Farther Finance Advisors’s iShares Global REIT ETF REET Stock Holding History

Farther Finance 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	$501K	Sell	18,124 -3,478	-16%	-$94.3K	﹤0.01%	1563
2026 Q1	$549K	Buy	21,602 +1,989	+10%	+$51.6K	0.01%	1334
2025 Q4	$489K	Sell	19,613 -1,418	-7%	-$35.8K	0.01%	1323
2025 Q3	$538K	Sell	21,031 -17,988	-46%	-$452K	0.01%	1039
2025 Q2	$964K	Buy	39,019 +34,193	+709%	+$828K	0.02%	603
2025 Q1	$117K	Buy	4,826 +3,371	+232%	+$82.1K	﹤0.01%	1459
2024 Q4	$34.9K	Hold	1,455	–	–	﹤0.01%	1828
2024 Q3	$38.8K	Buy	+1,455	New	+$36.8K	﹤0.01%	1780
2024 Q1	–	Sell	-39,317	Closed	-$951K	–	3714
2023 Q4	$951K	Buy	+39,317	New	+$860K	0.07%	243
2023 Q2	–	Sell	-5	Closed	-$115	–	2553
2023 Q1	$115	Buy	+5	New	+$118	﹤0.01%	2275

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

Farther Finance Advisors's REET Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Global REIT ETF (REET) stake by 16% in Q2 2026, selling an estimated $94.3K and leaving 18,124 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Farther Finance Advisors first reported a position in REET in Q1 2023 and has held it in 10 quarters since. The position peaked at $964K in Q2 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Farther Finance Advisors held 18,124 shares of iShares Global REIT ETF worth $501K as of Q2 2026.
Farther Finance Advisors sold 3,478 iShares Global REIT ETF shares in Q2 2026, an estimated $94.3K.
iShares Global REIT ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1563 holding.
Farther Finance Advisors first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 10 quarters since.
Farther Finance Advisors's iShares Global REIT ETF position peaked at $964K in Q2 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.