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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
Q3 		$147K Buy
5,685
+818
+17% +$22.6K ﹤0.01% 963
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

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors's REET Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Global REIT ETF (REET) stake by 17% in Q3 2026, buying an estimated $22.6K and bringing the position to 5,685 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

CoreCap Advisors first reported a position in REET in Q4 2021 and has held it in 14 quarters since. 13 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • CoreCap Advisors held 5,685 shares of iShares Global REIT ETF worth $147K as of Q3 2026.
  • CoreCap Advisors bought 818 iShares Global REIT ETF shares in Q3 2026, an estimated $22.6K.
  • iShares Global REIT ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #963 holding.
  • CoreCap Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 14 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.