Collective Family Office’s iShares Global REIT ETF REET Stock Holding History

Collective Family Office’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	$3.1M	Buy	120,373 +8,915	+8%	+$246K	0.64%	37
2026 Q2	$3.08M	Sell	111,458 -485	-0.4%	-$13.2K	0.63%	37
2026 Q1	$2.82M	Buy	111,943 +2,270	+2%	+$58.9K	0.63%	37
2025 Q4	$2.74M	Buy	109,673 +5,579	+5%	+$141K	0.63%	40
2025 Q3	$2.66M	Buy	104,094 +896	+0.9%	+$22.5K	0.64%	40
2025 Q2	$2.55M	Buy	103,198 +20,113	+24%	+$487K	0.65%	40
2025 Q1	$2.02M	Sell	83,085 -2,380	-3%	-$57.9K	0.54%	48
2024 Q4	$2.05M	Buy	85,465 +2,270	+3%	+$58K	0.56%	47
2024 Q3	$2.22M	Buy	83,195 +1,585	+2%	+$40.1K	0.6%	43
2024 Q2	$1.9M	Buy	81,610 +547	+0.7%	+$12.5K	0.56%	47
2024 Q1	$1.92M	Sell	81,063 -5,386	-6%	-$126K	0.62%	43
2023 Q4	$2.09M	Sell	86,449 -18,220	-17%	-$399K	0.73%	38
2023 Q3	$2.22M	Buy	104,669 +12,635	+14%	+$289K	0.86%	35
2023 Q2	$2.11M	Buy	92,034 +7,033	+8%	+$160K	0.83%	35
2023 Q1	$1.95M	Sell	85,001 -923	-1%	-$21.8K	0.8%	36
2022 Q4	$1.95M	Buy	+85,924	New	+$1.92M	0.88%	32
2022 Q2	–	Sell	-9,461	Closed	-$276K	–	197
2022 Q1	$276K	Buy	9,461 +790	+9%	+$22.6K	0.11%	161
2021 Q4	$265K	Buy	8,671 +420	+5%	+$12.3K	0.1%	161
2021 Q3	$226K	Sell	8,251 -821	-9%	-$23.6K	0.1%	161
2021 Q2	$251K	Buy	9,072 +358	+4%	+$9.78K	0.11%	157
2021 Q1	$222K	Buy	+8,714	New	+$215K	0.11%	157

Other funds holding REET

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Collective Family Office's REET Position: Q3 2026 in Review

Collective Family Office increased its iShares Global REIT ETF (REET) stake by 8% in Q3 2026, buying an estimated $246K and bringing the position to 120,373 shares worth $3.1M. The position accounts for 0.64% of the portfolio, ranked #37.

Collective Family Office first reported a position in REET in Q1 2021 and has held it in 21 quarters since. 33 funds tracked by Wall St. Rank hold REET as of Q3 2026.

Collective Family Office held 120,373 shares of iShares Global REIT ETF worth $3.1M as of Q3 2026.
Collective Family Office bought 8,915 iShares Global REIT ETF shares in Q3 2026, an estimated $246K.
iShares Global REIT ETF made up 0.64% of Collective Family Office's portfolio in Q3 2026, its #37 holding.
Collective Family Office first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 21 quarters since.
33 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.