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Causey Wealth LLC’s iShares Global REIT ETF REET Stock Holding History

Causey Wealth 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 		$8.83M Buy
319,875
+36,653
+13% +$994K 3.45% 9
2026
Q1 		$7.12M Buy
283,222
+45,310
+19% +$1.18M 3.02% 13
2025
Q4 		$5.94M Buy
237,912
+26,857
+13% +$679K 2.7% 15
2025
Q3 		$5.39M Buy
211,055
+18,989
+10% +$477K 2.63% 16
2025
Q2 		$4.74M Buy
192,066
+10,065
+6% +$244K 2.44% 18
2025
Q1 		$4.42M Buy
182,001
+24,633
+16% +$600K 2.47% 16
2024
Q4 		$3.77M Buy
+157,368
New +$4.02M 2.2% 19

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

Causey Wealth LLC's REET Position: Q2 2026 in Review

Causey Wealth LLC increased its iShares Global REIT ETF (REET) stake by 13% in Q2 2026, buying an estimated $994K and bringing the position to 319,875 shares worth $8.83M. The position accounts for 3.45% of the portfolio, ranked #9.

Causey Wealth LLC first reported a position in REET in Q4 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Causey Wealth LLC held 319,875 shares of iShares Global REIT ETF worth $8.83M as of Q2 2026.
  • Causey Wealth LLC bought 36,653 iShares Global REIT ETF shares in Q2 2026, an estimated $994K.
  • iShares Global REIT ETF made up 3.45% of Causey Wealth LLC's portfolio in Q2 2026, its #9 holding.
  • Causey Wealth LLC first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.