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

Claro 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
Q1 		– Sell
-8,778
Closed -$219K – 528
2025
Q4 		$219K Sell
8,778
-815
-8% -$20.6K 0.03% 386
2025
Q3 		$245K Sell
9,593
-15
-0.2% -$377 0.04% 348
2025
Q2 		$237K Sell
9,608
-3,300
-26% -$80K 0.04% 334
2025
Q1 		$313K Buy
12,908
+790
+7% +$19.2K 0.04% 376
2024
Q4 		$290K Buy
12,118
+445
+4% +$11.4K 0.04% 367
2024
Q3 		$312K Buy
11,673
+1,340
+13% +$33.9K 0.04% 368
2024
Q2 		$240K Sell
10,333
-600
-5% -$13.7K 0.04% 367
2024
Q1 		$259K Sell
10,933
-1,075
-9% -$25.2K 0.05% 351
2023
Q4 		$290K Buy
12,008
+547
+5% +$12K 0.06% 295
2023
Q3 		$243K Hold
11,461
– – 0.06% 306
2023
Q2 		$263K Sell
11,461
-85
-0.7% -$1.94K 0.07% 284
2023
Q1 		$265K Buy
11,546
+350
+3% +$8.26K 0.08% 269
2022
Q4 		$254K Buy
+11,196
New +$250K 0.08% 244

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Claro Advisors's REET Position: Q1 2026 in Review

Claro Advisors sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 8,778 shares — an estimated $219K sold.

Claro Advisors first reported a position in REET in Q4 2022 and held it in 13 quarters. The position peaked at $313K in Q1 2025. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Claro Advisors reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 8,778 iShares Global REIT ETF shares in Q1 2026, an estimated $219K.
  • Claro Advisors first reported a position in iShares Global REIT ETF in Q4 2022 and held it in 13 quarters.
  • Claro Advisors's iShares Global REIT ETF position peaked at $313K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.