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Clarity Wealth Development’s iShares Global REIT ETF REET Stock Holding History

Clarity Wealth Development’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
Q1 		– Sell
-20,506
Closed -$512K – 47
2025
Q4 		$512K Buy
20,506
+6,456
+46% +$163K 0.43% 28
2025
Q3 		$360K Buy
14,050
+3,085
+28% +$77.4K 0.32% 36
2025
Q2 		$271K Buy
10,965
+481
+5% +$11.7K 0.27% 36
2025
Q1 		$253K Buy
+10,484
New +$255K 0.28% 36

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VA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarity Wealth Development's REET Position: Q1 2026 in Review

Clarity Wealth Development sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 20,506 shares — an estimated $512K sold.

Clarity Wealth Development first reported a position in REET in Q1 2025 and held it in 4 quarters. The position peaked at $512K in Q4 2025. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Clarity Wealth Development reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Wealth Development sold 20,506 iShares Global REIT ETF shares in Q1 2026, an estimated $512K.
  • Clarity Wealth Development first reported a position in iShares Global REIT ETF in Q1 2025 and held it in 4 quarters.
  • Clarity Wealth Development's iShares Global REIT ETF position peaked at $512K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Clarity Wealth Development's 13F filing for Q1 2026, filed 22 Apr 2026.