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

Biltmore 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	$23.5K	Hold	850	–	–	﹤0.01%	303
2026 Q1	$21.4K	Hold	850	–	–	﹤0.01%	290
2025 Q4	$21.2K	Hold	850	–	–	﹤0.01%	287
2025 Q3	$21.7K	Hold	850	–	–	﹤0.01%	258
2025 Q2	$21K	Hold	850	–	–	﹤0.01%	254
2025 Q1	$20.6K	Hold	850	–	–	﹤0.01%	243
2024 Q4	$20.4K	Hold	850	–	–	﹤0.01%	243
2024 Q3	$22.7K	Hold	850	–	–	﹤0.01%	242
2024 Q2	$19.8K	Buy	+850	New	+$19.4K	﹤0.01%	218

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

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

Biltmore Family Office held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 850 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Biltmore Family Office first reported a position in REET in Q2 2024 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Biltmore Family Office held 850 shares of iShares Global REIT ETF worth $23.5K as of Q2 2026.
Biltmore Family Office left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #303 holding.
Biltmore Family Office first reported a position in iShares Global REIT ETF in Q2 2024 and has held it in 9 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.