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Callan Family Office’s iShares Global REIT ETF REET Stock Holding History

Callan Family Office’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 		$2.52M Buy
91,268
+4,505
+5% +$122K 0.05% 330
2026
Q1 		$2.18M Sell
86,763
-3,148
-4% -$81.7K 0.05% 331
2025
Q4 		$2.24M Sell
89,911
-9,397
-9% -$237K 0.05% 331
2025
Q3 		$2.54M Buy
99,308
+92
+0.1% +$2.31K 0.08% 232
2025
Q2 		$2.45M Sell
99,216
-16,726
-14% -$405K 0.08% 247
2025
Q1 		$2.81M Sell
115,942
-3,090
-3% -$75.2K 0.21% 105
2024
Q4 		$2.85M Buy
119,032
+13,604
+13% +$347K 0.18% 111
2024
Q3 		$2.81M Buy
105,428
+4,656
+5% +$118K 0.47% 39
2024
Q2 		$2.34M Sell
100,772
-1,538
-2% -$35.2K 0.45% 36
2024
Q1 		$2.42M Buy
102,310
+20,235
+25% +$473K 0.57% 30
2023
Q4 		$1.98M Buy
82,075
+4,902
+6% +$107K 0.49% 32
2023
Q3 		$1.63M Sell
77,173
-715
-0.9% -$16.4K 0.44% 36
2023
Q2 		$1.79M Buy
77,888
+14,675
+23% +$334K 0.47% 32
2023
Q1 		$1.45M Sell
63,213
-650
-1% -$15.3K 0.35% 41
2022
Q4 		$1.45M Buy
+63,863
New +$1.42M 0.47% 31

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 29.2% 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

Callan Family Office's REET Position: Q2 2026 in Review

Callan Family Office increased its iShares Global REIT ETF (REET) stake by 5.2% in Q2 2026, buying an estimated $122K and bringing the position to 91,268 shares worth $2.52M. The position accounts for 0.05% of the portfolio, ranked #330.

Callan Family Office first reported a position in REET in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q4 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Callan Family Office held 91,268 shares of iShares Global REIT ETF worth $2.52M as of Q2 2026.
  • Callan Family Office bought 4,505 iShares Global REIT ETF shares in Q2 2026, an estimated $122K.
  • iShares Global REIT ETF made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #330 holding.
  • Callan Family Office first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's iShares Global REIT ETF position peaked at $2.85M in Q4 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.