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Henrickson Nauta Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Henrickson Nauta Wealth Advisors’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
Q1 		– Sell
-14,462
Closed -$364K – 126
2025
Q4 		$364K Buy
+14,462
New +$365K 0.05% 90
2022
Q2 		– Sell
-7,231
Closed -$211K – 51
2022
Q1 		$211K Hold
7,231
– – 0.18% 45
2021
Q4 		$205K Buy
+7,231
New +$211K 0.17% 46

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's REET Position: Q1 2026 in Review

Henrickson Nauta Wealth Advisors sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 14,462 shares — an estimated $364K sold.

Henrickson Nauta Wealth Advisors first reported a position in REET in Q4 2021 and held it in 3 quarters. The position peaked at $364K in Q4 2025. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Henrickson Nauta Wealth Advisors reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 14,462 iShares Global REIT ETF shares in Q1 2026, an estimated $364K.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and held it in 3 quarters.
  • Henrickson Nauta Wealth Advisors's iShares Global REIT ETF position peaked at $364K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.