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

Navigate 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 		$636K Buy
22,312
+5,463
+32% +$148K 0.39% 40
2026
Q1 		$456K Buy
+16,849
New +$437K 0.32% 46

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

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

Navigate Wealth Management increased its iShares Global REIT ETF (REET) stake by 32% in Q2 2026, buying an estimated $148K and bringing the position to 22,312 shares worth $636K. The position accounts for 0.39% of the portfolio, ranked #40.

Navigate Wealth Management first reported a position in REET in Q1 2026 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Navigate Wealth Management held 22,312 shares of iShares Global REIT ETF worth $636K as of Q2 2026.
  • Navigate Wealth Management bought 5,463 iShares Global REIT ETF shares in Q2 2026, an estimated $148K.
  • iShares Global REIT ETF made up 0.39% of Navigate Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Navigate Wealth Management first reported a position in iShares Global REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.