Creative Financial Designs’s iShares Global REIT ETF REET Stock Holding History

Creative Financial Designs’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	$3.92K	Hold	142	–	–	﹤0.01%	1764
2026 Q1	$3.57K	Hold	142	–	–	﹤0.01%	1666
2025 Q4	$3.54K	Hold	142	–	–	﹤0.01%	1591
2025 Q3	$3.63K	Hold	142	–	–	﹤0.01%	1596
2025 Q2	$3.51K	Hold	142	–	–	﹤0.01%	1588
2025 Q1	$3.44K	Hold	142	–	–	﹤0.01%	1567
2024 Q4	$3.4K	Hold	142	–	–	﹤0.01%	1497
2024 Q3	$3.79K	Hold	142	–	–	﹤0.01%	1436
2024 Q2	$3.3K	Hold	142	–	–	﹤0.01%	1401
2024 Q1	$3.36K	Buy	+142	New	+$3.32K	﹤0.01%	1399
2023 Q4	–	Sell	-142	Closed	-$3.01K	–	1638
2023 Q3	$3.01K	Hold	142	–	–	﹤0.01%	1274
2023 Q2	$3.26K	Sell	142 -558	-80%	-$12.7K	﹤0.01%	1248
2023 Q1	$16.1K	Sell	700 -1,000	-59%	-$23.6K	﹤0.01%	861
2022 Q4	$38.6K	Hold	1,700	–	–	0.01%	611
2022 Q3	$36K	Hold	1,700	–	–	0.01%	615
2022 Q2	$41K	Sell	1,700 -846	-33%	-$22.5K	0.01%	586
2022 Q1	$74K	Sell	2,546 -96	-4%	-$2.74K	0.01%	478
2021 Q4	$81K	Buy	2,642 +10	+0.4%	+$292	0.01%	475
2021 Q3	$72K	Buy	2,632 +5	+0.2%	+$143	0.01%	520
2021 Q2	$73K	Buy	2,627 +1,806	+220%	+$49.3K	0.01%	510
2021 Q1	$21K	Buy	821 +25	+3%	+$617	﹤0.01%	777
2020 Q4	$19K	Hold	796	–	–	﹤0.01%	735
2020 Q3	$17K	Buy	+796	New	+$17K	﹤0.01%	694

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 Financial Designs's REET Position: Q2 2026 in Review

Creative Financial Designs held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 142 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Creative Financial Designs first reported a position in REET in Q3 2020 and has held it in 23 quarters since. The position peaked at $81K in Q4 2021. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Creative Financial Designs held 142 shares of iShares Global REIT ETF worth $3.92K as of Q2 2026.
Creative Financial Designs left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1764 holding.
Creative Financial Designs first reported a position in iShares Global REIT ETF in Q3 2020 and has held it in 23 quarters since.
Creative Financial Designs's iShares Global REIT ETF position peaked at $81K in Q4 2021.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.