D.J. St. Germain’s iShares Global REIT ETF REET Stock Holding History

D.J. St. Germain’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	$103K	Sell	3,734 -475	-11%	-$12.9K	﹤0.01%	367
2026 Q1	$106K	Hold	4,209	–	–	﹤0.01%	355
2025 Q4	$105K	Hold	4,209	–	–	﹤0.01%	389
2025 Q3	$108K	Sell	4,209 -41	-1%	-$1.03K	﹤0.01%	381
2025 Q2	$105K	Hold	4,250	–	–	﹤0.01%	377
2025 Q1	$103K	Hold	4,250	–	–	﹤0.01%	326
2024 Q4	$102K	Hold	4,250	–	–	﹤0.01%	340
2024 Q3	$113K	Sell	4,250 -412	-9%	-$10.4K	0.01%	310
2024 Q2	$108K	Sell	4,662 -284	-6%	-$6.49K	0.01%	311
2024 Q1	$117K	Hold	4,946	–	–	0.01%	307
2023 Q4	$120K	Sell	4,946 -134	-3%	-$2.93K	0.01%	307
2023 Q3	$108K	Hold	5,080	–	–	0.01%	295
2023 Q2	$117K	Buy	+5,080	New	+$116K	0.01%	286

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

D.J. St. Germain's REET Position: Q2 2026 in Review

D.J. St. Germain reduced its iShares Global REIT ETF (REET) stake by 11% in Q2 2026, selling an estimated $12.9K and leaving 3,734 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

D.J. St. Germain first reported a position in REET in Q2 2023 and has held it in 13 quarters since. The position peaked at $120K in Q4 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

D.J. St. Germain held 3,734 shares of iShares Global REIT ETF worth $103K as of Q2 2026.
D.J. St. Germain sold 475 iShares Global REIT ETF shares in Q2 2026, an estimated $12.9K.
iShares Global REIT ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #367 holding.
D.J. St. Germain first reported a position in iShares Global REIT ETF in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's iShares Global REIT ETF position peaked at $120K in Q4 2023.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.