Insigneo Advisory Services’s iShares Global REIT ETF REET Stock Holding History

Insigneo Advisory Services’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	$451K	Sell	16,344 -45,185	-73%	-$1.23M	0.02%	512
2026 Q1	$1.55M	Buy	61,529 +46,432	+308%	+$1.21M	0.11%	162
2025 Q4	$377K	Sell	15,097 -2,999	-17%	-$75.8K	0.03%	441
2025 Q3	$463K	Sell	18,096 -3,890	-18%	-$97.6K	0.03%	385
2025 Q2	$543K	Sell	21,986 -6,879	-24%	-$167K	0.05%	321
2025 Q1	$700K	Sell	28,865 -1,387	-5%	-$33.8K	0.07%	226
2024 Q4	$725K	Sell	30,252 -3,500	-10%	-$89.4K	0.07%	207
2024 Q3	$901K	Buy	33,752 +4,348	+15%	+$110K	0.09%	190
2024 Q2	$709K	Buy	+29,404	New	+$672K	0.08%	218
2024 Q1	–	Sell	-21,983	Closed	-$532K	–	506
2023 Q4	$532K	Buy	21,983 +3,326	+18%	+$72.7K	0.07%	233
2023 Q3	$400K	Buy	18,657 +1,402	+8%	+$32.1K	0.08%	230
2023 Q2	$396K	Buy	17,255 +2,320	+16%	+$52.9K	0.08%	240
2023 Q1	$342K	Sell	14,935 -3,250	-18%	-$76.7K	0.11%	189
2022 Q4	$413K	Buy	+18,185	New	+$405K	0.16%	144

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

Insigneo Advisory Services's REET Position: Q2 2026 in Review

Insigneo Advisory Services reduced its iShares Global REIT ETF (REET) stake by 73% in Q2 2026, selling an estimated $1.23M and leaving 16,344 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #512.

Insigneo Advisory Services first reported a position in REET in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q1 2026. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Insigneo Advisory Services held 16,344 shares of iShares Global REIT ETF worth $451K as of Q2 2026.
Insigneo Advisory Services sold 45,185 iShares Global REIT ETF shares in Q2 2026, an estimated $1.23M.
iShares Global REIT ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #512 holding.
Insigneo Advisory Services first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's iShares Global REIT ETF position peaked at $1.55M in Q1 2026.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.