LPL Financial
REET icon

LPL Financial’s iShares Global REIT ETF REET Stock Holding History

LPL Financial’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 		$46.7M Buy
1,856,406
+79,142
+4% +$2.05M 0.01% 956
2025
Q4 		$44.3M Buy
1,777,264
+72,853
+4% +$1.84M 0.01% 923
2025
Q3 		$43.6M Buy
1,704,411
+86,510
+5% +$2.17M 0.01% 913
2025
Q2 		$40M Buy
1,617,901
+46,834
+3% +$1.13M 0.01% 881
2025
Q1 		$38.1M Buy
1,571,067
+76,211
+5% +$1.86M 0.01% 814
2024
Q4 		$35.8M Buy
1,494,856
+445,910
+43% +$11.4M 0.01% 805
2024
Q3 		$28M Sell
1,048,946
-24,648
-2% -$623K 0.01% 870
2024
Q2 		$25M Sell
1,073,594
-423,849
-28% -$9.69M 0.01% 862
2024
Q1 		$35.5M Buy
1,497,443
+99,730
+7% +$2.33M 0.02% 678
2023
Q4 		$33.8M Sell
1,397,713
-21,240
-1% -$465K 0.02% 645
2023
Q3 		$30M Buy
1,418,953
+57,861
+4% +$1.32M 0.02% 634
2023
Q2 		$31.3M Buy
1,361,092
+44,291
+3% +$1.01M 0.02% 608
2023
Q1 		$30.2M Sell
1,316,801
-523
-0% -$12.3K 0.02% 588
2022
Q4 		$29.9M Sell
1,317,324
-16,434
-1% -$366K 0.03% 537
2022
Q3 		$28.4M Sell
1,333,758
-11,260
-0.8% -$277K 0.03% 507
2022
Q2 		$32.5M Sell
1,345,018
-43,615
-3% -$1.16M 0.03% 463
2022
Q1 		$40.6M Buy
1,388,633
+45,879
+3% +$1.31M 0.03% 410
2021
Q4 		$41.1M Buy
1,342,754
+21,517
+2% +$629K 0.03% 407
2021
Q3 		$36.2M Buy
1,321,237
+176,227
+15% +$5.06M 0.03% 412
2021
Q2 		$31.7M Buy
1,145,010
+851,898
+291% +$23.3M 0.03% 434
2021
Q1 		$7.47M Buy
293,112
+166,091
+131% +$4.1M 0.01% 985
2020
Q4 		$3.04M Buy
127,021
+6,651
+6% +$150K ﹤0.01% 1407
2020
Q3 		$2.53M Buy
120,370
+17,292
+17% +$370K ﹤0.01% 1328
2020
Q2 		$2.15M Sell
103,078
-13,424
-12% -$271K ﹤0.01% 1310
2020
Q1 		$2.23M Buy
116,502
+15,743
+16% +$401K ﹤0.01% 1126
2019
Q4 		$2.78M Buy
100,759
+3,579
+4% +$100K 0.01% 1149
2019
Q3 		$2.73M Buy
97,180
+10,691
+12% +$293K 0.01% 1077
2019
Q2 		$2.31M Buy
86,489
+16,198
+23% +$433K ﹤0.01% 1169
2019
Q1 		$1.88M Buy
70,291
+18,381
+35% +$473K ﹤0.01% 1222
2018
Q4 		$1.22M Buy
51,910
+2,260
+5% +$55.6K ﹤0.01% 1383
2018
Q3 		$1.25M Buy
49,650
+8,487
+21% +$220K ﹤0.01% 1515
2018
Q2 		$1.06M Buy
41,163
+10,098
+33% +$253K ﹤0.01% 1588
2018
Q1 		$763K Sell
31,065
-34,303
-52% -$850K ﹤0.01% 1814
2017
Q4 		$1.71M Sell
65,368
-17,536
-21% -$453K 0.01% 1169
2017
Q3 		$2.12M Sell
82,904
-5,624
-6% -$145K 0.01% 961
2017
Q2 		$2.25M Buy
88,528
+1,691
+2% +$43.4K 0.01% 859
2017
Q1 		$2.2M Sell
86,837
-3,131
-3% -$79.4K 0.02% 776
2016
Q4 		$2.27M Buy
89,968
+10,583
+13% +$267K 0.02% 736
2016
Q3 		$2.1M Sell
79,385
-34,653
-30% -$964K 0.02% 747
2016
Q2 		$3.13M Sell
114,038
-28,763
-20% -$766K 0.03% 540
2016
Q1 		$3.75M Sell
142,801
-10,191
-7% -$252K 0.01% 857
2015
Q4 		$3.84M Buy
+152,992
New +$3.84M 0.01% 828

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial's REET Position: Q1 2026 in Review

LPL Financial increased its iShares Global REIT ETF (REET) stake by 4.5% in Q1 2026, buying an estimated $2.05M and bringing the position to 1,856,406 shares worth $46.7M. The position accounts for 0.01% of the portfolio, ranked #956.

LPL Financial first reported a position in REET in Q4 2015 and has held it in 42 quarters since. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • LPL Financial held 1,856,406 shares of iShares Global REIT ETF worth $46.7M as of Q1 2026.
  • LPL Financial bought 79,142 iShares Global REIT ETF shares in Q1 2026, an estimated $2.05M.
  • iShares Global REIT ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #956 holding.
  • LPL Financial first reported a position in iShares Global REIT ETF in Q4 2015 and has held it in 42 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.