CFA
REET icon

Capstone Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Capstone Financial Advisors’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 		$23.5M Buy
851,372
+1,040
+0.1% +$28.2K 1.15% 16
2026
Q1 		$21.4M Buy
850,332
+1,839
+0.2% +$47.8K 1.15% 16
2025
Q4 		$21.2M Buy
848,493
+4,132
+0.5% +$104K 1.13% 16
2025
Q3 		$21.6M Buy
844,361
+3,032
+0.4% +$76.1K 1.17% 16
2025
Q2 		$20.8M Buy
841,329
+3,385
+0.4% +$82K 1.2% 16
2025
Q1 		$20.3M Buy
837,944
+389
+0% +$9.47K 1.28% 15
2024
Q4 		$20.1M Sell
837,555
-10,425
-1% -$266K 1.24% 16
2024
Q3 		$22.6M Buy
847,980
+17,751
+2% +$449K 1.39% 15
2024
Q2 		$19.3M Sell
830,229
-62,944
-7% -$1.44M 1.27% 16
2024
Q1 		$21.2M Sell
893,173
-20,170
-2% -$472K 1.42% 15
2023
Q4 		$22.1M Sell
913,343
-367,684
-29% -$8.04M 1.58% 15
2023
Q3 		$27.1M Sell
1,281,027
-34,756
-3% -$796K 2.14% 15
2023
Q2 		$30.2M Sell
1,315,783
-63,651
-5% -$1.45M 2.27% 13
2023
Q1 		$31.6M Sell
1,379,434
-4,167
-0.3% -$98.3K 2.5% 12
2022
Q4 		$31.4M Buy
1,383,601
+297,814
+27% +$6.64M 2.66% 11
2022
Q3 		$23.1M Sell
1,085,787
-9,490
-0.9% -$234K 2.13% 15
2022
Q2 		$26.5M Buy
1,095,277
+175,399
+19% +$4.67M 2.25% 14
2022
Q1 		$26.9M Sell
919,878
-7,671
-0.8% -$219K 1.95% 15
2021
Q4 		$28.4M Buy
927,549
+33,656
+4% +$984K 2.05% 16
2021
Q3 		$24.5M Sell
893,893
-18,454
-2% -$529K 1.92% 15
2021
Q2 		$25.3M Buy
912,347
+5,537
+0.6% +$151K 2% 13
2021
Q1 		$23.1M Sell
906,810
-8,145
-0.9% -$201K 2.05% 12
2020
Q4 		$21.9M Buy
914,955
+21,800
+2% +$491K 2.08% 13
2020
Q3 		$18.8M Buy
893,155
+438
+0% +$9.37K 1.99% 14
2020
Q2 		$18.6M Sell
892,717
-280,523
-24% -$5.67M 2.13% 13
2020
Q1 		$22.5M Buy
1,173,240
+954,114
+435% +$24.3M 2.93% 13
2019
Q4 		$6.05M Buy
219,126
+10,174
+5% +$285K 0.85% 14
2019
Q3 		$5.87M Hold
208,952
– – 0.9% 14
2019
Q2 		$5.57M Sell
208,952
-7,489
-3% -$200K 0.9% 14
2019
Q1 		$5.78M Sell
216,441
-51,525
-19% -$1.33M 0.99% 13
2018
Q4 		$6.28M Buy
+267,966
New +$6.6M 1.26% 15

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

Capstone Financial Advisors's REET Position: Q2 2026 in Review

Capstone Financial Advisors increased its iShares Global REIT ETF (REET) stake by 0.12% in Q2 2026, buying an estimated $28.2K and bringing the position to 851,372 shares worth $23.5M. The position accounts for 1.15% of the portfolio, ranked #16.

Capstone Financial Advisors first reported a position in REET in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.6M in Q1 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Capstone Financial Advisors held 851,372 shares of iShares Global REIT ETF worth $23.5M as of Q2 2026.
  • Capstone Financial Advisors bought 1,040 iShares Global REIT ETF shares in Q2 2026, an estimated $28.2K.
  • iShares Global REIT ETF made up 1.15% of Capstone Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Capstone Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Capstone Financial Advisors's iShares Global REIT ETF position peaked at $31.6M in Q1 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.