CX Institutional’s iShares Global REIT ETF REET Stock Holding History

CX Institutional’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	$3K	Buy	116 +1	+0.9%	+$27	﹤0.01%	1429
2026 Q1	$3K	Hold	115	–	–	﹤0.01%	1415
2025 Q4	$3K	Sell	115 -463	-80%	-$11.7K	﹤0.01%	1332
2025 Q3	$15K	Buy	578 +4	+0.7%	+$100	﹤0.01%	1140
2025 Q2	$14K	Hold	574	–	–	﹤0.01%	1005
2025 Q1	$14K	Buy	+574	New	+$14K	﹤0.01%	984
2023 Q1	–	Sell	-17,878	Closed	-$406K	–	565
2022 Q4	$406K	Sell	17,878 -55,472	-76%	-$1.24M	0.02%	394
2022 Q3	$1.56M	Buy	73,350 +32,303	+79%	+$796K	0.11%	217
2022 Q2	$993K	Buy	+41,047	New	+$1.09M	0.07%	241
2018 Q4	–	Sell	-6,026	Closed	-$152K	–	553
2018 Q3	$152K	Buy	+6,026	New	+$156K	0.05%	129

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

CX Institutional's REET Position: Q2 2026 in Review

CX Institutional increased its iShares Global REIT ETF (REET) stake by 0.87% in Q2 2026, buying an estimated $27 and bringing the position to 116 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

CX Institutional first reported a position in REET in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

CX Institutional held 116 shares of iShares Global REIT ETF worth $3K as of Q2 2026.
CX Institutional bought 1 iShares Global REIT ETF share in Q2 2026, an estimated $27.
iShares Global REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1429 holding.
CX Institutional first reported a position in iShares Global REIT ETF in Q3 2018 and has held it in 10 quarters since.
CX Institutional's iShares Global REIT ETF position peaked at $1.56M in Q3 2022.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.