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CGN Advisors’s iShares Global REIT ETF REET Stock Holding History

CGN 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 		$466K Buy
16,873
+342
+2% +$9.28K 0.03% 237
2026
Q1 		$416K Buy
16,531
+343
+2% +$8.91K 0.03% 241
2025
Q4 		$404K Buy
16,188
+188
+1% +$4.75K 0.03% 239
2025
Q3 		$409K Buy
16,000
+108
+0.7% +$2.71K 0.03% 230
2025
Q2 		$393K Buy
+15,892
New +$385K 0.04% 233

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

CGN Advisors's REET Position: Q2 2026 in Review

CGN Advisors increased its iShares Global REIT ETF (REET) stake by 2.1% in Q2 2026, buying an estimated $9.28K and bringing the position to 16,873 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #237.

CGN Advisors first reported a position in REET in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • CGN Advisors held 16,873 shares of iShares Global REIT ETF worth $466K as of Q2 2026.
  • CGN Advisors bought 342 iShares Global REIT ETF shares in Q2 2026, an estimated $9.28K.
  • iShares Global REIT ETF made up 0.03% of CGN Advisors's portfolio in Q2 2026, its #237 holding.
  • CGN Advisors first reported a position in iShares Global REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.