Cutler Investment Counsel’s iShares Global REIT ETF REET Stock Holding History

Cutler Investment Counsel’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	$9.5M	Buy	344,085 +13,284	+4%	+$360K	0.89%	38
2026 Q1	$8.32M	Buy	330,801 +7,160	+2%	+$186K	0.86%	41
2025 Q4	$8.07M	Buy	323,641 +26,387	+9%	+$667K	0.84%	41
2025 Q3	$7.6M	Buy	297,254 +25,158	+9%	+$631K	0.8%	45
2025 Q2	$6.72M	Buy	272,096 +24,288	+10%	+$588K	0.75%	48
2025 Q1	$6.01M	Buy	247,808 +61,416	+33%	+$1.5M	0.72%	47
2024 Q4	$4.47M	Buy	186,392 +69,909	+60%	+$1.79M	0.56%	53
2024 Q3	$3.11M	Buy	116,483 +105,263	+938%	+$2.66M	0.39%	58
2024 Q2	$261K	Buy	11,220 +493	+5%	+$11.3K	0.04%	116
2024 Q1	$254K	Buy	+10,727	New	+$251K	0.03%	116
2022 Q3	–	Sell	-8,411	Closed	-$203K	–	128
2022 Q2	$203K	Buy	+8,411	New	+$224K	0.03%	125

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

Cutler Investment Counsel's REET Position: Q2 2026 in Review

Cutler Investment Counsel increased its iShares Global REIT ETF (REET) stake by 4% in Q2 2026, buying an estimated $360K and bringing the position to 344,085 shares worth $9.5M. The position accounts for 0.89% of the portfolio, ranked #38.

Cutler Investment Counsel first reported a position in REET in Q2 2022 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Cutler Investment Counsel held 344,085 shares of iShares Global REIT ETF worth $9.5M as of Q2 2026.
Cutler Investment Counsel bought 13,284 iShares Global REIT ETF shares in Q2 2026, an estimated $360K.
iShares Global REIT ETF made up 0.89% of Cutler Investment Counsel's portfolio in Q2 2026, its #38 holding.
Cutler Investment Counsel first reported a position in iShares Global REIT ETF in Q2 2022 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.