IWC
REET icon

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

Integrated Wealth Concepts’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 		$468K Buy
18,605
+681
+4% +$17.7K ﹤0.01% 1574
2025
Q4 		$447K Buy
17,924
+6,221
+53% +$157K 0.01% 1152
2025
Q3 		$299K Buy
11,703
+24
+0.2% +$602 ﹤0.01% 1634
2025
Q2 		$288K Sell
11,679
-387
-3% -$9.38K ﹤0.01% 1568
2025
Q1 		$293K Buy
12,066
+21
+0.2% +$511 ﹤0.01% 1416
2024
Q4 		$289K Sell
12,045
-379
-3% -$9.68K ﹤0.01% 1392
2024
Q3 		$332K Sell
12,424
-250
-2% -$6.32K ﹤0.01% 1274
2024
Q2 		$295K Sell
12,674
-6,119
-33% -$140K ﹤0.01% 1328
2024
Q1 		$445K Sell
18,793
-5,664
-23% -$133K 0.01% 1102
2023
Q4 		$591K Buy
24,457
+115
+0.5% +$2.52K 0.01% 924
2023
Q3 		$515K Sell
24,342
-4,051
-14% -$92.7K 0.01% 976
2023
Q2 		$652K Buy
28,393
+3,486
+14% +$79.4K 0.01% 869
2023
Q1 		$571K Buy
24,907
+8,741
+54% +$206K 0.01% 814
2022
Q4 		$367K Buy
+16,166
New +$360K 0.01% 748
2022
Q2 		– Sell
-7,103
Closed -$207K – 1059
2022
Q1 		$207K Sell
7,103
-254
-3% -$7.25K 0.01% 869
2021
Q4 		$225K Buy
+7,357
New +$215K 0.01% 888
2018
Q1 		– Sell
-8,784
Closed -$227K – 206
2017
Q4 		$227K Buy
+8,784
New +$227K 0.1% 171

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Integrated Wealth Concepts's REET Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Global REIT ETF (REET) stake by 3.8% in Q1 2026, buying an estimated $17.7K and bringing the position to 18,605 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Integrated Wealth Concepts first reported a position in REET in Q4 2017 and has held it in 17 quarters since. The position peaked at $652K in Q2 2023. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Integrated Wealth Concepts held 18,605 shares of iShares Global REIT ETF worth $468K as of Q1 2026.
  • Integrated Wealth Concepts bought 681 iShares Global REIT ETF shares in Q1 2026, an estimated $17.7K.
  • iShares Global REIT ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1574 holding.
  • Integrated Wealth Concepts first reported a position in iShares Global REIT ETF in Q4 2017 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's iShares Global REIT ETF position peaked at $652K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.