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FSM Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

FSM Wealth 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 		$20.2M Buy
731,797
+79,379
+12% +$2.15M 2.15% 16
2026
Q1 		$16.4M Buy
652,418
+114,676
+21% +$2.98M 2.11% 16
2025
Q4 		$13.4M Buy
537,742
+57,089
+12% +$1.44M 1.84% 18
2025
Q3 		$12.3M Buy
480,653
+50,234
+12% +$1.26M 1.74% 18
2025
Q2 		$10.6M Buy
430,419
+91,344
+27% +$2.21M 1.73% 16
2025
Q1 		$8.23M Buy
339,075
+76,188
+29% +$1.85M 1.85% 17
2024
Q4 		$6.32M Buy
262,887
+17,519
+7% +$447K 1.55% 20
2024
Q3 		$6.55M Buy
+245,368
New +$6.21M 1.74% 18

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

FSM Wealth Advisors's REET Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares Global REIT ETF (REET) stake by 12% in Q2 2026, buying an estimated $2.15M and bringing the position to 731,797 shares worth $20.2M. The position accounts for 2.15% of the portfolio, ranked #16.

FSM Wealth Advisors first reported a position in REET in Q3 2024 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • FSM Wealth Advisors held 731,797 shares of iShares Global REIT ETF worth $20.2M as of Q2 2026.
  • FSM Wealth Advisors bought 79,379 iShares Global REIT ETF shares in Q2 2026, an estimated $2.15M.
  • iShares Global REIT ETF made up 2.15% of FSM Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • FSM Wealth Advisors first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.