Comprehensive Money Management Services’s iShares Global REIT ETF REET Stock Holding History

Comprehensive Money Management Services’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	$757K	Sell	27,406 -1,353	-5%	-$36.7K	0.48%	71
2026 Q1	$723K	Sell	28,759 -750	-3%	-$19.5K	0.47%	70
2025 Q4	$736K	Buy	29,509 +550	+2%	+$13.9K	0.51%	67
2025 Q3	$740K	Sell	28,959 -430	-1%	-$10.8K	0.52%	66
2025 Q2	$726K	Sell	29,389 -1,725	-6%	-$41.8K	0.55%	62
2025 Q1	$755K	Sell	31,114 -2,240	-7%	-$54.5K	0.61%	55
2024 Q4	$799K	Buy	+33,354	New	+$852K	0.66%	50

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

Comprehensive Money Management Services's REET Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its iShares Global REIT ETF (REET) stake by 4.7% in Q2 2026, selling an estimated $36.7K and leaving 27,406 shares worth $757K. The position accounts for 0.48% of the portfolio, ranked #71.

Comprehensive Money Management Services first reported a position in REET in Q4 2024 and has held it in 7 quarters since. The position peaked at $799K in Q4 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Comprehensive Money Management Services held 27,406 shares of iShares Global REIT ETF worth $757K as of Q2 2026.
Comprehensive Money Management Services sold 1,353 iShares Global REIT ETF shares in Q2 2026, an estimated $36.7K.
iShares Global REIT ETF made up 0.48% of Comprehensive Money Management Services's portfolio in Q2 2026, its #71 holding.
Comprehensive Money Management Services first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's iShares Global REIT ETF position peaked at $799K in Q4 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.