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Breachway Investments’s iShares Global REIT ETF REET Stock Holding History

Breachway Investments’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 		– Sell
-12,648
Closed -$321K – 91
2026
Q1 		$321K Buy
12,648
+29
+0.2% +$753 0.31% 73
2025
Q4 		$315K Buy
+12,619
New +$319K 0.33% 72

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
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 29.2% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Breachway Investments's REET Position: Q2 2026 in Review

Breachway Investments sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 12,648 shares — an estimated $321K sold.

Breachway Investments first reported a position in REET in Q4 2025 and held it in 2 quarters. The position peaked at $321K in Q1 2026. 176 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Breachway Investments reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Breachway Investments sold 12,648 iShares Global REIT ETF shares in Q2 2026, an estimated $321K.
  • Breachway Investments first reported a position in iShares Global REIT ETF in Q4 2025 and held it in 2 quarters.
  • Breachway Investments's iShares Global REIT ETF position peaked at $321K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.