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
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

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Elevation Wealth Partners's REET Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Global REIT ETF (REET) stake by 0.45% in Q2 2026, buying an estimated $434 and bringing the position to 3,539 shares worth $97.7K. The position accounts for 0.03% of the portfolio, ranked #197.

Elevation Wealth Partners first reported a position in REET in Q1 2023 and has held it in 14 quarters since. 107 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Elevation Wealth Partners held 3,539 shares of iShares Global REIT ETF worth $97.7K as of Q2 2026.
  • Elevation Wealth Partners bought 16 iShares Global REIT ETF shares in Q2 2026, an estimated $434.
  • iShares Global REIT ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Elevation Wealth Partners first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.