CastleKeep Investment Advisors
REET icon

CastleKeep Investment Advisors’s iShares Global REIT ETF REET Stock Holding History

CastleKeep Investment 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 		$217K Buy
+7,869
New +$213K 0.11% 65
2026
Q1 		– Sell
-8,674
Closed -$216K – 85
2025
Q4 		$216K Sell
8,674
-688
-7% -$17.4K 0.1% 87
2025
Q3 		$239K Buy
9,362
+471
+5% +$11.8K 0.11% 85
2025
Q2 		$220K Buy
8,891
+31
+0.3% +$751 0.11% 86
2025
Q1 		$215K Buy
+8,860
New +$216K 0.11% 84

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

CastleKeep Investment Advisors's REET Position: Q2 2026 in Review

CastleKeep Investment Advisors opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 7,869 shares worth $217K. The stake represents 0.11% of the portfolio and ranks #65 among its holdings. This is a return to the name: CastleKeep Investment Advisors previously reported a position in REET as recently as Q4 2025.

CastleKeep Investment Advisors first reported a position in REET in Q1 2025 and has held it in 5 quarters since. The position peaked at $239K in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • CastleKeep Investment Advisors held 7,869 shares of iShares Global REIT ETF worth $217K as of Q2 2026.
  • iShares Global REIT ETF was a new CastleKeep Investment Advisors position in Q2 2026.
  • iShares Global REIT ETF made up 0.11% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • CastleKeep Investment Advisors first reported a position in iShares Global REIT ETF in Q1 2025 and has held it in 5 quarters since.
  • CastleKeep Investment Advisors's iShares Global REIT ETF position peaked at $239K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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