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

Financial Management 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
Q2 		$212K Buy
+7,423
New +$201K 0.03% 204
2026
Q1 		– Sell
-8,303
Closed -$208K – 202
2025
Q4 		$208K Sell
8,303
-929
-10% -$23.5K 0.03% 178
2025
Q3 		$235K Sell
9,232
-2,565
-22% -$64.4K 0.04% 165
2025
Q2 		$294K Buy
11,797
+132
+1% +$3.2K 0.05% 144
2025
Q1 		$256K Sell
11,665
-88
-0.7% -$2.14K 0.06% 138
2024
Q4 		$283K Buy
11,753
+50
+0.4% +$1.28K 0.06% 136
2024
Q3 		$306K Sell
11,703
-95
-0.8% -$2.4K 0.06% 138
2024
Q2 		$275K Buy
11,798
+1,588
+16% +$36.3K 0.07% 129
2024
Q1 		$234K Sell
10,210
-6,636
-39% -$155K 0.06% 142
2023
Q4 		$401K Sell
16,846
-1,581
-9% -$34.6K 0.12% 100
2023
Q3 		$380K Sell
18,427
-1,011
-5% -$23.1K 0.13% 102
2023
Q2 		$451K Sell
19,438
-3,165
-14% -$72.1K 0.16% 91
2023
Q1 		$517K Buy
22,603
+1,003
+5% +$23.7K 0.21% 78
2022
Q4 		$499K Buy
21,600
+234
+1% +$5.22K 0.22% 84
2022
Q3 		$470K Buy
21,366
+99
+0.5% +$2.44K 0.23% 84
2022
Q2 		$521K Sell
21,267
-1,688
-7% -$44.9K 0.28% 71
2022
Q1 		$677K Sell
22,955
-703
-3% -$20.1K 0.34% 56
2021
Q4 		$721K Sell
23,658
-4,227
-15% -$124K 0.33% 63
2021
Q3 		$776K Buy
27,885
+1,304
+5% +$37.4K 0.39% 55
2021
Q2 		$743K Buy
26,581
+7,052
+36% +$193K 0.38% 57
2021
Q1 		$532K Buy
19,529
+3,057
+19% +$75.5K 0.28% 76
2020
Q4 		$398K Buy
+16,472
New +$371K 0.24% 76

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

Financial Management Network's REET Position: Q2 2026 in Review

Financial Management Network opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 7,423 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: Financial Management Network previously reported a position in REET as recently as Q4 2025.

Financial Management Network first reported a position in REET in Q4 2020 and has held it in 22 quarters since. The position peaked at $776K in Q3 2021. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Financial Management Network held 7,423 shares of iShares Global REIT ETF worth $212K as of Q2 2026.
  • iShares Global REIT ETF was a new Financial Management Network position in Q2 2026.
  • iShares Global REIT ETF made up 0.03% of Financial Management Network's portfolio in Q2 2026, its #204 holding.
  • Financial Management Network first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's iShares Global REIT ETF position peaked at $776K in Q3 2021.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.