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Cooper/Haims Advisors’s iShares Global REIT ETF REET Stock Holding History

Cooper/Haims Advisors’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 		$16.6M Buy
600,310
+11,085
+2% +$301K 7.13% 4
2026
Q1 		$14.8M Buy
589,225
+26,465
+5% +$687K 6.97% 5
2025
Q4 		$14M Buy
562,760
+27,926
+5% +$706K 6.38% 5
2025
Q3 		$13.7M Buy
534,834
+17,188
+3% +$431K 6.39% 5
2025
Q2 		$12.8M Buy
517,646
+18,455
+4% +$447K 6.3% 5
2025
Q1 		$12.1M Buy
499,191
+20,053
+4% +$488K 6.57% 4
2024
Q4 		$11.5M Buy
479,138
+9,526
+2% +$243K 6.51% 5
2024
Q3 		$12.5M Buy
469,612
+7,631
+2% +$193K 6.89% 4
2024
Q2 		$10.7M Buy
461,981
+20,735
+5% +$474K 6.02% 4
2024
Q1 		$10.4M Buy
441,246
+44,901
+11% +$1.05M 6.07% 5
2023
Q4 		$9.58M Sell
396,345
-43,976
-10% -$962K 5.43% 8
2023
Q3 		$9.32M Buy
440,321
+20,423
+5% +$468K 7.25% 4
2023
Q2 		$9.65M Buy
419,898
+39,148
+10% +$892K 7.4% 4
2023
Q1 		$8.73M Sell
380,750
-48,897
-11% -$1.15M 6.99% 4
2022
Q4 		$9.76M Buy
429,647
+101,013
+31% +$2.25M 6.92% 5
2022
Q3 		$6.99M Buy
328,634
+35,232
+12% +$868K 5.79% 7
2022
Q2 		$7.09M Buy
293,402
+32,873
+13% +$875K 4.65% 9
2022
Q1 		$7.61M Buy
260,529
+91,225
+54% +$2.61M 4.96% 8
2021
Q4 		$5.18M Buy
169,304
+76,589
+83% +$2.24M 3.19% 9
2021
Q3 		$2.54M Buy
+92,715
New +$2.66M 1.53% 11

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

Cooper/Haims Advisors's REET Position: Q2 2026 in Review

Cooper/Haims Advisors increased its iShares Global REIT ETF (REET) stake by 1.9% in Q2 2026, buying an estimated $301K and bringing the position to 600,310 shares worth $16.6M. The position accounts for 7.13% of the portfolio, ranked #4.

Cooper/Haims Advisors first reported a position in REET in Q3 2021 and has held it in 20 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Cooper/Haims Advisors held 600,310 shares of iShares Global REIT ETF worth $16.6M as of Q2 2026.
  • Cooper/Haims Advisors bought 11,085 iShares Global REIT ETF shares in Q2 2026, an estimated $301K.
  • iShares Global REIT ETF made up 7.13% of Cooper/Haims Advisors's portfolio in Q2 2026, its #4 holding.
  • Cooper/Haims Advisors first reported a position in iShares Global REIT ETF in Q3 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 Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.