McLean Asset Management’s iShares Global REIT ETF REET Stock Holding History

McLean Asset 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	$350K	Sell	12,350 -50	-0.4%	-$1.36K	0.05%	132
2026 Q1	$312K	Sell	12,400 -6	-0%	-$156	0.05%	127
2025 Q4	$317K	Buy	12,406 +33	+0.3%	+$834	0.06%	126
2025 Q3	$316K	Sell	12,373 -9,676	-44%	-$243K	0.07%	125
2025 Q2	$549K	Sell	22,049 -188	-0.8%	-$4.55K	0.14%	80
2025 Q1	$480K	Buy	22,237 +399	+2%	+$9.71K	0.16%	74
2024 Q4	$523K	Buy	21,838 +91	+0.4%	+$2.32K	0.16%	74
2024 Q3	$569K	Hold	21,747	–	–	0.17%	73
2024 Q2	$512K	Buy	21,747 +825	+4%	+$18.9K	0.17%	73
2024 Q1	$493K	Buy	20,922 +9,616	+85%	+$225K	0.17%	72
2023 Q4	$269K	Buy	+11,306	New	+$247K	0.1%	111

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

McLean Asset Management's REET Position: Q2 2026 in Review

McLean Asset Management reduced its iShares Global REIT ETF (REET) stake by 0.4% in Q2 2026, selling an estimated $1.36K and leaving 12,350 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #132.

McLean Asset Management first reported a position in REET in Q4 2023 and has held it in 11 quarters since. The position peaked at $569K in Q3 2024. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

McLean Asset Management held 12,350 shares of iShares Global REIT ETF worth $350K as of Q2 2026.
McLean Asset Management sold 50 iShares Global REIT ETF shares in Q2 2026, an estimated $1.36K.
iShares Global REIT ETF made up 0.05% of McLean Asset Management's portfolio in Q2 2026, its #132 holding.
McLean Asset Management first reported a position in iShares Global REIT ETF in Q4 2023 and has held it in 11 quarters since.
McLean Asset Management's iShares Global REIT ETF position peaked at $569K in Q3 2024.
320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.