First Foundation Advisors’s iShares Global REIT ETF REET Stock Holding History

First Foundation 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	$211K	Buy	+7,636	New	+$207K	0.01%	340
2025 Q3	–	Sell	-9,254	Closed	-$229K	–	347
2025 Q2	$229K	Hold	9,254	–	–	0.01%	314
2025 Q1	$225K	Hold	9,254	–	–	0.01%	306
2024 Q4	$222K	Hold	9,254	–	–	0.01%	320
2024 Q3	$247K	Hold	9,254	–	–	0.01%	308
2024 Q2	$215K	Hold	9,254	–	–	0.01%	319
2024 Q1	$219K	Sell	9,254 -234	-2%	-$5.47K	0.01%	321
2023 Q4	$229K	Hold	9,488	–	–	0.01%	318
2023 Q3	$201K	Hold	9,488	–	–	0.01%	394
2023 Q2	$218K	Sell	9,488 -10,932	-54%	-$249K	0.01%	371
2023 Q1	$468K	Sell	20,420 -7,781	-28%	-$184K	0.02%	242
2022 Q4	$640K	Sell	28,201 -4,483	-14%	-$99.9K	0.03%	222
2022 Q3	$695K	Sell	32,684 -7,128	-18%	-$176K	0.03%	200
2022 Q2	$963K	Hold	39,812	–	–	0.04%	176
2022 Q1	$1.16M	Sell	39,812 -6,309	-14%	-$180K	0.04%	177
2021 Q4	$1.41M	Sell	46,121 -3,243	-7%	-$94.8K	0.05%	176
2021 Q3	$1.35M	Sell	49,364 -1,016	-2%	-$29.1K	0.05%	172
2021 Q2	$1.4M	Sell	50,380 -4,217	-8%	-$115K	0.05%	175
2021 Q1	$1.39M	Sell	54,597 -7,940	-13%	-$196K	0.06%	167
2020 Q4	$1.5M	Sell	62,537 -9,869	-14%	-$222K	0.07%	153
2020 Q3	$1.52M	Sell	72,406 -138,072	-66%	-$2.95M	0.07%	141
2020 Q2	$4.39M	Sell	210,478 -664,041	-76%	-$13.4M	0.23%	67
2020 Q1	$16.7M	Buy	+874,519	New	+$22.3M	1.03%	19

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 29.18% 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

First Foundation Advisors's REET Position: Q2 2026 in Review

First Foundation Advisors opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 7,636 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in REET as recently as Q2 2025.

First Foundation Advisors first reported a position in REET in Q1 2020 and has held it in 23 quarters since. The position peaked at $16.7M in Q1 2020. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

First Foundation Advisors held 7,636 shares of iShares Global REIT ETF worth $211K as of Q2 2026.
iShares Global REIT ETF was a new First Foundation Advisors position in Q2 2026.
iShares Global REIT ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #340 holding.
First Foundation Advisors first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 23 quarters since.
First Foundation Advisors's iShares Global REIT ETF position peaked at $16.7M in Q1 2020.
321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.