MHR
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Matthew Hamilton Rosenberg’s iShares Global REIT ETF REET Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$48.8K Sell
1,893
-2
-0.1% -$55 0.01% 448
2026
Q2 		$52.3K Hold
1,895
– – 0.01% 428
2026
Q1 		$47.7K Sell
1,895
-7
-0.4% -$182 0.01% 428
2025
Q4 		$47.5K Hold
1,902
– – 0.01% 434
2025
Q3 		$48.6K Hold
1,902
– – 0.01% 427
2025
Q2 		$47K Sell
1,902
-19
-1% -$460 0.01% 450
2025
Q1 		$46.6K Hold
1,921
– – 0.01% 433
2024
Q4 		$46K Hold
1,921
– – 0.01% 434
2024
Q3 		$51.3K Buy
1,921
+26
+1% +$658 0.01% 423
2024
Q2 		$43.7K Sell
1,895
-566
-23% -$12.9K 0.01% 438
2024
Q1 		$57.5K Sell
2,461
-543
-18% -$12.7K 0.02% 408
2023
Q4 		$72.6K Sell
3,004
-442
-13% -$9.67K 0.02% 364
2023
Q3 		$72.9K Sell
3,446
-27
-0.8% -$618 0.02% 348
2023
Q2 		$79.8K Sell
3,473
-1,113
-24% -$25.4K 0.03% 345
2023
Q1 		$105K Sell
4,586
-1,381
-23% -$32.6K 0.03% 298
2022
Q4 		$136K Sell
5,967
-367
-6% -$8.18K 0.05% 253
2022
Q3 		$135K Sell
6,334
-1
-0% -$25 0.05% 226
2022
Q2 		$155K Buy
6,335
+1
+0% +$27 0.06% 205
2022
Q1 		$185K Sell
6,334
-7
-0.1% -$200 0.06% 199
2021
Q4 		$194K Sell
6,341
-733
-10% -$21.4K 0.07% 189
2021
Q3 		$194K Sell
7,074
-1,460
-17% -$41.9K 0.08% 170
2021
Q2 		$237K Sell
8,534
-28
-0.3% -$765 0.12% 111
2021
Q1 		$218K Sell
8,562
-20
-0.2% -$494 0.12% 109
2020
Q4 		$205K Sell
8,582
-982
-10% -$22.1K 0.13% 106
2020
Q3 		$201K Sell
9,564
-405
-4% -$8.66K 0.15% 87
2020
Q2 		$208K Buy
9,969
+399
+4% +$8.07K 0.17% 79
2020
Q1 		$184K Buy
+9,570
New +$244K 0.18% 59

Other funds holding REET

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Matthew Hamilton Rosenberg's REET Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Global REIT ETF (REET) stake by 0.11% in Q3 2026, selling an estimated $55 and leaving 1,893 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #448.

Matthew Hamilton Rosenberg first reported a position in REET in Q1 2020 and has held it in 27 quarters since. The position peaked at $237K in Q2 2021. 13 funds tracked by Wall St. Rank hold REET as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,893 shares of iShares Global REIT ETF worth $48.8K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 2 iShares Global REIT ETF shares in Q3 2026, an estimated $55.
  • iShares Global REIT ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #448 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares Global REIT ETF position peaked at $237K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.