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BIP Wealth’s iShares Global REIT ETF REET Stock Holding History

BIP Wealth’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
Q1 		$11.8M Sell
469,217
-14,580
-3% -$379K 0.48% 43
2025
Q4 		$12.1M Buy
483,797
+14,824
+3% +$375K 0.43% 50
2025
Q3 		$12M Buy
468,973
+20,763
+5% +$521K 0.59% 33
2025
Q2 		$11.1M Sell
448,210
-3,350
-0.7% -$81.2K 0.68% 24
2025
Q1 		$11M Buy
451,560
+28,968
+7% +$705K 0.71% 22
2024
Q4 		$10.1M Buy
422,592
+50,440
+14% +$1.29M 0.68% 21
2024
Q3 		$9.93M Buy
372,152
+30,343
+9% +$767K 0.68% 21
2024
Q2 		$7.95M Sell
341,809
-27,246
-7% -$623K 0.65% 23
2024
Q1 		$8.74M Sell
369,055
-1,647
-0.4% -$38.5K 0.64% 24
2023
Q4 		$8.96M Sell
370,702
-48,755
-12% -$1.07M 0.71% 22
2023
Q3 		$8.88M Sell
419,457
-131,806
-24% -$3.02M 0.82% 20
2023
Q2 		$12.7M Sell
551,263
-67,370
-11% -$1.54M 1.04% 16
2023
Q1 		$14.2M Buy
+618,633
New +$14.6M 1.56% 10

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth's REET Position: Q1 2026 in Review

BIP Wealth reduced its iShares Global REIT ETF (REET) stake by 3% in Q1 2026, selling an estimated $379K and leaving 469,217 shares worth $11.8M. The position accounts for 0.48% of the portfolio, ranked #43.

BIP Wealth first reported a position in REET in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.2M in Q1 2023. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • BIP Wealth held 469,217 shares of iShares Global REIT ETF worth $11.8M as of Q1 2026.
  • BIP Wealth sold 14,580 iShares Global REIT ETF shares in Q1 2026, an estimated $379K.
  • iShares Global REIT ETF made up 0.48% of BIP Wealth's portfolio in Q1 2026, its #43 holding.
  • BIP Wealth first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's iShares Global REIT ETF position peaked at $14.2M in Q1 2023.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.