Corient Private Wealth
REET icon

Corient Private Wealth’s iShares Global REIT ETF REET Stock Holding History

Corient Private Wealth’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 		$7.73M Sell
279,868
-25,145
-8% -$682K 0.01% 725
2026
Q1 		$7.67M Sell
305,013
-26,361
-8% -$684K 0.01% 711
2025
Q4 		$8.27M Buy
331,374
+246,215
+289% +$6.22M 0.01% 608
2025
Q3 		$2.18M Sell
85,159
-277,492
-77% -$6.97M ﹤0.01% 1024
2025
Q2 		$8.96M Sell
362,651
-33,575
-8% -$813K 0.01% 548
2025
Q1 		$9.61M Sell
396,226
-41,248
-9% -$1M 0.02% 531
2024
Q4 		$10.5M Sell
437,474
-6,043
-1% -$154K 0.02% 505
2024
Q3 		$11.8M Buy
443,517
+2,574
+0.6% +$65.1K 0.02% 519
2024
Q2 		$10.3M Buy
440,943
+17,563
+4% +$402K 0.02% 523
2024
Q1 		$10M Sell
423,380
-930
-0.2% -$21.8K 0.02% 521
2023
Q4 		$10.3M Buy
424,310
+253,597
+149% +$5.55M 0.02% 513
2023
Q3 		$3.61M Sell
170,713
-6,806
-4% -$156K 0.01% 721
2023
Q2 		$4.08M Sell
177,519
-84,359
-32% -$1.92M 0.01% 687
2023
Q1 		$6M Buy
261,878
+75,262
+40% +$1.78M 0.02% 547
2022
Q4 		$4.24M Buy
+186,616
New +$4.16M 0.02% 537

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

Corient Private Wealth's REET Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Global REIT ETF (REET) stake by 8.2% in Q2 2026, selling an estimated $682K and leaving 279,868 shares worth $7.73M. The position accounts for 0.01% of the portfolio, ranked #725.

Corient Private Wealth first reported a position in REET in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.8M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Corient Private Wealth held 279,868 shares of iShares Global REIT ETF worth $7.73M as of Q2 2026.
  • Corient Private Wealth sold 25,145 iShares Global REIT ETF shares in Q2 2026, an estimated $682K.
  • iShares Global REIT ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #725 holding.
  • Corient Private Wealth first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Global REIT ETF position peaked at $11.8M in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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