17% -$135K 0.01% 641
2023
Q1 		$780K Sell
34,019
-2,200
-6% -$51.9K 0.01% 612
2022
Q4 		$823K Sell
36,219
-2,569
-7% -$57.3K 0.02% 552
2022
Q3 		$828K Sell
38,788
-901
-2% -$22.2K 0.02% 508
2022
Q2 		$958K Buy
39,689
+1,264
+3% +$33.6K 0.02% 474
2022
Q1 		$1.12M Buy
+38,425
New +$1.1M 0.02% 585

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

Beacon Pointe Advisors's REET Position: Q2 2026 in Review

Beacon Pointe Advisors held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 57,101 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #848.

Beacon Pointe Advisors first reported a position in REET in Q1 2022 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Beacon Pointe Advisors held 57,101 shares of iShares Global REIT ETF worth $1.58M as of Q2 2026.
  • Beacon Pointe Advisors left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #848 holding.
  • Beacon Pointe Advisors first reported a position in iShares Global REIT ETF in Q1 2022 and has held it in 18 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.