EWA
REET icon

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

EverSource 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 		$199K Buy
7,190
+341
+5% +$9.25K 0.01% 1005
2026
Q1 		$172K Buy
6,849
+68
+1% +$1.77K 0.01% 1131
2025
Q4 		$169K Sell
6,781
-246
-4% -$6.21K 0.01% 1027
2025
Q3 		$180K Buy
7,027
+158
+2% +$3.97K 0.01% 963
2025
Q2 		$170K Sell
6,869
-21,035
-75% -$510K 0.01% 937
2025
Q1 		$677K Buy
27,904
+296
+1% +$7.21K 0.04% 322
2024
Q4 		$662K Sell
27,608
-13
-0% -$332 0.04% 311
2024
Q3 		$737K Buy
27,621
+1
+0% +$25 0.05% 268
2024
Q2 		$683K Buy
27,620
+3
+0% +$69 0.05% 269
2024
Q1 		$611K Buy
27,617
+455
+2% +$10.6K 0.05% 238
2023
Q4 		$657K Sell
27,162
-12,094
-31% -$265K 0.06% 213
2023
Q3 		$831K Buy
39,256
+469
+1% +$10.7K 0.09% 169
2023
Q2 		$891K Sell
38,787
-5,763
-13% -$131K 0.1% 168
2023
Q1 		$1.02M Buy
44,550
+4,526
+11% +$107K 0.13% 138
2022
Q4 		$909K Buy
40,024
+26,712
+201% +$595K 0.14% 125
2022
Q3 		$283K Buy
13,312
+10,709
+411% +$264K 0.06% 247
2022
Q2 		$63K Buy
2,603
+93
+4% +$2.48K 0.02% 541
2022
Q1 		$72K Buy
2,510
+2,065
+464% +$59K 0.02% 406
2021
Q4 		$14K Buy
+445
New +$13K ﹤0.01% 830

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

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

EverSource Wealth Advisors increased its iShares Global REIT ETF (REET) stake by 5% in Q2 2026, buying an estimated $9.25K and bringing the position to 7,190 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #1005.

EverSource Wealth Advisors first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • EverSource Wealth Advisors held 7,190 shares of iShares Global REIT ETF worth $199K as of Q2 2026.
  • EverSource Wealth Advisors bought 341 iShares Global REIT ETF shares in Q2 2026, an estimated $9.25K.
  • iShares Global REIT ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1005 holding.
  • EverSource Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Global REIT ETF position peaked at $1.02M in Q1 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.