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Naples Global Advisors’s iShares Global REIT ETF REET Stock Holding History

Naples Global Advisors’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 		$11.7M Buy
422,626
+14,750
+4% +$400K 0.72% 35
2026
Q1 		$10.3M Buy
407,876
+39,480
+11% +$1.03M 0.75% 33
2025
Q4 		$9.19M Buy
368,396
+58,054
+19% +$1.47M 0.69% 37
2025
Q3 		$7.93M Buy
310,342
+22,886
+8% +$574K 0.62% 39
2025
Q2 		$7.1M Buy
287,456
+20,671
+8% +$501K 0.61% 44
2025
Q1 		$6.47M Buy
266,785
+17,025
+7% +$414K 0.61% 41
2024
Q4 		$5.99M Buy
249,760
+13,799
+6% +$352K 0.56% 50
2024
Q3 		$6.3M Buy
235,961
+15,214
+7% +$385K 0.59% 47
2024
Q2 		$5.13M Buy
220,747
+19,633
+10% +$449K 0.52% 56
2024
Q1 		$4.76M Buy
201,114
+9,703
+5% +$227K 0.49% 62
2023
Q4 		$4.63M Buy
191,411
+19,122
+11% +$418K 0.51% 56
2023
Q3 		$3.69M Buy
172,289
+10,279
+6% +$235K 0.45% 66
2023
Q2 		$3.72M Buy
162,010
+20,742
+15% +$473K 0.44% 70
2023
Q1 		$3.24M Buy
141,268
+10,606
+8% +$250K 0.4% 76
2022
Q4 		$2.97M Sell
130,662
-1,399
-1% -$31.2K 0.38% 76
2022
Q3 		$2.81M Buy
132,061
+15,768
+14% +$388K 0.39% 81
2022
Q2 		$2.81M Buy
116,293
+33,057
+40% +$880K 0.36% 87
2022
Q1 		$2.43M Buy
83,236
+23,065
+38% +$659K 0.28% 107
2021
Q4 		$1.84M Buy
60,171
+220
+0.4% +$6.43K 0.21% 140
2021
Q3 		$1.64M Buy
59,951
+1,580
+3% +$45.3K 0.22% 142
2021
Q2 		$1.62M Buy
58,371
+3,052
+6% +$83.4K 0.23% 134
2021
Q1 		$1.41M Buy
55,319
+2,572
+5% +$63.5K 0.21% 140
2020
Q4 		$1.26M Buy
52,747
+24,137
+84% +$544K 0.21% 138
2020
Q3 		$602K Buy
+28,610
New +$612K 0.12% 199

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

Naples Global Advisors's REET Position: Q2 2026 in Review

Naples Global Advisors increased its iShares Global REIT ETF (REET) stake by 3.6% in Q2 2026, buying an estimated $400K and bringing the position to 422,626 shares worth $11.7M. The position accounts for 0.72% of the portfolio, ranked #35.

Naples Global Advisors first reported a position in REET in Q3 2020 and has held it in 24 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Naples Global Advisors held 422,626 shares of iShares Global REIT ETF worth $11.7M as of Q2 2026.
  • Naples Global Advisors bought 14,750 iShares Global REIT ETF shares in Q2 2026, an estimated $400K.
  • iShares Global REIT ETF made up 0.72% of Naples Global Advisors's portfolio in Q2 2026, its #35 holding.
  • Naples Global Advisors first reported a position in iShares Global REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.