Marshall & Sterling Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Marshall & Sterling Wealth 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	$3.65K	Buy	132 +1	+0.8%	+$27	﹤0.01%	283
2026 Q1	$3.3K	Hold	131	–	–	﹤0.01%	275
2025 Q4	$3.26K	Buy	131 +2	+2%	+$51	﹤0.01%	279
2025 Q3	$3.29K	Buy	129 +1	+0.8%	+$25	﹤0.01%	539
2025 Q2	$3.15K	Buy	128 +1	+0.8%	+$24	﹤0.01%	518
2025 Q1	$3.07K	Buy	+127	New	+$3.09K	﹤0.01%	516

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

Marshall & Sterling Wealth Advisors's REET Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares Global REIT ETF (REET) stake by 0.76% in Q2 2026, buying an estimated $27 and bringing the position to 132 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Marshall & Sterling Wealth Advisors first reported a position in REET in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

Marshall & Sterling Wealth Advisors held 132 shares of iShares Global REIT ETF worth $3.65K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 iShares Global REIT ETF share in Q2 2026, an estimated $27.
iShares Global REIT ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #283 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Global REIT ETF in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.