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Moors & Cabot’s iShares Global REIT ETF REET Stock Holding History

Moors & Cabot’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 		$534K Buy
19,351
+5,438
+39% +$147K 0.02% 545
2026
Q1 		$350K Buy
13,913
+3,664
+36% +$95.1K 0.02% 652
2025
Q4 		$256K Buy
+10,249
New +$259K 0.01% 760

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

Moors & Cabot's REET Position: Q2 2026 in Review

Moors & Cabot increased its iShares Global REIT ETF (REET) stake by 39% in Q2 2026, buying an estimated $147K and bringing the position to 19,351 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #545.

Moors & Cabot first reported a position in REET in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Moors & Cabot held 19,351 shares of iShares Global REIT ETF worth $534K as of Q2 2026.
  • Moors & Cabot bought 5,438 iShares Global REIT ETF shares in Q2 2026, an estimated $147K.
  • iShares Global REIT ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #545 holding.
  • Moors & Cabot first reported a position in iShares Global REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.