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

JFS 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 		$2.05M Sell
74,354
-5,066
-6% -$137K 0.1% 116
2026
Q1 		$2M Buy
79,420
+30
+0% +$779 0.11% 110
2025
Q4 		$1.98M Sell
79,390
-4,535
-5% -$115K 0.11% 107
2025
Q3 		$2.15M Sell
83,925
-1,575
-2% -$39.5K 0.13% 103
2025
Q2 		$2.11M Sell
85,500
-10,985
-11% -$266K 0.13% 99
2025
Q1 		$2.34M Sell
96,485
-1,540
-2% -$37.5K 0.16% 81
2024
Q4 		$2.35M Buy
98,025
+2,346
+2% +$59.9K 0.16% 80
2024
Q3 		$2.55M Buy
95,679
+14,629
+18% +$370K 0.17% 82
2024
Q2 		$1.88M Buy
81,050
+310
+0.4% +$7.09K 0.15% 80
2024
Q1 		$1.91M Sell
80,740
-2,700
-3% -$63.2K 0.15% 81
2023
Q4 		$2.02M Sell
83,440
-1,530
-2% -$33.5K 0.17% 76
2023
Q3 		$1.8M Sell
84,970
-1,587
-2% -$36.3K 0.17% 84
2023
Q2 		$1.99M Sell
86,557
-149,831
-63% -$3.41M 0.18% 84
2023
Q1 		$5.42M Buy
236,388
+90
+0% +$2.12K 0.51% 40
2022
Q4 		$5.37M Buy
236,298
+135,187
+134% +$3.01M 0.53% 41
2022
Q3 		$2.15M Buy
101,111
+578
+0.6% +$14.2K 0.24% 75
2022
Q2 		$2.43M Sell
100,533
-2,275
-2% -$60.6K 0.26% 65
2022
Q1 		$3M Sell
102,808
-1,887
-2% -$53.9K 0.28% 67
2021
Q4 		$3.21M Sell
104,695
-10,007
-9% -$293K 0.3% 61
2021
Q3 		$3.14M Sell
114,702
-10,657
-9% -$306K 0.32% 60
2021
Q2 		$3.48M Buy
125,359
+6,107
+5% +$167K 0.52% 38
2021
Q1 		$3.04M Buy
119,252
+4,116
+4% +$102K 0.62% 40
2020
Q4 		$2.75M Buy
115,136
+111,830
+3,383% +$2.52M 0.58% 42
2020
Q3 		$70K Buy
3,306
+2,394
+263% +$51.2K 0.02% 202
2020
Q2 		$19K Buy
+912
New +$18.4K ﹤0.01% 308

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

JFS Wealth Advisors's REET Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Global REIT ETF (REET) stake by 6.4% in Q2 2026, selling an estimated $137K and leaving 74,354 shares worth $2.05M. The position accounts for 0.1% of the portfolio, ranked #116.

JFS Wealth Advisors first reported a position in REET in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.42M in Q1 2023. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • JFS Wealth Advisors held 74,354 shares of iShares Global REIT ETF worth $2.05M as of Q2 2026.
  • JFS Wealth Advisors sold 5,066 iShares Global REIT ETF shares in Q2 2026, an estimated $137K.
  • iShares Global REIT ETF made up 0.1% of JFS Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • JFS Wealth Advisors first reported a position in iShares Global REIT ETF in Q2 2020 and has held it in 25 quarters since.
  • JFS Wealth Advisors's iShares Global REIT ETF position peaked at $5.42M in Q1 2023.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.