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Equita Financial Network’s iShares Global REIT ETF REET Stock Holding History

Equita Financial Network’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
Q1 		– Sell
-10,133
Closed -$253K – 98
2025
Q4 		$253K Buy
+10,133
New +$256K 0.08% 86
2024
Q1 		– Sell
-8,837
Closed -$214K – 71
2023
Q4 		$214K Sell
8,837
-1,236
-12% -$27K 0.11% 61
2023
Q3 		$213K Buy
+10,073
New +$231K 0.13% 55

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Equita Financial Network's REET Position: Q1 2026 in Review

Equita Financial Network sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 10,133 shares — an estimated $253K sold.

Equita Financial Network first reported a position in REET in Q3 2023 and held it in 3 quarters. The position peaked at $253K in Q4 2025. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Equita Financial Network reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Equita Financial Network sold 10,133 iShares Global REIT ETF shares in Q1 2026, an estimated $253K.
  • Equita Financial Network first reported a position in iShares Global REIT ETF in Q3 2023 and held it in 3 quarters.
  • Equita Financial Network's iShares Global REIT ETF position peaked at $253K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.