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MASECO Private Wealth’s iShares Global REIT ETF REET Stock Holding History

MASECO Private Wealth’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 		$153K Sell
6,097
-2,902
-32% -$75.4K ﹤0.01% 110
2025
Q4 		$224K Hold
8,999
– – 0.01% 87
2025
Q3 		$230K Hold
8,999
– – 0.01% 50
2025
Q2 		$222K Buy
+8,999
New +$218K 0.01% 100

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

MASECO Private Wealth's REET Position: Q1 2026 in Review

MASECO Private Wealth reduced its iShares Global REIT ETF (REET) stake by 32% in Q1 2026, selling an estimated $75.4K and leaving 6,097 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

MASECO Private Wealth first reported a position in REET in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 299 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • MASECO Private Wealth held 6,097 shares of iShares Global REIT ETF worth $153K as of Q1 2026.
  • MASECO Private Wealth sold 2,902 iShares Global REIT ETF shares in Q1 2026, an estimated $75.4K.
  • iShares Global REIT ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #110 holding.
  • MASECO Private Wealth first reported a position in iShares Global REIT ETF in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's iShares Global REIT ETF position peaked at $230K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.