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

Mission 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 		$599K Buy
21,684
+2,340
+12% +$63.5K 0.01% 624
2026
Q1 		$487K Sell
19,344
-1,664
-8% -$43.2K 0.01% 496
2025
Q4 		$524K Buy
21,008
+675
+3% +$17.1K 0.01% 485
2025
Q3 		$520K Buy
20,333
+4,569
+29% +$115K 0.01% 478
2025
Q2 		$389K Sell
15,764
-1,084
-6% -$26.3K 0.01% 536
2025
Q1 		$409K Sell
16,848
-201
-1% -$4.89K 0.01% 506
2024
Q4 		$409K Sell
17,049
-341
-2% -$8.71K 0.01% 478
2024
Q3 		$464K Sell
17,390
-2,514
-13% -$63.6K 0.01% 447
2024
Q2 		$463K Sell
19,904
-1,801
-8% -$41.2K 0.01% 428
2024
Q1 		$514K Buy
21,705
+4,627
+27% +$108K 0.01% 427
2023
Q4 		$413K Sell
17,078
-3,496
-17% -$76.5K 0.01% 417
2023
Q3 		$436K Sell
20,574
-2,429
-11% -$55.6K 0.02% 367
2023
Q2 		$528K Sell
23,003
-705
-3% -$16.1K 0.02% 335
2023
Q1 		$544K Sell
23,708
-317
-1% -$7.48K 0.02% 316
2022
Q4 		$546K Buy
+24,025
New +$536K 0.03% 299

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 29.2% 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

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

Mission Wealth Management increased its iShares Global REIT ETF (REET) stake by 12% in Q2 2026, buying an estimated $63.5K and bringing the position to 21,684 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #624.

Mission Wealth Management first reported a position in REET in Q4 2022 and has held it in 15 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Mission Wealth Management held 21,684 shares of iShares Global REIT ETF worth $599K as of Q2 2026.
  • Mission Wealth Management bought 2,340 iShares Global REIT ETF shares in Q2 2026, an estimated $63.5K.
  • iShares Global REIT ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #624 holding.
  • Mission Wealth Management first reported a position in iShares Global REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.