CAPTRUST Financial Advisors
REET icon

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

CAPTRUST 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 		$474K Sell
17,162
-1,883
-10% -$51.1K ﹤0.01% 2225
2026
Q1 		$479K Buy
19,045
+4
+0% +$104 ﹤0.01% 2056
2025
Q4 		$475K Buy
19,041
+69
+0.4% +$1.74K ﹤0.01% 1929
2025
Q3 		$485K Sell
18,972
-1,076
-5% -$27K ﹤0.01% 1836
2025
Q2 		$495K Buy
20,048
+2
+0% +$48 ﹤0.01% 1737
2025
Q1 		$486K Sell
20,046
-282
-1% -$6.87K ﹤0.01% 1658
2024
Q4 		$487K Buy
20,328
+11
+0.1% +$281 ﹤0.01% 1615
2024
Q3 		$542K Buy
20,317
+685
+3% +$17.3K ﹤0.01% 1527
2024
Q2 		$456K Buy
19,632
+2,288
+13% +$52.3K ﹤0.01% 1555
2024
Q1 		$411K Buy
+17,344
New +$406K ﹤0.01% 1593
2022
Q3 		– Sell
-2,158
Closed -$52K – 3605
2022
Q2 		$52K Sell
2,158
-1,254
-37% -$33.4K ﹤0.01% 2719
2022
Q1 		$100K Buy
3,412
+1,457
+75% +$41.6K ﹤0.01% 2268
2021
Q4 		$60K Buy
1,955
+239
+14% +$6.99K ﹤0.01% 2540
2021
Q3 		$47K Buy
+1,716
New +$49.2K ﹤0.01% 2623

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

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

CAPTRUST Financial Advisors reduced its iShares Global REIT ETF (REET) stake by 9.9% in Q2 2026, selling an estimated $51.1K and leaving 17,162 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

CAPTRUST Financial Advisors first reported a position in REET in Q3 2021 and has held it in 14 quarters since. The position peaked at $542K in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,162 shares of iShares Global REIT ETF worth $474K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 1,883 iShares Global REIT ETF shares in Q2 2026, an estimated $51.1K.
  • iShares Global REIT ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2225 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Global REIT ETF in Q3 2021 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's iShares Global REIT ETF position peaked at $542K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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