MB Generational Wealth’s iShares Global REIT ETF REET Stock Holding History

MB Generational 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 Q2	$1.47M	Hold	53,093	–	–	0.72%	28
2026 Q1	$1.34M	Hold	53,093	–	–	0.74%	27
2025 Q4	$1.32M	Hold	53,093	–	–	0.7%	28
2025 Q3	$1.36M	Buy	+53,093	New	+$1.33M	0.86%	20
2025 Q1	$1.69M	Buy	69,563 +16,470	+31%	+$401K	1.26%	14
2024 Q4	$1.27M	Hold	53,093	–	–	0.93%	16
2024 Q3	$1.42M	Hold	53,093	–	–	1.02%	16
2024 Q2	$1.23M	Buy	53,093 +40,844	+333%	+$934K	0.96%	15
2024 Q1	$1.02M	Sell	12,249 -30,908	-72%	-$723K	0.8%	19
2023 Q4	$1.04M	Buy	+43,157	New	+$944K	0.98%	19

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

MB Generational Wealth's REET Position: Q2 2026 in Review

MB Generational Wealth held its iShares Global REIT ETF (REET) position steady in Q2 2026 at 53,093 shares worth $1.47M. The position accounts for 0.72% of the portfolio, ranked #28.

MB Generational Wealth first reported a position in REET in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q1 2025. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

MB Generational Wealth held 53,093 shares of iShares Global REIT ETF worth $1.47M as of Q2 2026.
MB Generational Wealth left its iShares Global REIT ETF share count unchanged in Q2 2026.
iShares Global REIT ETF made up 0.72% of MB Generational Wealth's portfolio in Q2 2026, its #28 holding.
MB Generational Wealth first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 10 quarters since.
MB Generational Wealth's iShares Global REIT ETF position peaked at $1.69M in Q1 2025.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.