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Capasso Planning Partners’s iShares Global REIT ETF REET Stock Holding History

Capasso Planning Partners’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 		$2.57M Buy
93,015
+82
+0.1% +$2.22K 1.28% 17
2026
Q1 		$2.34M Buy
92,933
+7,560
+9% +$196K 1.26% 19
2025
Q4 		$2.13M Buy
85,373
+9,913
+13% +$250K 1.17% 18
2025
Q3 		$1.93M Sell
75,460
-564
-0.7% -$14.2K 1.18% 19
2025
Q2 		$1.88M Sell
76,024
-28,832
-27% -$699K 1.06% 21
2025
Q1 		$2.54M Buy
104,856
+5,068
+5% +$123K 1.06% 22
2024
Q4 		$2.39M Sell
99,788
-21,729
-18% -$555K 0.96% 24
2024
Q3 		$3.24M Sell
121,517
-2,387
-2% -$60.4K 0.96% 17
2024
Q2 		$2.88M Sell
123,904
-17,522
-12% -$401K 0.94% 25
2024
Q1 		$3.35M Sell
141,426
-16,960
-11% -$397K 1.39% 14
2023
Q4 		$3.83M Buy
158,386
+6,636
+4% +$145K 1.79% 12
2023
Q3 		$3.21M Buy
151,750
+4,400
+3% +$101K 1.72% 15
2023
Q2 		$3.38M Buy
147,350
+9,167
+7% +$209K 1.82% 15
2023
Q1 		$3.17M Buy
138,183
+8,828
+7% +$208K 1.86% 16
2022
Q4 		$2.94M Buy
129,355
+22,090
+21% +$492K 1.87% 17
2022
Q3 		$2.28M Sell
107,265
-2,384
-2% -$58.7K 1.59% 19
2022
Q2 		$2.65M Sell
109,649
-2,771
-2% -$73.8K 1.88% 17
2022
Q1 		$3.28M Buy
112,420
+4,846
+5% +$138K 2.32% 13
2021
Q4 		$3.29M Buy
+107,574
New +$3.14M 2.4% 12

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

Capasso Planning Partners's REET Position: Q2 2026 in Review

Capasso Planning Partners increased its iShares Global REIT ETF (REET) stake by 0.09% in Q2 2026, buying an estimated $2.22K and bringing the position to 93,015 shares worth $2.57M. The position accounts for 1.28% of the portfolio, ranked #17.

Capasso Planning Partners first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.83M in Q4 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Capasso Planning Partners held 93,015 shares of iShares Global REIT ETF worth $2.57M as of Q2 2026.
  • Capasso Planning Partners bought 82 iShares Global REIT ETF shares in Q2 2026, an estimated $2.22K.
  • iShares Global REIT ETF made up 1.28% of Capasso Planning Partners's portfolio in Q2 2026, its #17 holding.
  • Capasso Planning Partners first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's iShares Global REIT ETF position peaked at $3.83M in Q4 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.