Foster Group’s iShares Global REIT ETF REET Stock Holding History

Foster 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	$662K	Sell	23,965 -3,947	-14%	-$107K	0.02%	162
2026 Q1	$702K	Sell	27,912 -11,147	-29%	-$289K	0.02%	137
2025 Q4	$975K	Sell	39,059 -2,351	-6%	-$59.4K	0.03%	114
2025 Q3	$1.06M	Sell	41,410 -3,024	-7%	-$75.9K	0.03%	105
2025 Q2	$1.1M	Sell	44,434 -3,772	-8%	-$91.4K	0.04%	98
2025 Q1	$1.17M	Sell	48,206 -2,538	-5%	-$61.8K	0.04%	82
2024 Q4	$1.22M	Sell	50,744 -42,959	-46%	-$1.1M	0.05%	78
2024 Q3	$2.5M	Sell	93,703 -810	-0.9%	-$20.5K	0.09%	57
2024 Q2	$2.2M	Sell	94,513 -9,739	-9%	-$223K	0.09%	61
2024 Q1	$2.47M	Buy	+104,252	New	+$2.44M	0.12%	52
2023 Q2	–	Sell	-14,328	Closed	-$329K	–	174
2023 Q1	$329K	Buy	+14,328	New	+$338K	0.02%	126

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

Foster Group's REET Position: Q2 2026 in Review

Foster Group reduced its iShares Global REIT ETF (REET) stake by 14% in Q2 2026, selling an estimated $107K and leaving 23,965 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #162.

Foster Group first reported a position in REET in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Foster Group held 23,965 shares of iShares Global REIT ETF worth $662K as of Q2 2026.
Foster Group sold 3,947 iShares Global REIT ETF shares in Q2 2026, an estimated $107K.
iShares Global REIT ETF made up 0.02% of Foster Group's portfolio in Q2 2026, its #162 holding.
Foster Group first reported a position in iShares Global REIT ETF in Q1 2023 and has held it in 11 quarters since.
Foster Group's iShares Global REIT ETF position peaked at $2.5M in Q3 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.