Integrated Advisors Network’s iShares Global REIT ETF REET Stock Holding History

Integrated Advisors Network’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	-10,000	Closed	-$250K	–	765
2025 Q4	$250K	Hold	10,000	–	–	0.01%	642
2025 Q3	$256K	Sell	10,000 -105	-1%	-$2.64K	0.01%	685
2025 Q2	$250K	Buy	10,105 +105	+1%	+$2.54K	0.01%	673
2025 Q1	$243K	Hold	10,000	–	–	0.01%	642
2024 Q4	$240K	Hold	10,000	–	–	0.01%	624
2024 Q3	$267K	Hold	10,000	–	–	0.01%	629
2024 Q2	$233K	Hold	10,000	–	–	0.01%	628
2024 Q1	$237K	Hold	10,000	–	–	0.01%	645
2023 Q4	$242K	Buy	+10,000	New	+$219K	0.01%	599
2021 Q1	–	Sell	-11,959	Closed	-$286K	–	570
2020 Q4	$286K	Buy	11,959 +47	+0.4%	+$1.06K	0.03%	400
2020 Q3	$251K	Buy	+11,912	New	+$255K	0.03%	369

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Advisors Network's REET Position: Q1 2026 in Review

Integrated Advisors Network sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 10,000 shares — an estimated $250K sold.

Integrated Advisors Network first reported a position in REET in Q3 2020 and held it in 11 quarters. The position peaked at $286K in Q4 2020. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

Integrated Advisors Network reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 10,000 iShares Global REIT ETF shares in Q1 2026, an estimated $250K.
Integrated Advisors Network first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 11 quarters.
Integrated Advisors Network's iShares Global REIT ETF position peaked at $286K in Q4 2020.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.