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Mascoma Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Mascoma Wealth 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 		– Sell
-1,317
Closed -$33.1K – 627
2026
Q1 		$33.1K Buy
+1,317
New +$34.2K 0.01% 222
2024
Q1 		– Sell
-314
Closed -$7.59K – 467
2023
Q4 		$7.59K Buy
+314
New +$6.87K ﹤0.01% 345
2018
Q1 		– Sell
-3,775
Closed -$94K – 379
2017
Q4 		$94K Buy
+3,775
New +$97.5K 0.06% 113

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 29.18% 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

Mascoma Wealth Management's REET Position: Q2 2026 in Review

Mascoma Wealth Management sold out of iShares Global REIT ETF (REET) in Q2 2026, closing a stake of 1,317 shares — an estimated $33.1K sold.

Mascoma Wealth Management first reported a position in REET in Q4 2017 and held it in 3 quarters. The position peaked at $94K in Q4 2017. 323 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Mascoma Wealth Management reported no remaining iShares Global REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,317 iShares Global REIT ETF shares in Q2 2026, an estimated $33.1K.
  • Mascoma Wealth Management first reported a position in iShares Global REIT ETF in Q4 2017 and held it in 3 quarters.
  • Mascoma Wealth Management's iShares Global REIT ETF position peaked at $94K in Q4 2017.
  • 323 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.