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Holos Integrated Wealth’s iShares Global REIT ETF REET Stock Holding History

Holos Integrated Wealth’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 		$9.33K Hold
332
– – ﹤0.01% 269
2026
Q1 		$8.52K Hold
332
– – ﹤0.01% 268
2025
Q4 		$8.31K Hold
332
– – ﹤0.01% 213
2025
Q3 		$8.23K Hold
332
– – ﹤0.01% 203
2025
Q2 		$8.21K Hold
332
– – ﹤0.01% 199
2025
Q1 		$8.05K Hold
332
– – 0.01% 202
2024
Q4 		$7.96K Buy
+332
New +$8.48K 0.01% 211

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

Holos Integrated Wealth's REET Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 332 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Holos Integrated Wealth first reported a position in REET in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Holos Integrated Wealth held 332 shares of iShares Global REIT ETF worth $9.33K as of Q2 2026.
  • Holos Integrated Wealth left its iShares Global REIT ETF share count unchanged in Q2 2026.
  • iShares Global REIT ETF made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #269 holding.
  • Holos Integrated Wealth first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.