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Founders Financial Alliance’s iShares Global REIT ETF REET Stock Holding History

Founders Financial Alliance’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 		$939 Hold
34
– – ﹤0.01% 771
2026
Q1 		$855 Hold
34
– – ﹤0.01% 728
2025
Q4 		$848 Hold
34
– – ﹤0.01% 598
2025
Q3 		$869 Sell
34
-45
-57% -$1.13K ﹤0.01% 704
2025
Q2 		$1.95K Hold
79
– – ﹤0.01% 521
2025
Q1 		$1.92K Hold
79
– – ﹤0.01% 589
2024
Q4 		$1.89K Sell
79
-204
-72% -$5.21K ﹤0.01% 552
2024
Q3 		$7.55K Sell
283
-46
-14% -$1.16K ﹤0.01% 508
2024
Q2 		$7.65K Sell
329
-32
-9% -$732 ﹤0.01% 486
2024
Q1 		$8.55K Hold
361
– – ﹤0.01% 484
2023
Q4 		$8.73K Hold
361
– – ﹤0.01% 439
2023
Q3 		$7.64K Hold
361
– – ﹤0.01% 425
2023
Q2 		$8.29K Hold
361
– – ﹤0.01% 453
2023
Q1 		$8.28K Hold
361
– – ﹤0.01% 408
2022
Q4 		$8.2K Hold
361
– – ﹤0.01% 428
2022
Q3 		$8K Hold
361
– – ﹤0.01% 425
2022
Q2 		$9K Hold
361
– – ﹤0.01% 440
2022
Q1 		$11K Hold
361
– – ﹤0.01% 386
2021
Q4 		$11K Hold
361
– – ﹤0.01% 425
2021
Q3 		$10K Hold
361
– – ﹤0.01% 399
2021
Q2 		$10K Hold
361
– – ﹤0.01% 421
2021
Q1 		$9K Hold
361
– – ﹤0.01% 412
2020
Q4 		$9K Hold
361
– – 0.01% 373
2020
Q3 		$8K Buy
+361
New +$7.72K ﹤0.01% 842

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

Founders Financial Alliance's REET Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 34 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Founders Financial Alliance first reported a position in REET in Q3 2020 and has held it in 24 quarters since. The position peaked at $11K in Q1 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Founders Financial Alliance held 34 shares of iShares Global REIT ETF worth $939 as of Q2 2026.
  • Founders Financial Alliance left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #771 holding.
  • Founders Financial Alliance first reported a position in iShares Global REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Global REIT ETF position peaked at $11K in Q1 2022.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.