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Guardian Wealth Advisors (North Carolina)’s iShares Global REIT ETF REET Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$526K Buy
19,060
+100
+0.5% +$2.71K 0.03% 227
2026
Q1 		$477K Sell
18,960
-885
-4% -$23K 0.03% 220
2025
Q4 		$495K Buy
19,845
+1,710
+9% +$43.2K 0.03% 217
2025
Q3 		$464K Buy
18,135
+275
+2% +$6.9K 0.03% 218
2025
Q2 		$441K Buy
17,860
+595
+3% +$14.4K 0.03% 212
2025
Q1 		$419K Buy
17,265
+1,270
+8% +$30.9K 0.03% 207
2024
Q4 		$383K Buy
15,995
+1,675
+12% +$42.8K 0.03% 221
2024
Q3 		$382K Buy
14,320
+420
+3% +$10.6K 0.04% 190
2024
Q2 		$323K Buy
13,900
+1,350
+11% +$30.9K 0.04% 191
2024
Q1 		$297K Buy
12,550
+2,235
+22% +$52.3K 0.04% 213
2023
Q4 		$249K Buy
10,315
+3,025
+41% +$66.2K 0.04% 212
2023
Q3 		$156K Sell
7,290
-50
-0.7% -$1.15K 0.03% 244
2023
Q2 		$169K Buy
7,340
+2,015
+38% +$45.9K 0.03% 231
2023
Q1 		$122K Buy
5,325
+1,975
+59% +$46.6K 0.02% 235
2022
Q4 		$76.1K Buy
+3,350
New +$74.7K 0.01% 233

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

Guardian Wealth Advisors (North Carolina)'s REET Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Global REIT ETF (REET) stake by 0.53% in Q2 2026, buying an estimated $2.71K and bringing the position to 19,060 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #227.

Guardian Wealth Advisors (North Carolina) first reported a position in REET in Q4 2022 and has held it in 15 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 19,060 shares of iShares Global REIT ETF worth $526K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 100 iShares Global REIT ETF shares in Q2 2026, an estimated $2.71K.
  • iShares Global REIT ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #227 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.