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

Comprehensive Wealth Management’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	$1.32M	Buy	47,737 +2,914	+7%	+$79K	0.6%	30
2026 Q1	$1.13M	Buy	44,823 +3,190	+8%	+$82.8K	0.57%	31
2025 Q4	$1.04M	Buy	41,633 +6,010	+17%	+$152K	0.61%	32
2025 Q3	$911K	Buy	35,623 +9,382	+36%	+$235K	0.65%	30
2025 Q2	$648K	Buy	+26,241	New	+$636K	0.52%	31
2024 Q2	–	Sell	-18,823	Closed	-$446K	–	40
2024 Q1	$446K	Buy	18,823 +2,061	+12%	+$48.2K	0.35%	26
2023 Q4	$405K	Sell	16,762 -921	-5%	-$20.1K	0.37%	30
2023 Q3	$374K	Buy	17,683 +654	+4%	+$15K	0.35%	30
2023 Q2	$391K	Buy	17,029 +736	+5%	+$16.8K	0.34%	32
2023 Q1	$374K	Buy	+16,293	New	+$385K	0.31%	33

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 Wealth Management's REET Position: Q2 2026 in Review

Comprehensive Wealth Management increased its iShares Global REIT ETF (REET) stake by 6.5% in Q2 2026, buying an estimated $79K and bringing the position to 47,737 shares worth $1.32M. The position accounts for 0.6% of the portfolio, ranked #30.

Comprehensive Wealth Management first reported a position in REET in Q1 2023 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Comprehensive Wealth Management held 47,737 shares of iShares Global REIT ETF worth $1.32M as of Q2 2026.
Comprehensive Wealth Management bought 2,914 iShares Global REIT ETF shares in Q2 2026, an estimated $79K.
iShares Global REIT ETF made up 0.6% of Comprehensive Wealth Management's portfolio in Q2 2026, its #30 holding.
Comprehensive Wealth Management first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 10 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.