Cornerstone Financial Group’s iShares Global REIT ETF REET Stock Holding History

Cornerstone Financial Group’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	$4.05M	Buy	146,636 +8,966	+7%	+$243K	2.5%	14
2026 Q1	$3.75M	Buy	137,670 +17,883	+15%	+$464K	2.41%	15
2025 Q4	$2.99M	Buy	119,787 +26,809	+29%	+$677K	2.09%	16
2025 Q3	$2.38M	Buy	92,978 +16,343	+21%	+$410K	1.84%	17
2025 Q2	$1.89M	Buy	76,635 +4,850	+7%	+$118K	1.61%	20
2025 Q1	$1.77M	Buy	71,785 +9,685	+16%	+$236K	1.59%	20
2024 Q4	$1.49M	Buy	+62,100	New	+$1.59M	1.47%	21

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Cornerstone Financial Group's REET Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares Global REIT ETF (REET) stake by 6.5% in Q2 2026, buying an estimated $243K and bringing the position to 146,636 shares worth $4.05M. The position accounts for 2.5% of the portfolio, ranked #14.

Cornerstone Financial Group first reported a position in REET in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Cornerstone Financial Group held 146,636 shares of iShares Global REIT ETF worth $4.05M as of Q2 2026.
Cornerstone Financial Group bought 8,966 iShares Global REIT ETF shares in Q2 2026, an estimated $243K.
iShares Global REIT ETF made up 2.5% of Cornerstone Financial Group's portfolio in Q2 2026, its #14 holding.
Cornerstone Financial Group first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.