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FAS Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

FAS Wealth Partners’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 		$2.28M Buy
82,625
+3,995
+5% +$108K 0.12% 137
2026
Q1 		$1.98M Buy
78,630
+765
+1% +$19.9K 0.12% 132
2025
Q4 		$1.94M Sell
77,865
-337
-0.4% -$8.51K 0.13% 129
2025
Q3 		$2M Sell
78,202
-1,078
-1% -$27.1K 0.14% 127
2025
Q2 		$1.96M Buy
79,280
+2,511
+3% +$60.8K 0.14% 122
2025
Q1 		$1.86M Buy
76,769
+936
+1% +$22.8K 0.15% 118
2024
Q4 		$1.82M Buy
75,833
+885
+1% +$22.6K 0.15% 118
2024
Q3 		$2M Sell
74,948
-1,674
-2% -$42.3K 0.16% 115
2024
Q2 		$1.78M Sell
76,622
-926
-1% -$21.2K 0.15% 117
2024
Q1 		$1.84M Sell
77,548
-32,220
-29% -$754K 0.16% 116
2023
Q4 		$2.65M Buy
109,768
+6,316
+6% +$138K 0.25% 89
2023
Q3 		$2.19M Buy
103,452
+14,700
+17% +$337K 0.23% 91
2023
Q2 		$2.04M Sell
88,752
-156,452
-64% -$3.56M 0.26% 88
2023
Q1 		$5.62M Sell
245,204
-40,487
-14% -$956K 0.61% 35
2022
Q4 		$6.49M Buy
285,691
+6,892
+2% +$154K 0.74% 28
2022
Q3 		$5.93M Sell
278,799
-43,361
-13% -$1.07M 0.66% 31
2022
Q2 		$7.79M Buy
322,160
+171,446
+114% +$4.56M 0.82% 26
2022
Q1 		$4.4M Buy
150,714
+43,254
+40% +$1.24M 0.41% 41
2021
Q4 		$3.29M Buy
+107,460
New +$3.14M 0.3% 54

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

FAS Wealth Partners's REET Position: Q2 2026 in Review

FAS Wealth Partners increased its iShares Global REIT ETF (REET) stake by 5.1% in Q2 2026, buying an estimated $108K and bringing the position to 82,625 shares worth $2.28M. The position accounts for 0.12% of the portfolio, ranked #137.

FAS Wealth Partners first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.79M in Q2 2022. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • FAS Wealth Partners held 82,625 shares of iShares Global REIT ETF worth $2.28M as of Q2 2026.
  • FAS Wealth Partners bought 3,995 iShares Global REIT ETF shares in Q2 2026, an estimated $108K.
  • iShares Global REIT ETF made up 0.12% of FAS Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • FAS Wealth Partners first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • FAS Wealth Partners's iShares Global REIT ETF position peaked at $7.79M in Q2 2022.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.