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Destiny Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

Destiny Wealth Partners’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 		– Sell
-896
Closed -$22.5K – 872
2026
Q1 		$22.5K Buy
+896
New +$23.3K ﹤0.01% 636
2024
Q2 		– Sell
-184,157
Closed -$4.36M – 170
2024
Q1 		$4.36M Sell
184,157
-24,203
-12% -$566K 0.78% 47
2023
Q4 		$4.95M Buy
208,360
+17,261
+9% +$378K 0.93% 40
2023
Q3 		$4.05M Buy
191,099
+15,125
+9% +$346K 0.82% 44
2023
Q2 		$4.22M Buy
175,974
+29,667
+20% +$676K 0.81% 41
2023
Q1 		$3.35M Buy
146,307
+7,250
+5% +$171K 0.69% 45
2022
Q4 		$3.16M Buy
139,057
+368
+0.3% +$8.2K 0.68% 47
2022
Q3 		$2.95M Sell
138,689
-585
-0.4% -$14.4K 0.66% 51
2022
Q2 		$3.37M Sell
139,274
-10,539
-7% -$281K 0.74% 45
2022
Q1 		$4.38M Buy
149,813
+19,021
+15% +$543K 0.85% 41
2021
Q4 		$4M Buy
130,792
+1,034
+0.8% +$30.2K 0.77% 49
2021
Q3 		$3.56M Sell
129,758
-16,898
-12% -$485K 0.71% 49
2021
Q2 		$4.07M Sell
146,656
-13,453
-8% -$368K 0.78% 50
2021
Q1 		$4.08M Sell
160,109
-13,182
-8% -$326K 0.85% 43
2020
Q4 		$4.15M Buy
+173,291
New +$3.9M 0.86% 41

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Destiny Wealth Partners's REET Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 896 shares — an estimated $22.5K sold.

Destiny Wealth Partners first reported a position in REET in Q4 2020 and held it in 15 quarters. The position peaked at $4.95M in Q4 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 896 iShares Global REIT ETF shares in Q2 2026, an estimated $22.5K.
  • Destiny Wealth Partners first reported a position in iShares Global REIT ETF in Q4 2020 and held it in 15 quarters.
  • Destiny Wealth Partners's iShares Global REIT ETF position peaked at $4.95M in Q4 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.