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EP Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

EP Wealth 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 		$133K Buy
+4,800
New +$130K ﹤0.01% 1613
2022
Q1 		– Sell
-11,640
Closed -$356K – 660
2021
Q4 		$356K Buy
+11,640
New +$340K 0.01% 432

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 29.18% 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

EP Wealth Advisors's REET Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 4,800 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in REET as recently as Q4 2021.

EP Wealth Advisors first reported a position in REET in Q4 2021 and has held it in 2 quarters since. The position peaked at $356K in Q4 2021. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • EP Wealth Advisors held 4,800 shares of iShares Global REIT ETF worth $133K as of Q2 2026.
  • iShares Global REIT ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares Global REIT ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1613 holding.
  • EP Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares Global REIT ETF position peaked at $356K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.