IA
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IFP Advisors’s iShares Global REIT ETF REET Stock Holding History

IFP 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
Q2 		$182K Buy
6,575
+2,879
+78% +$78.1K ﹤0.01% 1590
2026
Q1 		$93K Hold
3,696
– – ﹤0.01% 1890
2025
Q4 		$92.2K Sell
3,696
-866
-19% -$21.9K ﹤0.01% 1854
2025
Q3 		$117K Sell
4,562
-2,120
-32% -$53.2K ﹤0.01% 1584
2025
Q2 		$165K Sell
6,682
-9,705
-59% -$235K ﹤0.01% 1366
2025
Q1 		$398K Sell
16,387
-2,175
-12% -$53K 0.01% 851
2024
Q4 		$445K Buy
18,562
+5,235
+39% +$134K 0.01% 779
2024
Q3 		$356K Buy
13,327
+1,296
+11% +$32.8K 0.01% 824
2024
Q2 		$280K Hold
12,031
– – 0.01% 873
2024
Q1 		$285K Sell
12,031
-2,144
-15% -$50.2K 0.01% 831
2023
Q4 		$343K Sell
14,175
-48
-0.3% -$1.05K 0.02% 719
2023
Q3 		$301K Sell
14,223
-1,159
-8% -$26.5K 0.01% 775
2023
Q2 		$353K Sell
15,382
-472
-3% -$10.8K 0.01% 779
2023
Q1 		$404K Sell
15,854
-8,358
-35% -$197K 0.02% 669
2022
Q4 		$621K Buy
24,212
+1,527
+7% +$34K 0.02% 798
2022
Q3 		$580K Hold
22,685
– – 0.02% 855
2022
Q2 		$580K Hold
22,685
– – 0.02% 778
2022
Q1 		$580K Buy
22,685
+8,954
+65% +$256K 0.02% 778
2021
Q4 		$422K Sell
13,731
-203
-1% -$5.93K 0.01% 655
2021
Q3 		$384K Buy
13,934
+215
+2% +$6.17K 0.01% 683
2021
Q2 		$381K Hold
13,719
– – 0.01% 633
2021
Q1 		$349K Sell
13,719
-1
-0% -$25 0.01% 630
2020
Q4 		$328K Hold
13,720
– – 0.01% 635
2020
Q3 		$288K Sell
13,720
-529
-4% -$11.3K 0.02% 585
2020
Q2 		$294K Sell
14,249
-1,810
-11% -$36.6K 0.02% 546
2020
Q1 		$309K Buy
16,059
+12,377
+336% +$316K 0.03% 447
2019
Q4 		$100K Sell
3,682
-34
-0.9% -$954 0.01% 947
2019
Q3 		$105K Buy
+3,716
New +$102K 0.01% 1035
2019
Q1 		$67K Sell
2,477
-198
-7% -$5.1K 0.01% 845
2018
Q4 		$63K Sell
2,675
-7,073
-73% -$174K ﹤0.01% 1475
2018
Q3 		$246K Buy
9,748
+505
+5% +$13.1K 0.01% 976
2018
Q2 		$237K Buy
9,243
+6,430
+229% +$161K 0.01% 983
2018
Q1 		$73K Hold
2,813
– – ﹤0.01% 1573
2017
Q4 		$73K Buy
2,813
+1,756
+166% +$45.3K ﹤0.01% 1585
2017
Q3 		$27K Sell
1,057
-6
-0.6% -$154 ﹤0.01% 2416
2017
Q2 		$27K Sell
1,063
-7
-0.7% -$180 ﹤0.01% 2402
2017
Q1 		$27K Buy
1,070
+958
+855% +$24.3K ﹤0.01% 2310
2016
Q4 		$3K Sell
112
-144
-56% -$3.63K ﹤0.01% 3536
2016
Q3 		$7K Sell
256
-894
-78% -$24.9K ﹤0.01% 3070
2016
Q2 		$32K Sell
1,150
-1,327
-54% -$35.3K ﹤0.01% 2040
2016
Q1 		$67K Buy
2,477
+1,041
+72% +$25.7K 0.01% 845
2015
Q4 		$36K Buy
+1,436
New +$36.1K ﹤0.01% 1810

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

IFP Advisors's REET Position: Q2 2026 in Review

IFP Advisors increased its iShares Global REIT ETF (REET) stake by 78% in Q2 2026, buying an estimated $78.1K and bringing the position to 6,575 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

IFP Advisors first reported a position in REET in Q4 2015 and has held it in 42 quarters since. The position peaked at $621K in Q4 2022. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • IFP Advisors held 6,575 shares of iShares Global REIT ETF worth $182K as of Q2 2026.
  • IFP Advisors bought 2,879 iShares Global REIT ETF shares in Q2 2026, an estimated $78.1K.
  • iShares Global REIT ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1590 holding.
  • IFP Advisors first reported a position in iShares Global REIT ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Global REIT ETF position peaked at $621K in Q4 2022.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.