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Elevate Wealth Advisory’s iShares Global REIT ETF REET Stock Holding History

Elevate Wealth Advisory’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 		$75.2K Hold
2,992
– – 0.05% 91
2025
Q4 		$74.6K Hold
2,992
– – 0.05% 85
2025
Q3 		$76.5K Hold
2,992
– – 0.06% 84
2025
Q2 		$73.9K Hold
2,992
– – 0.05% 92
2025
Q1 		$72.6K Hold
2,992
– – 0.05% 91
2024
Q4 		$71.7K Buy
2,992
+78
+3% +$1.99K 0.05% 82
2024
Q3 		$77.8K Hold
2,914
– – 0.06% 84
2024
Q2 		$67.7K Buy
2,914
+207
+8% +$4.73K 0.06% 78
2024
Q1 		$64.1K Buy
2,707
+8
+0.3% +$187 0.06% 77
2023
Q4 		$65.3K Buy
+2,699
New +$59K 0.06% 76

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
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

Elevate Wealth Advisory's REET Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares Global REIT ETF (REET) position steady in Q1 2026 at 2,992 shares worth $75.2K. The position accounts for 0.05% of the portfolio, ranked #91.

Elevate Wealth Advisory first reported a position in REET in Q4 2023 and has held it in 10 quarters since. The position peaked at $77.8K in Q3 2024. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Elevate Wealth Advisory held 2,992 shares of iShares Global REIT ETF worth $75.2K as of Q1 2026.
  • Elevate Wealth Advisory left its iShares Global REIT ETF share count unchanged in Q1 2026.
  • iShares Global REIT ETF made up 0.05% of Elevate Wealth Advisory's portfolio in Q1 2026, its #91 holding.
  • Elevate Wealth Advisory first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's iShares Global REIT ETF position peaked at $77.8K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.