CGN Advisors
REET icon

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
Q3 		$439K Buy
17,046
+173
+1% +$4.78K 0.03% 234
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

FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
Alhambra Investment Management
Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

CGN Advisors's REET Position: Q3 2026 in Review

CGN Advisors increased its iShares Global REIT ETF (REET) stake by 1% in Q3 2026, buying an estimated $4.78K and bringing the position to 17,046 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #234.

CGN Advisors first reported a position in REET in Q2 2025 and has held it in 6 quarters since. The position peaked at $466K in Q2 2026. 86 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • CGN Advisors held 17,046 shares of iShares Global REIT ETF worth $439K as of Q3 2026.
  • CGN Advisors bought 173 iShares Global REIT ETF shares in Q3 2026, an estimated $4.78K.
  • iShares Global REIT ETF made up 0.03% of CGN Advisors's portfolio in Q3 2026, its #234 holding.
  • CGN Advisors first reported a position in iShares Global REIT ETF in Q2 2025 and has held it in 6 quarters since.
  • CGN Advisors's iShares Global REIT ETF position peaked at $466K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.