International Assets Investment Management’s iShares Global REIT ETF REET Stock Holding History

International Assets Investment Management’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	$30.7K	Buy	1,112 +37	+3%	+$1K	﹤0.01%	1466
2026 Q1	$27.3K	Buy	1,075 +14	+1%	+$364	﹤0.01%	1398
2025 Q4	$26.5K	Buy	+1,061	New	+$26.8K	﹤0.01%	1399
2024 Q4	–	Sell	-77,630	Closed	-$2.91K	–	1650
2024 Q3	$2.91K	Buy	77,630 +74,747	+2,593%	+$1.89M	0.01%	756
2024 Q2	$67K	Buy	+2,883	New	+$65.9K	0.01%	1072
2021 Q2	–	Sell	-208	Closed	-$5K	–	1569
2021 Q1	$5K	Hold	208	–	–	﹤0.01%	1805
2020 Q4	$5K	Buy	+208	New	+$4.69K	﹤0.01%	1657

Other funds holding REET

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

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

International Assets Investment Management's REET Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Global REIT ETF (REET) stake by 3.4% in Q2 2026, buying an estimated $1K and bringing the position to 1,112 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

International Assets Investment Management first reported a position in REET in Q4 2020 and has held it in 7 quarters since. The position peaked at $67K in Q2 2024. 143 funds tracked by Wall St. Rank hold REET as of Q2 2026.

International Assets Investment Management held 1,112 shares of iShares Global REIT ETF worth $30.7K as of Q2 2026.
International Assets Investment Management bought 37 iShares Global REIT ETF shares in Q2 2026, an estimated $1K.
iShares Global REIT ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1466 holding.
International Assets Investment Management first reported a position in iShares Global REIT ETF in Q4 2020 and has held it in 7 quarters since.
International Assets Investment Management's iShares Global REIT ETF position peaked at $67K in Q2 2024.
143 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.