Cerity Partners’s iShares Global REIT ETF REET Stock Holding History

Cerity Partners’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	$3.66M	Buy	132,608 +918	+0.7%	+$24.9K	﹤0.01%	1254
2026 Q1	$3.31M	Buy	+131,690	New	+$3.42M	﹤0.01%	1206
2024 Q2	–	Sell	-15,025	Closed	-$356K	–	2376
2024 Q1	$356K	Sell	15,025 -279,041	-95%	-$6.53M	﹤0.01%	1774
2023 Q4	$7.11M	Sell	294,066 -46,531	-14%	-$1.02M	0.02%	446
2023 Q3	$7.21M	Sell	340,597 -3,131	-0.9%	-$71.7K	0.04%	350
2023 Q2	$7.9M	Buy	343,728 +10,527	+3%	+$240K	0.03%	390
2023 Q1	$7.64M	Sell	333,201 -21,017	-6%	-$496K	0.02%	404
2022 Q4	$8.04M	Buy	354,218 +175,923	+99%	+$3.92M	0.05%	290
2022 Q3	$3.79M	Sell	178,295 -2,550	-1%	-$62.8K	0.05%	278
2022 Q2	$4.37M	Buy	+180,845	New	+$4.81M	0.05%	268
2022 Q1	–	Sell	-39,071	Closed	-$1.2M	–	1076
2021 Q4	$1.2M	Buy	+39,071	New	+$1.14M	0.02%	408

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Cerity Partners's REET Position: Q2 2026 in Review

Cerity Partners increased its iShares Global REIT ETF (REET) stake by 0.7% in Q2 2026, buying an estimated $24.9K and bringing the position to 132,608 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Cerity Partners first reported a position in REET in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.04M in Q4 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Cerity Partners held 132,608 shares of iShares Global REIT ETF worth $3.66M as of Q2 2026.
Cerity Partners bought 918 iShares Global REIT ETF shares in Q2 2026, an estimated $24.9K.
iShares Global REIT ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1254 holding.
Cerity Partners first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 11 quarters since.
Cerity Partners's iShares Global REIT ETF position peaked at $8.04M in Q4 2022.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.