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Level Financial Advisors’s iShares Global REIT ETF REET Stock Holding History

Level Financial 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 		$1.09M Sell
39,505
-579
-1% -$15.7K 0.24% 48
2026
Q1 		$1.01M Sell
40,084
-3,992
-9% -$104K 0.26% 48
2025
Q4 		$1.1M Sell
44,076
-641
-1% -$16.2K 0.29% 45
2025
Q3 		$1.14M Buy
44,717
+2,877
+7% +$72.2K 0.32% 44
2025
Q2 		$1.03M Sell
41,840
-7,653
-15% -$185K 0.32% 47
2025
Q1 		$1.2M Sell
49,493
-1,470
-3% -$35.8K 0.41% 40
2024
Q4 		$1.22M Sell
50,963
-917
-2% -$23.4K 0.45% 40
2024
Q3 		$1.38M Buy
51,880
+79
+0.2% +$2K 0.53% 35
2024
Q2 		$1.2M Sell
51,801
-1,750
-3% -$40K 0.52% 35
2024
Q1 		$1.27M Sell
53,551
-1,825
-3% -$42.7K 0.58% 33
2023
Q4 		$1.34M Sell
55,376
-4,001
-7% -$87.5K 0.66% 28
2023
Q3 		$1.26M Sell
59,377
-3,002
-5% -$68.7K 0.7% 26
2023
Q2 		$1.43M Sell
62,379
-2,027
-3% -$46.2K 0.8% 24
2023
Q1 		$1.48M Sell
64,406
-6,747
-9% -$159K 0.89% 25
2022
Q4 		$1.62M Sell
71,153
-44,390
-38% -$990K 1.06% 20
2022
Q3 		$2.46M Buy
115,543
+5,921
+5% +$146K 1.81% 12
2022
Q2 		$2.65M Sell
109,622
-1,605
-1% -$42.7K 1.95% 10
2022
Q1 		$3.25M Buy
111,227
+1,352
+1% +$38.6K 2.5% 7
2021
Q4 		$3.36M Buy
+109,875
New +$3.21M 2.56% 8

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

Level Financial Advisors's REET Position: Q2 2026 in Review

Level Financial Advisors reduced its iShares Global REIT ETF (REET) stake by 1.4% in Q2 2026, selling an estimated $15.7K and leaving 39,505 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #48.

Level Financial Advisors first reported a position in REET in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.36M in Q4 2021. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Level Financial Advisors held 39,505 shares of iShares Global REIT ETF worth $1.09M as of Q2 2026.
  • Level Financial Advisors sold 579 iShares Global REIT ETF shares in Q2 2026, an estimated $15.7K.
  • iShares Global REIT ETF made up 0.24% of Level Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Level Financial Advisors first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's iShares Global REIT ETF position peaked at $3.36M in Q4 2021.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.