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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
Q3 		$2.25M Buy
87,097
+4,993
+6% +$138K 0.34% 53
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

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Clune & Associates's REET Position: Q3 2026 in Review

Clune & Associates increased its iShares Global REIT ETF (REET) stake by 6.1% in Q3 2026, buying an estimated $138K and bringing the position to 87,097 shares worth $2.25M. The position accounts for 0.34% of the portfolio, ranked #53.

Clune & Associates first reported a position in REET in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q1 2026. 13 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • Clune & Associates held 87,097 shares of iShares Global REIT ETF worth $2.25M as of Q3 2026.
  • Clune & Associates bought 4,993 iShares Global REIT ETF shares in Q3 2026, an estimated $138K.
  • iShares Global REIT ETF made up 0.34% of Clune & Associates's portfolio in Q3 2026, its #53 holding.
  • Clune & Associates first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 8 quarters since.
  • Clune & Associates's iShares Global REIT ETF position peaked at $2.36M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.