Clune & Associates’s iShares Global REIT ETF REET Stock Holding History

Clune & Associates’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	$2.27M	Sell	82,104 -11,851	-13%	-$321K	0.34%	52
2026 Q1	$2.36M	Buy	93,955 +15,381	+20%	+$399K	0.44%	57
2025 Q4	$1.96M	Buy	78,574 +11,522	+17%	+$291K	0.42%	59
2025 Q3	$1.71M	Buy	67,052 +2,272	+4%	+$57K	0.43%	61
2025 Q2	$1.6M	Buy	64,780 +6,117	+10%	+$148K	0.44%	60
2025 Q1	$1.42M	Buy	58,663 +5,389	+10%	+$131K	0.44%	62
2024 Q4	$1.28M	Buy	+53,274	New	+$1.36M	0.42%	62

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

Clune & Associates's REET Position: Q2 2026 in Review

Clune & Associates reduced its iShares Global REIT ETF (REET) stake by 13% in Q2 2026, selling an estimated $321K and leaving 82,104 shares worth $2.27M. The position accounts for 0.34% of the portfolio, ranked #52.

Clune & Associates first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q1 2026. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Clune & Associates held 82,104 shares of iShares Global REIT ETF worth $2.27M as of Q2 2026.
Clune & Associates sold 11,851 iShares Global REIT ETF shares in Q2 2026, an estimated $321K.
iShares Global REIT ETF made up 0.34% of Clune & Associates's portfolio in Q2 2026, its #52 holding.
Clune & Associates first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares Global REIT ETF position peaked at $2.36M in Q1 2026.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.