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Focus Partners Advisor Solutions’s iShares Global REIT ETF REET Stock Holding History

Focus Partners Advisor Solutions’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 		$2.02M Buy
73,009
+1,649
+2% +$44.7K 0.02% 363
2026
Q1 		$1.79M Buy
+71,360
New +$1.85M 0.02% 377
2025
Q4 		– Sell
-13,208
Closed -$337K – 1227
2025
Q3 		$337K Sell
13,208
-70,866
-84% -$1.78M ﹤0.01% 868
2025
Q2 		$2.08M Buy
84,074
+37,544
+81% +$910K 0.03% 266
2025
Q1 		$1.13M Sell
46,530
-2,394
-5% -$58.3K 0.02% 353
2024
Q4 		$1.17M Buy
48,924
+28,125
+135% +$718K 0.02% 307
2024
Q3 		$555K Buy
+20,799
New +$526K 0.01% 423
2024
Q1 		– Sell
-38,778
Closed -$938K – 627
2023
Q4 		$938K Buy
38,778
+13,382
+53% +$293K 0.05% 176
2023
Q3 		$538K Sell
25,396
-1,924
-7% -$44K 0.03% 241
2023
Q2 		$628K Sell
27,320
-3,242
-11% -$73.9K 0.03% 187
2023
Q1 		$701K Buy
30,562
+6,814
+29% +$161K 0.05% 165
2022
Q4 		$539K Sell
23,748
-3,931
-14% -$87.6K 0.04% 182
2022
Q3 		$589K Buy
27,679
+10,718
+63% +$264K 0.03% 203
2022
Q2 		$410K Buy
16,961
+2,731
+19% +$72.7K 0.03% 209
2022
Q1 		$416K Buy
14,230
+4,879
+52% +$139K 0.04% 196
2021
Q4 		$286K Buy
+9,351
New +$273K 0.06% 99

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

Focus Partners Advisor Solutions's REET Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Global REIT ETF (REET) stake by 2.3% in Q2 2026, buying an estimated $44.7K and bringing the position to 73,009 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #363.

Focus Partners Advisor Solutions first reported a position in REET in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.08M in Q2 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Focus Partners Advisor Solutions held 73,009 shares of iShares Global REIT ETF worth $2.02M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 1,649 iShares Global REIT ETF shares in Q2 2026, an estimated $44.7K.
  • iShares Global REIT ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #363 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 16 quarters since.
  • Focus Partners Advisor Solutions's iShares Global REIT ETF position peaked at $2.08M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.