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

McMill 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 		$207K Buy
+7,507
New +$204K 0.05% 59
2025
Q1 		– Sell
-15,039
Closed -$360K – 51
2024
Q4 		$360K Buy
+15,039
New +$384K 0.15% 39

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

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

McMill Wealth Management opened a new position in iShares Global REIT ETF (REET) in Q2 2026: 7,507 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #59 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in REET as recently as Q4 2024.

McMill Wealth Management first reported a position in REET in Q4 2024 and has held it in 2 quarters since. The position peaked at $360K in Q4 2024. 321 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • McMill Wealth Management held 7,507 shares of iShares Global REIT ETF worth $207K as of Q2 2026.
  • iShares Global REIT ETF was a new McMill Wealth Management position in Q2 2026.
  • iShares Global REIT ETF made up 0.05% of McMill Wealth Management's portfolio in Q2 2026, its #59 holding.
  • McMill Wealth Management first reported a position in iShares Global REIT ETF in Q4 2024 and has held it in 2 quarters since.
  • McMill Wealth Management's iShares Global REIT ETF position peaked at $360K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on McMill Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.