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Brandywine Oak Private Wealth’s iShares Global REIT ETF REET Stock Holding History

Brandywine Oak Private 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 		$19.5M Buy
706,773
+10,294
+1% +$279K 1.48% 14
2026
Q1 		$17.5M Buy
696,479
+5,972
+0.9% +$155K 1.47% 16
2025
Q4 		$17.2M Buy
690,507
+38,844
+6% +$981K 1.45% 16
2025
Q3 		$16.7M Buy
651,663
+26,859
+4% +$674K 1.45% 15
2025
Q2 		$15.4M Buy
624,804
+12,425
+2% +$301K 1.43% 16
2025
Q1 		$14.9M Buy
612,379
+15,024
+3% +$366K 1.46% 17
2024
Q4 		$14.3M Buy
597,355
+16,266
+3% +$415K 1.4% 17
2024
Q3 		$15.5M Sell
581,089
-46,755
-7% -$1.18M 1.5% 16
2024
Q2 		$14.6M Buy
627,844
+183,498
+41% +$4.2M 1.5% 16
2024
Q1 		$10.5M Buy
444,346
+11,496
+3% +$269K 1.1% 19
2023
Q4 		$10.5M Sell
432,850
-20,714
-5% -$453K 1.16% 17
2023
Q3 		$9.6M Buy
453,564
+15,773
+4% +$361K 1.13% 18
2023
Q2 		$10.1M Buy
437,791
+17,118
+4% +$390K 1.13% 18
2023
Q1 		$9.65M Buy
420,673
+33,526
+9% +$791K 1.13% 17
2022
Q4 		$8.79M Buy
387,147
+21,264
+6% +$474K 1.09% 18
2022
Q3 		$7.78M Buy
365,883
+40,845
+13% +$1.01M 1.06% 18
2022
Q2 		$7.86M Buy
325,038
+23,090
+8% +$615K 1.01% 18
2022
Q1 		$8.82M Buy
301,948
+52,694
+21% +$1.51M 1.01% 24
2021
Q4 		$7.62M Sell
249,254
-6,290
-2% -$184K 0.83% 24
2021
Q3 		$6.99M Buy
255,544
+5,656
+2% +$162K 0.81% 23
2021
Q2 		$6.93M Buy
249,888
+85,360
+52% +$2.33M 0.81% 25
2021
Q1 		$4.19M Sell
164,528
-160,437
-49% -$3.96M 0.62% 31
2020
Q4 		$7.78M Sell
324,965
-24,532
-7% -$553K 1.19% 23
2020
Q3 		$7.35M Buy
349,497
+5,767
+2% +$123K 1.23% 20
2020
Q2 		$7.18M Sell
343,730
-200,464
-37% -$4.05M 1.28% 20
2020
Q1 		$10.4M Buy
544,194
+166,498
+44% +$4.25M 2.15% 13
2019
Q4 		$10.4M Buy
377,696
+55,962
+17% +$1.57M 1.9% 17
2019
Q3 		$9.03M Buy
+321,734
New +$8.81M 1.71% 17

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
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 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

Brandywine Oak Private Wealth's REET Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares Global REIT ETF (REET) stake by 1.5% in Q2 2026, buying an estimated $279K and bringing the position to 706,773 shares worth $19.5M. The position accounts for 1.48% of the portfolio, ranked #14.

Brandywine Oak Private Wealth first reported a position in REET in Q3 2019 and has held it in 28 quarters since. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Brandywine Oak Private Wealth held 706,773 shares of iShares Global REIT ETF worth $19.5M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 10,294 iShares Global REIT ETF shares in Q2 2026, an estimated $279K.
  • iShares Global REIT ETF made up 1.48% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares Global REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.