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

Modera 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 		$40.8M Buy
1,476,202
+96,301
+7% +$2.61M 0.44% 51
2026
Q1 		$34.7M Buy
1,379,901
+80,735
+6% +$2.1M 0.42% 52
2025
Q4 		$32.4M Buy
1,299,166
+103,954
+9% +$2.63M 0.37% 57
2025
Q3 		$30.5M Buy
1,195,212
+13,629
+1% +$342K 0.35% 61
2025
Q2 		$29.2M Buy
1,181,583
+124,689
+12% +$3.02M 0.36% 61
2025
Q1 		$25.6M Buy
1,056,894
+60,388
+6% +$1.47M 0.35% 63
2024
Q4 		$23.9M Buy
996,506
+50,046
+5% +$1.28M 0.29% 73
2024
Q3 		$25.3M Sell
946,460
-26,255
-3% -$664K 0.32% 70
2024
Q2 		$22.6M Buy
972,715
+7,248
+0.8% +$166K 0.33% 70
2024
Q1 		$22.9M Sell
965,467
-60,797
-6% -$1.42M 0.35% 67
2023
Q4 		$24.8M Sell
1,026,264
-14,725
-1% -$322K 0.41% 59
2023
Q3 		$22M Sell
1,040,989
-5,999
-0.6% -$137K 0.42% 61
2023
Q2 		$24M Buy
1,046,988
+12,296
+1% +$280K 0.44% 60
2023
Q1 		$23.7M Buy
1,034,692
+11,129
+1% +$263K 0.92% 31
2022
Q4 		$23.2M Buy
1,023,563
+860,840
+529% +$19.2M 0.95% 30
2022
Q3 		$3.46M Buy
162,723
+97,002
+148% +$2.39M 0.18% 65
2022
Q2 		$1.59M Buy
65,721
+23,216
+55% +$618K 0.08% 106
2022
Q1 		$1.24M Buy
42,505
+15,134
+55% +$432K 0.06% 140
2021
Q4 		$838K Buy
27,371
+422
+2% +$12.3K 0.03% 190
2021
Q3 		$739K Buy
26,949
+1,051
+4% +$30.1K 0.04% 129
2021
Q2 		$718K Buy
25,898
+908
+4% +$24.8K 0.04% 124
2021
Q1 		$637K Buy
24,990
+995
+4% +$24.6K 0.04% 122
2020
Q4 		$574K Buy
23,995
+8,217
+52% +$185K 0.05% 126
2020
Q3 		$332K Hold
15,778
– – 0.05% 115
2020
Q2 		$329K Buy
15,778
+1,830
+13% +$37K 0.05% 114
2020
Q1 		$267K Buy
+13,948
New +$356K 0.06% 120

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

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

Modera Wealth Management increased its iShares Global REIT ETF (REET) stake by 7% in Q2 2026, buying an estimated $2.61M and bringing the position to 1,476,202 shares worth $40.8M. The position accounts for 0.44% of the portfolio, ranked #51.

Modera Wealth Management first reported a position in REET in Q1 2020 and has held it in 26 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Modera Wealth Management held 1,476,202 shares of iShares Global REIT ETF worth $40.8M as of Q2 2026.
  • Modera Wealth Management bought 96,301 iShares Global REIT ETF shares in Q2 2026, an estimated $2.61M.
  • iShares Global REIT ETF made up 0.44% of Modera Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Modera Wealth Management first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 26 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.