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DGS Capital Management’s iShares Global REIT ETF REET Stock Holding History

DGS Capital Management’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
Q1 		$473K Sell
18,811
-610
-3% -$15.8K 0.08% 248
2025
Q4 		$485K Buy
19,421
+755
+4% +$19.1K 0.08% 210
2025
Q3 		$477K Sell
18,666
-560
-3% -$14.1K 0.09% 197
2025
Q2 		$475K Sell
19,226
-254
-1% -$6.15K 0.1% 181
2025
Q1 		$473K Buy
19,480
+612
+3% +$14.9K 0.12% 166
2024
Q4 		$452K Buy
18,868
+1,338
+8% +$34.2K 0.11% 160
2024
Q3 		$468K Sell
17,530
-636
-4% -$16.1K 0.13% 161
2024
Q2 		$422K Buy
18,166
+1,646
+10% +$37.6K 0.12% 158
2024
Q1 		$391K Buy
16,520
+1,987
+14% +$46.5K 0.11% 164
2023
Q4 		$351K Buy
14,533
+432
+3% +$9.45K 0.14% 142
2023
Q3 		$299K Sell
14,101
-102
-0.7% -$2.33K 0.15% 152
2023
Q2 		$326K Buy
14,203
+4,197
+42% +$95.6K 0.16% 141
2023
Q1 		$229K Buy
10,006
+643
+7% +$15.2K 0.13% 179
2022
Q4 		$213K Buy
+9,363
New +$209K 0.14% 187
2022
Q3 		– Sell
-10,347
Closed -$250K – 217
2022
Q2 		$250K Sell
10,347
-408
-4% -$10.9K 0.2% 132
2022
Q1 		$314K Buy
10,755
+42
+0.4% +$1.2K 0.19% 114
2021
Q4 		$328K Buy
+10,713
New +$313K 0.2% 89

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DGS Capital Management's REET Position: Q1 2026 in Review

DGS Capital Management reduced its iShares Global REIT ETF (REET) stake by 3.1% in Q1 2026, selling an estimated $15.8K and leaving 18,811 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #248.

DGS Capital Management first reported a position in REET in Q4 2021 and has held it in 17 quarters since. The position peaked at $485K in Q4 2025. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • DGS Capital Management held 18,811 shares of iShares Global REIT ETF worth $473K as of Q1 2026.
  • DGS Capital Management sold 610 iShares Global REIT ETF shares in Q1 2026, an estimated $15.8K.
  • iShares Global REIT ETF made up 0.08% of DGS Capital Management's portfolio in Q1 2026, its #248 holding.
  • DGS Capital Management first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 17 quarters since.
  • DGS Capital Management's iShares Global REIT ETF position peaked at $485K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.