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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
Q3 		$3K Buy
117
+1
+0.9% +$28 ﹤0.01% 1521
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

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CX Institutional's REET Position: Q3 2026 in Review

CX Institutional increased its iShares Global REIT ETF (REET) stake by 0.86% in Q3 2026, buying an estimated $28 and bringing the position to 117 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

CX Institutional first reported a position in REET in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.56M in Q3 2022. 13 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • CX Institutional held 117 shares of iShares Global REIT ETF worth $3K as of Q3 2026.
  • CX Institutional bought 1 iShares Global REIT ETF share in Q3 2026, an estimated $28.
  • iShares Global REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1521 holding.
  • CX Institutional first reported a position in iShares Global REIT ETF in Q3 2018 and has held it in 11 quarters since.
  • CX Institutional's iShares Global REIT ETF position peaked at $1.56M in Q3 2022.
  • 13 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.