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Courier Capital’s iShares Global REIT ETF REET Stock Holding History

Courier Capital’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 		$859K Buy
31,113
+174
+0.6% +$4.72K 0.04% 229
2026
Q1 		$778K Buy
30,939
+122
+0.4% +$3.17K 0.04% 232
2025
Q4 		$769K Buy
30,817
+7,104
+30% +$179K 0.04% 232
2025
Q3 		$606K Buy
23,713
+11
+0% +$276 0.03% 258
2025
Q2 		$585K Sell
23,702
-100
-0.4% -$2.42K 0.04% 261
2025
Q1 		$577K Buy
23,802
+2,015
+9% +$49.1K 0.04% 256
2024
Q4 		$522K Buy
21,787
+2,325
+12% +$59.4K 0.04% 253
2024
Q3 		$519K Sell
19,462
-2,595
-12% -$65.6K 0.04% 241
2024
Q2 		$513K Sell
22,057
-8,054
-27% -$184K 0.04% 220
2024
Q1 		$713K Sell
30,111
-1,149
-4% -$26.9K 0.05% 212
2023
Q4 		$756K Sell
31,260
-20,027
-39% -$438K 0.06% 202
2023
Q3 		$1.09M Buy
51,287
+8,108
+19% +$186K 0.09% 169
2023
Q2 		$992K Buy
+43,179
New +$984K 0.08% 178

Other funds holding REET

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Courier Capital's REET Position: Q2 2026 in Review

Courier Capital increased its iShares Global REIT ETF (REET) stake by 0.56% in Q2 2026, buying an estimated $4.72K and bringing the position to 31,113 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #229.

Courier Capital first reported a position in REET in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q3 2023. 120 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Courier Capital held 31,113 shares of iShares Global REIT ETF worth $859K as of Q2 2026.
  • Courier Capital bought 174 iShares Global REIT ETF shares in Q2 2026, an estimated $4.72K.
  • iShares Global REIT ETF made up 0.04% of Courier Capital's portfolio in Q2 2026, its #229 holding.
  • Courier Capital first reported a position in iShares Global REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • Courier Capital's iShares Global REIT ETF position peaked at $1.09M in Q3 2023.
  • 120 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.