Creative Capital Management Investments’s iShares Global REIT ETF REET Stock Holding History

Creative Capital Management Investments’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	$50.7K	Hold	1,836	–	–	0.01%	164
2026 Q1	$46.2K	Hold	1,836	–	–	0.01%	120
2025 Q4	$45.8K	Hold	1,836	–	–	0.01%	120
2025 Q3	$46.9K	Hold	1,836	–	–	0.02%	117
2025 Q2	$45.3K	Hold	1,836	–	–	0.02%	123
2025 Q1	$44.5K	Hold	1,836	–	–	0.02%	113
2024 Q4	$44K	Hold	1,836	–	–	0.02%	111
2024 Q3	$49K	Hold	1,836	–	–	0.02%	93
2024 Q2	$42.7K	Hold	1,836	–	–	0.02%	91
2024 Q1	$43.5K	Hold	1,836	–	–	0.02%	88
2023 Q4	$44.4K	Sell	1,836 -10,739	-85%	-$235K	0.03%	90
2023 Q3	$266K	Hold	12,575	–	–	0.18%	30
2023 Q2	$289K	Sell	12,575 -4,953	-28%	-$113K	0.21%	30
2023 Q1	$402K	Sell	17,528 -14,647	-46%	-$346K	0.29%	26
2022 Q4	$731K	Buy	+32,175	New	+$717K	0.64%	19

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

Creative Capital Management Investments's REET Position: Q2 2026 in Review

Creative Capital Management Investments held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 1,836 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #164.

Creative Capital Management Investments first reported a position in REET in Q4 2022 and has held it in 15 quarters since. The position peaked at $731K in Q4 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Creative Capital Management Investments held 1,836 shares of iShares Global REIT ETF worth $50.7K as of Q2 2026.
Creative Capital Management Investments left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #164 holding.
Creative Capital Management Investments first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's iShares Global REIT ETF position peaked at $731K in Q4 2022.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.