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Continuum Advisory’s iShares Global REIT ETF REET Stock Holding History

Continuum Advisory’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 		$35.6K Buy
+1,290
New +$35K ﹤0.01% 883
2025
Q2 		– Sell
-1,466
Closed -$35.6K – 1304
2025
Q1 		$35.6K Sell
1,466
-75
-5% -$1.83K ﹤0.01% 756
2024
Q4 		$36.9K Hold
1,541
– – ﹤0.01% 725
2024
Q3 		$39K Sell
1,541
-4
-0.3% -$101 0.01% 710
2024
Q2 		$35.9K Sell
1,545
-149
-9% -$3.41K 0.01% 670
2024
Q1 		$39.2K Buy
+1,694
New +$39.6K 0.01% 647
2023
Q1 		– Sell
-14,825
Closed -$337K – 441
2022
Q4 		$337K Sell
14,825
-1,807
-11% -$40.3K 0.06% 326
2022
Q3 		$354K Sell
16,632
-584
-3% -$14.4K 0.06% 299
2022
Q2 		$416K Sell
17,216
-866
-5% -$23.1K 0.08% 279
2022
Q1 		$501K Sell
18,082
-2,038
-10% -$58.2K 0.1% 243
2021
Q4 		$616K Buy
20,120
+1,383
+7% +$40.4K 0.14% 158
2021
Q3 		$514K Sell
18,737
-415
-2% -$11.9K 0.14% 160
2021
Q2 		$531K Sell
19,152
-950
-5% -$26K 0.17% 138
2021
Q1 		$534K Sell
20,102
-1,590
-7% -$39.3K 0.22% 92
2020
Q4 		$519K Sell
21,692
-2,353
-10% -$53K 0.24% 87
2020
Q3 		$516K Sell
24,045
-1,249
-5% -$26.7K 0.28% 77
2020
Q2 		$539K Sell
25,294
-11,573
-31% -$234K 0.34% 72
2020
Q1 		$661K Buy
36,867
+821
+2% +$20.9K 0.45% 63
2019
Q4 		$996K Buy
36,046
+1,345
+4% +$37.7K 0.58% 46
2019
Q3 		$965K Buy
34,701
+2,758
+9% +$75.5K 0.65% 43
2019
Q2 		$852K Buy
31,943
+8,768
+38% +$234K 0.58% 47
2019
Q1 		$620K Buy
23,175
+2,340
+11% +$60.2K 0.46% 56
2018
Q4 		$488K Sell
20,835
-12,685
-38% -$312K 0.36% 71
2018
Q3 		$840K Buy
33,520
+2,335
+7% +$60.5K 0.56% 49
2018
Q2 		$800K Buy
+31,185
New +$781K 0.59% 46

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 29.18% 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

Continuum Advisory's REET Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 1,290 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in REET as recently as Q1 2025.

Continuum Advisory first reported a position in REET in Q2 2018 and has held it in 25 quarters since. The position peaked at $996K in Q4 2019. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Continuum Advisory held 1,290 shares of iShares Global REIT ETF worth $35.6K as of Q2 2026.
  • iShares Global REIT ETF was a new Continuum Advisory position in Q2 2026.
  • iShares Global REIT ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #883 holding.
  • Continuum Advisory first reported a position in iShares Global REIT ETF in Q2 2018 and has held it in 25 quarters since.
  • Continuum Advisory's iShares Global REIT ETF position peaked at $996K in Q4 2019.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.