Creative Planning
REET icon

Creative Planning’s iShares Global REIT ETF REET Stock Holding History

Creative Planning’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 		$133M Sell
4,800,308
-318,941
-6% -$8.65M 0.08% 113
2026
Q1 		$129M Buy
5,119,249
+4,883,829
+2,075% +$127M 0.09% 105
2025
Q4 		$5.87M Buy
235,420
+2,576
+1% +$65.1K ﹤0.01% 896
2025
Q3 		$5.95M Sell
232,844
-12,397
-5% -$311K ﹤0.01% 776
2025
Q2 		$6.06M Sell
245,241
-2,739
-1% -$66.4K 0.01% 698
2025
Q1 		$6.02M Sell
247,980
-9,799
-4% -$239K 0.01% 651
2024
Q4 		$6.18M Sell
257,779
-10,003
-4% -$255K 0.01% 591
2024
Q3 		$7.15M Sell
267,782
-18,128
-6% -$458K 0.01% 532
2024
Q2 		$6.65M Sell
285,910
-10,173
-3% -$233K 0.01% 535
2024
Q1 		$7.01M Sell
296,083
-36,178
-11% -$847K 0.01% 510
2023
Q4 		$8.03M Sell
332,261
-8,040
-2% -$176K 0.01% 432
2023
Q3 		$7.2M Sell
340,301
-15,779
-4% -$361K 0.01% 434
2023
Q2 		$8.18M Sell
356,080
-15,967
-4% -$364K 0.01% 393
2023
Q1 		$8.53M Sell
372,047
-6,414
-2% -$151K 0.01% 374
2022
Q4 		$8.59M Buy
378,461
+264,658
+233% +$5.9M 0.01% 366
2022
Q3 		$2.42M Buy
113,803
+364
+0.3% +$8.97K ﹤0.01% 633
2022
Q2 		$2.74M Buy
113,439
+21,762
+24% +$579K ﹤0.01% 609
2022
Q1 		$2.68M Buy
91,677
+2,892
+3% +$82.6K ﹤0.01% 631
2021
Q4 		$2.72M Sell
88,785
-10,927
-11% -$319K ﹤0.01% 596
2021
Q3 		$2.73M Buy
99,712
+1,097
+1% +$31.5K ﹤0.01% 585
2021
Q2 		$2.73M Sell
98,615
-11,995
-11% -$328K ﹤0.01% 571
2021
Q1 		$2.82M Buy
110,610
+2,565
+2% +$63.3K 0.01% 590
2020
Q4 		$2.59M Sell
108,045
-4,575
-4% -$103K 0.01% 575
2020
Q3 		$2.37M Buy
112,620
+57,379
+104% +$1.23M 0.01% 506
2020
Q2 		$1.15M Sell
55,241
-65,451
-54% -$1.32M ﹤0.01% 693
2020
Q1 		$2.31M Buy
120,692
+102,514
+564% +$2.61M 0.01% 389
2019
Q4 		$502K Sell
18,178
-99
-0.5% -$2.78K ﹤0.01% 1107
2019
Q3 		$513K Sell
18,277
-123
-0.7% -$3.37K ﹤0.01% 1049
2019
Q2 		$491K Buy
+18,400
New +$492K ﹤0.01% 1086
2017
Q3 		– Sell
-2,380
Closed -$61K – 3309
2017
Q2 		$61K Buy
+2,380
New +$61K ﹤0.01% 2358

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's REET Position: Q2 2026 in Review

Creative Planning reduced its iShares Global REIT ETF (REET) stake by 6.2% in Q2 2026, selling an estimated $8.65M and leaving 4,800,308 shares worth $133M. The position accounts for 0.08% of the portfolio, ranked #113.

Creative Planning first reported a position in REET in Q2 2017 and has held it in 30 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Creative Planning held 4,800,308 shares of iShares Global REIT ETF worth $133M as of Q2 2026.
  • Creative Planning sold 318,941 iShares Global REIT ETF shares in Q2 2026, an estimated $8.65M.
  • iShares Global REIT ETF made up 0.08% of Creative Planning's portfolio in Q2 2026, its #113 holding.
  • Creative Planning first reported a position in iShares Global REIT ETF in Q2 2017 and has held it in 30 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.