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

Harbor 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	$663K	Sell	24,020 -1,339	-5%	-$36.3K	0.08%	64
2026 Q1	$638K	Sell	25,359 -2,160	-8%	-$56.1K	0.09%	62
2025 Q4	$687K	Buy	27,519 +277	+1%	+$7K	0.1%	58
2025 Q3	$696K	Buy	27,242 +642	+2%	+$16.1K	0.11%	56
2025 Q2	$657K	Sell	26,600 -375	-1%	-$9.09K	0.12%	56
2025 Q1	$654K	Buy	26,975 +45	+0.2%	+$1.1K	0.13%	45
2024 Q4	$646K	Sell	26,930 -20,141	-43%	-$514K	0.14%	45
2024 Q3	$1.26M	Buy	47,071 +19,610	+71%	+$496K	0.29%	32
2024 Q2	$638K	Sell	27,461 -2,221	-7%	-$50.8K	0.16%	45
2024 Q1	$703K	Buy	29,682 +2,019	+7%	+$47.2K	0.19%	39
2023 Q4	$669K	Buy	+27,663	New	+$605K	0.19%	38

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

Harbor Group's REET Position: Q2 2026 in Review

Harbor Group reduced its iShares Global REIT ETF (REET) stake by 5.3% in Q2 2026, selling an estimated $36.3K and leaving 24,020 shares worth $663K. The position accounts for 0.08% of the portfolio, ranked #64.

Harbor Group first reported a position in REET in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Harbor Group held 24,020 shares of iShares Global REIT ETF worth $663K as of Q2 2026.
Harbor Group sold 1,339 iShares Global REIT ETF shares in Q2 2026, an estimated $36.3K.
iShares Global REIT ETF made up 0.08% of Harbor Group's portfolio in Q2 2026, its #64 holding.
Harbor Group first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 11 quarters since.
Harbor Group's iShares Global REIT ETF position peaked at $1.26M in Q3 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.