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Capital Analysts LLC’s iShares Global REIT ETF REET Stock Holding History

Capital Analysts LLC’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
-64
Closed -$2K – 1589
2026
Q1 		$2K Buy
+64
New +$1.66K ﹤0.01% 1466
2025
Q4 		– Sell
-10,691
Closed -$273K – 1500
2025
Q3 		$273K Buy
10,691
+371
+4% +$9.31K 0.01% 540
2025
Q2 		$255K Hold
10,320
– – 0.01% 503
2025
Q1 		$250K Sell
10,320
-578
-5% -$14.1K 0.01% 492
2024
Q4 		$261K Buy
10,898
+305
+3% +$7.79K 0.01% 442
2024
Q3 		$283K Sell
10,593
-105
-1% -$2.66K 0.01% 411
2024
Q2 		$249K Sell
10,698
-19,976
-65% -$457K 0.01% 428
2024
Q1 		$726K Buy
30,674
+1,597
+5% +$37.4K 0.03% 282
2023
Q4 		$703K Buy
29,077
+9,772
+51% +$214K 0.04% 276
2023
Q3 		$409K Buy
19,305
+2,740
+17% +$62.7K 0.02% 323
2023
Q2 		$380K Buy
16,565
+2,690
+19% +$61.3K 0.02% 323
2023
Q1 		$318K Buy
13,875
+1,165
+9% +$27.5K 0.02% 336
2022
Q4 		$289K Sell
12,710
-11,265
-47% -$251K 0.02% 360
2022
Q3 		$510K Buy
23,975
+3,335
+16% +$82.2K 0.04% 267
2022
Q2 		$499K Buy
20,640
+580
+3% +$15.4K 0.03% 263
2022
Q1 		$586K Buy
20,060
+160
+0.8% +$4.57K 0.04% 254
2021
Q4 		$609K Buy
19,900
+25
+0.1% +$731 0.04% 245
2021
Q3 		$545K Buy
19,875
+1,246
+7% +$35.7K 0.04% 253
2021
Q2 		$516K Buy
18,629
+1,655
+10% +$45.2K 0.03% 253
2021
Q1 		$432K Buy
16,974
+16,890
+20,107% +$417K 0.03% 265
2020
Q4 		$2K Buy
+84
New +$1.89K ﹤0.01% 698

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

Capital Analysts LLC's REET Position: Q2 2026 in Review

Capital Analysts LLC sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 64 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in REET in Q4 2020 and held it in 21 quarters. The position peaked at $726K in Q1 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Capital Analysts LLC reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 64 iShares Global REIT ETF shares in Q2 2026, an estimated $2K.
  • Capital Analysts LLC first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 21 quarters.
  • Capital Analysts LLC's iShares Global REIT ETF position peaked at $726K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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