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Fiduciary Financial Group’s iShares Global REIT ETF REET Stock Holding History

Fiduciary Financial Group’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 		$6.62M Buy
239,851
+28,551
+14% +$774K 0.75% 28
2026
Q1 		$5.31M Buy
211,300
+27,361
+15% +$710K 0.7% 28
2025
Q4 		$4.59M Buy
183,939
+10,771
+6% +$272K 0.65% 31
2025
Q3 		$4.43M Buy
173,168
+14,661
+9% +$368K 0.7% 28
2025
Q2 		$3.94M Buy
158,507
+6,535
+4% +$158K 0.71% 29
2025
Q1 		$3.41M Buy
151,972
+23,934
+19% +$583K 0.74% 31
2024
Q4 		$2.98M Buy
128,038
+7,612
+6% +$194K 0.65% 31
2024
Q3 		$3.11M Buy
120,426
+1,799
+2% +$45.5K 0.71% 30
2024
Q2 		$2.92M Buy
+118,627
New +$2.71M 0.71% 32

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

Fiduciary Financial Group's REET Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares Global REIT ETF (REET) stake by 14% in Q2 2026, buying an estimated $774K and bringing the position to 239,851 shares worth $6.62M. The position accounts for 0.75% of the portfolio, ranked #28.

Fiduciary Financial Group first reported a position in REET in Q2 2024 and has held it in 9 quarters since. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Fiduciary Financial Group held 239,851 shares of iShares Global REIT ETF worth $6.62M as of Q2 2026.
  • Fiduciary Financial Group bought 28,551 iShares Global REIT ETF shares in Q2 2026, an estimated $774K.
  • iShares Global REIT ETF made up 0.75% of Fiduciary Financial Group's portfolio in Q2 2026, its #28 holding.
  • Fiduciary Financial Group first reported a position in iShares Global REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.