EA
REET icon

Emerald Advisors’s iShares Global REIT ETF REET Stock Holding History

Emerald Advisors’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 		$3.32M Sell
120,054
-962
-0.8% -$26.1K 0.42% 15
2026
Q1 		$3.04M Buy
121,016
+15,771
+15% +$410K 0.38% 15
2025
Q4 		$2.63M Buy
105,245
+8,477
+9% +$214K 0.36% 17
2025
Q3 		$2.47M Buy
96,768
+4,276
+5% +$107K 0.33% 18
2025
Q2 		$2.28M Buy
92,492
+2,167
+2% +$52.5K 0.29% 16
2025
Q1 		$2.19M Buy
90,325
+10,778
+14% +$262K 0.29% 15
2024
Q4 		$1.91M Sell
79,547
-1,053
-1% -$26.9K 0.26% 19
2024
Q3 		$2.13M Buy
80,600
+3,057
+4% +$77.3K 0.31% 17
2024
Q2 		$1.8M Buy
77,543
+14,772
+24% +$338K 0.27% 17
2024
Q1 		$1.49M Buy
62,771
+16,026
+34% +$375K 0.26% 20
2023
Q4 		$1.13M Sell
46,745
-11,744
-20% -$257K 0.22% 21
2023
Q3 		$1.24M Buy
58,489
+5,842
+11% +$134K 0.29% 18
2023
Q2 		$1.21M Buy
52,647
+8,639
+20% +$197K 0.29% 19
2023
Q1 		$1.01M Buy
44,008
+8,459
+24% +$200K 0.26% 21
2022
Q4 		$807K Sell
35,549
-5,654
-14% -$126K 0.22% 26
2022
Q3 		$876K Buy
41,203
+305
+0.7% +$7.51K 0.25% 23
2022
Q2 		$989K Sell
40,898
-4,141
-9% -$110K 0.28% 25
2022
Q1 		$1.32M Buy
45,039
+2,551
+6% +$72.9K 0.31% 25
2021
Q4 		$1.3M Buy
42,488
+20,639
+94% +$603K 0.31% 25
2021
Q3 		$599K Buy
21,849
+2,596
+13% +$74.5K 0.17% 46
2021
Q2 		$534K Buy
19,253
+3,766
+24% +$103K 0.17% 51
2021
Q1 		$395K Buy
+15,487
New +$382K 0.14% 53

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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

Emerald Advisors's REET Position: Q2 2026 in Review

Emerald Advisors reduced its iShares Global REIT ETF (REET) stake by 0.79% in Q2 2026, selling an estimated $26.1K and leaving 120,054 shares worth $3.32M. The position accounts for 0.42% of the portfolio, ranked #15.

Emerald Advisors first reported a position in REET in Q1 2021 and has held it in 22 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Emerald Advisors held 120,054 shares of iShares Global REIT ETF worth $3.32M as of Q2 2026.
  • Emerald Advisors sold 962 iShares Global REIT ETF shares in Q2 2026, an estimated $26.1K.
  • iShares Global REIT ETF made up 0.42% of Emerald Advisors's portfolio in Q2 2026, its #15 holding.
  • Emerald Advisors first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.