EWP
REET icon

Elevation Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

Elevation Wealth Partners’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
Q3 		$91.7K Buy
3,558
+19
+0.5% +$525 0.03% 214
2026
Q2 		$97.7K Buy
3,539
+16
+0.5% +$434 0.03% 197
2026
Q1 		$88.6K Buy
3,523
+11
+0.3% +$286 0.03% 182
2025
Q4 		$87.6K Buy
3,512
+33
+0.9% +$834 0.03% 178
2025
Q3 		$88.9K Buy
3,479
+19
+0.5% +$477 0.03% 187
2025
Q2 		$85.5K Buy
3,460
+16
+0.5% +$388 0.03% 186
2025
Q1 		$83.6K Buy
3,444
+11
+0.3% +$268 0.04% 185
2024
Q4 		$82.3K Buy
3,433
+59
+2% +$1.51K 0.03% 184
2024
Q3 		$90.1K Buy
3,374
+31
+0.9% +$784 0.04% 174
2024
Q2 		$77.7K Buy
3,343
+11
+0.3% +$252 0.04% 180
2024
Q1 		$78.9K Buy
3,332
+93
+3% +$2.18K 0.04% 184
2023
Q4 		$68.6K Hold
3,239
– – 0.04% 183
2023
Q3 		$68.6K Hold
3,239
– – 0.06% 126
2023
Q2 		$74.4K Hold
3,239
– – 0.06% 123
2023
Q1 		$74.3K Buy
+3,239
New +$76.4K 0.07% 127

Other funds holding REET

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's REET Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Global REIT ETF (REET) stake by 0.54% in Q3 2026, buying an estimated $525 and bringing the position to 3,558 shares worth $91.7K. The position accounts for 0.03% of the portfolio, ranked #214.

Elevation Wealth Partners first reported a position in REET in Q1 2023 and has held it in 15 quarters since. The position peaked at $97.7K in Q2 2026. 13 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • Elevation Wealth Partners held 3,558 shares of iShares Global REIT ETF worth $91.7K as of Q3 2026.
  • Elevation Wealth Partners bought 19 iShares Global REIT ETF shares in Q3 2026, an estimated $525.
  • iShares Global REIT ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #214 holding.
  • Elevation Wealth Partners first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Global REIT ETF position peaked at $97.7K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.