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 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

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

Collective Family Office's REET Position: Q2 2026 in Review

Collective Family Office reduced its iShares Global REIT ETF (REET) stake by 0.43% in Q2 2026, selling an estimated $13.2K and leaving 111,458 shares worth $3.08M. The position accounts for 0.63% of the portfolio, ranked #37.

Collective Family Office first reported a position in REET in Q1 2021 and has held it in 20 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Collective Family Office held 111,458 shares of iShares Global REIT ETF worth $3.08M as of Q2 2026.
Collective Family Office sold 485 iShares Global REIT ETF shares in Q2 2026, an estimated $13.2K.
iShares Global REIT ETF made up 0.63% of Collective Family Office's portfolio in Q2 2026, its #37 holding.
Collective Family Office first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 20 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.