Jones Financial Companies
REET icon

Jones Financial Companies’s iShares Global REIT ETF REET Stock Holding History

Jones Financial Companies’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 		$4.16M Buy
148,174
+32,537
+28% +$882K ﹤0.01% 1269
2026
Q1 		$2.86M Buy
115,637
+25,630
+28% +$666K ﹤0.01% 1285
2025
Q4 		$2.25M Buy
90,007
+10,316
+13% +$261K ﹤0.01% 896
2025
Q3 		$2.02M Buy
79,691
+17,746
+29% +$445K ﹤0.01% 844
2025
Q2 		$1.52M Buy
61,945
+20,192
+48% +$489K ﹤0.01% 839
2025
Q1 		$1.01M Buy
41,753
+6,389
+18% +$156K ﹤0.01% 856
2024
Q4 		$848K Buy
35,364
+6,129
+21% +$156K ﹤0.01% 801
2024
Q3 		$779K Buy
29,235
+4,953
+20% +$125K ﹤0.01% 676
2024
Q2 		$565K Sell
24,282
-67
-0.3% -$1.53K ﹤0.01% 533
2024
Q1 		$577K Buy
24,349
+5,088
+26% +$119K ﹤0.01% 317
2023
Q4 		$466K Sell
19,261
-520
-3% -$11.4K ﹤0.01% 242
2023
Q3 		$419K Sell
19,781
-227
-1% -$5.2K ﹤0.01% 223
2023
Q2 		$460K Sell
20,008
-94
-0.5% -$2.14K ﹤0.01% 221
2023
Q1 		$461K Sell
20,102
-1,948
-9% -$46K ﹤0.01% 220
2022
Q4 		$501K Buy
22,050
+2,370
+12% +$52.8K ﹤0.01% 217
2022
Q3 		$418K Sell
19,680
-2,465
-11% -$60.7K ﹤0.01% 199
2022
Q2 		$547K Sell
22,145
-1,818,818
-99% -$48.4M ﹤0.01% 184
2022
Q1 		$53M Sell
1,840,963
-1,771,009
-49% -$50.6M 0.08% 46
2021
Q4 		$111M Sell
3,611,972
-129,554
-3% -$3.79M 0.16% 38
2021
Q3 		$105M Sell
3,741,526
-90,420
-2% -$2.59M 0.16% 38
2021
Q2 		$108M Sell
3,831,946
-93,498
-2% -$2.55M 0.17% 38
2021
Q1 		$101M Sell
3,925,444
-64,445
-2% -$1.59M 0.17% 38
2020
Q4 		$95.5M Sell
3,989,889
-73,130
-2% -$1.65M 0.17% 38
2020
Q3 		$84.1M Sell
4,063,019
-61,314
-1% -$1.31M 0.17% 38
2020
Q2 		$84.5M Buy
4,124,333
+387,174
+10% +$7.83M 0.18% 38
2020
Q1 		$71.8M Buy
3,737,159
+306,224
+9% +$7.81M 0.17% 36
2019
Q4 		$94.8M Sell
3,430,935
-133,863
-4% -$3.76M 0.19% 36
2019
Q3 		$99.9M Sell
3,564,798
-130,926
-4% -$3.58M 0.22% 35
2019
Q2 		$98.6M Buy
3,695,724
+122,477
+3% +$3.27M 0.22% 35
2019
Q1 		$95.5M Buy
3,573,247
+3,572,797
+793,955% +$92M 0.22% 35
2018
Q4 		$11K Buy
+450
New +$11.1K ﹤0.01% 205

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

Jones Financial Companies's REET Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Global REIT ETF (REET) stake by 28% in Q2 2026, buying an estimated $882K and bringing the position to 148,174 shares worth $4.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Jones Financial Companies first reported a position in REET in Q4 2018 and has held it in 31 quarters since. The position peaked at $111M in Q4 2021. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Jones Financial Companies held 148,174 shares of iShares Global REIT ETF worth $4.16M as of Q2 2026.
  • Jones Financial Companies bought 32,537 iShares Global REIT ETF shares in Q2 2026, an estimated $882K.
  • iShares Global REIT ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1269 holding.
  • Jones Financial Companies first reported a position in iShares Global REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Jones Financial Companies's iShares Global REIT ETF position peaked at $111M in Q4 2021.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.