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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
Q2 		$14.4M Buy
520,857
+51,640
+11% +$1.4M 0.41% 51
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 $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 29.18% 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

BIP Wealth's REET Position: Q2 2026 in Review

BIP Wealth increased its iShares Global REIT ETF (REET) stake by 11% in Q2 2026, buying an estimated $1.4M and bringing the position to 520,857 shares worth $14.4M. The position accounts for 0.41% of the portfolio, ranked #51.

BIP Wealth first reported a position in REET in Q1 2023 and has held it in 14 quarters since. 323 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • BIP Wealth held 520,857 shares of iShares Global REIT ETF worth $14.4M as of Q2 2026.
  • BIP Wealth bought 51,640 iShares Global REIT ETF shares in Q2 2026, an estimated $1.4M.
  • iShares Global REIT ETF made up 0.41% of BIP Wealth's portfolio in Q2 2026, its #51 holding.
  • BIP Wealth first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.