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Morton Brown Family Wealth’s iShares Global REIT ETF REET Stock Holding History

Morton Brown Family Wealth’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 		$14.4M Buy
520,305
+29,278
+6% +$794K 3.26% 10
2026
Q1 		$12.3M Buy
491,027
+19,487
+4% +$506K 3.26% 10
2025
Q4 		$11.8M Buy
471,540
+36,346
+8% +$918K 3.2% 10
2025
Q3 		$11.1M Buy
435,194
+4,004
+0.9% +$101K 3.19% 10
2025
Q2 		$10.7M Buy
431,190
+24,755
+6% +$600K 3.24% 9
2025
Q1 		$9.86M Buy
406,435
+15,068
+4% +$367K 3.35% 9
2024
Q4 		$9.38M Buy
391,367
+19,453
+5% +$497K 3.27% 9
2024
Q3 		$9.93M Buy
371,914
+18,781
+5% +$475K 3.53% 9
2024
Q2 		$8.66M Buy
353,133
+4,176
+1% +$95.5K 3.42% 9
2024
Q1 		$8.26M Buy
348,957
+15,856
+5% +$371K 3.41% 10
2023
Q4 		$8.05M Buy
333,101
+7,828
+2% +$171K 3.53% 10
2023
Q3 		$6.89M Buy
325,273
+28,330
+10% +$649K 3.52% 10
2023
Q2 		$6.82M Buy
296,943
+17,443
+6% +$397K 3.64% 10
2023
Q1 		$6.41M Buy
279,500
+9,652
+4% +$228K 3.82% 10
2022
Q4 		$6.13M Sell
269,848
-29,254
-10% -$652K 4.18% 10
2022
Q3 		$6.36M Sell
299,102
-1,064
-0.4% -$26.2K 5.07% 7
2022
Q2 		$7.26M Buy
300,166
+4,426
+1% +$118K 5.62% 6
2022
Q1 		$8.64M Buy
295,740
+1,714
+0.6% +$49K 6.53% 4
2021
Q4 		$9M Buy
+294,026
New +$8.59M 6.9% 3

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

Morton Brown Family Wealth's REET Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares Global REIT ETF (REET) stake by 6% in Q2 2026, buying an estimated $794K and bringing the position to 520,305 shares worth $14.4M. The position accounts for 3.26% of the portfolio, ranked #10.

Morton Brown Family Wealth first reported a position in REET in Q4 2021 and has held it in 19 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Morton Brown Family Wealth held 520,305 shares of iShares Global REIT ETF worth $14.4M as of Q2 2026.
  • Morton Brown Family Wealth bought 29,278 iShares Global REIT ETF shares in Q2 2026, an estimated $794K.
  • iShares Global REIT ETF made up 3.26% of Morton Brown Family Wealth's portfolio in Q2 2026, its #10 holding.
  • Morton Brown Family Wealth first reported a position in iShares Global REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.