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Diversified Portfolios Inc’s iShares Global REIT ETF REET Stock Holding History

Diversified Portfolios Inc’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 		$9.79M Sell
354,453
-140,037
-28% -$3.8M 0.71% 30
2026
Q1 		$12.4M Sell
494,490
-94,301
-16% -$2.45M 1.02% 24
2025
Q4 		$14.7M Sell
588,791
-294,958
-33% -$7.45M 1.22% 20
2025
Q3 		$22.6M Buy
883,749
+29,847
+3% +$749K 1.99% 13
2025
Q2 		$21.1M Buy
853,902
+38,133
+5% +$924K 2.01% 12
2025
Q1 		$19.8M Buy
815,769
+43,596
+6% +$1.06M 2.08% 12
2024
Q4 		$18.5M Buy
772,173
+55,482
+8% +$1.42M 2.02% 13
2024
Q3 		$19.1M Buy
716,691
+45,134
+7% +$1.14M 2.15% 13
2024
Q2 		$15.6M Buy
671,557
+19,494
+3% +$446K 2.06% 14
2024
Q1 		$15.4M Buy
652,063
+37,413
+6% +$875K 2.17% 12
2023
Q4 		$14.9M Buy
614,650
+16,372
+3% +$358K 2.34% 12
2023
Q3 		$12.7M Buy
598,278
+148,104
+33% +$3.39M 2.39% 11
2023
Q2 		$10.3M Buy
450,174
+101,321
+29% +$2.31M 2.08% 13
2023
Q1 		$8M Buy
348,853
+43,438
+14% +$1.03M 1.78% 13
2022
Q4 		$6.94M Buy
305,415
+201,048
+193% +$4.48M 1.59% 15
2022
Q3 		$2.22M Buy
104,367
+87,341
+513% +$2.15M 0.6% 29
2022
Q2 		$412K Sell
17,026
-18,828
-53% -$501K 0.11% 87
2022
Q1 		$1.05M Buy
35,854
+28,242
+371% +$807K 0.25% 56
2021
Q4 		$233K Buy
+7,612
New +$223K 0.06% 121

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

Diversified Portfolios Inc's REET Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its iShares Global REIT ETF (REET) stake by 28% in Q2 2026, selling an estimated $3.8M and leaving 354,453 shares worth $9.79M. The position accounts for 0.71% of the portfolio, ranked #30.

Diversified Portfolios Inc first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.6M in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Diversified Portfolios Inc held 354,453 shares of iShares Global REIT ETF worth $9.79M as of Q2 2026.
  • Diversified Portfolios Inc sold 140,037 iShares Global REIT ETF shares in Q2 2026, an estimated $3.8M.
  • iShares Global REIT ETF made up 0.71% of Diversified Portfolios Inc's portfolio in Q2 2026, its #30 holding.
  • Diversified Portfolios Inc first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Diversified Portfolios Inc's iShares Global REIT ETF position peaked at $22.6M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.