International Private Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

International Private Wealth 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	$363K	Buy	13,131 +302	+2%	+$8.19K	0.19%	103
2026 Q1	$323K	Buy	12,829 +1,199	+10%	+$31.1K	0.2%	118
2025 Q4	$290K	Buy	11,630 +443	+4%	+$11.2K	0.18%	120
2025 Q3	$286K	Buy	11,187 +750	+7%	+$18.8K	0.18%	129
2025 Q2	$258K	Buy	10,437 +401	+4%	+$9.72K	0.22%	135
2025 Q1	$243K	Buy	10,036 +1,396	+16%	+$34K	0.23%	131
2024 Q4	$207K	Buy	+8,640	New	+$221K	0.21%	146
2024 Q1	–	Sell	-57,823	Closed	-$1.4M	–	132
2023 Q4	$1.4M	Buy	+57,823	New	+$1.26M	1.38%	16

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

International Private Wealth Advisors's REET Position: Q2 2026 in Review

International Private Wealth Advisors increased its iShares Global REIT ETF (REET) stake by 2.4% in Q2 2026, buying an estimated $8.19K and bringing the position to 13,131 shares worth $363K. The position accounts for 0.19% of the portfolio, ranked #103.

International Private Wealth Advisors first reported a position in REET in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.4M in Q4 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

International Private Wealth Advisors held 13,131 shares of iShares Global REIT ETF worth $363K as of Q2 2026.
International Private Wealth Advisors bought 302 iShares Global REIT ETF shares in Q2 2026, an estimated $8.19K.
iShares Global REIT ETF made up 0.19% of International Private Wealth Advisors's portfolio in Q2 2026, its #103 holding.
International Private Wealth Advisors first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 8 quarters since.
International Private Wealth Advisors's iShares Global REIT ETF position peaked at $1.4M in Q4 2023.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.