Empower Advisory Group’s iShares Global REIT ETF REET Stock Holding History

Empower Advisory Group’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	$222K	Hold	8,051	–	–	﹤0.01%	494
2026 Q1	$202K	Sell	8,051 -4,363	-35%	-$113K	﹤0.01%	495
2025 Q4	$310K	Buy	+12,414	New	+$314K	﹤0.01%	405
2024 Q4	–	Sell	-7,699	Closed	-$205K	–	515
2024 Q3	$205K	Buy	+7,699	New	+$195K	﹤0.01%	485
2024 Q1	–	Sell	-10,732	Closed	-$260K	–	511
2023 Q4	$260K	Buy	10,732 +10	+0.1%	+$219	﹤0.01%	419
2023 Q3	$227K	Hold	10,722	–	–	﹤0.01%	429
2023 Q2	$246K	Sell	10,722 -1,381	-11%	-$31.5K	﹤0.01%	427
2023 Q1	$277K	Buy	+12,103	New	+$286K	﹤0.01%	404

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Empower Advisory Group's REET Position: Q2 2026 in Review

Empower Advisory Group held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 8,051 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Empower Advisory Group first reported a position in REET in Q1 2023 and has held it in 8 quarters since. The position peaked at $310K in Q4 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Empower Advisory Group held 8,051 shares of iShares Global REIT ETF worth $222K as of Q2 2026.
Empower Advisory Group left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #494 holding.
Empower Advisory Group first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 8 quarters since.
Empower Advisory Group's iShares Global REIT ETF position peaked at $310K in Q4 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.