Caldwell Sutter Capital’s iShares Global REIT ETF REET Stock Holding History

Caldwell Sutter Capital’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	$3.95K	Hold	143	–	–	﹤0.01%	719
2026 Q1	$3.6K	Hold	143	–	–	﹤0.01%	686
2025 Q4	$3.57K	Hold	143	–	–	﹤0.01%	675
2025 Q3	$3.65K	Hold	143	–	–	﹤0.01%	675
2025 Q2	$3.53K	Hold	143	–	–	﹤0.01%	657
2025 Q1	$3.47K	Hold	143	–	–	﹤0.01%	671
2024 Q4	$3.43K	Hold	143	–	–	﹤0.01%	684
2024 Q3	$3.82K	Hold	143	–	–	﹤0.01%	678
2024 Q2	$3.33K	Hold	143	–	–	﹤0.01%	691
2024 Q1	$3.39K	Hold	143	–	–	﹤0.01%	680
2023 Q4	$3.46K	Hold	143	–	–	﹤0.01%	678
2023 Q3	$3.03K	Hold	143	–	–	﹤0.01%	671
2023 Q2	$3.29K	Buy	143 +48	+51%	+$1.09K	﹤0.01%	671
2023 Q1	$2.18K	Buy	+95	New	+$2.24K	﹤0.01%	486

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Caldwell Sutter Capital's REET Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 143 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Caldwell Sutter Capital first reported a position in REET in Q1 2023 and has held it in 14 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Caldwell Sutter Capital held 143 shares of iShares Global REIT ETF worth $3.95K as of Q2 2026.
Caldwell Sutter Capital left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #719 holding.
Caldwell Sutter Capital first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 14 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.