CA
REET icon

CoreCap Advisors’s iShares Global REIT ETF REET Stock Holding History

CoreCap 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 		$134K Buy
4,867
+612
+14% +$16.6K ﹤0.01% 1004
2026
Q1 		$107K Buy
4,255
+798
+23% +$20.7K ﹤0.01% 1006
2025
Q4 		$86.2K Buy
3,457
+946
+38% +$23.9K ﹤0.01% 1085
2025
Q3 		$64.2K Buy
2,511
+2,502
+27,800% +$62.8K ﹤0.01% 1215
2025
Q2 		$222 Hold
9
– – ﹤0.01% 2613
2025
Q1 		$218 Sell
9
-1,372
-99% -$33.4K ﹤0.01% 2942
2024
Q4 		$33.1K Buy
1,381
+1,372
+15,244% +$35K ﹤0.01% 1353
2024
Q3 		$240 Hold
9
– – ﹤0.01% 2477
2024
Q2 		$209 Hold
9
– – ﹤0.01% 1506
2024
Q1 		$213 Buy
+9
New +$211 ﹤0.01% 2404
2022
Q4 		$2.32K Buy
+102
New +$2.27K ﹤0.01% 1905
2022
Q3 		– Sell
-79
Closed -$2K – 1726
2022
Q2 		$2K Buy
+79
New +$2.1K ﹤0.01% 1903
2022
Q1 		– Sell
-561
Closed -$17K – 1721
2021
Q4 		$17K Buy
+561
New +$16.4K ﹤0.01% 1382

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

CoreCap Advisors's REET Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Global REIT ETF (REET) stake by 14% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,867 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

CoreCap Advisors first reported a position in REET in Q4 2021 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • CoreCap Advisors held 4,867 shares of iShares Global REIT ETF worth $134K as of Q2 2026.
  • CoreCap Advisors bought 612 iShares Global REIT ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Global REIT ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1004 holding.
  • CoreCap Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 13 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.