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Compagnie Lombard Odier SCmA’s iShares Global REIT ETF REET Stock Holding History

Compagnie Lombard Odier SCmA’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 		$806K Sell
29,190
-9,200
-24% -$249K 0.01% 189
2026
Q1 		$966K Hold
38,390
– – 0.01% 160
2025
Q4 		$958K Buy
38,390
+28,190
+276% +$712K 0.01% 157
2025
Q3 		$261K Hold
10,200
– – ﹤0.01% 236
2025
Q2 		$252K Hold
10,200
– – ﹤0.01% 224
2025
Q1 		$247K Hold
10,200
– – ﹤0.01% 240
2024
Q4 		$244K Buy
10,200
+1,000
+11% +$25.5K ﹤0.01% 225
2024
Q3 		$246K Sell
9,200
-370
-4% -$9.36K ﹤0.01% 225
2024
Q2 		$223K Sell
9,570
-1,526
-14% -$34.9K ﹤0.01% 237
2024
Q1 		$263K Sell
11,096
-230
-2% -$5.38K ﹤0.01% 233
2023
Q4 		$274K Hold
11,326
– – 0.01% 256
2023
Q3 		$240K Buy
11,326
+9,200
+433% +$211K 0.01% 249
2023
Q2 		$48.8K Hold
2,126
– – ﹤0.01% 415
2023
Q1 		$48.7K Sell
2,126
-1,100
-34% -$26K ﹤0.01% 446
2022
Q4 		$74K Sell
3,226
-1,459
-31% -$32.5K ﹤0.01% 428
2022
Q3 		$99K Hold
4,685
– – ﹤0.01% 386
2022
Q2 		$113K Hold
4,685
– – ﹤0.01% 369
2022
Q1 		$137K Hold
4,685
– – ﹤0.01% 349
2021
Q4 		$143K Hold
4,685
– – ﹤0.01% 402
2021
Q3 		$129K Buy
4,685
+2,912
+164% +$83.5K ﹤0.01% 400
2021
Q2 		$49K Buy
+1,773
New +$48.4K ﹤0.01% 492

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Compagnie Lombard Odier SCmA's REET Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA reduced its iShares Global REIT ETF (REET) stake by 24% in Q2 2026, selling an estimated $249K and leaving 29,190 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #189.

Compagnie Lombard Odier SCmA first reported a position in REET in Q2 2021 and has held it in 21 quarters since. The position peaked at $966K in Q1 2026. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 29,190 shares of iShares Global REIT ETF worth $806K as of Q2 2026.
  • Compagnie Lombard Odier SCmA sold 9,200 iShares Global REIT ETF shares in Q2 2026, an estimated $249K.
  • iShares Global REIT ETF made up 0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #189 holding.
  • Compagnie Lombard Odier SCmA first reported a position in iShares Global REIT ETF in Q2 2021 and has held it in 21 quarters since.
  • Compagnie Lombard Odier SCmA's iShares Global REIT ETF position peaked at $966K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.