Hazlett, Burt & Watson’s iShares Global REIT ETF REET Stock Holding History

Hazlett, Burt & Watson’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	$20K	Buy	+737	New	+$20K	0.01%	604
2026 Q1	–	Sell	-100	Closed	-$2K	–	949
2025 Q4	$2K	Hold	100	–	–	﹤0.01%	867
2025 Q3	$3K	Hold	100	–	–	﹤0.01%	790
2025 Q2	$2K	Hold	100	–	–	﹤0.01%	732
2025 Q1	$2K	Hold	100	–	–	﹤0.01%	734
2024 Q4	$2K	Hold	100	–	–	﹤0.01%	712
2024 Q3	$3K	Hold	100	–	–	﹤0.01%	651
2024 Q2	$2K	Hold	100	–	–	﹤0.01%	669
2024 Q1	$2K	Hold	100	–	–	﹤0.01%	662
2023 Q4	$2K	Buy	+100	New	+$2.19K	﹤0.01%	634

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

Hazlett, Burt & Watson's REET Position: Q2 2026 in Review

Hazlett, Burt & Watson opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 737 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Hazlett, Burt & Watson previously reported a position in REET as recently as Q4 2025.

Hazlett, Burt & Watson first reported a position in REET in Q4 2023 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Hazlett, Burt & Watson held 737 shares of iShares Global REIT ETF worth $20K as of Q2 2026.
iShares Global REIT ETF was a new Hazlett, Burt & Watson position in Q2 2026.
iShares Global REIT ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #604 holding.
Hazlett, Burt & Watson first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 10 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.