BSWM
REET icon

Boston Standard Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Boston Standard Wealth Management’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 		$18.8M Buy
679,938
+3,637
+0.5% +$98.6K 2.73% 13
2026
Q1 		$17.2M Buy
676,301
+11,657
+2% +$303K 2.81% 11
2025
Q4 		$16.6M Buy
664,644
+31,228
+5% +$789K 2.74% 11
2025
Q3 		$16.2M Buy
633,416
+20,998
+3% +$527K 2.72% 11
2025
Q2 		$15.1M Buy
612,418
+61,261
+11% +$1.48M 2.72% 11
2025
Q1 		$12.8M Sell
551,157
-38,223
-6% -$931K 2.82% 11
2024
Q4 		$14.1M Buy
589,380
+11,128
+2% +$284K 2.75% 12
2024
Q3 		$15.4M Buy
578,252
+27,095
+5% +$685K 3% 12
2024
Q2 		$12.8M Buy
551,157
+17,166
+3% +$393K 2.82% 11
2024
Q1 		$12.6M Buy
533,991
+42,788
+9% +$1M 2.86% 11
2023
Q4 		$10.4M Hold
491,203
– – 2.75% 11
2023
Q3 		$10.4M Buy
491,203
+8,504
+2% +$195K 2.75% 11
2023
Q2 		$11.1M Buy
482,699
+40,385
+9% +$920K 2.84% 11
2023
Q1 		$10.1M Sell
442,314
-4,220
-0.9% -$99.6K 2.91% 11
2022
Q4 		$10.1M Buy
446,534
+22,126
+5% +$493K 3.01% 11
2022
Q3 		$9.03M Buy
424,408
+19,248
+5% +$474K 3.03% 11
2022
Q2 		$9.93M Sell
405,160
-1,494
-0.4% -$39.8K 3.2% 11
2022
Q1 		$11.9M Sell
406,654
-1,184
-0.3% -$33.8K 3.41% 8
2021
Q4 		$12.5M Buy
407,838
+180
+0% +$5.26K 3.48% 8
2021
Q3 		$11.2M Sell
407,658
-920
-0.2% -$26.4K 3.34% 9
2021
Q2 		$11.3M Buy
408,578
+8,402
+2% +$230K 3.43% 9
2021
Q1 		$10.3M Buy
400,176
+29,689
+8% +$733K 3.34% 10
2020
Q4 		$8.87M Buy
370,487
+26,397
+8% +$595K 3.3% 9
2020
Q3 		$7.24M Buy
344,090
+26,603
+8% +$569K 3.05% 10
2020
Q2 		$6.63M Buy
317,487
+24,625
+8% +$498K 2.99% 10
2020
Q1 		$5.25M Buy
292,862
+9,210
+3% +$235K 2.85% 10
2019
Q4 		$7.83M Buy
283,652
+7,369
+3% +$207K 3.5% 9
2019
Q3 		$7.76M Buy
276,283
+10,335
+4% +$283K 3.74% 9
2019
Q2 		$7.19M Buy
265,948
+5,464
+2% +$146K 3.52% 9
2019
Q1 		$6.97M Buy
260,484
+1,967
+0.8% +$50.6K 3.63% 9
2018
Q4 		$6.05M Buy
258,517
+8,709
+3% +$214K 3.6% 9
2018
Q3 		$6.24M Buy
+249,808
New +$6.47M 3.39% 8
2018
Q1 		$5.27M Buy
214,588
+23,670
+12% +$587K 3.3% 9
2017
Q4 		$4.98M Buy
+190,918
New +$4.93M 3.17% 9

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Boston Standard Wealth Management's REET Position: Q2 2026 in Review

Boston Standard Wealth Management increased its iShares Global REIT ETF (REET) stake by 0.54% in Q2 2026, buying an estimated $98.6K and bringing the position to 679,938 shares worth $18.8M. The position accounts for 2.73% of the portfolio, ranked #13.

Boston Standard Wealth Management first reported a position in REET in Q4 2017 and has held it in 34 quarters since. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Boston Standard Wealth Management held 679,938 shares of iShares Global REIT ETF worth $18.8M as of Q2 2026.
  • Boston Standard Wealth Management bought 3,637 iShares Global REIT ETF shares in Q2 2026, an estimated $98.6K.
  • iShares Global REIT ETF made up 2.73% of Boston Standard Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Boston Standard Wealth Management first reported a position in iShares Global REIT ETF in Q4 2017 and has held it in 34 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.