Kathmere Capital Management’s iShares Global REIT ETF REET Stock Holding History

Kathmere Capital 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	$245K	Sell	8,863 -48	-0.5%	-$1.3K	0.01%	578
2026 Q1	$224K	Buy	+8,911	New	+$231K	0.01%	551
2021 Q1	–	Sell	-1,517	Closed	-$36K	–	337
2020 Q4	$36K	Hold	1,517	–	–	0.01%	258
2020 Q3	$32K	Buy	+1,517	New	+$32.4K	0.01%	247
2020 Q1	–	Sell	-45,058	Closed	-$1.25M	–	113
2019 Q4	$1.25M	Buy	+45,058	New	+$1.26M	0.44%	45

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

Kathmere Capital Management's REET Position: Q2 2026 in Review

Kathmere Capital Management reduced its iShares Global REIT ETF (REET) stake by 0.54% in Q2 2026, selling an estimated $1.3K and leaving 8,863 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #578.

Kathmere Capital Management first reported a position in REET in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2019. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Kathmere Capital Management held 8,863 shares of iShares Global REIT ETF worth $245K as of Q2 2026.
Kathmere Capital Management sold 48 iShares Global REIT ETF shares in Q2 2026, an estimated $1.3K.
iShares Global REIT ETF made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #578 holding.
Kathmere Capital Management first reported a position in iShares Global REIT ETF in Q4 2019 and has held it in 5 quarters since.
Kathmere Capital Management's iShares Global REIT ETF position peaked at $1.25M in Q4 2019.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.