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

Focus Partners Wealth’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	$5.82M	Sell	210,694 -9,112	-4%	-$247K	0.01%	889
2026 Q1	$5.53M	Sell	219,806 -6,113	-3%	-$159K	0.01%	902
2025 Q4	$5.64M	Sell	225,919 -44,447	-16%	-$1.12M	0.01%	899
2025 Q3	$6.91M	Sell	270,366 -6,631	-2%	-$166K	0.01%	662
2025 Q2	$6.84M	Buy	276,997 +42,167	+18%	+$1.02M	0.01%	585
2025 Q1	$5.7M	Buy	234,830 +157,181	+202%	+$3.83M	0.01%	592
2024 Q4	$1.86M	Buy	77,649 +39,275	+102%	+$1M	﹤0.01%	851
2024 Q3	$1.02M	Buy	+38,374	New	+$970K	﹤0.01%	938

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 29.2% 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

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

Focus Partners Wealth reduced its iShares Global REIT ETF (REET) stake by 4.1% in Q2 2026, selling an estimated $247K and leaving 210,694 shares worth $5.82M. The position accounts for 0.01% of the portfolio, ranked #889.

Focus Partners Wealth first reported a position in REET in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.91M in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Focus Partners Wealth held 210,694 shares of iShares Global REIT ETF worth $5.82M as of Q2 2026.
Focus Partners Wealth sold 9,112 iShares Global REIT ETF shares in Q2 2026, an estimated $247K.
iShares Global REIT ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #889 holding.
Focus Partners Wealth first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's iShares Global REIT ETF position peaked at $6.91M in Q3 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.