Diversify Advisory Services’s iShares Global REIT ETF REET Stock Holding History

Diversify Advisory Services’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	$446K	Buy	+15,505	New	+$420K	0.01%	905
2026 Q1	–	Sell	-9,802	Closed	-$254K	–	701
2025 Q4	$254K	Buy	9,802 +418	+4%	+$10.6K	0.01%	805
2025 Q3	$237K	Buy	+9,384	New	+$236K	0.01%	796
2024 Q4	–	Sell	-8,674	Closed	-$226K	–	678
2024 Q3	$226K	Buy	+8,674	New	+$219K	0.01%	578

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 29.18% 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

Diversify Advisory Services's REET Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 15,505 shares worth $446K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in REET as recently as Q4 2025.

Diversify Advisory Services first reported a position in REET in Q3 2024 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Diversify Advisory Services held 15,505 shares of iShares Global REIT ETF worth $446K as of Q2 2026.
iShares Global REIT ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Global REIT ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #905 holding.
Diversify Advisory Services first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 4 quarters since.
321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.