Harvest Fund Management’s iShares Global REIT ETF REET Stock Holding History

Harvest Fund Management’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	$208K	Sell	7,524 -3,838	-34%	-$104K	0.01%	272
2026 Q1	$286K	Sell	11,362 -1,235	-10%	-$32.1K	0.01%	264
2025 Q4	$314K	Sell	12,597 -2,000	-14%	-$50.5K	0.01%	314
2025 Q3	$373K	Buy	14,597 +3,197	+28%	+$80.2K	0.02%	287
2025 Q2	$282K	Buy	+11,400	New	+$276K	0.01%	297
2024 Q4	–	Sell	-13,808	Closed	-$369K	–	824
2024 Q3	$369K	Buy	+13,808	New	+$349K	0.02%	268

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

Harvest Fund Management's REET Position: Q2 2026 in Review

Harvest Fund Management reduced its iShares Global REIT ETF (REET) stake by 34% in Q2 2026, selling an estimated $104K and leaving 7,524 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #272.

Harvest Fund Management first reported a position in REET in Q3 2024 and has held it in 6 quarters since. The position peaked at $373K in Q3 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Harvest Fund Management held 7,524 shares of iShares Global REIT ETF worth $208K as of Q2 2026.
Harvest Fund Management sold 3,838 iShares Global REIT ETF shares in Q2 2026, an estimated $104K.
iShares Global REIT ETF made up 0.01% of Harvest Fund Management's portfolio in Q2 2026, its #272 holding.
Harvest Fund Management first reported a position in iShares Global REIT ETF in Q3 2024 and has held it in 6 quarters since.
Harvest Fund Management's iShares Global REIT ETF position peaked at $373K in Q3 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.