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Kestra Advisory Services’s iShares Global REIT ETF REET Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-4,413
Closed -$110K – 4133
2025
Q4 		$110K Buy
+4,413
New +$111K ﹤0.01% 3350
2025
Q1 		– Sell
-9,496
Closed -$228K – 2877
2024
Q4 		$228K Buy
9,496
+435
+5% +$11.1K ﹤0.01% 2410
2024
Q3 		$242K Buy
9,061
+32
+0.4% +$809 ﹤0.01% 2233
2024
Q2 		$210K Sell
9,029
-1,178
-12% -$26.9K ﹤0.01% 2373
2024
Q1 		$242K Buy
+10,207
New +$239K ﹤0.01% 2150
2023
Q3 		– Sell
-13,060
Closed -$300K – 2207
2023
Q2 		$300K Sell
13,060
-493
-4% -$11.2K ﹤0.01% 1623
2023
Q1 		$311K Sell
13,553
-1,163
-8% -$27.4K ﹤0.01% 1541
2022
Q4 		$334K Sell
14,716
-5,568
-27% -$124K ﹤0.01% 1661
2022
Q3 		$431K Buy
20,284
+11,182
+123% +$275K ﹤0.01% 1400
2022
Q2 		$220K Buy
9,102
+110
+1% +$2.93K ﹤0.01% 1846
2022
Q1 		$263K Sell
8,992
-212
-2% -$6.05K ﹤0.01% 1667
2021
Q4 		$282K Sell
9,204
-51
-0.6% -$1.49K ﹤0.01% 1641
2021
Q3 		$254K Buy
9,255
+719
+8% +$20.6K ﹤0.01% 1810
2021
Q2 		$237K Sell
8,536
-578
-6% -$15.8K ﹤0.01% 1743
2021
Q1 		$232K Sell
9,114
-970
-10% -$24K ﹤0.01% 1632
2020
Q4 		$240K Sell
10,084
-302
-3% -$6.8K ﹤0.01% 1600
2020
Q3 		$218K Buy
+10,386
New +$222K ﹤0.01% 1256

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Advisory Services's REET Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 4,413 shares — an estimated $110K sold.

Kestra Advisory Services first reported a position in REET in Q3 2020 and held it in 17 quarters. The position peaked at $431K in Q3 2022. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,413 iShares Global REIT ETF shares in Q1 2026, an estimated $110K.
  • Kestra Advisory Services first reported a position in iShares Global REIT ETF in Q3 2020 and held it in 17 quarters.
  • Kestra Advisory Services's iShares Global REIT ETF position peaked at $431K in Q3 2022.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.