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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
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

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VA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Diversify Advisory Services's REET Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 9,802 shares — an estimated $254K sold.

Diversify Advisory Services first reported a position in REET in Q3 2024 and held it in 3 quarters. The position peaked at $254K in Q4 2025. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,802 iShares Global REIT ETF shares in Q1 2026, an estimated $254K.
  • Diversify Advisory Services first reported a position in iShares Global REIT ETF in Q3 2024 and held it in 3 quarters.
  • Diversify Advisory Services's iShares Global REIT ETF position peaked at $254K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.