IPS
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Investors Portfolio Services’s iShares Global REIT ETF REET Stock Holding History

Investors Portfolio 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 		$189K Sell
6,854
-934
-12% -$25.3K 0.14% 37
2026
Q1 		$196K Sell
7,788
-1,864
-19% -$48.4K 0.18% 30
2025
Q4 		$241K Buy
+9,652
New +$244K 0.22% 29

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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

Investors Portfolio Services's REET Position: Q2 2026 in Review

Investors Portfolio Services reduced its iShares Global REIT ETF (REET) stake by 12% in Q2 2026, selling an estimated $25.3K and leaving 6,854 shares worth $189K. The position accounts for 0.14% of the portfolio, ranked #37.

Investors Portfolio Services first reported a position in REET in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Investors Portfolio Services held 6,854 shares of iShares Global REIT ETF worth $189K as of Q2 2026.
  • Investors Portfolio Services sold 934 iShares Global REIT ETF shares in Q2 2026, an estimated $25.3K.
  • iShares Global REIT ETF made up 0.14% of Investors Portfolio Services's portfolio in Q2 2026, its #37 holding.
  • Investors Portfolio Services first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's iShares Global REIT ETF position peaked at $241K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

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