GP Brinson Investments’s iShares Global REIT ETF REET Stock Holding History

GP Brinson Investments’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	$5.76M	Buy	208,553 +22,214	+12%	+$602K	2.35%	7
2026 Q1	$4.69M	Hold	186,339	–	–	2.13%	7
2025 Q4	$4.65M	Hold	186,339	–	–	2%	9
2025 Q3	$4.76M	Hold	186,339	–	–	1.94%	10
2025 Q2	$4.6M	Hold	186,339	–	–	1.96%	10
2025 Q1	$4.52M	Hold	186,339	–	–	1.98%	10
2024 Q4	$4.47M	Hold	186,339	–	–	1.84%	9
2024 Q3	$4.97M	Hold	186,339	–	–	2.03%	9
2024 Q2	$4.33M	Hold	186,339	–	–	1.86%	9
2024 Q1	$4.41M	Buy	186,339 +29,546	+19%	+$691K	1.89%	9
2023 Q4	$3.79M	Hold	156,793	–	–	1.8%	9
2023 Q3	$3.32M	Hold	156,793	–	–	2.54%	10
2023 Q2	$3.6M	Hold	156,793	–	–	2.72%	10
2023 Q1	$3.6M	Hold	156,793	–	–	2.86%	10
2022 Q4	$3.56M	Hold	156,793	–	–	2.78%	11
2022 Q3	$3.33M	Buy	156,793 +5,077	+3%	+$125K	2.49%	12
2022 Q2	$3.67M	Hold	151,716	–	–	2.87%	11
2022 Q1	$4.43M	Buy	151,716 +16,475	+12%	+$471K	2.92%	11
2021 Q4	$4.14M	Hold	135,241	–	–	2.94%	11
2021 Q3	$3.71M	Hold	135,241	–	–	2.81%	11
2021 Q2	$3.75M	Buy	135,241 +2,932	+2%	+$80.1K	2.66%	11
2021 Q1	$3.37M	Buy	+132,309	New	+$3.27M	2.76%	10

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

GP Brinson Investments's REET Position: Q2 2026 in Review

GP Brinson Investments increased its iShares Global REIT ETF (REET) stake by 12% in Q2 2026, buying an estimated $602K and bringing the position to 208,553 shares worth $5.76M. The position accounts for 2.35% of the portfolio, ranked #7.

GP Brinson Investments first reported a position in REET in Q1 2021 and has held it in 22 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

GP Brinson Investments held 208,553 shares of iShares Global REIT ETF worth $5.76M as of Q2 2026.
GP Brinson Investments bought 22,214 iShares Global REIT ETF shares in Q2 2026, an estimated $602K.
iShares Global REIT ETF made up 2.35% of GP Brinson Investments's portfolio in Q2 2026, its #7 holding.
GP Brinson Investments first reported a position in iShares Global REIT ETF in Q1 2021 and has held it in 22 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on GP Brinson Investments's 13F filing for Q2 2026, filed 1 Jul 2026.