Courier Capital
REET icon

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
Q3 		$797K Sell
30,902
-211
-0.7% -$5.83K 0.04% 242
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

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State of New Jersey Common Pension Fund D
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Valmark Advisers
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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heritage Investment Group
Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return
PDS Planning
PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Courier Capital's REET Position: Q3 2026 in Review

Courier Capital reduced its iShares Global REIT ETF (REET) stake by 0.68% in Q3 2026, selling an estimated $5.83K and leaving 30,902 shares worth $797K. The position accounts for 0.04% of the portfolio, ranked #242.

Courier Capital first reported a position in REET in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2023. 202 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • Courier Capital held 30,902 shares of iShares Global REIT ETF worth $797K as of Q3 2026.
  • Courier Capital sold 211 iShares Global REIT ETF shares in Q3 2026, an estimated $5.83K.
  • iShares Global REIT ETF made up 0.04% of Courier Capital's portfolio in Q3 2026, its #242 holding.
  • Courier Capital first reported a position in iShares Global REIT ETF in Q2 2023 and has held it in 14 quarters since.
  • Courier Capital's iShares Global REIT ETF position peaked at $1.09M in Q3 2023.
  • 202 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.